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Machine-Readable navigation #9

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lrosenthol opened this issue Jul 12, 2017 · 68 comments
Closed

Machine-Readable navigation #9

lrosenthol opened this issue Jul 12, 2017 · 68 comments

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@lrosenthol
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@HadrienGardeur wrote in #6

Right, but I think a lot of the arguments in favour of including all machine-readable navigation in HTML are misguided:

I agree with you - though for different reasons. I believe (and correct me if I am wrong) that you actually want machine readable navigation - something akin to the NavDoc in EPUB. I, on the other hand, don't want it at all. If an author wishes to provide navigation in their document - they can build it using the same tools they build all other content. The UA doesn't need to know anything about it - except perhaps where it lives (done via something like dpub-aria TOC role)

@HadrienGardeur
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If an author wishes to provide navigation in their document - they can build it using the same tools they build all other content.

Some of it can't be built automatically, page-list being a good example. I also think that for specific types of publications (textbooks for instance) it could be very useful to provider alternate ToCs and/or navigation that you won't be able to simply extract from content documents.

@lrosenthol
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lrosenthol commented Jul 12, 2017 via email

@HadrienGardeur
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What is a "page-list", in this context? And why does it need to be built automatically if the author is building it themselves (instead of a UA doing it on the fly).

In this context, it's meant to tie page numbers from a print edition to specific fragments of a resource.

Authors or authoring tools are building such a page list themselves, but we need a place to provide such info. I feel that HTML is a very poor choice for that, and that this is a good example of something that would be better suited to be contained elsewhere.

I agree - which is why I am suggesting that there is not any expectation of a UA extracting anything! Whatever the publication and its author wishes to expose as the navigation model and/or TOC is written by them and incorporated directly into the publication. Just like web pages do today.

FYI, I'm not arguing against an HTML navigation document with no markup restrictions being rendered as-is. I'm all for it.

@lrosenthol
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lrosenthol commented Jul 12, 2017 via email

@GarthConboy
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I'm not sure we should spend much time debating this issue now. I think the A11Y folks will, at some point, decide this for us (required, optional, machine readable or not, print page list, et al).

@lrosenthol
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lrosenthol commented Jul 12, 2017 via email

@dauwhe
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dauwhe commented Jul 12, 2017

What makes you think A11y has anything to do with this, @GarthConboy??

https://www.w3.org/TR/WCAG20-TECHS/G64.html

@lrosenthol
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lrosenthol commented Jul 12, 2017 via email

@dauwhe
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dauwhe commented Jul 12, 2017

Unless I am missing something @dauwhe, that just says that if I use a
TOC, then I should be sure that it's accessable. In no way does it mandate
that (a) I must have one or (b) what it would look/work like or even (c)
what technologies I use (as evidanced by the reference to TOCs in PDF in
Example 2).

No, it's the other way around. WCAG says that when documents consist of multiple resources, you should provide multiple ways of navigating through the resources, and a table of contents is one effective technique to allow navigation.

@mattgarrish
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Actually, multiple ways applies to a single document, too. Navigating a document can be a complex task for users, and not only because of vision loss.

It doesn't require a navigation document to meet, but if you just stick a table of contents where you please then you become responsible for ensuring that the user can find that table of contents from every document. That's not exactly elegant.

But WP complicates the issue, as if we don't require it and user agents don't support the navigation document then simply providing one is not enough, as the technology needs to be widely supported to claim conformance. In that case, you're back to including links to meet accessibility requirements. EPUB mandated a navigation document and that reading systems provide access to it.

I expect this is one of the issues we'll be taking up next week on the accessibility call.

@HadrienGardeur
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It doesn't require a navigation document to meet, but if you just stick a table of contents where you please then you become responsible for ensuring that the user can find that table of contents from every document. That's not exactly elegant.

That's not necessarily true. We could identify that HTML document in the manifest using a specific rel value ("contents" for example seems well suited for that).

@mattgarrish
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We could identify that HTML document in the manifest using a specific rel value

Sure, I mentioned the same somewhere else in one of these threads. I'm not yet convinced we need a navigation document in the epub sense at this level, and not necessarily a standalone one.

