ETSI TR 101 550 V1.1.1 (2014-02)

TR 101 550 V1.1.1 (2014-02)
Technical Report
Documents relevant to EN 301 549 "Accessibility requirements
suitable for public procurement of ICT products and services
in Europe"
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2 TR 101 550 V1.1.1 (2014-02)
Reference
DTR/HF-00126
Keywords
accessibility, HF, ICT, procurement
CEN CENELEC ETSI
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Contents .............................................................................................................................................................. 3

Intellectual Property Rights ................................................................................................................................ 5

Foreword............................................................................................................................................................. 5

Introduction ........................................................................................................................................................ 5

1 Scope ........................................................................................................................................................ 6

2 References ................................................................................................................................................ 6

2.1 Normative references ......................................................................................................................................... 6

2.2 Informative references ....................................................................................................................................... 6

3 Definitions and abbreviations ................................................................................................................... 8

3.1 Definitions ......................................................................................................................................................... 8

3.2 Abbreviations ..................................................................................................................................................... 8

4 Overview .................................................................................................................................................. 8

5 Preparation of the EN requirements ......................................................................................................... 9

5.1 General ............................................................................................................................................................... 9

5.2 Global issues within the EN ............................................................................................................................. 11

5.3 Definitions (Clause 3 of the EN) ..................................................................................................................... 12

5.4 Functional performance (Clause 4 of the EN) ................................................................................................. 13

5.4.1 Functional performance statements ............................................................................................................ 13

5.4.2 Mapping between requirements and functional performance statements ................................................... 14

5.5 Generic requirements (Clause 5 of the EN) ..................................................................................................... 15

5.6 ICT with two-way voice communications (Clause 6 of the EN) ..................................................................... 15

5.6.1 Audio bandwidth for speech (informative recommendation) (Clause 6.1 of the EN) ................................ 15

5.6.2 Real-Time Text (RTT) functionality (Clause 6.2 of the EN) ..................................................................... 15

5.7 Video communication (Clause 6.6 of the EN) ................................................................................................. 16

5.8 Hardware (Clause 8 of the EN) ........................................................................................................................ 16

5.8.1 Hardware products with speech output (Clause 8.2 of the EN) ................................................................. 16

5.8.2 Fixed-line devices (Clause 8.2.2.1 of the EN) ............................................................................................ 16

5.8.3 Wireless communication devices (Clause 8.2.2.2 of the EN) .................................................................... 16

5.8.4 Physical access to ICT (Clause 8.3 of the EN) ........................................................................................... 16

5.8.5 Mechanically operable parts (Clause 8.4 of the EN) .................................................................................. 18

5.9 Web (Clause 9 of the EN) ................................................................................................................................ 18

5.10 Non-web documents (Clause 10 of the EN) .................................................................................................... 19

5.11 Non-web software (Clause 11 of the EN) ........................................................................................................ 20

5.11.1 Software success criteria (Clause 11.2 of the EN) ..................................................................................... 20

5.11.2 Interoperability with assistive technologies (Clause 11.3 of the EN) ......................................................... 21

5.11.3 Authoring tools (Clause 11.6 of the EN) .................................................................................................... 21

5.12 ICT providing relay or emergency service access (Clause 13 of the EN)........................................................ 21

5.13 Annex B ........................................................................................................................................................... 21

5.14 Annex C ........................................................................................................................................................... 22

6 Documents used for the development of test procedures ....................................................................... 22

6.1 Simple tests based on inspection or testing ...................................................................................................... 22

6.2 Tests with processes defined in other standards .............................................................................................. 22

6.3 Selective testing ............................................................................................................................................... 22

7 New tests and evaluation methods ......................................................................................................... 23

7.1 New tests .......................................................................................................................................................... 23

7.2 Further research ............................................................................................................................................... 23

7.2.1 Contrast ...................................................................................................................................................... 23

7.2.2 Anthropometry ........................................................................................................................................... 23

7.2.3 Usage with limited cognition ..................................................................................................................... 24

7.2.4 Real-time text correctness .......................................................................................................................... 24

7.2.5 The physical design of installed and free-standing ICT ............................................................................. 24

