The Insert Tag and Convert Tag Tabs
When content (text, tags, etc.) is selected and then a new tag is created using one of the options in this tab, the selected content will be placed inside the newly created tag.
If text is selected and then placed in a new tag, that new tag will be inserted inside whatever tag the text was originally contained in. (Use “Level Up” to move the tag if needed.)
If a tag is selected and then a new tag is created from the options in this tab, the newly created tag will be a “parent” to the tag that was previously selected.
If the Tab Root is selected and then a new tag is inserted from this tab, the new tag will be placed at the bottom of the Tag Tree.
The “Toggle” Group
The sticky button option is helpful for tagging multiple items in a document that all need to be tagged similarly, for example in tagging successive paragraphs in a document or for tagging data cells in a table. By toggling “on” Sticky Buttons and choosing the tag type, content can be very quickly and easily tagged.
How to Use Sticky Buttons:
- Select “Enable sticky buttons” in the Insert Tag tab on the Ribbon,
- Choose the type of tag to create,
- Highlight the content in the document that needs to be tagged.
- Continue highlighting similar content. As the content is selected, it will be tagged with the structural tag that was selected in Step 2.
- To turn off Sticky buttons, select the “Enable sticky buttons” button again.
The Individual Parents toggle provides a quick way to select multiple items (text runs, images, bullets, etc.) to tag them similarly but at the same time, to place them in their own tags (as opposed to putting them all in the same tag). This is useful, for example, in selecting all of the bullets in a list and then placing them into their own <Lbl> tags.
How to Use Individual Parents:
- Choose Individual Parents
- Select the content to be tagged
- Choose the tag type to be created
- Move the selected tags to the correct reading order. Note: By default, this feature is turned off so that when content is selected and tagged, the items are all placed in the same tag.
The “Basic” Group
When content in the PDF is selected (either in the Physical View, the Tags Tree, or the Untagged Content Panel) and then a tag is selected from the Basic Group, the content will be placed inside the chosen tag. Note: If the selected content is already in a tag when a new tag is created, the content will be placed in the new tag which is then created inside the preexisting tag.
- Paragraph – Places the selected text inside a <P> tag.
- Heading Levels – Places the selected text inside the chosen heading level tag.
- H1 – Heading Level 1 – Reserved for the Title of the Document.
- H2 – Heading Level 2 – Major sections within a document. Like chapters in a book.
- H3 – Heading Level 3 – The first sub-section within a chapter (for example). Subordinate to an H2.
- H4 – Heading Level 4 – Similar in concept but subordinate to an H3.
- H5 – Heading Level 5 – Similar in concept but subordinate to an H4.
- H6 – Heading Level 6 – Similar in concept but subordinate to an H5.
- H – Heading Level tag used in “Strongly Structured” PDF documents. Do not mix “H” and “H#” tags in the same document.
The “Figure” Group
Selecting an image and then clicking the Figure button will place that image inside a <Figure> tag.
When text is selected and then Caption is chosen, that text will be placed inside a <Caption> tag. The Caption can then be placed in the correct reading order as needed (including being moved inside a table, above the first table row or below the last table row, for a table caption).
The “Table” Group
When content (or a tag) is selected, and one of these tagging options is chosen, the selected item will be placed inside the chosen tag type. This can be used to build a table, as needed, by selecting text, creating <TH> or <TD> cells as needed, selecting the associated <TH> and <TD> cells and placing them in <TR> tags, and then selecting all of the <TR> tags and placing them inside a <Table>.
Note: Table should only be used for Data Tables that have Column and/or Row Headers. If there are not Headers to associate with data in the table, then the table is being used for layout purposes and should not be tagged as a table.
- Table – This is the outer most tag when structuring a data table in PDF.
- TR – Table Row – Data tables are organized by row in a PDF. Consequently, the <Table> should contain as many <TR> tags as there are rows visible in the Physical View of the table.
- TH – Table Header – The column and/or row header information in the table should be placed in <TH> tags. In addition, in the properties panel (discussed later) the appropriate scope (column or row) needs to be assigned.
- TD – Table Data – The data in the table should be placed in <TD> tags.
The “List” Group
When content (or a tag) is selected, and one of these tagging options is chosen, the selected item will be placed inside the chosen tag type. This can be used to build a List, as needed, by selecting text, creating <Lbl> or <LBody> cells as needed, selecting the associated <Lbl> or <LBody> cells and placing them in <LI> tags, and then selecting all of the <LI> tags and placing them inside a <List>.
- List – This is the outer most tag when structuring a list in a PDF.
- LI – List Item – The second tag in a list (a “child” to the List tag.) A <LI> should contain the <Lbl> and <LBody> tags (and their content) for each item in the list. A list of five items in the Physical View, for example, should contain five <LI> tags inside the <List>.
- Lbl – Label – This tag contains bullets, letters, numbers, etc. at the start of each list item in the Physical View. (The numbers 1-4 in this list would all be placed inside <Lbl> tags.)
