PDFs and accessibility

If you need help deciding how to improve your PDFs files' accessibility, the below decision tree is designed to assist you decide your approach.

Description for PDF decision tree:

1. Are you dealing with an existing PDF file?
   1. Yes (go to step 2)
   2. No (go to step 4)
2. Do you have the source file?
   1. Yes (go to step 3)
   2. No (go to step 5)
3. Remediate the source file and publish in original file format (addendum in step 10)
4. Use authoring software to create and publish your document
5. Do you have access to authoring software?
   1. Yes (go to step 6)
   2. No (go to step 7)
6. Recreate content in authoring software and publish your document (addendum in step 10)
7. Do you have access to Adobe Acrobat DC
   1. Yes (go to step 8)
   2. No (go to step 9)
8. Run accessibility checker and remediate destination file (not recommended)
9. Use external remediation service (recommended)
10. If you must publish a PDF, export accessible source file to PDF

The simplest way to improve the accessibility of any PDFs you create is to create your document in another application, such as creating documents in a word processing (e.g. Microsoft Word) or desktop publishing (e.g. Adobe CC InDesign) software with accessibility built in. If needed, these files can then be exported as PDFs, but the ability to build-in accessibility into the native documents will make the exported PDFs more useable. This approach is the most reliable way of achieving optimal accessibility in your PDF documents. If it is necessary to create PDF documents from scratch, there are ways users can ensure they are accessible. Note that this is not recommended – instead aim to create source files in word processing or digital publishing and share with students and others through that format.

If PDFs must be created:

• Add document properties and interactive features to the PDF – these can be a document title, keywords, links, and bookmarks. Set the security settings so that they do not interfere with assistive technology. 
• Use OCR (Optical Character Recognition) to identify and repair scanned text – this will allow text to be read by assistive technologies and searchable in Adobe Acrobat DC and other software.  
• If the PDF is intended to be an interactive or form-fillable document, ensure to add form fields and labels with accessible names. You can also assign a tab order to the form fields to allow for correct keyboard focus and provide instructions. 
• Use paragraph styles in your document as you would in any document created in Office 365. This will create an outline of the document and help you create bookmarks from headings for easier navigation.  
• Specify tags in your document, either by using the Autotag Document tool, Reading Order tool, or the Tags panel. This will ensure that all elements will be included in the document’s structure. 
• Add alt text to visual content (images, objects, figures). This should be informative and concise. 
• Set the document language to enable screen readers to switch to the specified language. 
• Use the Accessibility Checker and Report to do final checks. The results and recommendations will indicate if you need to make any further changes. You can keep using the Accessibility Checker and Report until here are no more issues with your PDF. 

If you have existing PDFs, you can check for accessibility issues and remediate content as required to bring the documents up to standard. This is likely to be the case with PDFs created prior to the introduction of native accessibility checkers in software, or PDFs created by a third-party where the source files are now in the user’s ownership or control. 

Adobe offers a detailed workflow you can use to examine and repair your PDF documents. 

The digital course readings service is offered by City's Library Services. The service provides scanned extracts of books and journals not available online that are made available as a password protected document on Reading Lists Online. Students are able to read them online and download them for future reference.

This is permitted under the terms and conditions of the Copyright Licensing Agency (CLA) Higher Education Licence and Library Services' Reading List Policy.

To request digital course readings contact your Subject Librarian. More details about the service are available on the Library Services website. 

• Adobe, 2021. Document Properties Accessibility [online]. Adobe Acrobat. Available from: https://www.adobe.com/accessibility/products/acrobat/pdf-repair-add-document-properties.html [Accessed 24 Sep 2021].
• Adobe, 2021. PDF Accessibility Repair [online]. Adobe Acrobat. Available from: https://www.adobe.com/accessibility/products/acrobat/pdf-repair-examine.html [Accessed 24 Sep 2021].
• Adobe, 2021. Analyze PDF files and add enhancements to make documents accessible to all users [online]. Adobe Acrobat Pro. Available from: https://www.adobe.com/accessibility/products/acrobat/acrobat-pro-dc-pdf-accessibility-repair-workflow.html [Accessed 24 Sep 2021].
• Create accessible PDFs [online], 2021. [online]. Microsoft Support. Available from: https://support.microsoft.com/en-us/topic/create-accessible-pdfs-064625e0-56ea-4e16-ad71-3aa33bb4b7ed [Accessed 24 Sep 2021].
• Create and verify PDF accessibility, Acrobat Pro [online], 2021. [online]. Adobe Help. Available from: https://helpx.adobe.com/acrobat/using/create-verify-pdf-accessibility.html [Accessed 24 Sep 2021].
• Make an existing PDF file accessible [online], 2021. [online]. Indiana University Knowledge Base. Available from: https://kb.iu.edu/d/bfua [Accessed 24 Sep 2021].