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Technique PDF9:Providing headings by marking content with heading tags in PDF documents

Applicability

Tagged PDF documents with headings

This technique relates to:

  • 1.3.1: Info and Relationships (Sufficient when used with Making information and relationships conveyed through presentation programmatically determinable using the following techniques: )
  • 2.4.1: Bypass Blocks (Sufficient when used with Grouping blocks of repeated material in a way that can be skipped, using one of the following techniques: )

Description

The purpose of this technique is to show how headings in PDF documents can be marked so that they are recognized by assistive technologies. Headings are marked up using the heading elements (H, H1, H2, ... H6) in the structure tree. This is typically accomplished by using a tool for authoring PDF.

Heading markup can be used:

  • to indicate start of main content;
  • to mark up section headings within the main content area;
  • to demarcate different navigational sections, such as top or main navigation, left or secondary navigation, and footer navigation;
  • to mark up images (containing text) which have the appearance of headings visually.

Because headings indicate the start of important sections of content, it is possible for assistive technology users to access the list of headings and to jump directly to the appropriate heading and begin reading the content. This ability to "skim" the content through the headings and go directly to content of interest significantly speeds interaction for users who would otherwise access the content slowly.

Examples

Example 1: Adding or modifying tagged headings in PDF documents with Adobe Acrobat Pro

This example is shown with Adobe Acrobat Pro. There are other software tools that perform similar functions.

  1. Open the PDF document in Adobe Acrobat Pro.
  2. Select Accessibility → Reading Order...
  3. Open the Tags panel to view the Accessibility Tags
A PDF document opened in Adobe Acrobat. The Tags panel shows the headings in the tag tree. The Cooking With Oil heading is marked up as an H3 instead of an H2.

To correct the H3:

  1. Click on H3's text.
  2. Click on the Heading 2 tag in the TouchUp Reading Order panel.

Example 2: Creating documents in Microsoft Word that have correctly tagged headings when converted to PDF

This example is shown with Microsoft Word. There are other software tools that perform similar functions.

Use Styles to create heading formats: Heading 1, Heading 2, Heading 3, etc. Make styles progress in a logical manner; e.g., a Heading 2 should come after a Heading 1.

The document title is a Heading 1, which can be seen by the selected state of Word's Heading 1 button.

Other sources

No endorsement implied.

Tests

Procedure

  1. For all PDF content that is divided into separate sections, use one of the following to verify that headings are tagged correctly:
    • Read the PDF document with a screen reader, listening to hear that the list of headings is announced correctly.
    • Using a PDF editor, make sure the headings are tagged correctly.
    • Use a tool that is capable of showing the /Headn entries to open the PDF document and verify that headings are tagged correctly.
    • Use a tool that exposes the document through the accessibility API and verify that the headings are tagged correctly.

Expected Results

  • #1 is true.
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