Techniques for WCAG 2.0

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PDF21: Using List tags for lists in PDF documents

Applicability

Tagged PDF documents with lists.

This technique relates to:

User Agent and Assistive Technology Support Notes

See PDF Technology Notes for information on user agent and assistive technology support.

Description

The intent of this technique is to create lists of related items using list elements appropriate for their purposes. PDF files containing lists are normally created or repaired using a tool for authoring PDF.

When markup is used that visually formats items as a list but does not indicate the list relationship, users may have difficulty navigating the information. An example of such visual formatting is simply using line-breaks to separate list items.

Some assistive technologies allow users to navigate from list to list or item to item. If the lists are not correctly formatted with list tags, these users will have difficulty understanding the list content.

The easiest way to create lists in PDF content is to format them properly using list markup in the authoring tool, for example, Microsoft Word or OpenOffice.org Writer. However, if you do not have access to the source file and authoring tool, you can use Acrobat Pro's TouchUp Reading Order tool and the Tags panel.

The PDF specification defines list structure in section 14.8.4.3.3 (List Elements). The structure types for lists in PDF documents are:

Examples

Example 1: Adding lists to Microsoft Word 2007 documents

This example is shown with Microsoft Word. There are other software tools that perform similar functions. See the list of other software tools in PDF Authoring Tools that Provide Accessibility Support.

On the Home ribbon, use the lists tools to create or repair lists in Word documents. This is the easiest way to ensure that lists are formatted correctly when they are converted to PDF.

In the image below, the numbered and bullet lists were created using the list tools. The third list did not use the list tool (see the ribbon) and the list will not be tagged as list elements when converted to PDF.

Screenshot showing correctly formatted ordered and unordered lists, and a third section of text formatted to appear as a list, but not using the list formatting tool in Microsoft Word.

Example 2: Adding lists to OpenOffice.org Writer 2.2 documents

This example is shown with OpenOffice.org Writer. There are other software tools that perform similar functions. See the list of other software tools in PDF Authoring Tools that Provide Accessibility Support.

Use the Bullets and Numbering tool to create or repair lists in OpenOffice.org Writer documents. This is the easiest way to ensure that lists are formatted correctly when they are converted to PDF.

In the image below, the numbered and bullet lists were created using the list tools. The third list did not use the list tool (see the toolbar) and the list will not be tagged as list elements when converted to PDF.

Screenshot showing correctly formatted ordered and unordered lists, and a third section of text formatted to appear as a list, but not using the list formatting tool in OpenOffice.org Writer.

This example is shown in operation in the working example of adding lists to OpenOffice Writer documents.

Example 3: Ensuring that lists are correctly formatted using Adobe Acrobat 9 Pro

This example is shown with Adobe Acrobat Pro. There are other software tools that perform similar functions. See the list of other software tools in PDF Authoring Tools that Provide Accessibility Support.

  1. View > Navigation Panels... > Tags

  2. Inspect the lists in the document to determine which, if any, are not formatted properly.

In the following image, the third list is formatted as text. The list items are separated only by line-breaks. Assistive technology may not be able to render the list intelligibly for users.

Tags panel showing incorrectly formatted list as text beneath a Text body tag rather than nested under list tags.

To repair the list, use the Tags panel to create list tags in the content.

The following image shows the resulting first list item correctly formatted.

Tags panel showing first list item correctly nested under list tags.

This example is shown in operation in the working example of ensuring lists are properly formatted in Acrobat Pro.

Example 4: Marking up lists using List structure elements

The following code fragment illustrates code that is typical marking up a list hierarchy in PDF documents. It uses the simple numbered list in the previous examples. This is typically accomplished by an authoring tool.

4 0 obj
  <</Type /Page
    /Contents 5 0 R
  >>

endobj
5 0 obj
  << /Length 3 0 R >>
  stream
   /P <</MCID 1>> BDC
      BT T* (The most popular sports are:) Tj ET EMC
   /Lbl <</MCID 11>> BDC
      BT T* (1. ) Tj ET EMC
   /LBody <</MCID 12>> /BDC
      BT (Snow-shoeing ) Tj ET EMC
   /Lbl <</MCID 21>> BDC
      BT T* (2. ) Tj ET EMC
   /LBody <</MCID 22>> /BDC
      BT (Ice-skating ) Tj ET EMC
   /Lbl <</MCID 31>> BDC
      BT T* (3. ) Tj ET EMC
   /LBody <</MCID 32>> /BDC
      BT (Skiing ) Tj ET EMC
endstream
endobj

101 0 obj                 % Structure element for intro paragraph to list ("The most popular sports are:")
  << /Type /StructElem
     /S /P
     /P 201 0 R
     /Pg 4 0 R
     /K 1
  >>
endobj

111 0 obj                  % Structure element for first item, list label (Lbl): "1."
  << /Type /StructElem
     /S /Lbl
     /P 211 0 R
     /Pg 4 0 R
     /K 11
  >>
endobj

112 0 obj
  << /Type /StructElem     % Structure element for first item, list text (LBody): ("Snow-shoeing")
     /S /LBody
     /P 211 0 R
     /Pg 4 0 R
     /K 12
  >>
endobj

... [ objects 121-122 and 131-132, referencing MCIDs 21-22 and 31-32 are omitted in the interest of space. ]

201 0 obj
  << /Type /StructElem
     /S /Caption            % Intro paragraph
     /P 400 0 R
     /K [101 0 R]
  >>
endobj

211 0 obj
  << /Type /StructElem
     /S /LI                 % List item for "1. Snow-shoeing"
     /P 400 0 R
     /K [111 0 R 112 0 R]
  >>
endobj

212 0 obj
  << /Type /StructElem
     /S /LI                 % List item for "2. Ice-skating"
     /P 301 0 R
     /K [121 0 R 122 0 R]
  >>
endobj

213 0 obj
  << /Type /StructElem
     /S /LI                 % List item for "3. Skiing"
     /P 301 0 R
     /K [131 0 R 132 0 R]
  >>
endobj

400 0 obj
  << /Type /StructElem
     /S /L                   % Top-level structure element in the list hierarchy                
     /K [201 0 R 211 0 R 212 0 R 213 0 R]
  >>
endobj

Resources

Resources are for information purposes only, no endorsement implied.

Tests

Procedure

  1. For a list in a PDF document, verify in one of the following ways:

    • Read the PDF document with a screen reader, listening to hear that list is read correctly when reading the content line-by-line.

    • Use a tool that is capable of showing lists to open the PDF document and view the list to check that it is correctly structured.

    • Inspect the tag tree to verify that the list is structured according to the PDF specification.

    • Use a tool that exposes the document through the accessibility API and verify that the list is correctly structured.

Expected Results

If this is a sufficient technique for a success criterion, failing this test procedure does not necessarily mean that the success criterion has not been satisfied in some other way, only that this technique has not been successfully implemented and can not be used to claim conformance.

Techniques are Informative

Techniques are informative—that means they are not required. The basis for determining conformance to WCAG 2.0 is the success criteria from the WCAG 2.0 standard—not the techniques. For important information about techniques, please see the Understanding Techniques for WCAG Success Criteria section of Understanding WCAG 2.0.