- LBody – This tag contains the text of each list item in the Physical View. (The information being conveyed in list format.) There is one <LBody> per <LI>.
The “Other Tags” Group
As with the other tagging options in the Insert Tag Tab, when content is selected, and one of these tagging options is chosen, the selected content will be placed inside the chosen tag type.
- Span – A <Span> is a good “all purpose” tag to use for correcting problems like color failures, changing the language of a word or phrase, manipulating how content should be read, or for correcting OCR errors.
- Link – The tag to be used when structuring a hyperlink. The <Link> tag should contain the text for the link (the description of the link target) and the Link Annotation (the interactive part that makes the link actually “go” to the target.
- Form – Similar to a link, the <Form> is used to correctly structure forms. The <Form> tag should contain the text of the “question” (Client’s Name, for example) and the Form Annotation (widget). Like a Link Annotation, a Form Annotation is the interactive part of the form – the checkbox, text field, etc. – that actually gets filled out. In addition, the Form Annotation should have a tooltip assigned to it so that when a screen reader is in “form filling mode” the user will know what the “question” is that is associated with the annotation.
- TOC – Table of Contents – The “outer most” tag when structuring a table of contents. Like a specialized kind of list, the Table of Contents tag contains all of the TOCI tags that make up each line of the table of contents (in the Physical View).
- TOCI – Table of Contents Item – A tag similar to a List Item. The TOCI contains the text and perhaps a Link for each line in the table of contents in the Physical View. In other words, if the table of contents in a document shows five chapters, then the <TOC> tag should contain five <TOCI> tags inside it.
- Note – The second of two tags needed to properly structure a footnote. The text in the footnote (at the bottom of the page, for example) should be placed in a <Note> tag. (The <Note> tag can then be moved in the reading order to where it would logically make more sense to be read.)
- Reference – The first of two tags (see #6, Note) in a properly structured footnote. The superscript number (letter, symbol, etc.) to show that there is a footnote in the document is placed in a <Reference> tag. In Addition: Reference tags may be used to contain the text inside a TOCI (Refer to #5, above).
- The Additional Tags dropdown arrow – Clicking on the dropdown arrow provides options for other less common tags that are not available right in the Group. (PDF/UA specifies that the most “semantically correct” tag should be used. Therefore, the necessary tags are available in this dropdown section.
The “Generate Tags from Selection” Group
These tools are only available in the Advanced Version.
When content is selected in either the Physical View, the Tag Tree or the Untagged Content Panel, use these buttons to create the desired structural element for that content:
- Table – A <Table> tag will be created with <TR> and <TD> cells inside. Note: The table will be constructed with rows and data cells but for it to be fully compliant with accessibility guidelines, the header cells will need to be changed from <TD> to <TH> and they will need to be assigned the correct Scope (column or row).
- List – A <List> tag will be created with <LI> tags inside for each row. In addition, the bullets, numbers, etc., will be placed in <Lbl> tags inside each <LI> and the text will be placed inside <Lbody> tags as well (again, inside the appropriate list item). Note: When a list is created in this way, not only will the <Lbl> and <LBody> tags be created, but also the list numbering attribute will be set in the list’s properties. See the section below for more details on list numbering attributes.
- TOC – A properly structured Table of Contents will be created.
The “Recall” button in the “Others” group acts like the “Last channel” button on your TV remote. This button allows users to quickly select, back and forth, between the last two tags selected.
Pro Tip: This can be particularly useful when you have to find a tag in the Tags tree and then move it to a new location. For example: Select the tag in the Tags tree that comes right before the tag that you’re moving. Next, select the tag that you want to move. “Cut” the tag to move (either by using the keyboard shortcut Ctrl+X or by opening the context menu and choosing “Cut”), use the “Recall” button to locate the tag in the Tags tree where your “cut” tag will be moved to, and then “Paste as sibling” (Ctrl+V or, in the context menu navigate to “Paste” and then choose “Paste as sibling”).
The “Pagination” Group
A specific type of Artifact used for page headers and footers. Select the header (for example) at the top of a page and then click Pagination. A window pops up asking for the type (header or footer) and options for the page range in the document in which to create this artifact. When selections are made and “OK” is clicked, the headers (or footers) on the selected page(s) will be artifacted (and not read by screen readers). Use of Pagination artifacts is required by PDF/UA standards.
Because, in this tab, selected tags are changed from their existing tag type to a different tag type, the Groups, and the tagging options in each Group, are similar to those in the Insert Tag Tab with four exceptions. The “Toggle” Group (with Sticky Button and Individual Parents), “Generate Tag from Selection” Group (with Table, List, and TOC), the “Others” Group (with the Recall button), and the “Pagination” Group (to quickly artifact running headers and footers) are not available in the Convert Tag Tab.
Follow the links below to view other pages in the software manual: