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annan81637948
Participant
November 29, 2018
Answered

Creating Accessible Footnotes

  • November 29, 2018
  • 2 replies
  • 9816 views

Hi all! My team is looking to make a PDF (originally created in Publisher) accessible by (WCAG) 2.0 standards. We are a research center and our reports have many footnotes. Ideally, I'd like to create a hyperlink that links from the superscripted number to the footnote text at the bottom of the same page, so someone using a screenreader can decide whether or not they want to follow the link and read the text in the footnote (rather than having all the footnote text read at once at the end of each page). When I do this and try to read it using my screen reader, it doesn't seem to work to be accessible -- doesn't give the option of following the link and finding the footnote text. Any insight from someone who has succeeded at this? Thank you!

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Correct answer Bevi Chagnon - PubCom.com

Yes, I do have some insight.

Don't use MS Publisher for that type of project.

I'd use MS Word or Adobe InDesign for documents with footnotes.

Both programs tag and hyperlink footnotes correctly as long as you insert the footnotes into the document correctly by using their built-in footnote utilities. MS Publisher can't do that.

2 replies

a_C_student16379412
a_C_student16379412
Inspiring
December 2, 2018

I would put the superscripted number in a <Reference> tag and the footnote in a <Note> tag. The <Note> should be placed as close as practical to the <Reference> without disrupting the reading flow, not left at the end of the page. The end result would look something like ...

<P>

__ Now is the time for all good men

__ <Reference>

____ 1

__ to come to the aid of their country.

__ <Note>

____ 1 Most scholars believe the word 'men' was intended to be inclusive of all genders.

A
annan81637948Author
Participant
December 4, 2018

Thank you so much for your reply, a_C_student​! Once I've tagged the superscripted number and the footnote appropriately, will the screenreader automatically know to go from the superscripted number to the footnote?

Bevi Chagnon - PubCom.com
Bevi Chagnon - PubCom.com
Legend
December 4, 2018

No. Not unless the Reference tag has a combo of nested sub-tags called Link and Link-OBJR. This combo gives the link the accessibility required by PDF/UA accessibility standards.

But the hyperlink isn't needed because the <Note> tag just follows the <Reference> tag (after the end of the sentence, that is).

And to clarify the info above, you won't see the <Note> and <Reference> tags until the PDF is made. Publisher doesn't create the tags: it's the PDF conversion utility that creates the tags as it exports the PDF file itself.

Here's a screen capture of an actual file. You can see how <Reference> and <Note> are nested inside the <P> paragraph:

I haven't tested Publisher's accessibility within the past year, so I don't know where if it does this correctly or not. But the PDF shown in the above PDF was exported from Adobe InDesign CC:2019 which greatly improved the tagging of footnotes, endnotes, and table notes.

Hope this helps,
—Bevi Chagnon | PubCom

|&nbsp;&nbsp;&nbsp;&nbsp;Bevi Chagnon &nbsp;&nbsp;|&nbsp;&nbsp;Designer, Trainer, &amp; Technologist for Accessible Documents ||&nbsp;&nbsp;&nbsp;&nbsp;PubCom |&nbsp;&nbsp;&nbsp;&nbsp;Classes &amp; Books for Accessible InDesign, PDFs &amp; MS Office |
    Bevi Chagnon - PubCom.com
    Bevi Chagnon - PubCom.comCorrect answer
    Legend
    November 29, 2018

    Yes, I do have some insight.

    Don't use MS Publisher for that type of project.

    I'd use MS Word or Adobe InDesign for documents with footnotes.

    Both programs tag and hyperlink footnotes correctly as long as you insert the footnotes into the document correctly by using their built-in footnote utilities. MS Publisher can't do that.

    |&nbsp;&nbsp;&nbsp;&nbsp;Bevi Chagnon &nbsp;&nbsp;|&nbsp;&nbsp;Designer, Trainer, &amp; Technologist for Accessible Documents ||&nbsp;&nbsp;&nbsp;&nbsp;PubCom |&nbsp;&nbsp;&nbsp;&nbsp;Classes &amp; Books for Accessible InDesign, PDFs &amp; MS Office |
      A
      annan81637948Author
      Participant
      December 4, 2018

      Thank you for your reply, @Bevi Chagnon! We'll keep that in mind for future projects, as our team moves to make all content accessible.

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