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GeorgeKerscher authored Aug 7, 2024
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# math-a11y

The [DAISY math-a11y GitHub repository](https://github.com/daisy/math-a11y) is focused on advancing the reading and writing of mathematics for persons with disabilities. Blind and low vision users are the target audience. We will work to make sure the Reading Systems, browsers, and authoring tools
perform as expected. We will engage with the authoring tool , Reading Systems, and Assistive Technology (AT) developers to improve the experience.

In addition, we will identify the training and support materials needed for end users to advance their skills in mathematics. Where these resources already exist, we will reference them. When there are materials not available, we will create those resources.

We plan to collaborate with other groups working on the advancement of mathematics for persons with disabilities.

## Communications

We are using a DAISY mailing list for our communications.

[Accessible Math [email protected]](mailto:[email protected])

[To sign up to the DAISY Math list discussing reading and writing accessible math, fill out this simple form.](https://daisylists.org/postorius/lists/math.daisylists.org/)

We are also using a SharePoint folder for documents. Members can request this link.

## Projects

We plan to work on a number of projects associated with the reading and writing of math. We will list them here:

### [Microsoft Word 365](./ms-math/)

We are collaborating with developers at Microsoft.

If you are posting a message to the mailing list and want to focus on this project, please begin the subject line with "[MS-Math]"
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# Project: Digital Math in Microsoft Word 365 Accessibility
This project is focused on reviewing the use of the equation editor in Microsoft Word 365 with screen reading software. At the moment, we are focusing efforts on evaluating Microsoft Word 365 on Windows using the JAWS and NVDA screen readers.

## How to Participate
To join in on this project:
1. Join the Accessible Math DAISY email list
1. [To sign up to the DAISY Math list discussing reading and writing accessible math, fill out this simple form.](https://daisylists.org/postorius/lists/math.daisylists.org/)
2. Post a message to the mailing list regarding your desire to join this project, please begin the email subject line with "[MS-Math]"

For this project, we have developed the following artifacts to help us perform the evaluation:
* Recommended Settings:
* [Recommended JAWS Settings](recommended_jaws_settings.md)
* [Recommended NVDA Settings](recommended_nvda_settings.md)
* [Recommended Word 365 Settings](recommended_word_365_settings.md)
* [Microsoft Word Equation Editor Walkthrough Script](ms_word_equation_editor_walkthrough_script.md)
* Test Content for Performing the Walkthroughs:
* [homework problems (web page)](../test_content/homework_problems.html)
* [homework problem solutions (web page)](../test_content/homework_solutions.html) (the homework problems worked out step-by-step)
* [homework problems (EPUB)](../test_content/homework_problems.epub)
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# Microsoft Equations Usability/Accessibility Walk-through Script
[Skip to the start of the walkthrough script](#walk-through-script)
## Introduction to the Usability Study

### Purpose

We are conducting a study to evaluate the usability and accessibility of
the Microsoft Equation Editor feature in Microsoft Word 365. Our goal is
to understand how the tool performs for non-visual screen reader users
like yourself. Please remember, this is not a test of your abilities but
an evaluation of the tool itself.

### Notes

In this document, the following terms will be used:

- **Participant**: The person using the product or system being tested.
They provide feedback based on their experiences and interactions
during the study.
- **Moderator**: The person conducting the usability study. They guide
the participant through the tasks, ask questions, and observe the
participant's behavior.

### Instructions for the Moderator

### \[TODO\]

### Instructors for the Participant

#### Think-Aloud Protocol

As you go through the tasks, we would like you to 'think aloud' as much
as possible. This means you should:

- Describe what you are attempting to do.
- State what you think the math expression is.
- Explain where you think you are in the expression.
- Share any thoughts or difficulties you encounter.

Your verbal feedback will help us understand the challenges you face and
identify potential improvements.

#### Post-Task Feedback

After completing the tasks, we would appreciate it if you could share
your thoughts on the following:

- What features did you find helpful?
- What difficulties did you encounter?
- What features do you think are missing or would be great to have?

Your insights are invaluable in helping us improve the accessibility and
usability of the equation editor.

### Recommended Configurations and Setups

The operating system, software, and assistive technology configurations
described below are designed with two goals in mind:

1. To stay within the initial scope of the project which is to focus on
the latest desktop version of Word 365 on the Windows OS.
2. To keep AT configurations to known best practices with the goal of
avoiding confounding factors. In other words, we want to avoid known
issues with how AT speaks/renders mathematics in favor of
understanding how well digital math works in Microsoft Word.

#### Operating System

If possible, please have the participant use an up-to-date version of
Windows 10 or 11. Results/issues from other operating systems will be
accepted but are not in this project's scope.

