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  Design for Inclusion: Creating a New Marketplace--Industry White Paper

National Council on Disability
1331 F Street, NW, Suite 850
Washington, DC 20004
202-272-2004 Voice
202-272-2074 TTY
202-272-2022 Fax

Lex Frieden, Chairperson
October 28, 2004

This report is also available in alternative formats and on NCD’s award-winning Web site (http://www.ncd.gov/).

The views contained in the report do not necessarily represent those of the administration, as this and all NCD reports are not subject to the A-19 executive branch review process.


National Council on Disability Members and Staff


Members
Lex Frieden, Chairperson, Texas
Patricia Pound, First Vice Chairperson, Texas
Glenn Anderson, Ph.D., Second Vice Chairperson, Arkansas
Milton Aponte, J.D., Florida
Robert R. Davila, Ph.D., New York
Barbara Gillcrist, New Mexico
Graham Hill, Virginia
Joel I. Kahn, Ph.D., Ohio
Young Woo Kang, Ph.D., Indiana
Kathleen Martinez, California
Carol Novak, Florida
Anne M. Rader, New York
Marco Rodriguez, California
David Wenzel, Pennsylvania
Linda Wetters, Ohio

Staff
Ethel D. Briggs, Executive Director
Jeffrey T. Rosen, General Counsel and Director of Policy
Mark S. Quigley, Director of Communications
Allan W. Holland, Chief Financial Officer
Julie Carroll, Attorney Advisor
Joan M. Durocher, Attorney Advisor
Martin Gould, Ed.D., Senior Research Specialist
Geraldine Drake Hawkins, Ph.D., Program Analyst
Pamela O’Leary, Interpreter
Brenda Bratton, Executive Assistant
Stacey S. Brown, Staff Assistant
Carla Nelson, Office Automation Clerk


Acknowledgments

The National Council on Disability (NCD) wishes to express its appreciation to W. Bradley Fain of Georgia Tech Research Institute (GTRI), who was the principal investigator for this project. Researchers in GTRI’s Electronic Systems Laboratory performed the work documented in this report. NCD acknowledges the contributions of Steve Jacobs of the Ideal Group, who performed the market definition and research for this report. NCD also acknowledges the participation of the industry partners that supported the industry study portion of this research. The industry partners provided invaluable insight into the impact of Section 508 on business and the barriers and facilitators relating to the adoption of universal design principles. NCD also acknowledges the donation of equipment and services utilized during the user study portion of the research. The following companies provided products and services, at no cost to the project, for user testing: HP, Nokia, and SENCORE Electronic Test Equipment.

NCD would also like to acknowledge the efforts of Gerry Field, WGBH Boston, for providing a closed caption test stream used in user testing.

Contents

National Council on Disability Members and Staff

Acknowledgments

I. Executive Summary

Important Findings and Recommendations

II. Market Definition and Research

Definition of the Market Environment

Customer Analysis

Analysis of the International Market

Analysis of Market Trends

III. Industry Study

Analysis of Facilitators and Barriers to Accessible Design

Industry Study Data Collection Methodology

Analysis of Industry Data: Factors Influencing Adoption of UD Practices

Analysis of the Industry Study Findings

List of Acronyms and Abbreviations

Bibliography

LIST OF TABLES

Table 1: China's Information Technology Market

Table 2: China's Telecommunication Equipment Market

Table 3: China's Packaged Software Import and Export Market

Table 4: Other Promising Telecommunication Equipment Sub-Sectors

Table 5: Total Combined Market for Telecommunications Equipment in India

Table 6: Computers and Peripherals in India

Table 7: Information Technology in India

Table 8: Russia's Telecommunications Equipment Market

Table 9: Computers, Peripherals, and Software in Russia

Table 10: Electronic Components Imported from the U.S. in 2002 (US$ millions)

Table 11: Electronic Components Imported from the U.S. to Mexico in 2002

Table 12: Mexican Internet and E-Commerce Revenues

Table 13: Mexican Computers

Table 14: Market Size Estimate for the Turkish Telecommunications Services Sector

Table 15: Market Size Estimate for the Turkish Telecommunications Equipment Sector

Table 16: Turkey's Information Technology Market

Executive Summary

Designing with access in mind can significantly increase the size of targeted markets for electronic and information technology (E&IT). Good business practice dictates that designers and engineers avoid unintentionally excluding large populations of consumers from accessing and using the E&IT they develop and manufacture. People with disabilities are at the highest risk of exclusion. Other consumer groups are also at risk. They are—

    • Individuals 65+ years old

    • Consumers living in low-bandwidth information infrastructures

    • People who never learned to read

    • Users of English as a Second Language (ESL)

    • Tourists and people living in multilingual societies

    • Consumers living in high-density populations

Designing with access in mind can be accomplished through universal design (UD). Universal design is a process to ensure that E&IT is inclusive, accessible, and usable by everyone, including people with disabilities. Accessible design is a step forward when developing E&IT products, but it tends to lead to technologies that will be used separately, or in addition to, the main E&IT product, which diminishes the effectiveness of designing for all. Incorporating UD processes when developing E&IT is one solution to accommodating people with disabilities that also improves the usability of the products for the rest of the population.

The National Council on Disability (NCD) undertook this research to understand the market for universally designed mainstream consumer products and services, document successful UD development processes, understand consumer needs, understand UD facilitators and barriers, and identify and address current issues in universal design. This research comes at a time when understanding and incorporating UD into the development process are most crucial. We are in the window of opportunity for implementing section 508. If progress is not made quickly in improving the skills of government and industry employees on accessibility issues, the window will soon shut with little having been accomplished. If industry does not see that federal agencies are serious about implementing section 508 in a consistent manner, companies will shift the monetary and human resources needed for improving accessibility to product development opportunities that offer a higher return on investment. Progress must be made now, and the purpose of this report is to present the information and recommendations that will guide this progress.

Through this research, NCD aims to educate designers and manufacturers about how electronic and information technology intersects with the needs of individuals with disabilities. In addition to providing knowledge about disabilities, we see the importance here and now of educating individuals on universal design. Currently, many business people have never heard of UD, and many of those who have do not understand that it is more than just a design for disability. This research aims to provide businesses with the knowledge of UD methods they need to clearly see how their complex products can be made accessible in a cost-effective way.

As part of this research, six product lines were analyzed from the telecommunications, software, consumer electronics, and digital services industries for both accessibility and usability. We estimated how useful these products are to people with disabilities and whether the products conformed to section 508 standards and section 255 guidelines. We were able to present recommendations for improving such products. At a time when the incorporation of universal design is crucial, NCD hopes that the information provided in this report will motivate and drive the development of more universally, accessibly designed E&IT.

Important Findings and Recommendations

User Study. The purpose of the user study was to document and understand user experiences with the six product lines under study. The experiences and thoughts of the consumer with a disability provided important insight into the future design of accessible products and can potentially influence the universal design process. The key findings of the user study are as follows:

    • Users with disabilities are often asked to pay high prices for phones with feature sets that are not useful to them.

    • Rapid changes in technology often cause decreases in accessibility.

    • Users are reluctant to adopt technologies that have proven frustrating in the past.

    • Users have difficulty finding devices that match their functional capabilities because of the lack of familiarity sales associates have with accessibility features.

    • Users are reluctant to invest in technologies that have an unproven accessibility record.

    • Accessibility solutions must consider the needs of the individual with disabilities.

Substantial increases in accessibility will be required before increased sales to members of the disability community are realized.

Product Analysis. A detailed product line analysis was conducted for each of the product lines selected for study. The purpose of this research was to document accessibility issues that prevent people with disabilities from fully accessing the selected products and to document accessibility features that either are currently offered or could be offered by manufacturers. The end result of this product analysis was the assignment of an accessibility grade to each product line for each disability group. These grades may be useful to designers and manufacturers to identify the target populations that should be consulted during the design process so that more accessible design features are incorporated into new products.

