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axaio MadeToTag - Tutorial - Tagged PDF in 7 Steps - Step-by-Step-Guide


    MadeToTag – Overview

    MadeToTag features an UI, which allows step-by-step guidance through tasks
    for creating accessible, tagged PDF files.
    This new concept offers a better overview of the necessary tasks and
    provides a higher level of control.

    MadeToTag has been developed to prepare Adobe InDesign documents
    for export to well tagged and thus accessible PDF.

    The user interface of MadeToTag directly supports the necessary main steps:
    • content reflects semantic structure
    • content order in exported PDF matches reading order
    • alternate text is provided for non-text elements (for example images)
    • metadata is provided for the document (like the document title)

    MadeToTag panel (MadeToTag Controll Center)
    forms the user interface and is divided into zones to facilitate use:
    • The upper zone is a navigation zon with navigation buttons ("previous step", "next step"),
      and to open a guide "Guide" describing each action step (step 7 total)
    • The second zone from the top is a statuszon that displays status information
      on how the work on the document structuring proceeds
    • The third zone from the top is a function / measure zon showing which measures are
      available the moment for the information to be edited (paragraphs, articles, image/graphic frames)
    • The lowest zone contains a drop-down menu that can be used to find and fix potential problems:
    • axaio software MadeToTag Control Center Steg 1 - Review of exports tags, locate potential problem - Picture
      axaio software MadeToTag Control Center Steg 1 - Review of exports tags, locate potential problem - meny - Bild

      In addition, specific features are offered, for example to verify that text uses sufficient contrast.

    Task 1. Define and review the export tags

    axaio software MadeToTag Control Center Task 1 - Picture

    Export tags for semantic structure.
    Export tags are associated with paragraph styles and represent semantic labels
    (also referred to as “tags”) used to indicate the type of the parts of a document’s content,
    like whether a piece of text is a paragraph or a title.

    In order for export tags to work well, paragraph styles have to be used consistently across the document.
    For paragraphs and headings, export tags have to be assigned by the user.
    For lists, tables and tables of contents, Adobe InDesign automatically creates the correct tags
    when exporting to PDF, but only if the respective features of InDesign are used.

    Assign export tags to paragraph styles.
    With MadeToTag assigning the right export tags for paragraphs and headings is easy,
    just assign the right export tag to a text that is using the respective paragraph style:
    • Make sure you have enabled keyboard MadeToTag short cuts at the bottom of the MadeToTag panel
    • Put the text cursor inside a paragraph for which you wish to assign an export tag
    • Press Option-”1” for a heading level 1, Option-”2” for a heading level 2 etc. or Option-”7” for a paragraph
    • In order to remove an export tag from a paragraph style, press Option-”0” (Option-“zero”)
    • If a paragraph style is used for decorative parts (artifacts) of the document’s content, use Option-”9”
      - but use this with care as all content inside paragraphs associated with the artifact export tag
      will not be an accessible part of the content structure in the exported PDF.

    There is no need to set an export tag for lists or a table of contents generated by InDesign
    - just leave the export tag at “automatic”.
    For tables, the content in table cells is formatted as any other text content,
    for example as a regular paragraph or a list.
    Please avoid headings inside tables as this is usually not adequate.
    Instead, header cells in a table are configured through the table setup in Adobe InDesign.

    Reduce structure to predefined types.
    This option makes it so that the tags in the PDF file are no longer
    named based on the user-defined paragraph styles
    (and then mapped to P, H1 etc. using the role map),
    but instead exclusively use the pre-defined types, i.e. P, H1 and so on.