But you still need broad support for WP and accessing that document/location for it to meet the threshold of being a supported technology. That's where making it optional to include navigation becomes problematic, in my view, as it lessens the likelihood of support. Which is not to say I don't understand the case for some small documents not having or needing such navigation.

@lrosenthol
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That's where making it optional to include navigation becomes problematic, in my view, as it lessens the likelihood of support.

And again our discussions turn to the debate of declarative/machine-readable (and thus requiring a WP-aware UA) vs. simply using web technology. Obviously this a11y requirement applies to the web in general and folks have no problem complying with it on regular sites. Why do we believe we need something more?

@llemeurfr
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@lrosenthol I wouldn't say "web technologies" here (IMHO REST APIs are in the scope of web technologies). "html technologies" seem more focused.

@mattgarrish
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And again our discussions turn to the debate of declarative/machine-readable

Why do you say that? The identification of navigation is not linked to the representation. As I've said elsewhere, WP doesn't necessarily have to take the declarative approach as it's not incompatible with epub 4 doing so. Providing the access mechanism is more critical if we want compatibility between the two. I think we can establish whether we need that and whether navigation has to be provided before moving on to what form the navigation takes.

folks have no problem complying with it on regular sites

Sure, and this boils down to reading experience expectations for publications. Does every document begin with a header and site menu? Do you want explicit linkage in every document in a publication? If an immersive reading experience is wanted, the necessary linking is intrusive. Before dismissing deterministic access to the table of contents we need to be sure of the implications and that they're acceptable. That's all.

@llemeurfr
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llemeurfr commented Jul 12, 2017

@mattgarrish That's where making it optional to include navigation becomes problematic, in my view, as it lessens the likelihood of support.

Not necessarily in our case. Having the history of EPUB behind us, reading system developers won't see any issue mapping a TOC to the app menu if it exists, and hiding the menu item if not.

@lrosenthol
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lrosenthol commented Jul 12, 2017 via email

@GarthConboy
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GarthConboy commented Jul 12, 2017

Well, given my previous comment, I can't believe I'm chiming in one last time!

I think we eventually will want to consider four options:

  1. None. No requirement, nor standardization in this area for WP.
  2. Machine readable. Similar to EPUB classic NCX.
  3. Machine readable and renderable. Similar to EPUB3's navigation document.
  4. Renderable and machine suss-out-able. In content. The <title> of each document in the reading order and headings below that (either HTML headings or ARIA roles or both).

This isn't a bridge we need to burn now, and I still stick with my previous comment that these decisions will be driven by our A11Y compatriots, and I believe they think said decisions can be fairly late binding.

@HadrienGardeur
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There's a fourth option:

  • Navigation in HTML rendered as-is
  • Plus machine readable navigation in the manifest

That's what Readium-2 currently outputs: https://readium2.feedbooks.net/Ym9va3MvbW9ieS1kaWNrLmVwdWI=/manifest.json

The example above is not a static manifest, it's generated on the fly from an EPUB.

The HTML navigation can be identified by its rel value:

{
  "href": "https://readium2.feedbooks.net/Ym9va3MvbW9ieS1kaWNrLmVwdWI=/OPS/toc.xhtml",
  "type": "application/xhtml+xml",
  "rel": ["contents"]
}

While the machine-readable information is available in the manifest directly, for example landmarks:

"landmarks": [
  {
    "href": "https://readium2.feedbooks.net/Ym9va3MvbW9ieS1kaWNrLmVwdWI=/OPS/OPS/toc.xhtml#toc",
    "title": "Table of Contents"
  },
  {
    "href": "https://readium2.feedbooks.net/Ym9va3MvbW9ieS1kaWNrLmVwdWI=/OPS/chapter_001.xhtml",
    "title": "Begin Reading"
  },
  {
    "href": "https://readium2.feedbooks.net/Ym9va3MvbW9ieS1kaWNrLmVwdWI=/OPS/copyright.xhtml",
    "title": "Copyright Page"
  }
]

It makes it super easy for a UA to:

  • detect and render HTML navigation as-is
  • and/or render navigation in a UI

@GarthConboy
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@HadrienGardeur – I think that's a fifth option. :-) And, yes, indeed it is.

@lrosenthol
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lrosenthol commented Jul 12, 2017 via email

@HadrienGardeur
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@HadrienGardeur – I think that's a fifth option. :-) And, yes, indeed it is.