History .............................................................................................................................................................. 25

IPRs essential or potentially essential to the present document may have been declared to ETSI. The information

pertaining to these essential IPRs, if any, is publicly available for ETSI members and non-members, and can be found

in ETSI SR 000 314: "Intellectual Property Rights (IPRs); Essential, or potentially Essential, IPRs notified to ETSI in

respect of ETSI standards", which is available from the ETSI Secretariat. Latest updates are available on the ETSI Web

Pursuant to the ETSI IPR Policy, no investigation, including IPR searches, has been carried out by ETSI. No guarantee

can be given as to the existence of other IPRs not referenced in ETSI SR 000 314 (or the updates on the ETSI Web

This Technical Report (TR) has been produced by ETSI Technical Committee Human Factors (HF).

The present document was prepared in response to Phase 2 of Mandate M 376 [i.9] from the European Commission to

The primary objective of Mandate 376 was to produce a European Standard (EN 301 549 [i.3]), hereafter, for the

purpose of this document, called "the EN", that sets out in a single source, detailed, practical and quantifiable functional

accessibility requirements which: take note of global initiatives in that field, are applicable to all ICT products and

The present document is one of two Technical Reports that support the EN. The present document lists the standards

and technical specifications used in the creation of the compliance requirements for accessibility set out in the EN. It

also provides a source reference for other documents needed to implement the test procedures required by the EN.

The present document also notes new test methods developed during the work on the EN and identifies exceptional

A second Technical Report (TR 101 551 [i.7]) gives guidance to procurers on the award criteria relevant to each area of

The present document lists the documents used in the creation of EN 301 549 [i.3] on accessibility requirements for

public procurement of ICT products and services in Europe and provides a source reference for any other documents

As well as identifying the sources for the EN content, the present document also provides additional explanation to

assist users of the EN with clarifications and supporting information about measurement methods, particularly where no

Where there are any test gaps, these are identified and test descriptions and evaluation methodologies are developed. In

those exceptional cases where it is not possible to do so, recommendations are given on how the gaps should be filled.

References are either specific (identified by date of publication and/or edition number or version number) or

non-specific. For specific references, only the cited version applies. For non-specific references, the latest version of the

Referenced documents which are not found to be publicly available in the expected location might be found at

NOTE: While any hyperlinks included in this clause were valid at the time of publication ETSI cannot guarantee

The following referenced documents are not necessary for the application of the present document but they assist the

[i.1] ANSI C.63.19 (2011): "Methods of Measurement of Compatibility between Wireless

[i.2] ETSI EG 201 013: "Human Factors (HF); Definitions, abbreviations and symbols".

[i.3] CEN/CENELEC/ETSI EN 301 549: "Accessibility requirements suitable for public procurement

[i.4] ETSI ES 200 381-1: "Telephony for hearing impaired people; Inductive coupling of telephone

[i.5] ETSI ES 200 381-2: "Telephony for hearing impaired people; Inductive coupling of telephone

[i.6] ETSI ETS 300 381: "Telephony for hearing impaired people; Inductive coupling of telephone

[i.7] CEN/CENELEC/ETSI TR 101 551: "Guidelines on the use of accessibility award criteria suitable

[i.8] ETSI TR 102 612: "Human Factors (HF); European accessibility requirements for public

procurement of products and services in the ICT domain (European Commission Mandate M 376,

[i.9] European Commission M 376: "Standardisation Mandate to CEN, CENELEC and ETSI in support

of European accessibility requirements for public procurement of products and services in the ICT

[i.10] European Commission M 420: "Standardisation Mandate to CEN CENELEC and ETSI in support

of European Accessibility Requirements for Public Procurement in the Built Environment".

[i.11] ISO 9241-171:2008: "Ergonomics of human-system interaction-Part 171: Guidance on software

[i.12] ISO 21542(2011): "Building construction -- Accessibility and usability of the built environment".

[i.13] ISO 26800: 2011: "Ergonomics - General approach, principles and concepts".

[i.14] ISO/IEC 17007 (2009): "Conformity assessment - Guidance for drafting normative documents

[i.15] ISO/IEC 13066-1 (2011): "Information technology -- Interoperability with assistive technology

[i.16] ISO/IEC 40500 (2012): "Information technology -- W3C Web Content Accessibility Guidelines

[i.17] ISO/IEC TR 29138-1 "Information Technology - Accessibility considerations for people with

[i.18] Supplement 1 to ITU-T H-Series Recommendations: "Application profile - sign language and lip-

[i.19] Telecommunications and Electronic and Information Technology Advisory Committee (TEITAC):

NOTE: Available at http://www.access-board.gov/guidelines-and-standards/communications-and-it/about-the-ict-

[i.20] TIA-825-A: 2003: "A Frequency Shift Keyed Modem for Use on the Public Switched Telephone

[i.21] TIA-1083-A (2010): "Telecommunications; Telephone Terminal equipment; Handset magnetic

measurement procedures and performance requirements" - Telecommunications Industry

[i.22] US Access Board: "Draft Information and Communication Technology (ICT) Standards and

NOTE: Available at http://www.access-board.gov/attachments/article/560/draft-rule2010.pdf.

[i.23] US Access Board: "Draft Information and Communication Technology (ICT) Standards and

NOTE: Available at http://www.access-board.gov/attachments/article/490/draft-rule.pdf .

[i.25] W3C Recommendation (11 December 2008)/ISO/IEC 40500 (2012): "Web Content Accessibility

[i.26] W3C Working Group Note (5 September 2013): "Guidance on Applying WCAG 2.0 to Non-Web

[i.27] Recommendation ITU-T F.700: "Framework Recommendation for multimedia services".

For the purposes of the present document, the terms and definitions given in EG 201 013 [i.2] and the following apply:

accessibility: extent to which products, systems, services, environments and facilities can be used by people from a

population with the widest range of characteristics and capabilities, to achieve a specified goal in a specified context of

NOTE: Context of use includes direct use or use supported by assistive technologies.

assistive technology: hardware or software added to, connected to, or incorporated within, a system that increases

NOTE 1: Examples are braille display, screen reader, screen magnification software, eye tracking devices.

NOTE 2: Where ICT does not support directly connected assistive technology, but can be operated by a system

connected over a network or other remote connection, such a separate system (with any included assistive

electronic content: information and sensory experience to be communicated to the user by means of ICT

real-time text: form of text conversation in point to point situations or in multipoint conferencing where the text being

entered is displayed on all terminals in such a way that the communication is perceived by the user as being continuous

TEITAC Telecommunications and Electronic and Information Technology Advisory Committee

When writing EN 301 549 [i.3], hereafter, for the purpose of this document, called "the EN", there were a number of

It was important to build on the significant work undertaken during Phase 1 of Mandate M376 [i.9] which resulted in

TR 102 612 [i.8]. Phase 1 was the preparatory work that preceded the Phase 2 activity of preparing a European Standard

(Norm) (EN) containing in one volume all the necessary functional accessibility requirements for public procurement of

products and services in the ICT domain. This EN, EN 301 549 [i.3], was intended to contain these requirements in a

fully demonstrable and testable form, compliant with ISO/IEC 17007 [i.14], the standard which gives guidance for

It was important that the document should achieve global acceptability, originally by taking into account the

requirements of the US Telecommunications and Electronic and Information Technology Advisory Committee

(TEITAC) Report published in April 2008 [i.19] on which the Phase 1 work was based . Unfortunately, before work

started on Phase 2 of the Mandate [i.9], the US Access Board set out in an Advance Notice of Proposed Rulemaking

(ANPRM) of their "Information and Communication Technology (ICT) Standards and Guidelines" [i.23].

