Refresh Detroit - Part 6

Skipping December Refresh Meeting

We will be skipping December for a meeting, because of the holidays and people’s schedules not being the norm. We will be back next month though, so you won’t have to wait long.

I don’ t think we have any set topic or presenter scheduled so feel free to leave comments on what you think would be an interesting topic or if you would like to present.

Everyone have a happy holiday!

Tracking outgoing clicks with Google Analytics

I was recently selected to be a staff blogger at .eduGuru, a higher education web marketing blog. They had a contest where people submitted guest posts and opened it up to the community to vote.

Building on my guest post, Tracking Flash Interaction with Google Analytics, I posted my first real post, Tracking outgoing clicks with Google Analytics. Its a quick and dirty way to track what links people are clicking on when leaving your site. This insight is key if your bounce rate is high or your page views/visitor are low and you want to figure out where your loosing visitors.

Ten Tips for Creating Usable and Accessible PDFs

When I started my new job earlier this year, one of my first tasks was to identify methods for creating usable and accessible Adobe Acrobat PDF files. Eight months later, I’m still learning new techniques and sharing them with other web workers.

From the local USTA tennis district office to ebook publishers to fellow college web workers, I’ve shared my process for improving the usability and accessibililty of PDF files.

With the hopes that what I’ve learned will help others who publish PDF files, I’ve highlighted ten tips I use for creating accessible and usable PDF files. Not intended to be an extensive how-to tutorial, the tips I’ve outlined here will get you started in the right direction for creating friendly PDFs from Microsoft Word and Adobe InDesign.

The article focuses on document preparation before the PDF is created, as well as processing the PDF further in either the full version of Acrobat 8 or Acrobat 9. There’s not a lot of information on managing tables or forms in PDF files, just some basic advice to move you toward creating a better PDF experience for your users.

I’m hoping the article will encourage further discussion, but hope the discussion doesn’t head in the “PDF sucks” debate. While it’s a valid debate, my interest in publishing this article is to provide tips and suggestions for those web workers looking for solutions in creating usable and accessible PDF files. There’s a list of resources at the end of the article for additional information about PDF files.

  1. Use a structured source document
    A properly structured source document is key to creating an accessible PDF file and essential to meeting Section 508 compliance in the United States. The structure within the source document allows PDF files be tagged, which means it has a logical defined order. Headings, tables, images, and paragraphs in a tagged PDF file can be easily identified by the user. A tagged PDF file also contains information about its reading order.

    To add structure:

    In Microsoft Word, use Word styles to format text. For example, use styles to create headings (Heading 1, Heading 2, etc.), rather than selecting text and making it bold. Add ALT text to all images so text can be read aloud by screen readers. Use “Insert Table” to create a table rather than using tabs and spacing to layout a table. Check Andrew Kirkpatrick’s (Adobe’s Senior Product Manager for Accessibility) excellent Reference Card for Accessible PDF Creation from Word for detailed tips on styling Word documents.

    In Adobe InDesign, several methods can be used to structure a document, including manually tagging content, deriving structure from styles, and mapping styles to specific tags. To view the structure of a document, select View > Structure. Mark and hide printing artifacts, text and content so they won’t display when the PDF document is reflowed for a different display, such as a mobile phone or large monitor.

    Check Andrew Kirkpatrick’s Accessibility and Adobe InDesign CS3 (PDF) for further details on adding structure.

    As with Microsoft Word, ensure all images have ALT text. Adobe’s InDesign CS4 Accessibility Overview has additional information on InDesign’s accessibility.

  2. Save/export document as tagged PDF
    In Microsoft Word, assuming Adobe Acrobat has been installed on the same computer, Adobe adds an additional option in the Word ribbon/menu bar for its PDF Maker plugin to create PDF files. The PDF Maker plugin has numerous conversion settings for accessible documents.