Industry Study. The purpose of the industry study was to document UD practices within industries represented by the six product lines selected for study. Five categories of facilitators and barriers to accessible design were examined: design, organizational, informational, financial, and legal. A discussion of these barriers and facilitators as experienced by the six companies is included in this section.

In addition, 11 business concerns were identified as having an influence on UD practices within an organization. Each business concern had a different level of influence, depending on the strength of the other factors. The factors influencing the adoption of UD practices included the business case, strategy and policy, demand and legislation, marketing and sales, research, design, testing, resource allocation and funding, organization and staff, training, and the customer and consideration of people with disabilities.

All the companies that participated in the industry study have made strategic decisions to address the accessibility of their products and services. A few of the companies had long-standing accessibility programs that were reinvigorated by the technical requirements of section 508. Other companies initiated their accessibility activities while planning for their response to section 508. In both cases, section 508 clearly has had an impact on the way accessibility and UD are being addressed by industry. The industry study found that the most common approaches to addressing accessibility issues are—

    • Increasing awareness of employees

    • Integrating accessibility requirements into the design process

    • Performing accessibility verification testing

    • Establishing an accessibility program office

Discussion. Through this research, we have come to better understand the market for universally designed mainstream consumer products and services, documented successful universal design development processes, achieved a better understanding of consumer needs, analyzed UD facilitators and barriers, and identified and addressed current issues in universal design. This research program has found that—

    • A market for universally designed products and services exists.

    • UD principles can be easily incorporated into current design practices.

    • Products designed to be accessible sometimes do not meet the needs of users.

    • Legislation is currently both a facilitator and a barrier to UD.

    • Many barriers to UD remain and must be addressed before significant progress can be made.

Several important recommendations can be made from this research for designers, developers, federal agencies, and companies striving to incorporate universal design into their development process:

Strategies for Government and Industry to Promote Universal Design

Recommendation #1. Use standards (government or industry) to prohibit nonessential features that pose accessibility problems unless an alternative interface that solves the problem is provided.

Recommendation #2. Use standards (government or industry) to eliminate interoperability problems that create accessibility problems.

Recommendation #3. Use market forces to regulate features that pose intermediate levels of accessibility problems. Require labeling and other information to be provided, and allow recourse through tort (warranty) as well as through general demand, as reflected in consumer purchases.

Recommendation #4. Develop training materials and educational articles documenting the market potential for UD products and services.

Strengthening the Impact of Section 508

Section 508 was developed to govern the purchase of accessible electronic and information technology purchased by the Federal government. Despite having been in place for nearly three years, section 508 has yet to reach its potential. One of the greatest shortfalls of Section 508 is the lack of understanding of and attention to the functional performance requirements.

Recommendation #5. Institute procedures designed to ensure that due diligence is given to section 508 procurement requirements. Perform an internal analysis of the impact of section 508 on the procurement of actual products. Publish the results of the analysis as a way of convincing industry that the Federal Government is committed to section 508.

Recommendation #6. Consider requesting supporting evidence for claims made on voluntary product accessibility templates (VPATs) from all vendors responding to bid proposals.

Recommendation #7. Develop a quick accessibility checklist for specific product lines likely to be procured by the Federal Government. The quick accessibility checklist would assist procurement officials in market research by providing them with a list of items that they can inspect themselves when procuring products. The checklist would be tailored to specific product lines and would not require detailed expertise to evaluate.

Recommendation #8. Develop guidance for reporting conformance with functional performance criteria guidelines.

Recommendation #9. Support the coordination of state and local government adoption of section 508 technical requirements. Provide state and local governments with documents and training programs designed to ensure unification of technical requirements.

Recommendation #10. Study and document the nontechnical aspects of accessibility, including social, psychological, and organizational accessibility. Promote UD solutions that consider all aspects of accessibility.

Promoting the Inclusion of Universal Design in Industry Practices

Companies are not aware of the design process modifications needed to incorporate universal design principles. The Federal Government should support the refinement of specific design process interventions that can easily be incorporated.

Recommendation #11. Develop, test, and disseminate methodologies for integrating UD into existing design practices.

Recommendation #12. Support the development of university-level training materials that could be incorporated into the curriculums of existing design-oriented degree programs. The training materials should include awareness-expanding videos and other teaching resources that illustrate the potential impact of key design process interventions on the lives of people with disabilities and other beneficiaries of UD.

Recommendation #13. Develop, test, and disseminate design reference users to illustrate the range of functional capabilities and limitations typical among people with disabilities. Design reference users (popular in specifying the target population in Department of Defense acquisitions) is a set of descriptions of prototypical users who, taken together, express the range of functional capabilities and limitations of the population that must be accommodated by the design project. The use of design reference users would greatly simplify the need for designers to research and integrate information pertaining to the functional limitations and capabilities of people with disabilities.

Recommendation #14. Develop a standard methodology for testing accessibility and comparing the accessibility of similar products.

Recommendation #15. Coordinate with industry to promote the integration of accessibility concepts, principles, and guidelines into the development tools used by designers to develop products.

Creating a New Marketplace

Consumers with disabilities find many E&IT products to be inaccessible. A sizeable un-tapped market for universal design products and services exists. However, few companies appreciate the size of the market or know how to tap its potential.

Recommendation #16. Develop an information clearinghouse where users can obtain information about accessibility issues and the features designed to address the issues for specific product lines. Educate consumers on how to shop for UD products and services. List vendor resources where consumers can obtain more information about UD products.

Recommendation #17. Develop marketing strategies and approaches that will facilitate a connection with people with disabilities.

Recommendation #18. Train people with disabilities to become subject-matter experts for the purpose of participating in design focus groups and accessibility evaluations.

Recommendation #19. Create job-related outcomes for bulk purchasers for the successful procurement of products and services with UD features.

Conclusions

People with disabilities want to use the same products that everyone else uses. They do not want to be limited to specialized products that are more costly. Implementation of UD is the best way to satisfy this desire of people with disabilities, while also providing more cost-effective products for all users. While it is impossible to satisfy the needs of all users, products and services that come closer to accommodating a variety of physical and cognitive differences will benefit both users and companies.

A full version of this report, including methodology, can be found online at www.ncd.gov.


II. Market Definition and Research

Electronic and information technology is driving the creation of new communities that are forever changing the way people live, learn, work, and play. Companies are increasingly expanding their presence in emerging markets. Businesses are serving populations they have never served before. Every consumer is different. No two people have the same set of characteristics, learning styles, abilities, experiences, or educational backgrounds. Developing products that accommodate the wants, needs, and preferences of as many individual consumers as is technically possible and economically feasible can greatly enhance a company’s competitive advantage.

Designing with access in mind can significantly increase the size of E&IT markets on a global basis. Good business practices dictate that designers and engineers avoid excluding large groups of consumers from accessing and using E&IT. Groups at the highest risk of unintentional exclusion are

    • People with disabilities

    • Individuals 65+ years old

    • Consumers living within low-bandwidth information infrastructures

    • Users of English as a Second Language (ESL)

    • Tourists traveling to nonnative language destinations

    • Consumers living in high-density populations

This market analysis examined many aspects of manufacturing “more accessibly designed” E&IT. This analysis was intended to help answer questions like the following:

    • Is there a market for more accessibly designed products?

    • Does the capacity exist to develop more accessibly designed products in each of the presented product lines?

    • What factors influence the market for more accessibly designed products for each of the product lines presented?

All of the product lines reviewed in this report are manufactured by members of the E&IT industry. Naturally, in order for these products to be manufactured, the E&IT industry must exist. In order to exist, it must be profitable. A question often asked by the disability community is, “How can we ensure that the E&IT products and services being manufactured are accessible to people with disabilities?” E&IT manufacturers often pose this same question using different words. They ask, “How can we ensure that the E&IT products and services we manufacture are accessible and usable by as many people as is technically possible and economically feasible without the need for customization?” The questions are different. The motivations are different. The market drivers are different. The solutions can be remarkably similar.

Definition of the Market Environment

Historically, the primary forces driving the manufacture of more accessible E&IT products and services have been legal, moral, social, and ethical. The assumption was that if legal, moral, social, and ethical issues no longer existed, then the motivation to manufacture more accessible E&IT would all but disappear. The next two sections discuss the reasons why nothing could be further from the truth.

In contrast to the historical notion of the primary forces driving the manufacture of accessible E&IT, in actuality, a majority of the forces driving demand for more accessibly designed E&IT fall into the following five categories:

    • Market forces

    • Local environment

    • Human condition

    • Legal framework

    • Standards and guidelines

Market Forces

Market forces consistently drive the demand for more accessibly designed E&IT. Market forces include the need to respond to consumer behavior, the work of federal agencies, legislation mandating developments in the accessibility of E&IT, changing marketing philosophies (from mass marketing to a one-on-one marketing philosophy), competition within the market, emerging technology trends, and economic expansion. These market forces are discussed below in terms of how they drive the markets for more accessibly designed E&IT products.

Consumer Behavior

E&IT is prevalent in schools, libraries, individuals’ homes, work environments, places of recreation, banks, and even supermarkets. It is because of this widespread presence that consumers are more technically literate than they were five years ago. Devices such as cell phones, PDAs, voice recognition systems, and the wireless Web enable us to carry our offices with us when we travel. We are more mobile now than ever before. Consumers have become accustomed to getting the information they need when they need it and where they want it. This has created an expectation of immediacy. When consumers don’t get what they want quickly, they become impatient. E&IT designers need to respond to consumer behavior by providing products and services that not only meet, but exceed the high expectations of a technically literate, mobile, consumer base. Increasing the accessibility of information services and mobile technologies increases access to the information demanded by consumers with high expectations.

Federal Government

The Federal Government serves as a catalyst for more accessibly designed E&IT products through its buying power, the development of legislation, and the support of assistive technology (AT) accommodation labs. Section 508 of the Rehabilitation Act amendments of 1998 mandates the purchase of accessibly designed E&IT. As a result, all federal agencies appointed Section 508 coordinators (Section 508, 2003). Those coordinators are responsible for organizing and supporting the implementation of Section 508 within their respective departments and agencies, and they serve as the central point of contact for information concerning accessibility issues and solutions. In addition to Section 508, other legislation provides guidelines for designing more accessible E&IT. The Access Board developed the ADA Accessibility Guidelines for Buildings and Facilities (ADAAG), and the Telecommunications Act Accessibility Guidelines (Section 255) mandate the design of more accessible E&IT products and services. Presidential initiatives also drive the design of more accessible E&IT. These initiatives include the President’s New Freedom Initiative (White House, 2001), the No Child Left Behind Initiative (U.S. House of Representatives, 2002), and the disabilityinfo.gov Web site (DisabilityInfo.gov, 2003).

In addition to these acts and initiatives, many federal agencies have created AT accommodation labs. These labs serve as focal points for information regarding accommodations, disabilities, and AT.

Clearly, the Federal Government is an important market force for driving accessibility requirements.

Marketing Philosophies

Marketing philosophies have changed radically over the past 35 years. The marketing philosophy of the 1960s was mass marketing (Mass Marketing Definition, 2003), in which the seller views the market as a homogeneous whole and, therefore, has only one marketing program (the same product, the same price, the same promotion, and the same distribution system) for everyone in the population. This type of marketing is also referred to as unsegmented or undifferentiated marketing.

Marketing philosophies of the 1970s included product line extension (Product Line Stretching Definition, 2003) and market segmentation (Market Segmentation Definition, 2003). Product line extension adds depth to an existing product line by introducing new products in the same product category. Market segmentation is the division of a totally heterogeneous market into groups or sectors with relatively homogeneous needs and wants.

In the 1980s, the marketing philosophy shifted to one of niche marketing (Niche Marketing Definition, 2003). Niche marketing or concentrated marketing is a marketing segmentation strategy in which the firm concentrates all of its efforts and resources on serving one segment of the market.

In the 1990s, value-added marketing became popular. Value-added marketing is a strategy in which a company buys products, customizes them for a particular application, and then resells them. There was also a shift toward marketing to individual customers rather than the larger mass. Don Peppers and Martha Rogers invented the phrase “one-to-one” marketing (Peppers and Rogers, 1997) to illustrate the revolutionary concept of treating different customers differently. One-to-one marketing supports the establishment of permanent relationships with your customers. One-to-one subscribes to providing products and services to customers according to their individual wants, needs, and preferences. “Share of customer” replaces market share. The marketing focus shifts from institutions to individual consumers.

Once a company acquires the knowledge and experience required to manufacture more accessibly designed E&IT, it can take an asset marketing approach (Asset-Based Marketing Definition, 2003) to providing their E&IT products globally. Asset marketing uses the knowledge and skills a company has already developed as the basis for growth. For example, a company that is skilled in developing kiosks that are accessible to people who are blind can market kiosks designed in a similar manner to countries that have high populations of people who never learned to read. This global marketing (Global Marketing Definition, 2003) philosophy enables companies to sell the same, or very similar, products to world markets with essentially the same promotion. This marketing approach is also commonly referred to as international marketing.

Competition

Competition in the E&IT industry is fierce. The industry is constantly looking for ways to increase efficiency, competitive advantage, sales, market shares, and profitability. It is also looking to cut costs. Businesses are constantly developing new and innovative products and services with the hope of achieving these objectives, and adding functionality that enhances the accessibility and usability of a product can be very beneficial. In extremely competitive markets, several companies have correctly identified UD as a potential market discriminator. When highly similar product lines are all competing for the same customer, a product designed with access in mind may have the needed advantage required to outbid the competitors.

Technology Trends

A variety of rising mainstream technology trends fuels the need for more accessibly designed E&IT. The functionalites of multiple individual devices are now being integrated into a single device, including pagers, cell phones, PDAs, palmtop computers, smart phones, and MP3 players. This is creating a dependence on one device to accomplish multiple functions. Thus, if not more accessibly designed, this multiple functionality precludes the use of such devices by certain segments of the population, e.g., people 65+ years of age. Developing and manufacturing an accessible interface for a device that provides multiple functions is less expensive than developing and manufacturing an accessible interface for multiple, single-function devices.

Decreasing costs are making E&IT devices more affordable. Emerging markets have the greatest concentration of low-income individuals, as well as a greater concentration of people who are unable to read and write.

Increasing processing power, disk storage, memory capacity, and battery life are enabling developers to integrate advanced access technologies (speech recognition, text-to-speech synthesis, projected displays, etc.) into devices where it has not previously been technically possible to do so. In addition, the Internet and the World Wide Web are now being utilized as a primary infrastructure for education, government services, news, and business. Customers’ technical knowledge and expectations are constantly increasing, along with the use of wireless Internet appliances and an increasing use of wireless infrastructures. Legal mandates to manufacture more accessibly designed E&IT in support of people with disabilities are also a major technological trend. In addition, E&IT needs to be marketed to emerging markets in order for E&IT manufacturers to increase sales and gain competitive price advantage through economies of scale.

Economic Expansion

The strength of our global economy is, to a great extent, the result of the investment in and application of new technologies by governments, businesses, and individuals. Technology is the foundation upon which developing countries can build thriving, financially independent, self-sufficient economies. The technologies that build this foundation include computers, networks, ATMs, wired and wireless information infrastructures, wireless handheld Internet appliances, and cellular telephones, to name a few. Applications include online banking, distance learning, e-government, and e-commerce (World Information Technology and Services Alliance, 2003).

Local Environment

Another force that drives the market for accessibly designed E&IT is the local environment. Below is a discussion of two environmental factors, variances in bandwidth and tourism.