In order to maintain the aim to reduce the burden on manufacturers by providing a common set of public procurement

requirements for accessibility which as far as possible could apply to markets both in Europe and in the rest of the world

it was necessary to change the work to meet the new US ANPRM [i.23]. This has been achieved whilst meeting the

Whilst trying to achieve a globally acceptable standard it was important to ensure that the requirements of the EN took

account of the European public procurement needs, particularly in those areas affected by European legislation. It was

also necessary to take note of some areas where aspects of performance are controlled by different legislative

Where websites are concerned, it was important to achieve global status for the accessibility requirements by referring

to the well-established process of conformance to the internationally accepted web content accessibility guidelines

(WCAG) produced by the World Wide Web Consortium (W3C), an international community that develops

recommendations. These recommendations are currently at version WCAG 2.0 [i.25], which was adopted in December

For each potential requirement identified in Phase 1 of the work on Mandate 376 [i.9], the sources identified in the

report were checked to see if they were appropriate to be a potential source of wording for the requirement (i.e. whether

it was a widely accepted global standard) and, where appropriate, to identify whether the specific text in the standard

could be taken into account when wording the requirement. A full listing of the sources that relate to each requirement

The original Terms of Reference for the work on the EN were based on the output of Phase 1 of the mandate.

Subsequent to the publication of the Phase 1 reports there were considerable developments in relevant international

regulations and standards. The publication by the US Access Board of an Advance Notice of Proposed Rulemaking

When writing the EN an attempt was made to maximize alignment with the updating of the American accessibility

requirements that are foreseen by the American Architectural and Transportation Barriers compliance board's (Access

Board) document entitled "Telecommunications Act Accessibility Guidelines: Electronic and Information Technology

Accessibility Standards". This was published as an advance notice of proposed rulemaking (ANPRM) on the 22

March 2010 [i.22]. This document led to the writing of the US Access Board's draft "Information and Communication

Technology (ICT) Standards and Guidelines" [i.22] (henceforward described here as the first 508/255 ANPRM), and

was followed by a second version of the standards and guidelines that was published on the 8 December 2011 [i.23].

This second 508/255 ANPRM was significantly different from the first one, replacing many of the previous

requirements by global references to WCAG 2.0 [i.25]. At the time of writing it is not known what requirements will be

included in the final Notice of Proposed Rule Making (NPRM) which will lead to the formal revision of Section 508 of

Initially, the first 508/255 ANPRM text, together with the official comments on the proposed requirements, were

considered as the basis of candidate text. Following this study, in some cases the same text was able to be used, but in

many cases the wording was changed by the experts writing the new requirements in order to address the issues raised

by the official comments and to address points found in the other standards that were consulted.

In some cases the concepts and wording from widely accepted International Standards were used as a basis for the

A new requirement was introduced into the EN to provide a clear point of separation between those areas that are Web

content, and hence within the scope of WCAG 2.0 [i.25], and those that are not. The intent was that for Web content,

the requirements of the EN would be identical to those of WCAG 2.0. This was to be achieved by making WCAG 2.0 a

Major re-writing or expanding of the requirements beyond that of the 508/255 ANPRM had to be undertaken for areas

where the performance requirements of European networks or legislation demanded different or more precisely defined

specifications of services, for example when defining requirements for magnetic coupling of ICT to hearing aids and

In summary, the net result of taking all of these factors into account was that, for the majority of the individual

requirements (for ICT not within the scope of WCAG 2.0), the wording was closely based on the wording of the

508/255 ANPRM with changes being made to reflect the concerns expressed in the official comments on that document

and also the concerns of the experts drafting the European requirements. Where a requirement that was identified in

Phase 1 did not appear in the 508/255 ANPRM, but was still seen as being important to be included in EN 301 549 [i.3],

the initial source chosen to look for appropriate wording was the TEITAC report [i.19].

The structure of some requirements in the 508/255 ANPRM was found to be incompatible with the rules adopted and

considered essential by the ESOs and official International Standards Bodies. It was therefore necessary to alter the way

in which these groups of requirements were structured and to amend the wording of requirements to match the revised

structuring logic. In making these changes, care was taken to avoid altering the intended meaning of the individual

On 8 December 2011, a second 508/255 ANPRM was issued with a completely new set of standards and guidelines

[i.23]. The approach taken in the second 508/255 ANPRM was radically different from that taken in the first 508/255

ANPRM. The number of requirements and the overall size of the document was greatly reduced in this second 508/255

ANPRM by proposing that the WCAG 2.0 Success Criteria could be applied to "User interface components and content

of platforms and applications" as well as to web pages. This approach met with initial scepticism from some

commentators in the US, as well as from those drafting EN 301 549 [i.3]. In particular the US Access Board's