    Review export tags for paragraph styles.
    In order to make it easy to find out whether all text in an InDesign document is using the correct export tag,
    check the “Highlight export tags” check box to activate color highlighting for export tags:
    axaio software MadeToTag Control Center Steg 1 - Review Export tags, highlight export tags by color - Header - Picture
    axaio software MadeToTag Control Center Steg 1 - Review Export tags, highlight export tags by color - Sample - Picture
    • Headings are highlighting by an orange color
      (darker orange for heading level 1, increasingly lighter for the heading levels below it)
    • Paragraphs are highlighted by a blue color
    • Lists are highlighted by green
    • Paragraphs representing artifacts are highlighted by a red color

    The color highlighting is only shown on screen and will not be visible in print output or exported PDF files.
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    Task 2. Structure content into articles

    axaio software MadeToTag Control Center Task 2 - Picture

    Establish correct content order by means of “Article” feature.
    Adobe InDesign comes with a feature called “articles” - accessible through the “Article” panel -
    which makes it possible to organize the content of an InDesign document in a sequence of “articles”,
    each containing a sequence of frames defining the order of the document’s content,
    in the order it will usually be consumed by a reader.

    Create articles.
    MadeToTag provides keyboard short cuts to make creation of articles faster.
    • Make sure you have enabled the MadeToTag short cuts at the bottom of the MadeToTag panel
    • Make sure you have the “Articles” panel open while organizing your content into articles
    • Select a frame that shall become the first content object in a new article,
      and press Command-“N”, enter a name for the article, and press OK
      - as you can immediately see in the “Articles” panel, this will create a new article
    • Select a frame that shall be added to the current article as the next part of that article’s content,
      and press Command-“A” as you can immediately see in the “Articles” panel,
      this will add the currently selected frame to the current article

    Important to know:
    • Once a frame from a text chain is associated with an article,
      the whole text chain is associated with the article, including all anchored frames in it.
    • Frames on master pages cannot be associated with articles;
      in order to associate frames on a master page with an article,
      they first have to be turned into regular frames.

    Ensure all content is ordered in articles.
    MadeToTag offers various possibilities to temporarily hide or show frames,
    depending on whether they are associated with the current article or any article or not.
    For example the short cut Command-Shift-“X” hides all frames already associated with the current article,
    to make it easier to identify frames that still have to be associated with that article.
    The available possibilities can be found in the fly out menu of the MadeToTag panel.

    Review content order and semantic structure.
    In order to check and review the content order and semantic structure of an article,
    use the “Show preview” feature (shortcut: Command-Shift-“V”).
    The MadeToTag preview feature will display a new window containing a
    stylized structural view of the content of the current article.
    For creating an overview of the whole document, including all its articles,
    use “Preview for all articles” (shortcut: Command-Shift-“B”).
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    Task 3. Provide alternate text

    axaio software MadeToTag Control Center Task 3 - Picture

    Provide alternate text for images and graphics.
    In order to make the content of a PDF file to users with certain disabilities,
    loss of vision, low vision or learning disabilities, it is essential to provide a
    text equivalent for non-text content like images:
    axaio software MadeToTag Control Center Task 3 - Alternatate text  for images and graphics - Picture

    Locate frames requiring alternate text.
    There are two ways to locate frames requiring alternate text:
    • Use the “Go to next frame without alternate text” button in the MadeToTag panel
      - the next image frame that does not yet have alternate text
      will be centered on screen and be selected; just enter the alternate text in
      the text field in the MadeToTag panel and click “Apply”
    • Use the “Show overview” button in the MadeToTag panel to
      display a list of all image frames in the document, optionally displaying
      only images for which alternate text still has to be provided;
      just go to the text field to the right of the respective image and enter the alternate text

    Review alternate text.
    In order to review the alternate text in the context of the surrounding content,
    simply use the article preview feature, by pressing Command-Shift-“V” for a
    structural preview of the current article,
    or Command-Shift-“B” for a structural preview of all articles.
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    Task 4. Review Document metadata

    axaio software MadeToTag Control Center Task 4 - Picture

    Review Document Metadata.
    The MadeToTag panel provides a view of the most important metadata fields
    (for a dialog offering access to all metadata fields, use InDesign’s “File Info” feature).
    In order to make an exported tagged PDF accessible it is important to
    at least provide a meaningful document title.
    Further fields can be filled out as suitable.
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