@GarthConboy my bad, I didn't counted "doing nothing" as a valid option, that's why ;-)

Redundant information gets out of sync quickly...it should always (IMO) be
avoided.

@lrosenthol it's only redundant in the context of an EPUB being ingested.

If the HTML lacks the kind of machine readable information currently available in a NavDoc, there's no redundancy at all.

For instance you could use machine readable representation in manifest strictly for landmarks and page-list.

@avneeshsingh
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avneeshsingh commented Jul 14, 2017

Proper navigation is a requirement beyond accessibility also, but I will only focus on accessibility in my reply. Proper navigation is a strong accessibility requirement. In WCAG it is mentioned but WCAG 2.0 is more focused on one file concept. So, it talks more about navigation in a file, but we are working with AG to improve it for digital publication with multiple files. So, the question is not whether good navigation is required, instead it is about finding best way to achieve in WP.
Another thing to highlight, predictability is important for people with disabilities. A couple of ours ago, we were discussing that different kind of site maps are not ideal for print-disabled. There should be some level of standardization in navigation.

@lrosenthol
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@avneeshsingh wrote:

So, the question is not whether good navigation is required, instead it is about finding best way to achieve in WP

Yes and no. The question, as we discussed in NYC, is whether that navigation should come from the author/publisher - just as it does today on the web - or whether it should be part of the UA (which is how EPUB RS's do it).

predictability is important for people with disabilities

True, but if the web itself doesn't see this as important (in that it's not part of WCAG today and every site is navigated differently) - why should we be solving it (only?) for publications?

@TzviyaSiegman
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True, but if the web itself doesn't see this as important (in that it's not part of WCAG today and every site is navigated differently) - why should we be solving it (only?) for publications?

It's being added to WCAG. Do we wait until 2.1 is out or get ahead of 2.1?

@lrosenthol
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lrosenthol commented Jul 14, 2017 via email

@mattgarrish
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I believe what Avneesh means is that WCAG will be clearer about application to web publications, not that WCAG is defining toc requirements (see the definition of a set of web pages.

Multiple ways of navigating web content within a set of web pages is already a requirement in 2.0. I misspoke above that it's needed for single page documents, which is also why I'm not convinced that we have to mandate a table of contents. But, as I also mentioned, be prepared for the effects it will have if we don't have a broadly supported means of finding/accessing a table of contents.

EPUB isn't as cut-and-dry as reading system does one and author the other. It all depends on how the reading system choose to present the required access to the navigation document. Nothing says it has to be done in a special widget or outside the spine, only that access to the links be provided. I seem to recall old versions of readium that presented it as html.

Placing rules on whether the table of contents is machine readable or not and where it has to be located aren't specifically accessibility issues. Ensuring access, and access in a form that retains the outline hierarchy, are the accessibility requirements, as I see them.

Beyond that, we're arguing details of how we expect navigation to work in a UA, what kind of author control is provided, etc. These have varying degrees of importance for accessibility, too, but they have other stakeholders who may have more vested interests in the solutions.

@avneeshsingh
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Indeed, I did not mention "TOC" in my reply. I talked about requirement of proper navigation, we are working with WCAG to ensure that proper navigation is possible when publication consists of multiple files. WCAG starts from user requirements and then finds the technical solutions for it. My reply was from same perspective.

Regarding the question of existing WCAG, it is known fact that current version of WCAG does not completely satisfy the accessibility requirements of publishing. http://www.w3.org/TR/dpub-accessibility/
this is why the PWG charter clearly mentions that we will identify the gaps and address them, and on the other hand the AG working group also expanded its scope to include requirements of digital publishing.
So, we should not make mid term decisions on basis of only the existing WCAG and should consider the work going on with WCAG in parallel.
We will be having some conference calls in next week that will bring more clarity to the way ahead with WCAG.

@llemeurfr
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llemeurfr commented Jul 19, 2017

Perhaps there is a more flexible way to get the needed machine data for RSes that need the information for a more specialized purpose (@TzviyaSiegman)

Clearly emerging from this thread, the fact that restrictions on the nav structure are a pain for html developers (and html authoring tools). I suspect that the choice of ol as list element is one of the reasons (most naves in the field use ul) but this is certainly not the only reason.

What other ways would we have to express structure from html markup? RDFa and microdata.
From my experience, handling those in Web pages is the work of senior developers, targeting a better SEO for there website. NO authoring tool will provide such features, this is handmade and difficult work. Therefore I don't think that this is a good solution either.

I'll try to get from EPUB authors some samples of complex navs, where the EPUB restrictions are problematic.

Since EDRLab is in discussion with many production specialists right now in order to help @JayPanoz on the Readium CSS effort, could you gather more feedback from other companies about the NavDoc

I asked to several companies in parallel. Nord Compo was the first to answer, I'll forward other feedbacks when available.

@dauwhe
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dauwhe commented Jul 19, 2017

Clearly emerging from this thread, the fact that restrictions on the nav structure are a pain for html developers (and html authoring tools). I suspect that the choice of ol as list element is one of the reasons (most naves in the field use ul) but this is certainly not the only reason.

I think the content model for ol and ul are pretty similar, so I'm not sure how this is making things more difficult. I'd also note that many publications do depend on the order of the contents, and so ol is an appropriate semantic choice. This might not be true for many web sites, where there might not be an inherent ordering of the web pages.

I agree that relaxing some of the restrictions in EPUB could be helpful.

@llemeurfr
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ol is an appropriate semantic choice.

This is true but not the most current practice on the Web; I've been looking at a series of tutorials about nav to be certain. Purity vs practice ...

I agree that relaxing some of the restrictions in EPUB could be helpful.

To be clear, I think that a minimal relaxation will NOT be sufficient for authors and authoring tools. If relaxation is maximal, automatic extraction of structured content will NOT be doable anymore. And automatic extraction of structured content is mandatory, as native UIs will not display html markup but unicode strings, which defeats the purpose of using html to keep internationalization markup intact in a TOC exposed by native code.

Therefore, I regret like others the duplication of information but don't see how we can avoid it in many cases.

There is still a narrow path, where the HTML nav could indicate (via some feature in the manifest) that it is structured enough to be machine processable, thus letting the UA creating its own TOC. The UA would then face several cases:
a- if the manifest has a link to a purely machine processable TOC, use it
b- if the manifest has a link to a "structured" nav doc, process it and create a TOC
c- else, do not offer a TOC in the UA menu (but there MAY be a nav doc in the spine)

Authors would therefore have the freedom to create structured nav docs (EPUB 3 like) or free nav docs + a structured TOC (EPUB 2 like) or only a free nav doc (Web like).

What do you think of this proposal?

@mattgarrish
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Purity vs practice

Yes, it was pick one in epub so we went with the semantically correct list type, but is it all that complicated to dumb down the requirements and still be able to extract data?

If the requirements for the table of contents are only:

  • must be in an element identified by doc-toc (ideally nav)
  • must have a single list (either ol or ul)
  • hierarchy of anchors establishes the machine data (no "span headings"); all other text/decoration within the list is ignored

Are we really changing a lot from a machine-processing perspective? Is this the kind of flexibility people want?

@TzviyaSiegman
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Based on the information available for Apple ibooks at https://support.apple.com/en-us/HT202972, it looks like Apple uses <nav> with epub:type. IDK what they do with it, but it's required,

@laudrain
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They use epub:type to distinguish the different kind of information that nav doc can contain : TOC, landmark and page-list. They use the page-list to display in iBooks paper page numbers or or local page numbers.

When I said that in France we never put nav is spine for all EPUBs, I forgot to mention that we also ask for page-list and landmarks in the nav doc. This nav document we understand as structured information, and not a place for a well rendered table of content. We then also ask for a proper and different HTML document for the toc in spine.

IMHO, i don't foresee that relaxing constraints in nav doc will make it a better toc document, as we will still ask for page-list and landmarks.

@HadrienGardeur
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I agree with @laudrain, I don't think that we can relax the constraints in a way that will make the NavDoc well-suited for both rendering and machine-readable use cases.

Expressing machine-readable info in HTML is always tricky and either requires complex restrictions (EPUB3 NavDoc) or the use of technologies such as RDFa that are clearly difficult to use.

I'm in favour of keeping all machine-readable info in the manifest and removing anything that gets in the way of properly authoring/rendering an HTML TOC.

A WP UA could then discover in the manifest:

  • the presence of an HTML navigation document
  • or the presence of one or more navigation collections in the manifest

It would be entirely up to the author to decide what they'd like to include in the HTML or the manifest.

@mattgarrish
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as we will still ask for page-list and landmarks.

But that's a separate question about whether they belong all together in one file.

If we bury these in a manifest where people probably won't have access to them except in a certain class of user agent, how are we not making this an exercise in duplication as they have to be placed also somewhere as html where anyone with any user agent can access them?

@HadrienGardeur
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@mattgarrish agree that we'll need to discuss whether they all belong together in one file (IMO, page-list and landmarks have nothing to do in an HTML NavDoc).

Regarding duplication and visibility, once again it depends what we're talking about.

If you have a 500 items long page-list, do you truly want to display that in a webview to the end user? Probably not. This is mostly used for machine-readable use cases.

Duplication is mostly an issue with epub:type="toc" or role="doc-toc", and even in that case it could be seen as a feature rather than a bug to have a different machine-readable TOC (displayed natively by the UA) than the one rendered in the webview.

If we go back to @laudrain example of how Hachette relies on the NavDoc in France:

  • page-list and landmarks would be moved to the manifest
  • their nice looking HTML TOC would be identified in the manifest as well (rel="contents")
  • and finally if they still want to provide a machine-readable TOC, this would be included in the manifest as well

For their specific use-case, there wouldn't be any additional duplication compared to what they already output in EPUB3 and their nice-looking HTML TOC would be properly identified (not the case currently in EPUB3 where you can indicate a single NavDoc).
Sounds like an improvement to me.

It would then be entirely up to the UA to decide which TOC to display. A UA could even provide an option to switch between the native UI or the nice looking HTML table of contents.

@GarthConboy
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I tend to agree with @HadrienGardeur bulleted list above -- certainly the first two.

For the third, I wonder if the duplication could be obviated by tagging the "nice looking" TOC with detailed roles (or some such) such that portions could be pulled out as machine processable. Maybe not, but perhaps worth pondering a little.

@mattgarrish
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If you have a 500 items long page-list, do you truly want to display that in a webview to the end user? Probably not.

You may want to use progressive enhancement techniques to provide a better interface, but it doesn't strike me as all that problematic to have such a bare-bones list if it comes to that. AT have options to bulk jump list items.

What's critical, certainly for anyone who needs accessible content is that these features be available. A WP-aware user agent should be able to take that bare-bones list and enhance it, not be the only way to access it.

@HadrienGardeur
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@GarthConboy we could also offer both options.

Let me describe how Readium-2 would handle navigation in WP (based on the current behaviour for EPUB 2/3):

  • when a publication is opened, Readium-2 looks for any HTML marked as being "navigation"
  • the HTML resource marked as being "navigation" is then parsed and machine-readable info are extracted from it
  • if the HTML resource contained any collection not already present in the manifest, they're added to it
  • if both the HTML and manifest contain the same collection type (for example a TOC), they're both preserved

@TzviyaSiegman
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their nice looking HTML TOC would be identified in the manifest as well (rel="contents")

HTML 5.2 attempts to clarify what values or rel are allowed. Note that "contents" is not a listed value.

See https://www.w3.org/TR/html52/document-metadata.html#element-attrdef-link-rel and https://www.w3.org/TR/html52/links.html#allowed-keywords-and-their-meanings.

See also w3c/html#160

@HadrienGardeur
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@TzviyaSiegman there are multiple registries for rel values, in the case of "contents" it's covered by RFC5988 although it's true that it references HTML4.

Just to clarify the message that you quoted above: I'm talking specifically about a link in the manifest, not an HTML <link>. Which registry is used for such links in the manifest is IMO a separate discussion entirely.

@lrosenthol
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lrosenthol commented Jul 21, 2017 via email

@avneeshsingh
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We had a little discussion about navigation in accessibility task force call yesterday. I will like to put forward the accessibility expectations from UA. We have defined this in epubtest.org.

  1. Navigate to chapters through the Table of Contents:
    Access the Table of content (TOC) of the book in the Reading System, select a sub-section inside a Chapter in TOC and press enter. the focus should move to the selected subsection.

