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Equity Framework

Laura Carlson edited this page Aug 22, 2022 · 38 revisions

Equity Framework Draft

Return to Equity Subgroup

This is the draft document for the work being done by the WCAG3 Equity Subgroup.

Research and Prototypes

"Though I didn’t make the connection until much later, the philosophy of progressive enhancement in web design, which I’ve been advocating for nearly two decades now, is very much the embodiment of equity. It’s concerned with building interfaces that adapt to a wide range of circumstances, both tied to an individual user’s capabilities as well as those of the devices, networks, and environment in which they are accessing our creations."

  • In the U.S. there is a new Digital Equity Act to address the digital divide in the U.S.
  • Relevant reading in this article from Code for America on why multilingual research matters. "Equity is about providing extra support for populations who may be underrepresented in or excluded from public programs." Another insightful quote, "Having native speakers conduct research with their own language communities both opens trust in the research process and means that researchers carry cultural and linguistic sensitivities that can make the research a better overall experience for clients." — turning the language subject to disability would translate that having people with disabilities conduct research, design, and develop would deliver more accessible and equitable experiences. A range of people with disabilities must be involved in the delivery of digital services to deliver equity. Accessibility SMEs are not enough.

illustration showing Equality where 3 people get 3 boxes to look over a fence to watch a baseball game but the people are of differing heights, Equity where the boxes are distributed to ensure all can see over the fence, Liberation where there is no fence, and Inclusion where the 3 people are included in the game.

  • This Instagram reel from @lastrealindians shares a key point about equity efforts. It's not about going back, rather it's about acknowledging erasure, exclusion, systemic inequity, and being self-aware in our decisions and outcomes.

Definition Description

We are looking at definitions of "equity" that are accepted in different areas. "Equity" and "equal" are similar, but not the same concepts. We want to look at what "equity" means specifically to WCAG2 and WCAG3. These are some of the ideas we had:

  • In English, equivalent is not the same as equal. = vs ≅ It allows more concepts to be addressed. Math symbol is called “congruent” or “approximately equal”
  • Merriam-Webster 'Equity' and 'Equality' — "Sameness or equal distribution are the principal denotations of equality." This aligns with the working definition of accessibility, that those have access. Equity adds "justice, fairness, and impartiality, the principal denotations of equity." With equity we aim to restore justice.
  • "Equality is equal access, while 'equity' is equal outcomes." - Antoinette Carroll, Creative Reaction Lab Founder
  • Consider equity not so much as an outcome but as a process that we consistently engage in to ensure that people with disabilities are not marginalized, excluded, or deprived from an equitable outcome. It is a lens and filter.
  • Disability groups are not disadvantaged by the conformance model, e.g., if needs of some groups are only addressed at higher conformance levels.
  • Usability for a site at a given conformance level is approximately equivalent across disability groups. ** NOTE: not sure how to measure that and added it to the Known Challenges section.
  • Groups are not “forgotten about” during the development process.
  • Awareness of and efforts to resolve issues caused by barriers to participation in the AG, such as culture, language, tools, and time zone.
  • Guidance is not omitted because of measurability concerns, instead we come up with realistic ways to measure all guidance. ** NOTE: There has been concern how that can fit in a regulatory environment. We may not be able to do all of it, but can help regulators make choices with more guidance.
  • For people with disabilities paired with other socio-economic characteristics, marginalization's effect on the intersectional becomes even more impactful. Consider Veterans with disabilities on tribal lands, People of Color sexual assault survivors that develop PTSD or TBI.

Draft Definition from Janina:

Equity is the continual process of providing and enhancing the web technologies people need to succeed.

It is not requiring all content providers to implement every known accessibility markup, because some of these will be edge cases inappropriate to certain user groups. It does require that basic functional needs will be met so that any user with average web skills can interact successfully with content. Also, it requires that any user requiring additional content for those edge cases will have a clear mechanism to obtain that additional markup in a timely manner.

Draft definition from Jennifer:

Equity is the outcome of processes and actions that ensure the spectrum of human reality obtains what is needed to participate, not solely access. As equity relates to WCAG it is about the impact the standards/guidelines have on people with disabilities, along with actually including people with disabilities in the work.

Note

Equity is the goal as the W3C evaluates documented guidelines. This requires evaluating through a variety of lenses from disability through socio-economic characteristics to consider impact on equity. Equity is the "perfect" and we are unlikely to fully attain it since technology is introduced and evolves so quickly, though that should not stop our efforts to deliver equitable outcomes.

Draft definition from Jeanne:

Equity is the process that the AGWG follows to develop guidelines that:

  1. Are based on user needs
  2. Do not prioritize measurability over user needs
  3. Has a way to add new user needs
  4. Does not prioritize one disability need over another
  5. Considers the impact of Intersectional UX when developing guidance

Draft definition from Laura:

Equity is more than fairness and justice in the way people are treated. It describes something deeper and more complex. It is about people getting what they need to succeed: beyond just access, but to comparable opportunity, resources, and support, etc. Notes and Considerations:

  • In the past, there has been a resistance to scope broadening of talking about "access to opportunity, resources, and support".
  • A danger of broadening the scope of the definition of equity is that discussions can quickly degenerate and lose focus, rather than addressing the use cases needed by people with disabilities.
  • Access for people with disabilities is essential. This does not mean that things should be omitted if not all users can fully make use of them but rather that alternative/equivalent mechanisms must be provided where needed. People with disabilities face some unique challenges and barriers (and are only too often systemically excluded).

MC definition notes

  • “Usability for a site at a given conformance level is approximately equivalent across disability groups.” seems to be the central definition, the rest seems like explanation of that.
  • I see descriptions of equity as a state, and as a process. I would like to define equity as a state, the hypothetical perfect state towards which we strive. Since we won’t achieve perfection, we’ll need to set a landmark somewhere on the path that is “equitable enough”. I would move the process descriptions to other resources that describe how we will work to achieve the state of equity.
    • GV: +1 Equity doesn’t sound like a process - but a state - or goal.
    • GV: Also - the illustrations are of an outcome or state - not a process.

GV: Alternate Suggested Definition of Equity

  • Equity is when everyone has the same opportunity and access in spite of differences in how that is achieved.
    • Jennifer: I’m curious about the use of state or outcome. I lean more towards outcome, because we are focused on the impact / consequences.

Jennifer suggests the following definition:

  • Equity is the outcome of processes and actions that ensure the spectrum of human reality obtains what is needed to participate, not solely access. As equity relates to WCAG it is about the impact the standards/guidelines have on people with disabilities, along with actually including PWD in the work.

Use Cases

As we discussed, we wanted to capture some of the edge cases that need to be considered as part of equity. This is a parking area for the ideas, they are not developed.

  • Cognitive and Deaf needs having many of their needs be optional.
  • The company being sued by a person with a hearing disability that wants to prioritize remediation for hearing barriers.
  • A site that teaches ASL being accessible to screen readers. The site should not assume that screen reader users cannot see, for example. Providing descriptions can support learning ASL for those who have vision considerations.
  • Music site that offers audio recordings that aren’t meaningfully captionable.
  • Intersectionality: Many people with disabilities also have socioeconomic challenges that result in slower older equipment and bandwidth. Progressive enhancement is a technical solution that could potentially be included in guidelines.

Notes on Use Cases

MC: The wording of the use cases are so brief, it’s unclear if they are problem descriptions, descriptions of what could happen if there is equity, etc. I think I know what they’re about, but someone not working in this group might now. I think we need to either clarify the use cases, or omit them from the first presentation to the group.

MC: The issue of socioeconomic challenges is out of scope for web accessibility guidelines. The resulting impacts on equipment, bandwidth, training, etc. are in scope but are in my opinion an accessibility support problem. That means complicated things for equity goals, as a lot of equity efforts will require newer technological solutions. Progressive enhancement can reduce but not eliminate those equity costs. The description of how to set a reasonable accessibility support level will need to take this into consideration.

Known Challenges

  • Because some guidelines are more resource intensive than others, there is a natural tendency to want to remove the most resource intensive guidelines, which decreases equity. Support for Sign Language, Plain Language, and Good Design are examples of this.
  • Absent Personalization, a known challenge is technical solutions that support one group but make things harder for another group.
  • How do we incorporate normative guidelines content that we don´t ourselves have expertise on?
  • Differing needs within the same community. [https://dcmp.org/learn/captioningkey Caption Key] notes the following, which will need to be decided upon: "A re-occurring question about captioning is whether captions should be verbatim or edited. Among the advocates for verbatim are organizations of deaf and hard of hearing persons who do not believe that their right for equal access to information and dialogue is served by any deletion or change of words. Supporters of edited captions include parents and teachers who call for the editing of captions on the grounds that the reading rates necessitated by verbatim captions can be so high that captions are almost impossible to follow." ** Comprehension is more important for understandable for what remains available over time.
  • Complexity in scoring and the conformance model. Not as easy to score as WCAG2x true/false. ** The problem of small sites with small resources can have an impact on uptake. A potential solution is to have different conformance models for different groups. For example, small business should meet Easy Checks and have an accessible framework. This has implications across different subgroups working on solutions.
  • Usability for a site at a given conformance level is approximately equivalent across disability groups. ** NOTE: not sure how to measure that from a technological point of view. User Journey project and testing across functional needs could be a path forward.
  • How to include use cases for including Intersectional Usability in Guidelines, for example, recognizing that many people with disabilities also have socioeconomic challenges that result in slower older equipment and bandwidth. Progressive enhancement is a technical solution that could potentially be included in guidelines.

Outstanding Questions

  • Should Equity assist in uptake of WCAG3 by regulators?
  • How do we incorporate guidance for functional needs for which we lack expertise in the group?
    • Recommend W3C reach out to include those with lived expertise, which is an equitable design practice.
  • How can we add guidance for technological solutions that don't yet exist?
  • How do we make WCAG conformance realistically adoptable for various organization types?
  • How do we address circumstances where user groups have conflicting needs? (Again the example of captioning exactly)
  • Could including more functional categories could get a better score and less functional categories would get a poorer score? Would that improve equity or reduce it in practice?
  • How can we make the usability of the guidelines equitable across user needs (a blind person being able to caption or judge color contrast). Guidelines should be implementable by people with disabilities. (A variant of "Nothing About Us Without Us)
  • In a guideline specification, how far can we go to support socioeconomic impact on people with disabilities?
  • How can we insure that we are in alignment with the various international civil rights legislation?

Recommendations

  • Achieve AGWG consensus on a clear definition of equity scoped for WCAG 3.
  • Achieve AGWG consensus on the actions and process needed for WCAG 3 to attain equitable results for all disability groups including those who may have been previously marginalized.

Future Topics to Address

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