    In Word 2007, the Acrobat option is added to the ribbon; in Word 2003, the Adobe PDF option is added to the menu bar. Again, check Andrew Kirkpatrick’s Reference Card for Accessible PDF Creation from Word for detailed information on the conversion settings for Word 2003 and Word 2007.

    Note for Macintosh users: PDF Maker is not available in Word 2008, and conversion settings in Word 2004 are not the same as the Windows Word version. From my own personal experience, creating tagged PDF files in Macintosh Word is problematic.

    To modify the PDF Maker conversion settings, select either Acrobat or Adobe PDF from the Word ribbon/menu bar. In Word 2007, select Preferences from the Create Adobe PDF group. In Word 2003, select Adobe PDF, and select Change Conversion Settings.

    The instructions below assume Acrobat 8 or higher version has been installed; note that Acrobat 7 does not have the same advanced conversion setting options.

    Here’s a quick list of the conversion settings to change in the PDF Maker:

    1. In the Settings tab, enable:
      1. Fully functional PDF
      2. Add Bookmarks to Adobe PDF
      3. Add Links to Adobe PDF
      4. Enable Accessibility and Reflow with tagged Adobe PDF
    2. In the Security tab, if security permissions are enabled
      1. Enable text access for screen reader devices for the visually impaired
    3. In the Word tab, enable:
      1. Convert cross-references and table of contents to links
      2. Convert footnote and endnote links
      3. Enable advanced tagging
    4. In the Bookmarks tab, enable:
      1. Convert Word Headings to Bookmarks

    Select OK to save the settings. In Word 2007, select Create PDF from the Create Adobe PDF group. In Word 2003, select Convert to Adobe PDF from Adobe PDF, and save the document.

    You can also use the Adobe PDF icon that appears in the Quick Access Toolbar in Word 2007 and in the Word 2003 menu bar to quickly save a document as a tagged PDF file. If you use the icon, ensure that all your conversion settings have been modified, or the document will not be saved as a tagged PDF file.

    Note: Print to PDF in Word does not produce a tagged PDF file; it strips out all tagging.

    In InDesign, select File > Export > Save as Type > Adobe PDF. The Export Adobe PDF dialog box will display, with seven panel options in the left column. Here’s a list of the settings to change in the Export Adobe PDF dialog box:

    1. In the Compatibiity panel, select Acrobat 7 (PDF 1.6)
    2. Select the Options panel, enable:
      1. Optimize for Fast Web View - organizes PDF information so the first pages of a PDF file can be viewed while the remaining document is downloaded
      2. Create Tagged PDF
      3. View PDF after Exporting
    3. Select the Include panel, enable:
      2. Hyperlinks
    4. Select the Output panel to change the color space for screen display
      1. In the Color Conversion drop-down menu, select Convert to Destination (converts the colors to the destination specified in step 2)
      2. Change Destination option to sRGB IEC61966-2.1, which allows non-Acrobat applications to open the PDF file and ensure colors look good without color management. According to InDesign CS4 One-on-one, the sRGB color space is the best color space for identifying a computer monitor’s display capabilities.
      3. Change Profile Inclusion Policy to Include Destination Profile so the color profile is embedded in the PDF file
    5. Select Export

    For applications that produce untagged PDF files, tags can be added automatically in a full version of Acrobat (Advanced > Accessibility > Add tags to document) after a PDF has been created. Be aware that using Add tags to document will remove any existing tags in the PDF file. Also, as of November 2008, documents created in Quark cannot be saved as tagged PDFs; tags will need to be added.

    For PDFs created from scanning images, in a full version of Adobe Acrobat select Document > OCR Text Recognition > Recognize Text Using OCR and then add tags using a full version of Acrobat.

    In the last few months, I’ve discovered two word processing applications that create tagged PDF files: NeoOffice and the newest version (as of October 2008) of OpenOffice. I have not used either of these applications. Perhaps someone who has created a tagged PDF from NeoOffice or OpenOffice can comment on the results?

    To check if a PDF file is tagged, open the document in Adobe Acrobat or Adobe Acrobat Reader. Select File > Properties > Description. Check that the Tagged PDF option in the Advanced pane is enabled.