Bandwidth

As of May 2004, more than half (51.39 percent) of home Internet users in the United States relied on dial-up modems of 56Kbps or less. Of all U.S. home Internet users, 42.53 percent used 56Kbps modems, 6.52 percent used 28/33.3Kbps modems, and 2.34 percent used 14.4Kbps modems (Nielsen/NetRatings, 2004).

Computers using dial-up connections cannot handle graphics as quickly and efficiently as computers connected via broadband. It is for this reason that users surf the Internet with graphics turned off. They do this to speed up downloads. In addition, low-bandwidth connections do not lend themselves to a lot of graphic images, video-based information, or streaming audio. Multimedia content can be problematic for users with slower connections. Wireless devices communicating with the Internet at slow connect speeds can also be a source of accessibility and usability problems.

There are solutions to dealing with these problems. Some companies have the ability to control the settings on the browsers used on their employees’ personal computers (PCs). When available corporate Intranet bandwidth is at a premium, these companies can simply issue a central command to turn off graphics on all client PC browsers. This can immediately free up as much as 80 percent of available bandwidth. Designing Web sites for low-bandwidth access tends to increase accessibility for users with disabilities. For example, a graphics- or animation-intensive site often requires high bandwidth and is inaccessible to those who are blind. In contrast, a text-based site loads quickly and is accessible to screen readers. Dial-up environments will continue to drive the development of more accessible E&IT in the foreseeable future.

Tourism

During the first quarter of 2004, the United States welcomed 8 million international visitors. This was an increase of 12 percent compared with the first quarter of 2003.

Visiting tourists often make use of ATMs, self-service kiosks, ticketing kiosks, and other tourism-related information technologies. Many tourists only use English as a second language. Developing content written in simplified English makes it more understandable to users of ESL. In addition, using simplified English content has other significant benefits, including the following:

    • It reduces the cost of language translation.

    • It reduces ambiguity.

    • It speeds reading.

    • It reduces liability associated with misunderstandings.

The use of simplified content was originally included in various accessibility design guidelines in support of people with cognitive reading disabilities. Using simplified language has now evolved into a market force driving the design of more accessible E&IT.

Human Condition

Aside from forces stemming from the market and the environment, many of the forces driving the accessible design of E&IT fall under aspects of the human condition. E&IT products must be designed with people of different disabilities, various age groups, various levels of literacy, various languages, different learning styles, and different experience levels with activities such as using the Internet in mind. These aspects of the human condition bring with them the demand for accessible E&IT products that cater to not just one category, but to many different types of users. Below is a summary of the forces that drive the demand for E&IT that is accessible to a wide range of users.

Disability

Census 2000 counted 54 million people in the United States with some type of long-lasting condition or disability (NCD, 2004). These individuals represented 19.3 percent of the 257.2 million people who were age five and older in the civilian, noninstitutionalized population. This is nearly one in five people. This includes a wide range of disabilities, not all of which preclude the use of E&IT. Within this population, Census 2000 found

    • 9.3 million (3.6 percent) with a sensory disability involving sight or hearing

    • 21.2 million (8.2 percent) with a condition limiting basic physical activities, such as walking, climbing stairs, reaching, lifting, or carrying

    • 12.4 million (4.8 percent) with a physical, mental, or emotional condition causing difficulty in learning, remembering, or concentrating

    • 6.8 million (2.6 percent) with a physical, mental, or emotional condition causing difficulty in dressing, bathing, or getting around inside the home

    • 18.2 million of those age 16 and older with a condition that made it difficult to go outside the home to shop or visit a doctor (8.6 percent of the 212.0 million people this age)

    • 21.3 million of those age 16 to 64 with a condition that affected their ability to work at a job or business (11.9 percent of the 178.7 million people this age)

The design of E&IT products and services that are accessible to people with disabilities appeals to the wider population as well. Accessible design can significantly enhance the sales of a product. For example, all of the following commonly used products were first developed in support of people with disabilities and are now used by the wider population:

    • Auto-dialers

    • Flatbed scanners

    • Microphones

    • Speech recognition

    • Speech synthesis

    • Talking ATMs

    • Talking caller-ID

    • Vibrating pagers

Age

Thirty-six million consumers 65 years of age and older are living in the United States (Population, 2003). People 65+ years of age are often unable to see, hear, think, or move about as easily as they did when they were younger. In order to enable people 65+ years of age to access and use E&IT, these differences must be accommodated. In addition, 52 percent of people 65+ years of age have some type of disability. Thirty-three percent of persons 65+ years of age have a severe disability. By 2030, there will be about 70 million older persons. People 65+ are expected to grow to 20 percent of the population by 2030 (Administration on Aging, 2002). Furthermore, individuals who are accustomed to operating IT will demand accessible IT as their functional capabilities diminish.

Language

Language is a driving force in today’s market for more accessible E&IT. According to Global Reach, 262 million English-speaking people are online. Non-English-speaking populations online are 474 million. By the end of 2005, the ratio of English/non-English speaking users will decrease significantly (Global Reach, 2003).

Sixty-four percent of people who visit the Internet seek sites in languages other than English (Global Reach, 2003). In a world where International Data Corporation (IDC) predicted that Internet spending outside the United States would exceed $914 billion in 2003 (IDC, 2000), effective Web-site globalization is the next imperative of Internet enterprises. Despite the vast international opportunities projected, few U.S. companies appear poised to take advantage of them. More than half (55 percent) of U.S. companies do nothing to customize their Web sites for foreign visitors; less than one-quarter even allow a choice of language, according to recent IDC Internet Executive ePanel research. With such minor globalization efforts, it is not surprising that 72 percent of U.S. companies that are online currently draw 10 percent or less of their e-commerce revenue from outside the United States. To increase their e-commerce revenue, companies must strive to design Web sites that are accessible to the non-English-speaking population.

Literacy

The Workforce Investment Act of 1998 defines literacy as “an individual’s ability to read, write, speak in English, compute, and solve problems at levels of proficiency necessary to function on the job, in the family of the individual, and in society.”

The International Adult Literacy Survey (Adult Literacy Survey, 2003) was a 22-country initiative conducted between 1994 and 1998. In every country, nationally representative samples of adults between the ages of 16 and 65 were interviewed and tested at home using the same literacy test. The main purpose of the survey was to find out how well adults use information to function in society. Another aim was to investigate the factors that influence literacy proficiency and to compare these factors among countries.

According to the National Institute for Literacy (n.d.), “Very few adults in the U.S. are truly illiterate. Rather, there are many adults with low literacy skills who lack the foundation they need to find and keep decent jobs, support their children’s education, and participate actively in civic life.” According to the National Adult Literacy Survey (NALS), between 21 and 23 percent of the adult population, or approximately 44 million people, scored at literacy proficiencies between 0 and 20 percent. Another 25–28 percent of the adult population, or between 45 and 50 million people, scored at literacy proficiencies between 20 and 40 percent. Literacy experts believe that adults with skills at these levels lack a sufficient foundation of basic skills to function successfully in our society.

Many factors help to explain the relatively large number of adults in the 0–20 percent category. Twenty-five percent of adults in this category were immigrants who may have just been learning to speak English. In addition, more than 60 percent didn’t complete high school; more than 30 percent were over the age of 65; more than 25 percent had physical or mental conditions that kept them from fully participating in work, school, housework, or other activities; and almost 20 percent had vision problems that affected their ability to read print. A large percentage of the population in the United States are at literacy proficiency less than 40 percent. Design for individuals with limited literacy skills also accommodates individuals who have learning disabilities or cognitive disabilities that impact reading comprehension.

Learning Style

There are three major types of learning styles (Live Text, 2000). They are visual, auditory, and kinesthetic (tactile). Visual learners need to see a person’s body language and facial expression to fully understand the content of what is being said. They tend to prefer sitting at the front of a classroom, play, or lecture hall to avoid visual obstructions (e.g., people’s heads). They may think in pictures and learn best from visual displays, including diagrams, illustrated textbooks, overhead transparencies, videos, flipcharts, and handouts. During a lecture or classroom discussion, visual learners often prefer to take detailed notes to absorb the information.

Auditory learners learn best through verbal lectures, discussions, talking things through, and listening to what others have to say. Auditory learners interpret the underlying meanings of speech through listening to tone of voice, pitch, speed, and other nuances. Written information may have little meaning until it is heard. These learners often benefit from reading text aloud and using a tape recorder.

Tactile/kinesthetic learners learn best through a hands-on approach, actively exploring the physical world around them. They may find it hard to sit still for long periods and may become distracted by their need for activity and exploration.

Enabling people to acquire information in the manner most appropriate to their learning style(s) enhances the effectiveness of E&IT and accommodates users with sensory disabilities.

Experience Level

Many people who are learning to use an application on the Web for the first time want all the help they can get. There will come a time, however, when the extra help is no longer needed or desired. One of the benefits of accessible design practices is having the ability to customize user interfaces based upon the wants, needs, and preferences of individual users.

Legal Framework

Below is a summary of key laws, statutes, and standards that have improved accessibility for individuals with disabilities in this country. Each law is summarized, followed by a discussion of who is primarily affected by the law and the approach toward addressing accessibility issues that has been undertaken through issuance of each law. These laws and standards are a driving force in the market for accessibly designed products, as they set the standards and guidelines for what must be done by the government and industry to accommodate the needs of individuals with disabilities.

Section 508 of the Rehabilitation Act

Section 508 of the Rehabilitation Act of 1973 requires that when federal agencies develop, procure, maintain, or use E&IT, they must ensure that federal employees with disabilities have access to and use of information that is comparable to the access and use by federal employees who do not have disabilities unless an undue burden (significant expenses or difficulties) is imposed on the agency. The law also requires that individuals with disabilities in the general public seeking information or services from a federal agency have access to information and services comparable to that provided to individuals without disabilities unless undue burden is imposed on the agency. When compliance does impose an undue burden, agencies must still provide disabled individuals with the information and data by allowing them to use it by an alternative means of access (e.g., captioning, audio description).

Section 508 covers E&IT such as computer hardware, software, networks, ancillary equipment, firmware, technology services, telecommunications products, information kiosks and transaction machines, World Wide Web sites, multimedia, and office equipment such as copiers and fax machines. Equipment that contains embedded information technology used as an integral part of the product—but the principal function of which is not the acquisition, storage, manipulation, management, movement, control, display, switching, interchange, transmission, or reception of data or information—is not included under Section 508 (e.g., HVAC equipment and medical equipment). As a guideline, E&IT systems can be considered to be accessible to individuals with disabilities if they can be used in a variety of ways that do not depend on a single sense or ability.

Section 508 has the potential to greatly improve accessibility to E&IT for individuals with disabilities. The Federal Government will likely become a better employer to the many people with disabilities who work for it, as well as a model employer for industry. In addition, members of the public with disabilities will have greater accessibility to government information and services related to technology.

Those affected directly by Section 508 include federal departments and agencies and vendors who serve the Federal Government. The initial impact is at the procurement stage. Section 508 must be integrated into the procurement process by determining which technical provisions from Section 508 apply in a given situation, performing market research to determine the availability of products and services that meet the applicable technical provisions, deciding which technical provisions (if any) do not apply due to an exception, and submitting technical specifications and minimum requirements to a contracting officer.

Private companies and software developers are also affected by Section 508. Although Section 508 does not require private companies to alter their products, full implementation of the law may provide an incentive for companies that want to do business with the government to build better accessibility features into their products. Currently, however, there is a perception by some in industry that Section 508 conformance is being “rubber stamped” by procurement officials and that the content of documents describing Section 508 conformance, such as voluntary product accessibility templates (VPATs), is not important as long as it is merely offered. If Section 508 is fully addressed by procurement officials, accessibility will become a key discriminator for federal sales. Increased competition will raise the bar for hardware and software vendors who want to create new and innovative solutions to addressing accessibility issues. Software developers are impacted by Section 508 in that they are now trying to integrate the applicable Section 508 provisions into their entire software development life cycle. Developers are faced with the challenge of either making their software compatible with assistive technology or making software products accessible without the aid of other AT.

In contrast to federal laws that take a push approach toward improving the accessibility of E&IT by mandating that new, better technologies are manufactured and adopted, Section 508 does not explicitly require the manufacturers to make their products more accessible. Rather, Section 508 follows a pull approach, in which the federal agencies are responsible for seeking better products to address accessibility problems by procuring products that comply with the provisions when such products are available in the commercial marketplace or when such products are developed in response to government solicitation.

Section 255 of the Telecommunications Act

Section 255 of the Telecommunications Act of 1996 requires telecommunications products and services to be accessible to people with disabilities. This is required to the extent that access is readily achievable. If manufacturers cannot make their products more accessible, then they must design products to be compatible with adaptive equipment used by people with disabilities when it is readily achievable to do so.

Telecommunications products covered under this Act include wired and wireless telecommunication devices, such as telephones, pagers, and fax machines; products that have a telecommunication service capability, such as computers with modems; and equipment that carriers use to provide telecommunications services, which includes the software integral to that equipment. Also included are basic and special telecommunication services, including regular telephone calls, call waiting, speed dialing, call forwarding, computer-provided directory assistance, call monitoring, caller identification, call tracing, repeat dialing, interactive voice response systems, and voice mail.

The implementation of Section 255 of the Telecommunications Act stands to improve access and the number and range of accessible products in the telecommunications industry. Companies that manufacture telecommunications products or provide telecommunications services are expected to shift toward a more universal, inclusive design process in the development of new products and services. Those affected by Section 255 include manufacturers of telecommunications equipment and customer premises equipment, as well as the providers of telecommunications services. Companies must research ways to make their products more accessible and provide training for their staff on accessibility. Manufacturers must modify their design processes to ensure that accessibility and usability are considered in the earliest design phases of a product. The law has been beneficial to manufacturers and service providers in that they have found that in making products easier to use for people with disabilities, they often make them easier to use for everyone.

The implementation of Section 255 takes more of a push approach toward improving accessibility. The Act lays out a set of guidelines that manufacturers must follow in designing new products and services in this industry. Companies are advised to use these guidelines and implement training procedures as specified by the law. Section 255 is related to Section 508 of the Rehabilitation Act in that the U.S. Access Board has incorporated the language of the guidelines specified in Section 255 into the 508 standard. Using consistent language has enabled companies to develop products that meet both the design requirements for manufacturers and the procurement requirements for federal agencies.

Hearing Aid Compatibility Act

The Hearing Aid Compatibility (HAC) Act of 1988 requires that the Federal Communications Commission (FCC) ensure that all telephones manufactured or imported for use in the United States after August 1989, as well as all “essential” telephones, are hearing aid compatible. “Essential” telephones have been defined as coin-operated telephones, telephones provided for emergency use, and other telephones frequently needed for use by persons with hearing aids. This includes telephones in the workplace, in confined settings like hospitals or nursing homes, and in hotel or motel rooms.

Telephone manufacturers are directly affected in that they must ensure that they design phones with volume control and other features for those users with hearing aids. Owners of hospitals, hotels, and other places with “essential” telephones must ensure that they purchase telephones for their buildings that are hearing aid compatible. Employers must ensure that all telephones in both common and noncommon areas in their workplace are hearing aid compatible and that any new telephones they purchase are hearing aid compatible.

Unlike Section 255 of the Telecommunications Act, under which companies must ensure that their products are accessible to hearing aid users only if it is readily achievable for them to do so, this requirement is absolute under the HAC Act. This law, like Section 255 of the Telecommunications Act, takes a push approach in mandating that corporations and business owners purchase telephones that are hearing aid compatible and that the FCC ensures that all essential telephones and telephones manufactured or imported for use in the United States are hearing aid compatible.