  2. Navigate content by pages:
    use the "Next/Previous Page" or "Go to Page" or the "Page List" feature in the Reading system and check if you are able to navigate to different pages marked by author/publisher.

  3. Read navigation information:
    Use the "Where am I?" or any other similar command available in the reading system and check if you can get information about current position in the book. The minimum information expected is current section and current page number.

If the WP consists of a single content file then also it is important to have navigation because there is no restriction for the size of single file. One may think that screen readers can provide jump to next heading command, but accessibility is not only for screen reader users, a person with restricted vision needs good navigation without using a screen reader.

Another aspect to consider may be finding the least resistance path that can enable navigation in browsers (although I do not remember if we have made a final decision that WP MUST work natively in browsers). HTML document for navigation has an advantage that it could be processed by UA and can also be displayed directly to the users.
Looking forward to discussions on Monday.

@lrosenthol
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@avneeshsingh - did the a11y task force consider these requirements from a non-book perspective?

For example, considering generic documents (let's take a white paper on some topic) then in relation to your comments
1 - There is not a TOC. Of course, I would expect that the document is well structured and using proper heading levels (H1, H2, etc.) from which a UA could derived navigation aids if needed.

2 - There are no pages. It's a born-digital document and does not have a physical (aka page-based) manifestation.

3 - Again, there are no sections (unless you count heading levels as an implicit determiner for such) and no pages. So by your definition, there is no "navigation information".

@avneeshsingh
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"Of course, I would expect that the document is well structured and using proper heading levels (H1, H2, etc.) from which a UA could derived navigation aids if needed."
I have mentioned earlier also that accessibility requirements start from user interface and the content specifications must enable user interface to meet them. This is why I am avoiding going deep into underlying technical solution at this point of time.

"2 - There are no pages. It's a born-digital document and does not have a physical (aka page-based) manifestation."
Content specifications must support page navigation. It is up to authors to decide if pages are required in their content.
If there is some confusion regarding the eptest.org requirements that I mentioned, then I would clarify that the requirements are for user interface.

@lrosenthol
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lrosenthol commented Jul 21, 2017 via email

@avneeshsingh
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avneeshsingh commented Jul 21, 2017 via email

@lrosenthol
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lrosenthol commented Jul 21, 2017 via email

@avneeshsingh
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avneeshsingh commented Jul 21, 2017

"You misunderstand me. I am not suggesting that we don't support pages, for
publications where they may exist. What I am saying is that pages are not
a requirement (and hopefully will become the exception rather than the
norm) and we need to ensure that our work reflects that."

I was surprised why there is an argument on this matter. If author decides to put pages, the specifications need to support it, so that pages can be navigated in accessible way. Decision maker is the author and the specifications should enable the author to add pages.
Even if we see EPUB world, pages were not compulsory for validation of EPUB. But if pages are placed by author then accessible navigation must be available for them.

@rdeltour
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For example, considering generic documents (let's take a white paper on some topic) then in relation to your comments
1 - There is not a TOC. Of course, I would expect that the document is well structured and using proper heading levels (H1, H2, etc.) from which a UA could derived navigation aids if needed.

Rather than ToC, we can talk about a "document outline". It is correct to talk about an outline for generic documents, even if in some cases that outline would be trimmed down to the bare minimum (say, the doc title, with no headings or sections).

What we have to figure out as a WG is whether we want to mandate the presence of a declarative author-defined ouline (in HTML, or in a JSON menifest, or both) or if we make it optional, or if just let UAs compute whatever they can from the markup (e.g. using the HTML outline algorithm, or heading levels, or whatever).

2 - There are no pages. It's a born-digital document and does not have a physical (aka page-based) manifestation.

Of course, some docs will not have any author-defined pages, we all agree on that. But for the docs that do, we have to decide whether the spec mandates some specific navigation facilities.

@iherman
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iherman commented Mar 2, 2018

Propose closing: the original issue is probably still open, but it is one of those issues that led to a huge list of comments and lost a bit a focus. I would think closing it and, if necessary, open new, more focused issues when the time comes is better.

@BigBlueHat
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👍 to driving this to actionable action items...action-ably.

@iherman
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iherman commented Mar 13, 2018

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