    The following steps, steps 3 to 8, are completed in a full version of Adobe Acrobat; Adobe Acrobat Reader cannot be used.

  3. Add title, author, subject and keywords
    Make it easy for users to know what the PDF file is about and who or what organization authored the file. Be aware the title is almost always displayed in search engine results.

    Select File > Properties > Description

    1. Title - add a meaningful title
    2. Author - brand your PDF file with author/organization name
    3. Subject - what the document is about
    4. Keywords - keywords for the document
    5. Select OK

    PDF properties description tab

  4. Add bookmarks
    Bookmarks act as a table of contents in a PDF file, allowing users to quickly navigate a PDF. Who has time to scroll through 36 pages in a PDF file to find chapter 3? For PDF files larger than two pages, add bookmarks to the file.

    If you followed step 2 (save/export document as tagged PDF) bookmarks will automatically be created from the source document. If the Word source document contained a table of contents, the table of contents will display in the Bookmarks pane.

    To create bookmarks, open the Bookmark Panel (View > Navigation Panels > Bookmarks or select the Bookmark icon in the navigation pane). Use one of the following methods:

    1. Add bookmarks based on document structure - the easiest method!
      1. If the PDF file is tagged, you’re in luck! Use the structure to create the bookmarks automatically
      2. In the Bookmark pane, select the Options menu
      3. Choose New Bookmarks from Structure
      4. The Structure Element dialog box displays - select the elements you want to convert
      5. Select OK
    2. Create bookmarks from selected text in the PDF file
      1. Use the Select tool from the Select and Zoom toolbar
      2. Select text you want for the bookmark
      3. Select the New Bookmark icon on the Bookmarks pane toolbar or in the Options menu, select New Bookmark to add the text
    3. Add blank bookmarks and fill them in manually - most time consuming
      1. In the existing bookmarks, click the location above where you want to add a new bookmark
      2. Select the New Bookmark icon on the Bookmarks pane toolbar or in the Options menu, select New Bookmark
      3. The bookmark will be created with the default text “Untitled”
      4. Enter the text for the bookmark
  5. Initial view
    When the PDF file is opened, display the title of the PDF file in the title bar and the bookmark panel in the navigation pane.

    Titles such as htraindal.doc aren’t very descriptive to users compared to “How to Train Your Dalmatian”. Having the PDF open with the bookmarks visible gives the user a quick summary of the contents of a PDF. Otherwise the user won’t know that bookmarks exist!

    Select File > Properties > Initial View

    1. In the Layout and Magnification section
      1. In the Navigation tab, select Bookmarks Panel and Page
      2. In Page layout, select Default
      3. In Magnification, select Default
      4. In Open to page, select 1
    2. In the Windows Options section
      1. Keep all checkboxes unchecked
      2. In Show: select Document Title
    3. In the User Interface Options section, uncheck all checkboxes
    4. Select OK

    PDF properties initial view tab

  6. Specify the reading language
    Set the document language so screen readers can switch to the appropriate language for the user.

    Select File > Properties > Advanced

    1. In the Reading Options section, for the Language option, select the appropriate language from the menu.
    2. Select OK
  7. Correct the reading order
    For each page, the reading order defines how the content is read on that page. To view the reading order for a specific page, select Advanced > Accessibility > TouchUp Reading Order.

    The TouchUp Reading Order dialog box displays, with gray numbered boxes surrounding content. The numbers on each box indicate the order in which the content will be read. If the order is not what you expect, or you need to modify figure or table tags, or add alternate text descriptions to images, use the TouchUp Reading Order tool.

    If numbered boxes don’t appear when the TouchUp Reading Order dialog box is open, the PDF file is likely not tagged. More information on TouchUp Reading Order and how to change/edit order can be found at WebAIM.

  8. Use PDF Optimizer
    The PDF Optimizer provides many settings for reducing the file size of the PDF file; downsizing graphics, discarding objects, cleaning up settings are just a few of the settings.

    Creating an accessible PDF file with a small file size can be challenging, since adding accessible features to a PDF file increases the file size. Below are the settings I use to optimize PDF files; creating a custom setting in the PDF Optimizer that fits your requirements may be the best solution.

    Select Advanced > PDF Optimizer

    1. Enable the following sections
      1. Images
      2. Fonts
      3. Discard Objects
      4. Discard User Data
      5. Clean Up
    2. In the Make Compatible with section, change compatibility to Acrobat 7
    3. In the Images section, for Color Images and Grayscale Images
      1. Change the compression to JPEG2000 (available to any user with Acrobat 7 or Acrobat Reader 7 version or above)
      2. Set quality to medium. To avoid text and image blurring, set the quality to lossless for screen shots and manuals
      3. Change Downsample pixels/inch to 96 pixels/inch for any image over 100 pixels/inch
    4. In the Discard Objects section
      1. Enable Discard all alternate images
      2. Enable Detect and merge image fragments
      3. Enable Discard embedded page thumbnails (newer Reader versions can create thumbnails on the fly)
      4. Enable Discard embedded print settings
      5. All other settings should be disabled
    5. In the Discard User Data section, enable all settings except Discard document information and metadata
    6. In the CleanUp section, enable all the checkbox settings
    7. In the Object compression options, select Compress entire file
    8. Select OK

    PDF optimizer images dialog box

    Once you have configured the optimization settings, you don’t have to type them in for each PDF file. Use the Save button to save your custom configuration so you can use it for the next PDF file.

  9. Enable Adobe Reader features
    Users often want to add comments to PDF files. Enabling Adobe Reader features allows Adobe Reader users to add comments, as well as fill in form fields, without having to purchase the full Acrobat product.

    Select Advanced > Enable Usage Rights and select Save Now

    Note: enabling Adobe Reader features restricts editing content as well as inserting and deleting pages in the PDF file.

  10. Check accessibility
    You’ve followed the steps to create a PDF file, but how do you know if the file is accessible, or if you have some additional changes to make?

    Select Advanced > Accessibility > Quick Check to see if the PDF is tagged. For more information, select Advanced > Accessibility > Full Check for a detailed report on what is missing in the PDF as well as recommended changes to the PDF file such as adding ALT text to images, tagging headings, etc.

Phew! That’s it. These ten tips will get you started on providing your users with a friendly PDF file that is easier to use. Automate the steps I’ve described above using batch processing in Acrobat (video) to make creating friendly PDFs even easier. Check out the resources for additional information on accessible and usable PDFs, including guides and tutorials.

My gratitude and thanks to Donna Baker, Bevi Chagnon from Community MX, and the helpful forum members and Adobe consultants at Acrobat Users for their patience in answering my ignorant questions about PDF files.

Shout out to Paul Bukhovko for his Belorussian translation of this article.


  • Reference Card for Accessible PDF Creation from Word from Andrew Kirkpatrick
  • WebAIM PDF Accessiblity - comprehensive PDF accessibility guide from Web Accessibility in Mind
  • Adobe InDesign CS4 One-on-one - new book on InDesign CS4
  • Adobe Accessibility - accessibility information on all Adobe products
  • AcrobatUsers - articles, tutorials, and forums on all things Acrobat related
  • Facts and Opinions on PDF Accessibility by Joe Clark
  • Why PDFs Suck by Henny Swan, Web Access Centre, Royal National Institute of Blind People
  • Creating Accessible PDFs (PDF, 859K) by High Tech Center Training Unit, California Community Colleges
  • Accessing PDF Documents with Assistive Technology: A Screen Reader User’s Guide (PDF, 368K) - Adobe’s guide for using Acrobat Reader with Screen Readers

Deborah Edwards-Onoro is a web analyst at a community college, owner of Lireo Designs, a web development and consulting company, events officer for Michigan Usability Professionals’ Association and leader of Refresh Detroit.

November 19 Accessibility Meeting Recap

Thanks to everyone who came out to the meeting last night. If you didn’t make it, you missed a great presentation on accessibility!

Watching how a screen reader user navigates a website was “eye opening”. Great discussion and lots of interaction by people who attended, including many “I didn’t know that” moments made this one of our best meetings ever.

Some highlights from the meeting:

Thanks to Nick DeNardis and EduCheckUp for spreading the news about our meeting.

It was our first meeting at Washtenaw Community College, which meant we had plentiful, free parking, signage for the event, a fantastic meeting room, with projector and a computer. Small things, I know, but it meant I didn’t have to coordinate getting a laptop and projector or worry about other meeting logistics.

Video courtesy of VC Web Services

Meeting: November 19, 2023 Website Accessibility in the Real World

Where: Washtenaw Community College, Ann Arbor, Michigan. We will be meeting in Room 103 at the Morris Lawrence Building (map). Plenty of free parking is available adjacent to the building.

When: Wednesday, November 19, 2008, 6:30pm - 8:00pm

Speaker: Mary Donnelly, Senior User Experience Consultant at Evantage Consulting and Cathy McAdam, ACSW


Making the web usable for all visitors is the primary goal of creating an accessible website. The W3C estimates that close to 20% of all website visitors have some form of disability, whether cognitive, visual, hearing, or physical. These disabilities affect how visitors access a website, whether on a computer with assistive technology, laptop, or cell phone.

Learn what website accessibility is, why it is important, and what you as a web professional can do to provide a more accessible website for all website visitors. See how a screen reader views a web page and discover the different methods for testing website accessibility.

Mary Donnelly is a senior user experience consultant with Evantage Consulting. Her extensive experience includes user needs analysis, low and high fidelity prototyping, usability testing, research study design, and heuristic evaluation and assessment.

At the March 2008 EKU Web Accessibility Conference, Mary presented “An accessibility study of an online resource directory geared towards people with disabilities and seniors.”

Mary is an HFI Certified Usability Analyst, a member of the Usability Professionals’ Association, and the Society of Technical Communication.

Cathy McAdam, ACSW, has 20 years experience in rehabilitation medicine as a medical social worker at the Rehabilitation Institute of Michigan.

In 1999, Cathy started her own company as a consultant focused on advocacy for assistive technology, and provision of career development services. She runs a tutor program for libraries for basic computer skills for Greater Detroit Agency For The Blind and Visually Impaired.

She leads grants focused on assistive technology for people with disabilities to drive systemic change that will permanently improve access to assistive technology devices and services, check out Cathy’s website.

Her focus on career development is closely linked to her drive to impact the availability and use of assistive technology to improve employment outcomes for people with disabilities. She is a primary consultant for DiverseAbility.

Please comment if you plan on attending. Thanks!

Event: World Usability Day: Usability in Your Life and in the Products You Use

On Thursday evening, November 13, 2008, the Michigan Usability Professionals’ Association will host “Usability in Your Life and in the Products You Use”. The event is free, open to the public, and will be held in Ann Arbor, Michigan.

How well does your product or website meet your customers’ needs and expectations? Does your product simplify or complicate your client’s workday?

Using a combination of presentations and demonstrations with products ranging from alarm clocks to speeding cars to the high tech hands free voice activated SYNCH that was jointly developed by Ford and Microsoft, attendees will walk away with a clear understanding of the value of designing an excellent, compelling, and safe user experience into products. It will also drive home the point that usability is a rigorous design practice that is applied to much more than just web sites.

Usability in Your Life and in the Products You Use is one of many events around the world on World Usability Day, November 13, features speakers from the worlds of software development and technology integration.

This event will equip you with an overview of how to listen to your users and find out what they need. It is perfect for people and companies interested in making products that really work for users.

  • Date: Thursday, November 13, 2023
  • Time: 6:00pm – 9:00pm
  • Cost: Free – refreshments included
  • Location: Soar Technology, 3600 Green Ct #600, Ann Arbor, MI 48105 (map)

Although this event is free, please RSVP to events [at] miupa dot org to ensure that there are enough food and beverages for everyone.

Event: Learn More About Your Users with Less Time and Money: Remote User Testing

Learn how the practice of remote testing and field research has developed alongside network technologies and conferencing tools at the October meeting of the Michigan Usability Professionals Association.

Barb Hernandez, Josephine Scott, and Casey Wright of TechSmith will discuss the various methods now available to visit and observe users in their offices or homes. Gathering feedback from more users remotely is less expensive and time-consuming.

When: Monday, October 27, 6:00pm-8:30pm (Food and networking at 6:00pm, program begins at 7:00pm)

Where: ProQuest, 789 E. Eisenhower Parkway, Ann Arbor, MI 48108 (map)

Cost : $5 Students, $10 UPA members, $20 all others (includes food and beverage).

Register: Please RSVP to

Questions? Visit the Michigan Usability Professionals Association website.

Complete a survey - win a book!

O’Reilly Media is conducting research about in-person, live workshops on software and business topics, and they want your opinion. If you live in the United States and work in the tech industry, please consider taking their 19 question survey to help O’Reilly understand what you look for in a live training course – what motivates you, what you expect to get out of a workshop, what topics you’d like to see, and so forth.

To show their appreciation, O’Reilly will select 10 people at random to receive a free book of your choice. The drawing will happen on Friday, October 17, so you’ll need to complete the survey by that date to enter.

The last question on the survey asks for your e-mail address. O’Reilly will use your e-mail address only to contact the randomly selected winners – and your responses will remain anonymous.

Meeting: October 15, 2023 Demo Night

Join us for demo night on October 15, 2023 at the Wayne State University Undergraduate Library. Celebrate with us as we have our first Refresh Detroit meeting in the city of Detroit!

We’re looking for people who will demo their creation, design, illustration, application, tool, or product. Each person has five to ten minutes to present and answer questions. Our demo night last spring was such a success, we had to extend it to the next month to allow everyone to show off their latest work!

Demo night is a great opportunity to share your work, see what others have been working on, and get feedback on works in progress.

Special thanks to Heidi Hansen who organized this event, and to our sponsors:

Where: Wayne State University Undergraduate Library, 5155 Gullen Mall, Detroit, Michigan 48202 (map). We’re meeting in the Community Room on the 3rd floor of the library.

Parking: The closest parking will probably be Parking Structure #2 on Anthony Wayne Drive, which is a short walk down Williams Mall to the Undergraduate Library. Parking Structure #5 is another option (it’s next to Parking Structure #2).

For visitors, parking is $3.75 at the gate, quarters or dollar bills only.
Note: there is metered parking, but it’s only for one hour; the parking garage is likely the best option.

When: Wednesday, October 15, 2023 6:30PM-8PM

Interested in demoing your work? RSVP by commenting below with your name and application/design/tool/product, so we have an idea of how many people will be presenting.

September 23, 2023 Meeting Summary

Joey Lott kicked off this traveling tour by talking to us about Adobe Flex and AIR. The group was mixed with Flash developers and developers who were interested in transitioning their skills to Flash/Flex. Joey did a good job introducing AIR, comparing it to a runtime environment like Java and explain its key differences and benefits over Flash on the web. One of its key advantages is its ability to connect and work with the users file system.

Joey has a great sense of humor and walked us through the .air file structure, what is involved and how to use a certificate to verify no one has tampered with the program or install file. He then went into the details of creating a basic application to open and read html files.

The example walk through brought up some great questions from the group which in some instances even stumped Joey. But as the questions rolled in it brought everyone into a common sense of understanding of Flex and AIR’s capabilities and potential uses.

We were fortunate to get around $400 in giveaways of books and t-shirts provided by O’Reilly and Manning Publications. We want to thank Joey again for stopping by and giving a great presentation.

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