#### Microsoft Word

If possible, please have the participant use the latest version of
either:

- Microsoft Word 2021 (part of the Office 2021 suite)
- Microsoft Word for Microsoft 365 (part of the Microsoft 365
subscription service)

For Microsoft Word 365 configuration details and usage hints, please see:
[Recommended Microsoft Word 365 Settings](recommended_word_365_settings.md)

#### Screen Reader

Please use either:

- NVDA with the MathCAT add-on
- JAWS 2024 with MathCAT enabled in the Early Adopter dialog

For screen reader configuration details and usage hints, please see either of these
two documents:

- [Recommended NVDA Screen Reader Settings](recommended_nvda_settings.md)
- [Recommended JAWS Screen Reader Settings](recommended_jaws_settings.md)

These documents should be available wherever you find this one.

## Information to Capture Before Starting

Please record the following information:

- The date
- The Operating System
- The Version of Microsoft Word
- Screen reader version
- MathCAT add-on version (if using NVDA)
- Relevant screen reader settings:
- Voice synthesizer
- Voice
- Screen reader verbosity settings
- Math / MathCAT settings

## Walk-through Script

The following web page and EPUB resources with sample math homework
problems are available for use with this script:

- [Math Homework Problems
Webpage](../test_content/homework_problems.html)
- [Solutions for the Math Homework Problems
Webpage](../test_content/homework_solutions.html)
- [Math Homework Problems EPUB](../test_content/homework_problems.epub)

### Navigate to a web page or EPUB that has a set of homework problems to solve.

- Open your web browser and go to the designated homework website.

### Find the first homework problem on the web page.

- Use your screen reader to navigate through the webpage to locate the
first math problem.

### Listen to the math expression.

- Ensure the screen reader speaks the expression correctly, or that the
braille is correct if using a refreshable braille display.

### Copy the expression from the web page.

- Highlight and copy the expression using your screen reader commands.

### Paste the expression into Microsoft Word.

- Open Microsoft Word and paste the expression into the document.

### Listen to the pasted math expression.

- Ensure the screen reader speaks the expression correctly, or that the
braille is correct if using a refreshable braille display.

### Move to a new line and recreate the expression

- Move to a new line in the Word document that is beneath the expression
you pasted in above.
- Recreate the expression from scratch (don’t copy and paste it this
time). Refer to the original expression as necessary.

### Copy the expression down to a new line.

- Copy and paste the expression to a new line in the document.

### Edit the expression to solve for the variable.
Rearrange and solve the equation step-by-step, copying to new lines and editing as necessary to show detailed work. For example solutions of the homework problems see the [homework solutions web page](../test_content/homework_solutions.html).
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For the Equations in Microsoft Word Usability Walk-through, please use
the following JAWS settings if possible.

This group’s efforts are focused on evaluating how well the Microsoft
Equations work in Word for screen reader users. To avoid stumbling
across known limitations in screen readers, please use the following:

- Windows 10 or Windows 11
- JAWS Version 2024.2406 or later
- MathCAT enabled in the JAWS “Early Adopter Program” dialog

# JAWS Settings

## Enabling MathCAT

The default math engine in JAWS has known issues when speaking digital
math content. For JAWS to work its best at speaking digital math
content, it needs to have MathCAT enabled via the “Early Adopter
Program” dialog. To enable it:

1. Open JAWS
2. Open the “Early Adopter Program” dialog from "Options" \> "Early
Adopter Program..."
3. Make sure the “MathCAT” checkbox is checked
4. Activate the “OK” button to close the dialog
5. Be sure to restart JAWS

## MathCAT Settings

To access the math settings in JAWS:

1. Open the JAWS Settings Center. It can be accessed from the JAWS
dialog via menu at “Utilities” \> “Settings Center”
2. Find the Math settings by searching for “Math” in the search box
3. In the search results list box, navigate the tree to the “Math
Verbosity” entry
4. Switch to the “Speech” page in the dialog by pressing ‘F6’
5. Configure the Speech settings to the following:
1. Speech Style: ClearSpeak
2. Math Verbosity: Verbose
6. Activate the “Apply” button
7. Activate the “OK” button to close the JAWS Settings Center

# To Copy a Math Expression with JAWS (MathCAT)

When you reach a math expression, it should be read aloud followed by
the words “Math Content”. To copy the expression:

- Press “Enter” to bring up the “Math Viewer”. This will appear as a new
window that pops up
- After it speaks all the new window information, JAWS should speak the first term of the expression
- Use the up arrow key to until the entire express is spoken aloud or
you hear “Zoomed out all the way”
- Press “control + c”. You should hear JAWS say “Copied selection to
clipboard”
- Press “Escape” to close the “Math Viewer” window
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