What are WCAG Success Criteria?
(10 tips on how to write them)
NOTE: This is not WCAG WG doc. It is simply an attempt to organize the characteristics of WCAG 2 Success Criteria, that to my knowledge, have never been put in one place.
WCAG.Next work is beginning with gap analysis, needs assessments and proposals, some of which will likely become new Success Criteria in a WCAG 2.1.
- The Mobile Task Force (MATF)
- The Low Vision Task Force (LVTF)
- Cognitive Accessibility Task Force (COGA)
- There may be some guidance drawn from the Media Accessibility User Requirements (MAUR)
- Some additional work on dynamic content and notifications of updates to pages.
The WCAG 2.0 contains Normative and Non-Normative documents. The non-normative documents are about 400 pages of help (Techniques, Failures, How to Meet, etc.). The main document is the Normative WCAG 2 standard which is 36 pages printed. It contains:
- 4 Principles
- 12 Guidelines
- 61 Success Criteria
- 5 Conformance Criteria
WCAG is all about Success Criteria. The Principles and Guidelines are just "buckets" for the Success Criteria, to organize them logically. The Conformance Criteria just provide some context of how to assess the Success Criteria on a page.
Here I discuss the characteristics of Success Criteria, and my opinion on how to write them with significant input from Loretta Guarino Reid and Gregg Vanderheiden. There is nothing official about this advice.
Characteristics of a Success Criterion
Success Criteria are hard to write. Many hundreds of millions of dollars have been spent making content meet the WCAG Success Criteria around the world. There is a lot of pressure to get it right. The needs of the disability communities have to be balanced with the needs of the authors, and sometimes massive organizations that own web sites. I've put together some tips below that I've kept in mind when trying to write Success Criteria. Perhaps they will help you also.
- Make testable statements
- It is possible to evaluate the Success Criteria independent of the user who is consuming it
- Describe the affirmative condition of the passing content
- Success Criteria are technology neutral
- Success Criteria apply to ALL content unless there are specific exceptions
- Define new terms carefully
- Use existing Success Criteria for examples of how to say things
- Sometimes it helps to split up a Success Criterion
- Not all proposals can become Success Criteria
- No set of Success Criteria can meet the requirements of ALL users
1) Make testable statements
Every Success Criterion needs to be testable. A web accessibility professional should be able to determine whether the content passes or not with a "high degree of confidence". This testability can be automated, manual, or both. For instance, an automated checker can determine whether there is a text alternative for an image but not whether it provides the "Equivalent Purpose". A human who is knowledgeable on the subject needs to do that.
2) It is possible to evaluate the Success Criteria independent of the user who is consuming it
The author doesn't know who the end user is going to be. So a Success Criterion can't describe the user's experience, because that may differ among end users. Instead, it is important to tease out the underlying properties that will permit (but not guarantee) that the user will have a good experience.
3) Describe the affirmative condition of the passing content
Success criteria describe the state of the content, not the process for creating it. So it describes properties that must be true about the page when the Success Criteria is satisfied. If the condition is true then the content passes. A simple is example is
Success Criteria don't have negative action words telling the author what to do, like "don't", "should not", "Avoid" etc. nor do they have brackets or quotes in the testable statements. However, in some Success Criteria, the elements of the content "do not" have certain characteristics. (See 1.3.3, 2.3.1, 2.3.2, 4.1.1)
Gregg Vanderheiden, describes one approach to writing Success Criteria as "3 Level Deep Thinking". When someone presents an accessibility issue. There are levels to get to a good solution, each level goes deeper than the previous.
- What is the answer to the question?
- Why did they ask the question?
- What are all the possible consequences of all the possible ways to answer this?
In WCAG 2 it plays out like this:
- What is the objective - what is the requirement we want to have be true
- Why do we want this - who does it help - will this actually help them - how do we word this to help them
- What are all the possible ways this can be a problem:
|IF the Proposed Wording ...||THEN|
|Can be mis-read or misunderstood||Use different wording|
|Does not apply to a part of the problem that it should apply to||Wording is too narrow or specific in its language and it needs different wording.|
|Forbids something that is OK||Wording is too restrictive or too general and it needs to have qualifications or exceptions, or be worded differently.|
|Is impossible to meet in some technologies||It is too general and needs to have qualifications or exceptions or be worded differently.|
|Is not specific enough that you can tell when you have done it.||It is not testable, and it needs rework.|
|Introduces problems for some other group besides the one you are trying to help (e.g. works great for some - but not good - makes it worse - for others).||It needs to be reworked so that it addresses the problem you are trying to solve without making other problems.|
Write and re-write until the Success Criteria is as simple as possible without unnecessary words, but don't omit any necessary words.
These statements will be translated to other languages, so avoid jargon and terms that don't translate well. Proposed language should be reviewed by people who speak languages that the WCAG may be translated to.
4) Success Criteria are technology neutral
It is especially challenging to write technology-neutral Success Criteria. We tend to start from problems encountered in a particular technology, and it takes careful thought to identify the underlying, abstract issue, then to describe it in abstract terms that are still testable. This process is one of the things that has made WCAG2 so challenging to write, and challenging for people to understand; it leads to abstract, unfamiliar language.
5) Success Criteria apply to ALL content unless there are specific exceptions
Success Criteria must apply to all web content, unless explicitly excluded. Some content has constraints that make it more difficult to work with and has to have exceptions (e.g., changing the appearance may conflict with the purpose of the content). But if exceptions are put on a Success Criterion, consider the accessibility implications, because the excluded content will present accessibility barriers to some people. However, there can be legal reasons for some constraints, or practical economic reasons.
6) Define new terms carefully
When making a document that will be used in legislation, policy, etc., we have to be very careful about the words we use. If we use a term in a specific context that may not be understood, we define what it means in our standard.
7) Use existing Success Criteria for examples of how to say things
Much of the heavy lifting has been done for us in WCAG 2 over the course of years of voting, discussion and consensus building. Thousands of developers have learned those terms of reference used in the WCAG. We can leverage current WCAG 2 phrases and expressions when writing new Success Criteria.
8) Sometimes it helps to split up a Success Criterion
It is sometimes easier to write different Success Criteria that focus on different aspects of a problem. This makes it easier to isolate different properties. But this also seems to confuse people when more than one Success Criteria fails due to related problems in the content.
9) Not all proposals can become Success Criteria
We can't assume just because a lot of time has been invested into a proposal that is has the characteristics necessary to become an Success Criteria. Don't be afraid to rip up a proposal and start again.
Success Criteria are like salmon swimming upstream or baby turtles trying to make it from the sand to the ocean. Many proposals do not successfully meet the necessary conditions of a Success Criteria. Some of them can become Best Practices.
10) No set of Success Criteria can meet the requirements of ALL users
No set of Success Criteria will ever be complete and capture all accessibility requirements. They provide a floor (although there is a danger that they will be considered a ceiling!) It is valuable to find ways to describe best practices that will make a better experience, and encourage authors to follow those practices when possible. We hope to place more emphasis on Best Practices in the next version, so good advice is not lost even though they did not have the characteristics of Success Criteria.
Three tips on how to work in the group successfully
1) Listen to every voice, the most useful suggestions sometimes come from those who are not as active
The group conscience is extremely useful, and every voice counts. Many times when we have been stuck, a voice that we don't often hear mentions something tentatively, which solves the problem, or kick starts the new direction to solve the problem. I've learned to trust the group conscience more than my own opinions.
2) Try to compromise as much as possible without losing the objective, in order to gain consensus and unity
There are many stakeholders for the WCAG. They include:
- Diverse communities of people with many types of dis-Abilities.
- Accessibility professionals who have dedicated their lives to making the world more accessible
- Corporations meeting the WCAG, senior managers, project managers, developers, content writers, designers, back end architects etc.
- Governments, policy makers and lawmakers who enact the WCAG
- And many more...
We need to listen to all opinions, which sometimes conflict, and find the way to gain consensus and come up with a language that everyone can live with. The 2006 draft of WCAG 2 received 1200 comments. The 2008 final draft had not one formal objection from all these stakeholders. This was because we worked hard on consensus.
3) Listen to every objection and discern whether it is fundamental to the Success Criterion, or if it can be managed with exceptions, qualifications etc.
Don't give up on a proposed Success Criteria because a stakeholder raises an objection. Try instead to understand the objection and discern whether it is fundamental to the backbone of the proposal or if it can be managed with rewording or exceptions. If it is fundamental to the Success Criterion, then the entire group needs to look at the objection and compare it to the benefits of the Success Criterion, and the consequences of proceeding. Also, see if it can be written in such a way that all in the group "can live with it".
There are occasions when the accessibility needs for different users can conflict. An example is whether moving keyboard focus to a control should automatically activate it, which is something that is valuable for some motion impaired users but harmful for users who must navigate through controls using the keyboard. It can be difficult to recognize when such a conflict exists; they are often quite subtle. When they do exist, crafting Success Criteria that supports both sets of user needs can be challenging.
One page serves all users
For WCAG2, we assume that the same page can serve all users, that is, we do not require that the author provide different versions for different users. The user agent may provide a variety of ways of rendering the content that can be personalized by the user, but we assume it is possible to create one version of content that can be rendered in different ways. (It is not absolutely necessary to take this approach, but life becomes much more complicated and difficult for everyone - author, user, evaluator - if it is not true.)
Alternate versions can be reached accessibly
Sometimes it is easier to let authors provide an alternate version (or buttons to provide an accessible view) which conforms to WCAG, so they can have that new cutting edge component on the main page. The path to triggering that customization must be accessible. For instance, if the user needs to change a setting to enable keyboard access, then the path to enabling keyboard access must already be keyboard accessible. If the user must customize the colors used, the path to performing that customization must be usable before it happens.
In short, Success Criteria are hard to write. I've provided some of the tips we used to write them. I'd be glad to add to this article if others have suggestions.
The rewards of well written WCAG Success Criteria are huge. They can make the web more accessible to millions of users with disabilities, and also improve usability for all.
Feel free to comment on Twitter @davidmacd
David MacDonald is a veteran WCAG member, co-editor of Using WAI ARIA in HTML5 and HTML5 Accessibility Task Force Member. Opinions are my own.
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