Americans with Disabilities Act

The Americans with Disabilities Act (ADA) of 1990 recognizes and protects the civil rights of people with disabilities. It provides protection from discrimination of individuals on the basis of disability. Covered under ADA are a wide range of disabilities, and a person with a disability is defined as anyone with a physical or mental impairment that substantially limits one or more major life activities. These include physical conditions that affect mobility, stamina, sight, hearing, and speech, as well as emotional illnesses and learning disorders. ADA addresses access of individuals with disabilities to the workplace (Title 1), state and local government services (Title 2), and places of public accommodation and commercial facilities (Title 3). In addition, phone companies are required under ADA to provide telecommunications services for people who have hearing or speech impairments (Title 4).

Title 1, which deals with employment of individuals with disabilities, requires that employers do not discriminate against qualified individuals with disabilities and that employers reasonably accommodate the disabilities of qualified applicants and employees by modifying work stations and equipment unless undue burden should result in doing so. Title 2, which deals with public services, requires that state and local governments do not discriminate based on disability and that they ensure that their buildings are accessible, that new and altered streets and pedestrian walkways contain curb cuts at intersections, and that each service or program is operated so that it is readily accessible to and usable by individuals with disabilities. In addition, this title requires that transit facilities, buses and rail vehicles, key stations in rail systems, Amtrak stations, and vehicles for demand response systems be made accessible unless certain exceptions are met. Title 3, which deals with public accommodations, requires that restaurants, hotels, theaters, shopping malls, retail stores, museums, libraries, parks, private schools, and day care centers, among other places of public accommodation, do not discriminate based on disability. Any alterations to existing places of public accommodation are required to be done in an accessible manner. In addition, new busses for specified public transportation must be accessible, and elevators must meet certain conditions. Title 4, which covers telecommunications, states that telephone companies must provide telecommunications relay services for hearing-impaired and speech-impaired individuals 24 hours per day.

ADA has had a significant impact on American society, allowing individuals with disabilities to pursue opportunities that were not available to them in the past. One of the largest groups affected by ADA are the employers of individuals with disabilities. If an employer fails to comply with ADA, the employee can sue, forcing the company to comply or pay damages. Thus, employers face the pressure of ensuring that their workplaces are accessible and that they do not discriminate against any qualified applicants on the basis of disabilities. In addition, state and local government bodies, educational institutions, and virtually all places of public accommodation or employment are directly affected by ADA and must comply with the regulations. The Annenberg Washington Program, a nonprofit institution in communication studies, met in 1994 and expanded upon a previously published White Paper in which it stated in its initial findings that the average cost of most ADA accommodations is approximately $36, a much lower amount than many anticipated. It found that the impact of ADA on American businesses did not create onerous legal burdens, as many believed would be the case, but rather has provided a framework for employers and employees for dispute avoidance and resolution. Overall, ADA has had a positive impact on society.

ADA has also taken a push approach toward addressing issues of accessibility. The push is for the businesses and organizations themselves to devise solutions based on the requirements set forth in ADA.

Electronic Industries Alliance (EIA) Standards: EIA-608 and EIA-708

The EIA-608 standard specifies the use of closed captions in analog TV signals. EIA-608 arose to address the lack of standards for Line 21 closed captioning, to ensure that new decoders would all work the same way and that captioners could create captions that would appear in a consistent and predictable manner on every TV set. The Television Data Systems Committee of the EIA enhanced the Line 21 system by adding new characters and assigning codes that would allow the center of the screen to be used for captioning. It also allowed roll-up captions, for the first time enabling real-time captions to be placed somewhere other than the bottom of the screen. This work became known as the EIA-608 standard, with which all captioning software and all TV receivers built from July 1993 forward were required to meet and comply.

When digital television (DTV) was developed, a new need arose for the ability to change the size of the caption display—to make the captions either larger and more readable or smaller and less obtrusive. The conversion of closed captions for service with digital was necessary. This need could not be accommodated in the EIA-608 standard, and thus the EIA-708 standard was introduced. The current version, EIA-708B, covers two areas. It defines how captioned data is to be encoded and transmitted, known as the transmission protocol or transmission layer. It also defines where in a DTV signal the caption data are to be placed, the bandwidth allocated, and the format of the data. The second area addressed is the display protocol, which determines how captions are displayed on the screen of a DTV. The 708 captioning format was designed to allow for the use of the entire unicode set, which includes every character in the alphabet in any language plus the complete range of symbols. Almost any program can thus be captioned.

Many groups are affected by the introduction of the EIA-708 standard. The Decoder Circuitry Act of 1990 stated that “[d]igital television receivers and tuners must be capable of decoding closed captioning information that is delivered pursuant to the industry standard EIA-708-B.” This Act required the FCC to update its rules for decoders as new technologies like DTV developed. Television broadcasters are also largely affected by the new 708 captioning format because the pressure is building to produce new programming with digital closed captions based on this standard. Broadcasters and producers must begin devising plans to make this move and invest in the equipment they will need to do so. Also very largely affected are the viewers with auditory impairments who will benefit from much greater flexibility and a higher quality of captioning with the EIA-708 standard.

A push approach toward the development of a new standard was taken in the movement from EIA-608 to EIA-708 captioning. After developing the new standard, the EIA has put the responsibility on the broadcasters and producers to comply with these standards in their captioning. This push to move from EIA-608 (analog) to EIA-708 (digital) has brought many improvements to closed captioning. Television viewers can now control the size of the caption text. In addition, EIA-708 offers more letters and symbols, support for multiple fonts and text and background colors, and allows for the viewer to replace the traditional black box background with a colored box or do away with it entirely. Also, EIA-708 increases the data rate by 16 times over that allowed by EIA-608, permitting DTV captions to contain much more information. However, most DTV content currently still relies on the EIA-608 standard captions that have been converted to the EIA-708 format because the consumer base of DTV receivers is not high enough to justify the added expense of native EIA-708 encoding.

Individuals with Disabilities Education Act

The Individuals with Disabilities Education Act (IDEA) was first enacted in 1975. The Act was passed to ensure that students with disabilities receive free, appropriate public education and the related services and support they need to achieve in the least-restricted environment appropriate for their individual needs. IDEA was created to help states and school districts meet requirements for educating children with disabilities and to pay part of the expenses of doing so. IDEA consists of three parts: Part B provides grants to states for services for preschool and school-age children, Part C funds early intervention services for infants and toddlers, and Part D supports national activities to improve the education of children with disabilities, including research and professional development programs.

IDEA covers children with disabilities until they graduate from high school or until they are 22 years of age if graduation is delayed. Students who may fall under the Act are evaluated once the possibility of a disability is raised. If it is determined that the student does have a disability covered by IDEA, the school is required to annually develop an individualized education program (IEP) for the student, followed by placement in a regular classroom setting when possible. Since its initiation, a set of amendments made in 1997 has shifted the focus of IDEA from merely providing children with disabilities access to an education to improving results for all children in the education system.

The primary group affected and benefiting from IDEA is children with disabilities. As a result of IDEA, students with disabilities now learn among their peers. U.S. Senator Jim Jeffords reports that since the initiation of IDEA, dropout rates for students with disabilities have significantly gone down and graduation rates have gone up. The percentage of college freshmen with disabilities has tripled as a result of the improved education children with disabilities have available to prepare them for college. Teachers and parents of children with disabilities are also largely affected by IDEA. These two groups play a large role in the development of a child’s IEP. Teachers have also had to adjust to having children with and without disabilities in the same classroom, learning together. Others involved in the public education system, including both state and local educators, are certainly affected as well.

The enactment of IDEA has followed a push approach in requiring that public schools make a free education available to students with disabilities that adheres to the provisions set forth in the Act. The legislation places the responsibility upon the schools and provides them with the requirements they must meet, while providing some of the monetary means to do so.

Instructional Material Accessibility Act

The purpose of the Instructional Material Accessibility Act (IMMA) of 2003 is to improve access to printed instructional materials used by persons who are blind and other persons with print disabilities in elementary and secondary schools. The Act accomplishes this through the creation of an efficient system for the acquisition and distribution of instructional materials in the form of electronic files suitable for conversion into a variety of specialized formats. The IMAA requires one national file format and a single national repository for files, which simplifies the process of obtaining materials for students with disabilities. Having a national file format will make the conversion process for producing specialized formats more efficient by reducing the amount of human intervention necessary. Having one national file format will make it easier for states, publishers, Braille software developers, and Braille transcribers to work with files. Braille transcribers will have more time to use their expertise in formatting and proofing files, leading to high-quality Braille. Students will directly benefit because the national file format will eliminate needless steps in scanning and reformatting files. Teachers will benefit as well by having materials available in specialized formats for their students who have disabilities at the same time they are available to their other students. State and local education agencies that receive federal funding under the IDEA play a large role under the IMAA. They are responsible for developing a statewide plan within two years of the enactment of the IMAA to ensure that printed materials required for instructional use in the classroom at elementary and secondary schools are available in specialized formats to individuals with disabilities at the same time they are made available to students without disabilities.

This Act is a push approach toward improving access to printed instructional materials for visually impaired students. The IMAA requires all the states to adopt the national file format.

Video Description Restoration Act

The Video Description Restoration Act (VDRA), currently pending in Congress, would restore the FCC’s video description rules, which were overturned in federal court on November 8, 2002. The Act would guarantee TV access for individuals who are blind or visually impaired through video description. The FCC would be expressly granted authority to restore its minimum requirements, with increased access over time. Those minimum requirements were that the major networks and cable channels in the top 25 television markets present at least four hours of described programming per week, and that video-described programs be made available where TV stations not in the top 25 markets have the equipment to do so. The VDRA has been rigorously supported by the American Council for the Blind, as well as other blind and deaf organizations because they feel that in many ways video description is for people who are blind what closed captioning is for individuals who are deaf.

The community of people who are blind or visually impaired will benefit from the VDRA by once again having video description available to them, which affords them the same access to information on television as sighted viewers. Also affected would be the television program providers and owners, who would be required to offer video description for a portion of their programming. VDRA permits an exemption if the provision of video description would be unduly burdensome to the provider or owner, or if video description is not necessary to achieve video programming accessibility by persons who are blind or otherwise visually impaired.

The VDRA would restore the FCC’s rule for the minimum requirements major networks and cable channels must meet in terms of the amount of video description they provide. This push approach taken by the FCC would ensure that at least a portion of programs would be made available for the visually impaired through video description. The number of hours of video description mandated by the FCC may grow larger, leading to increased access to television programming for the visually impaired over time.

Standards and Guidelines

In addition to the laws and statutes mentioned in the previous section, additional standards and guidelines are driving more accessibly designed E&IT. They are discussed below.

ADA Accessibility Guidelines

The Access Board’s guidelines issued under ADA are to be completely updated and revised. The ADA Accessibility Guidelines (ADAAG) cover the construction and alteration of facilities in the private sector (places of public accommodation and commercial facilities) and the public sector (state and local government facilities). The accessibility guidelines issued under the Architectural Barriers Act (ABA) primarily address facilities in the federal sector and other facilities designed, built, altered, or leased with federal funds. The guidelines under both laws are being updated together in one rule that contains three parts: a scoping document for ADA facilities, a scoping document for ABA facilities, and a common set of technical criteria that the scoping documents will reference. As a result, the requirements for both ADA and ABA facilities will be made more consistent. The rule also includes new scoping and technical provisions for accessible housing that derive from requirements for “Type A” dwelling units contained in the 1998 edition of the ICC/ANSI A117.1 standard, “Accessible and Usable Buildings and Facilities.” Of specific interest is 4.34.5, Equipment for Persons with Vision Impairments. Instructions and all information for use must be made accessible to and independently usable by people with vision impairments.

Telecommunications Act Accessibility Guidelines

On February 3, 1998, the Architectural and Transportation Barriers Compliance Board (Access Board) issued its final guidelines for the accessibility, usability, and compatibility of telecommunications equipment and customer premises equipment covered by Section 255 of the Telecommunications Act of 1996 (Telecommunications Act Accessibility Guidelines, 1998). The Act requires manufacturers of telecommunications equipment and customer premises equipment to ensure that the equipment is designed, developed, and fabricated to be accessible to and usable by individuals with disabilities, if readily achievable. When it is not readily achievable to make the equipment accessible, the Act requires manufacturers to ensure that the equipment is compatible with existing peripheral devices or specialized customer premises equipment commonly used by individuals with disabilities to achieve access, if readily achievable.

Web Content Accessibility Guidelines 1.0

The Web Content Accessibility Guidelines 1.0, 1999, explain how to make Web content accessible to people with disabilities. The guidelines are intended for all Web content developers (page authors and site designers) and for developers of authoring tools. The primary goal of these guidelines is to promote accessibility. However, following them will also make Web content more available to all users, no matter what user agent they are using (e.g., desktop browser, voice browser, mobile phone, automobile-based personal computer, etc.) or constraints they may be operating under (e.g., noisy surroundings, under- or over-illuminated rooms, in a hands-free environment, etc.). Following these guidelines will also help people find information on the Web more quickly. These guidelines do not discourage content developers from using images, video, etc., but rather explain how to make multimedia content more accessible to a wide audience.

Authoring Tool Accessibility Guidelines 1.0

The Authoring Tool Accessibility Guidelines 1.0, 2000, provides specifications for Web authoring tool developers. Its purpose is two-fold: to assist developers in designing authoring tools that produce accessible Web content and to assist developers in creating an accessible authoring interface. Authoring tools can enable, encourage, and assist users (i.e., authors) in the creation of accessible Web content through prompts, alerts, checking and repair functions, help files, and automated tools. It is just as important that all people be able to author content as it is for all people to have access to it. The tools used to create this information must therefore be accessible. Adoption of these guidelines will contribute to the proliferation of Web content that can be read by a broader range of readers and authoring tools that can be used by a broader range of authors.

User Agent Accessibility Guidelines 1.0

User Agent Accessibility Guidelines 1.0, 2002, is for designing user agents and is intended to lower barriers to Web accessibility for people with disabilities (visual, hearing, physical, cognitive, and neurological). User agents include hypertext markup language (HTML) browsers and other types of software that retrieve and render Web content. A user agent that conforms to these guidelines will promote accessibility through its own user interface and through other internal facilities, including its ability to communicate with other technologies (especially assistive technologies). Furthermore, all users, not just users with disabilities, should find conforming user agents to be more usable. In addition to helping developers of HTML browsers and media players, this document will benefit developers of assistive technologies because it explains what types of information and control an AT may expect from a conforming user agent. Technologies not addressed directly by this document (e.g., technologies for Braille rendering) will be essential to ensuring Web access for some users with disabilities.

XML Accessibility Guidelines

The XML Accessibility Guidelines, 2002, from the World Wide Web Consortium (W3C) provides guidelines for designing extensible markup language (XML) applications that lower barriers to Web accessibility for people with disabilities (visual, hearing, physical, cognitive, and neurological). XML, used to design applications such as XHTML, SMIL, and SVG, provides no intrinsic guarantee of the accessibility of those applications. This document explains how to include features in XML applications that promote accessibility.

Customer Analysis

The purpose of this section is to highlight the consumer markets targeted by the industries being studied. A more detailed customer analysis can be found in the appendix to the online version of this report.

People with Disabilities

Estimates vary greatly on the number of persons with disabilities living within the United States and worldwide. The latest Census Bureau’s disability statistics report, Characteristics of the Civilian Noninstitutionalized Population by Age, Disability Status, and Type of Disability: 2000, estimates that 49.7 million people with disabilities live in the United States (Age Structure, 2003). Applying the disability percentages presented in this report to the age structures categorized by the World Factbook (including populations less than 5 years of age) results in a figure of 54 million. This is often cited as the actual number of people with disabilities living in the United States, and it is the figure reported by NCD (2004). Comparing the U.S. disability statistics with those of other countries indicates that China, India, Russia, Mexico, and Turkey have greater instances of disabilities for any age category because they have poorer health care than the United States. The market for universally designed products and services seems clear when global disability statistics (498 million people) are analyzed for these countries, which currently have the top five emerging markets. A detailed look at these emerging markets can be found in the appendix to this report online.

The specific customer populations of interest for the purpose of this study are people with the following disabilities or conditions:

    • Low vision

    • Blind

    • Hard of hearing

    • Deaf

    • Upper-mobility impaired

    • Lower-mobility impaired

    • Cognitive

Each of the above conditions is defined in terms of a loss of functional capability that may be temporary, be permanent, or develop as a natural part of the aging process. The functional limitations may be caused by genetics, disease, traumatic injury, aging, environmental or situational factors or by some combination of multiple factors. In other words, the analysis is not restricted to functional limitations resulting from what is traditionally termed a disability. This approach, espoused by the functional model of disabilities (Kaplan, n.d.), allows us to consider a wide segment of the population who could truly benefit from UD.

It is important to understand the functional capabilities and limitations of the target population in order to properly access the impact of various accessibility features on mainstream products. Each of the target populations have different functional capabilities and limitations and thus experience different issues with the product lines under study.

Visual Impairments

Approximately 10 million people are blind or visually impaired in the United States, and about 6 million in the European Union (EU). Visual impairments include blindness, partially sighted, low vision, and color blindness. In addition to medical conditions that impact vision, visual perception may be affected by distraction from a busy, cluttered visual environment; visual fatigue; colored or high- or low-lighting conditions; and adverse weather conditions. Users with visual impairments may encounter great difficulty or find it impossible to complete the following types of tasks:

    • Locating equipment

    • Locating commands/devices

    • Identifying commands/devices

    • Using touchscreens

    • Reading text on a screen

    • Selecting objects on a screen

    • Receiving graphics and video information

    • Receiving visual alerts and signals

    • Inserting cards/coins/media

    • Reading printed material, including instruction manuals

In general, people with impaired vision may have difficulty perceiving visual detail, focusing on objects either close up or at a distance, separating objects that do not have sufficient contrast, perceiving objects in both central and peripheral vision, perceiving color and contrast brightness, adapting to different light levels, tracking moving objects, and judging distances (Story, Mueller, and Mace, 1998).

Hearing Impairments

More than 24 million people in the United States and about 22 million people in the EU have a significant loss of hearing. Hearing impairments include deafness, hard of hearing, conductive hearing loss, sensorineural hearing loss, and mixed hearing loss (both conductive and sensorineural). In addition to medical conditions that impact hearing, auditory perception may be affected by attending to multiple sound sources, functioning in loud environments, and using headphones. Users who are deaf or hard of hearing may encounter great difficulty or find it impossible to complete the following tasks:

    • Receiving audio information

    • Understanding speech information

    • Receiving acoustic alerts and signals

    • Using speech input

In general, people who are deaf or hard of hearing may have difficulty localizing the source or direction of sound, filtering out background sound, perceiving both high- and low-pitched sounds, and carrying on a conversation (Story, Mueller, and Mace, 1998).

Mobility Impairments

More than 40 million people in the United States and about 32 million people in the EU have a significant loss of mobility. Mobility impairments can include the following symptoms: tremors and spasticity, paralysis and partial paralysis, amputation, and loss of coordination and strength. In addition to medical conditions that impact mobility, mobility may be affected by pain, fatigue, availability of only one hand or arm while the other is occupied with another task, wearing thick clothing or gloves, small hands, wet or oily hands, and adverse environmental conditions (e.g., bad weather or uneven terrain). Users with mobility impairments may encounter great difficulty or find it impossible to complete the following tasks:

    • Using switches

    • Lifting/holding devices and handsets

    • Using dials

    • Using numeric keypads

    • Writing with a keyboard

    • Handling a pointing device

    • Using a touchscreen

    • Inserting cards/coins/media

    • Handling printed manuals and books

    • Accessing equipment

In general, people with impaired mobility may have difficulty with tasks requiring range of motion, coordination, strength, and balance. More specifically, difficulties may be apparent in the following areas: reaching, pushing, pulling, lifting, lowering, carrying, grasping, squeezing, rotating, twisting, and pinching (Story, Mueller, and Mace, 1998).

People with Cognitive Disabilities

More than 12 million people in the United States and 9 million in the EU have a significant cognitive disability. Cognitive disabilities can include dyslexia, cerebral palsy, retardation, and severe learning disabilities. In addition to medical conditions that impact cognition, cognitive processing may be affected by a limited vocabulary or grammar, limited literacy, cultural or language differences, and fatigue or distraction. Users with cognitive disabilities may encounter great difficulty or find it impossible to complete the following tasks:

    • Writing on a keyboard

    • Reading text on a screen

    • Reading printed material

    • Understanding speech information

    • Handling a pointing device, such as a mouse

    • Navigating complex menu structures

    • Responding quickly

In general, people with impaired cognition may have difficulty “…receiving, comprehending, interpreting, remembering, or acting on information.” More specifically, difficulties may be apparent in the following areas: beginning a task without a prompt or reminder, responding within an appropriate time frame, concentrating, comprehending visual or auditory information, understanding or expressing language, following procedures or doing things in order, organizing information, remembering things, making decisions and solving problems, and learning new things or doing things a new or different way (Story, Mueller, and Mace, 1998).

Individuals 65+ Years of Age

Approximately 36 million people 65+ years of age are living in the United States (Population, 2003). In the top five international emerging markets, this number increases to 174 million consumers. Aging populations cannot see, hear, think, or move about as easily as younger generations. Fifty-two percent of people 65+ years of age experience one or more of the following (U.S. Census Bureau, 1997 and Telecommunications Industry Association, 1996):

    • Decreased visual acuity

    • Reduced powers of accommodation

    • Decreased contrast sensitivity

    • Increased sensitivity to glare

    • Longer dark-adaptation times

    • Decreased color vision and discrimination

    • Hearing impairments

Consumers Living in Low-Bandwidth Information Infrastructures

It is not uncommon for people living in the United States to take the Internet, and the bandwidth that comes with it, for granted. The United States and Canada have the technical capacity to provide bandwidth of 1,182 Mbps per capita (Haub, 2003). Developers of Web-based content targeted for use by U.S. and Canadian consumers do not necessarily need to concern themselves with limited bandwidth. In comparison, Asia only has 21 Mbps of bandwidth available per capita (Light Reading, 2002). Five billion consumers live within low-bandwidth infrastructures. This provides a significant business incentive to design Web-based content that is accessible, usable, and useful from within low-bandwidth infrastructures.

People Who Never Learned To Read

Seven million people who never learned to read live in the United States. Compare this to the 439 million consumers who never learned to read living in the five countries with the highest potential emerging markets. People who are not able to read cannot use automated teller machines (ATMs), personal digital assistants (PDAs), or the Web unless they are designed with access in mind. People who never learned to read can benefit significantly from voice dialing and talking ATMs (Literacy Demographic Data, 2003).

Users of English as a Second Language

The number of people believed to speak English as a second language is around 300 million. Users of ESL are individuals whose mother tongue is not English, but who live in countries where English has official or joint official status. In these instances, English is often used to conduct official business. English is the official or joint official language of more than 70 countries.

Approximately 375 million people speak English as a first language, and approximately 750 million speakers learned English as a foreign language (ESL Online Education and Training, 2000). In 2000, 28.4 million foreign-born people resided in the United States, representing 10.4 percent of the total U.S. population. ESL programs are the fastest growing component of the state-administered adult education programs. In 1997–98, 48 percent of enrollments were in ESL programs, compared with 33 percent in 1993–94. Of the 1997–98 ESL students in adult education, 32 percent were in beginning ESL classes, 12 percent in intermediate, and 4 percent in advanced classes (National Institute for Literacy, 2003). As evidenced by these statistics, the needs