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  <front>
    <journal-meta />
    <article-meta>
      <title-group>
        <article-title>Research on standards supporting A2UN@: Adaptation and Accessibility for ALL in Higher Education</article-title>
      </title-group>
      <contrib-group>
        <contrib contrib-type="author">
          <string-name>German MORENO</string-name>
          <email>gmoreno@eia.udg.edu</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Loïc MARTINEZ</string-name>
          <xref ref-type="aff" rid="aff0">0</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Jesus G. BOTICARIO</string-name>
          <xref ref-type="aff" rid="aff2">2</xref>
        </contrib>
        <contrib contrib-type="author">
          <string-name>Ramón FABREGAT</string-name>
          <email>ramon.fabregat@udg.edu</email>
          <xref ref-type="aff" rid="aff1">1</xref>
        </contrib>
        <aff id="aff0">
          <label>0</label>
          <institution>DLSIIS Facultad de Informática, Universidad Politécnica de Madrid</institution>
        </aff>
        <aff id="aff1">
          <label>1</label>
          <institution>Institute of Informatics and Applications (IIiA), Universitat de Girona</institution>
          ,
          <country country="ES">Spain</country>
        </aff>
        <aff id="aff2">
          <label>2</label>
          <institution>aDeNu Research Group, Artificial Intelligence Department, Computer Science School</institution>
          ,
          <addr-line>UNED</addr-line>
        </aff>
      </contrib-group>
      <abstract>
        <p>Currently there are many standards that impinge on accessibility issues regarding users' models, learning scenarios, interaction preferences, devices capabilities, metadata for specifying the delivery of any resource to meet users' needs, and software accessibility and usability. Each standard represents a different viewpoint with its own sets of goals and scope and it is difficult to understand the existing relationships between them. This paper gives an overview on the existing standards addressing accessibility, usability and adaptation issues in e-learning, and discusses their application to cope with the objectives of the A2UN@ project, which focuses on attending the accessibility and adaptation needs for ALL in Higher Education.</p>
      </abstract>
      <kwd-group>
        <kwd />
        <kwd>Adaptation</kwd>
        <kwd>Accessibility</kwd>
        <kwd>e-Learning</kwd>
        <kwd>Standards</kwd>
      </kwd-group>
    </article-meta>
  </front>
  <body>
    <sec id="sec-1">
      <title>Introduction</title>
      <p>
        Higher education should be an accessible service to all to consider the specific needs of
each student and to adapt their processes based on the context, environment, devices,
competences, skills and individual abilities. Perhaps the above sounds utopian, but the
truth is that it has begun to be realized. This statement comes from a state of
consciousness of mankind in the problem of exclusion of some people to access,
because of their disability, to information, services, products and places, the use of
which was intended to be global in nature [
        <xref ref-type="bibr" rid="ref1">1</xref>
        ], and it reaffirms, when the efforts of
universities, governments, standards bodies, corporations, foundations and non-profit
organizations, are able to state that the term "accessibility" should be included in any
human-oriented project [
        <xref ref-type="bibr" rid="ref2">2</xref>
        ].
      </p>
      <p>
        Higher Education (HE) in the form of distance education on the Internet
(elearning) is one of the most promising and important solutions for addressing this
problem (for instance, in Spain roughly 50% of students with disabilities choose the
distance learning mode [
        <xref ref-type="bibr" rid="ref3">3</xref>
        ]). On the other hand, the Information and Communications
Technologies (ICT) play today an increasingly important role at HE supporting the
elearning process of students and professionals with specific needs, including those who
have so-called disabilities. However, ICT used in e-learning are still not fully
accessible for all. For this reason, European initiatives as well as national legislations
promote and regulate actions to enable the conditions for everyone to take part in the
information society by providing both, “services, procedures, and information in an
accessible way for every person”, and policies to create a society that is ready to
technological changes in the time they occur. This is strongly related to de concept of
life-long learning (LLL), that can be defined as the lifelong, lifewide, voluntary, and
self-motivated pursuit of knowledge for either personal or professional reasons [
        <xref ref-type="bibr" rid="ref4">4</xref>
        ].
Accessibility is extremely relevant for the LLL paradigm, due to the evolution of
human capabilities when ageing.
      </p>
      <p>A2UN@ is a research project whose main objective is to analyze the possibility of
developing a general ICT framework, which will be based on standards and user
modelling, to support the development of the LLL services required to attend the
accessibility and adaptation needs for ALL in Higher Education, with special attention
to the diversity of requirements of adult and disabled learners.</p>
      <p>This paper reflects the first results of an analysis of standards related to
accessibility, usability and adaptability of e-learning in the context of the A2UN@
project. The next section provides a brief introduction to the aims and scope of
A2UN@, with special attention to strategy of using standards. Section 2 provides a list
of standards that are considered relevant to the project. Finally, section 3 discusses
about the possibility of creating a standards based generic LLL model.</p>
    </sec>
    <sec id="sec-2">
      <title>1. A2UN@: Accessibility and Adaptation for ALL in Higher Education</title>
      <p>The project A2UN@ “Accessibility and Adaptation for ALL in Higher Education”, is
funded by the Spanish Ministry of Science and Innovation. It began on January 2009
and will last for 3 years. The project involves the National University of Distance
Education (UNED) and the University of Girona (UdG), the UNED coordinates the
project.</p>
      <p>Its main goal is to build a general ICT framework to support the development of
the LLL services required to attend the accessibility and adaptation needs for ALL in
HE. To this end, the project has been structured through a series of work packages,
including following areas: (1) standards supporting IT accessibility to learning objects
and services, (2) user modelling and dynamic support, (3) adaptive and re-usable
learning services and workflows, and (4) device modelling, adaptive user interfaces and
negotiation strategies. Thus, the goal of this project is to detect, extend, interrelate,
integrate and exploit as much as possible all these areas upon which a general, flexible,
open, standard-based framework can be defined to support the development of the LLL
paradigm.</p>
      <p>The driving need to achieve interoperability at different levels of abstraction is the
“wide variety of services, contents and devices in large information systems”. This
need is another challenge: to develop the required interoperable and layer-based
infrastructure to facilitate the definition, development, deployment and evaluation of
the services to be provided for supporting accessible and personalized learning in HE.</p>
      <p>A2UN@ follows a strategy of active use of standards with the purpose of
development his objectives. The open question is, “can international standards, in a
dynamic global environment, meet the challenges of modern society, such as the
implementation of LLL?”. Our initial hypothesis is affirmative and is based on two
premises:
1.</p>
      <p>Widespread use: to ensure the success of a product, service or technology, it
should be accepted, implemented and used by a large majority of people
which it benefits. We believe that the use of international standards is an
appropriate way to gather knowledge about a given topic with a sufficient
level of representation of stakeholders.</p>
      <p>Starting point: we intend not to reinvent the wheel. The use of standards is a
good starting point for verifying and analyzing the knowledge gathered so far
on a specific issue, and from this to try and improve it as much as possible.</p>
      <p>
        Moreover, we believe that knowledge about a subject is dynamic and must be
appropriate to the needs of mankind. Therefore, another objective of the project
A2UN@ is to work actively in the extension and evolution of standards to reflect new
findings [
        <xref ref-type="bibr" rid="ref5">5</xref>
        ].
      </p>
    </sec>
    <sec id="sec-3">
      <title>2. Relevant standards for A2UN@</title>
      <p>Here we present the first results of the analysis of standards that could support the
development of A2UN@. We have structured this description into two sub-sections,
the first one provides an overview of the chosen standards and criteria for their
selection and the second one presents the analysis itself.</p>
      <p>
        We have used as key sources of information the report on accessibility-related
standards by Richard Hodgkinson for the Royal National Institute for de Blind [
        <xref ref-type="bibr" rid="ref6">6</xref>
        ], and
the standards inventory in ISO/IEC FDTR 29138-2 [
        <xref ref-type="bibr" rid="ref7">7</xref>
        ].
      </p>
      <sec id="sec-3-1">
        <title>2.1. Overview of standards</title>
        <p>The choice of the following standards1 has met the following criteria:
They address some of the research areas covered by A2UN@.
They are international guidelines or standards.</p>
        <p>They have a special emphasis on addressing accessibility and usability.</p>
      </sec>
      <sec id="sec-3-2">
        <title>2.1.1. ETSI EG 202 116 V1.2.1 - design for all guidelines for ICT products and services [8]</title>
        <p>This document gives guidance to ICT product and service designers on human factors
issues; good human factors design practice, and relevant international and national
standards. The guidelines are intended to encourage a "Design for All" approach so as
to make products and services accessible to as many people as possible, including
elderly people and persons with disabilities, without the need for adaptation or
1 The standards are presented in alphabetical order according to their complete
code.
specialized design. This document is applicable to ICT products with a user interface
that are connectable to all kinds of fixed and mobile telecommunications networks.</p>
      </sec>
      <sec id="sec-3-3">
        <title>2.1.2. ETSI draft ES 202 746 - User profile preferences and information [9]</title>
        <p>This upcoming standard defines a set of user profile preference and information
settings for deployment in ICT services and devices for use by ICT users and suppliers.
The present document specifies: (a) objects including settings, values, operations and a
lexicon of end user terms; (b) a rule definition language for defining functionality such
as automatic modification of profiles.</p>
        <p>
          Profile solutions within the scope of the present document are: (1) those provided
for the primary benefit of the end-user; (2) those which the end-user has rights to
manage the profile contents; (3) those where the end-user has the right to have a
dialogue with the information owning stakeholder.
2.1.3. IEEE std. 1484.12.1-2002 - learning object metadata [
          <xref ref-type="bibr" rid="ref10">10</xref>
          ]
It is a multipart standard that specifies learning object metadata (LOM). In this
standard a metadata instance for a learning object describes relevant characteristics of
the object to which it applies. Such characteristics may be grouped in several
categories: general, life-cycle, meta-metadata, educational, technical, rights, relation,
annotation and classification.
        </p>
      </sec>
      <sec id="sec-3-4">
        <title>2.1.4. IMS Learner Information Package Accessibility for LIP (IMS AccLIP) [11]</title>
        <p>
          The Accessibility for LIP (Learning Information Package) defines two new
subschemas for IMS LIP [
          <xref ref-type="bibr" rid="ref12">12</xref>
          ]. These two sub-schemas provide a means to specify
accessibility preferences and learner accommodations. These preferences go beyond
support for people with disabilities to include kinds of accessibility needs such as
mobile computing, noisy environments, etc.
        </p>
      </sec>
      <sec id="sec-3-5">
        <title>2.1.5. IMS AccessForAll Meta-data Specification (IMS AccMD)[13]</title>
        <p>The AccessForAll Meta-data specification is intended to make it possible to identify
resources that match a user's stated preferences or needs. These preferences or needs
would be declared using the IMS Learner Information Package Accessibility for LIP
specification. The needs and preferences addressed include alternative presentations of
resources, alternative methods of controlling resources, alternative equivalents to the
resources themselves and enhancements or supports required by the user. The
specification provides a common language for identifying and describing the primary
or default resource and equivalent alternatives for that resource.</p>
      </sec>
      <sec id="sec-3-6">
        <title>2.1.6. IMS Guidelines for Developing Accessible Learning Applications (IMS GDALA) [14]</title>
        <p>This specification provides a framework for the distributed learning community. This
framework set the stage for what solutions exist, what the opportunities and
possibilities are for implementing them, and the areas where more development and
innovation are still needed in educational technologies to ensure education that is truly
accessible to anyone, anytime, anywhere.</p>
      </sec>
      <sec id="sec-3-7">
        <title>2.1.7. ISO 9241-110 - dialogue principles for human-system interaction [15]</title>
        <p>This standard sets forth ergonomic design principles formulated in general terms (i.e.
presented without reference to situations of use, application, environment or
technology) and provides a framework for applying those principles to the analysis,
design and evaluation of interactive systems. The principles are: suitability for the task,
self-descriptiveness, conformity with user expectations, suitability for learning,
controllability, error tolerance and suitability for individualization.</p>
      </sec>
      <sec id="sec-3-8">
        <title>2.1.8. ISO 9241-129 - Guidance on software individualization [16]</title>
        <p>This upcoming standard will contain ergonomic requirements and recommendations for
software-based individualization of human-computer interactions. There are a variety
of different basic individualization mechanisms, each of which can have different
positive and negative effects on users. Individualization can result from customization
(initiated intentionally by the user) and/or adaptation (initiated by the system).
Individualization can result in a variety of changes to the user interface, depending on
the particular individualization mechanisms involved. This standard will include
guidance on:
1. determining where individualization is appropriate
2. selecting appropriate types of individualization mechanisms
3. using all types of individualization mechanisms
4. using specific types of individualization mechanisms
5. using combinations of different types of individualization mechanisms.</p>
      </sec>
      <sec id="sec-3-9">
        <title>2.1.9. ISO 9241-151 – guidance on web user interfaces [17]</title>
        <p>This standard provides recommendations and guidelines for the human-centred design
of Web user interfaces to increase their usability. The standard is focused on four
aspects of designing Web user interfaces: high-level design decisions and design
strategy; content design; navigation and search; content presentation.</p>
      </sec>
      <sec id="sec-3-10">
        <title>2.1.10. ISO 9241-171- guidance on software accessibility [18]</title>
        <p>This standard provides requirements and recommendations for the design of accessible
software. It is applicable to the accessibility of interactive systems and it addresses a
wide range of software (e.g. office, web, learning support and library systems).</p>
        <p>It promotes increased usability of systems for a wider range of users. While it does
not cover the behaviour or requirements for assistive technologies (including assistive
software), it addresses the use of assistive technologies as an integrated component of
interactive systems.</p>
      </sec>
      <sec id="sec-3-11">
        <title>2.1.11. ISO 9241-20 - accessibility guidelines for information/communication technology (ICT) equipment and services [19]</title>
        <p>This standard provides general recommendations to improve the accessibility of ICT
equipment and services. This document is intended to be used as a source for defining
technology-specific requirements when designing accessible products. If a specific
detailed standard exists on the equipment or service (such as software with ISO
9241171), then users of this International Standard can also refer to that more specific
standard.</p>
      </sec>
      <sec id="sec-3-12">
        <title>2.1.12. ISO TR 22411 - Ergonomic data and guidelines for the application of ISO/IEC</title>
      </sec>
      <sec id="sec-3-13">
        <title>Guide 71 to products and services to address the needs of older persons and persons with disabilities [20]</title>
        <p>This technical report is a support document applying ISO/IEC Guide 71 in addressing
the needs of older persons and persons with disabilities in standards development. It
provides ergonomics data and knowledge about human abilities — sensory, physical
and cognitive — and allergies, as well as guidance on the accessible design of products,
services and environments.</p>
      </sec>
      <sec id="sec-3-14">
        <title>2.1.13. ISO/IEC 24751 - individualized adaptability and accessibility in e-learning, education and training [21]</title>
        <p>
          This standard, divided into three parts (framework and reference model, "Access for
all" personal needs and preferences for digital delivery and "Access for all" digital
resource description), is based on the work developed by the IMS Global Consortium
on AccessForAll Meta-data [
          <xref ref-type="bibr" rid="ref22">22</xref>
          ] and contains metadata for describing accessibility
features of learning objects and for describing accessibility-related personal needs and
preferences.
        </p>
      </sec>
      <sec id="sec-3-15">
        <title>2.1.14. ISO/IEC 24752 Information technology -- User interfaces -- Universal remote console [23]</title>
        <p>This multi-part standard facilitates operation of information and electronic products
through remote and alternative interfaces and intelligent agents. It defines a framework
of components that combine to enable remote user interfaces and remote control of
network-accessible electronic devices and services through a universal remote console
(URC). The goal of the URC technology is that every device or service can be accessed
and controlled by any control device and user interface that fits the user's needs and
preferences, using suitable input and output modalities and interaction mechanisms. In
the standard, the devices and services that are to be controlled are referred to as
"targets", and to the control devices and their user interfaces as "universal remote
consoles".</p>
      </sec>
      <sec id="sec-3-16">
        <title>2.1.15. ISO/IEC 24756 Framework for specifying a Common Access Profile (CAP) of needs and capabilities of users, systems and their environments [24]</title>
        <p>This standard defines a framework for specifying a common access profile (CAP) of
needs and capabilities of users, computing systems, and their environments, including
access supported by assistive technologies. It provides a basis for identifying and
dealing with accessibility issues across multiple platforms in a standardized manner. It
can be used to evaluate the accessibility of existing systems in particular environments
for particular users.</p>
      </sec>
      <sec id="sec-3-17">
        <title>2.1.16. ISO/IEC FDTR 29138 Information technology -- Accessibility considerations for people with disabilities [7]</title>
        <p>This upcoming technical report is divided into three parts. Part 1, User Needs Summary,
identifies a collection of user needs of people with disabilities for standards developers
to take into consideration when developing or revising their standards. These user
needs are also useful for developers of information technology products and services
and for accessibility advocates to consider. Part 2, Standards inventory, identifies a
collection of documents (which it refers to as standards even though they encompass
more than traditional ISO and ISO/IEC standards) that provide guidance on meeting
the needs of people with disabilities. Part 3, Guidance on User Needs Mapping,
provides guidance on the mapping of the set of user needs with the provisions of a
particular standard, technical report, or set of guidelines. It provides both basic
guidance that should be used for all user needs mapping and optional guidance that
may be added to the basic guidance.</p>
      </sec>
      <sec id="sec-3-18">
        <title>2.1.17. W3C Composite Capability/Preferences Profile (CC/PP) [25][26]</title>
        <p>
          A CC/PP profile is a description of device capabilities and user preferences. This is
often referred to as a device's delivery context and can be used to guide the adaptation
of content presented to that device. The Resource Description Framework (RDF) [
          <xref ref-type="bibr" rid="ref27">27</xref>
          ]
is used to create profiles that describe user agent capabilities and preferences.
        </p>
      </sec>
      <sec id="sec-3-19">
        <title>2.1.18. W3C – Web Accessibility Initiative recommendations [28]</title>
        <p>
          These recommendations include accessibility guidelines for web content [
          <xref ref-type="bibr" rid="ref29">29</xref>
          ][
          <xref ref-type="bibr" rid="ref30">30</xref>
          ], user
agents (browsers) [
          <xref ref-type="bibr" rid="ref31">31</xref>
          ] and authoring tools [32]. These are generally agreed to be the
international reference concerning web accessibility.
        </p>
      </sec>
      <sec id="sec-3-20">
        <title>2.2. Analysis of the standards</title>
        <p>
          Once the standards were selected according to the above criteria, we decided to classify
them to obtain a clearer picture of their scope. The criteria of classification in this case
were two:
1. According to the user orientation [
          <xref ref-type="bibr" rid="ref5">5</xref>
          ], the standards may be:
        </p>
        <p>User centred (U), they offer guidance on accessibility, design for all and
general usability, from the viewpoint of the users of the product.</p>
        <p>Developer centred (D), which are more technically oriented and provide
technical solutions that developers can use to build products.
2. Depending on the areas of modelling that they address:</p>
        <p>Content modelling (C)
User modelling (U)
Device modelling, including hardware and software (D)
Adaptation modelling (A)</p>
        <p>User Interfaces modelling (UI)
The standards classification that addresses the accessibility, usability and adaptation in
e-learning, according to the criteria of user orientation and areas of modelling, can be
seen in Table 1. The results of this classification are covered by Table 2.
According to the results we can say that:</p>
        <p>There is a clear trend of the analyzed standards to guide their efforts towards
the user and developer but rarely to both.</p>
        <p>There is a clear orientation towards addressing the user interface modelling
and device modelling by the current usability and accessibility standards.
The current user centred standards for usability and accessibility have a strong
orientation towards addressing the user interfaces modelling and device
modelling. It contrasts with their lack of support the user modelling and
content modelling. The main reason for this is that they provide requirements
from the viewpoint of the users and not technical solutions for the developers
The current developer centred standards for usability and accessibility have a
balanced orientation towards addressing the treated areas of modelling.</p>
        <p>Standard
ETSI EG 202 116 V1.2.1
ETSI draft ES 202 746
IEEE std. 1484.12.1-2002
IMS AccLIP
IMS AccMD
IMS GDALA
ISO 9241-110
ISO 9241-129
ISO 9241-151
ISO 9241-171
ISO 9241-20
ISO TR 22411
ISO/IEC 24751
ISO/IEC 24752
ISO/IEC 24756
ISO/IEC FDTR 29138
W3C CC/PP
WAI-W3C
User centred standards for
areas of modelling</p>
        <p>UI = 8
D = 5
C = 3
A = 2
U = 1</p>
        <p>Developer centred standards
for areas of modelling</p>
        <p>U = 5
C = 5
A = 5
D = 4
UI = 3</p>
      </sec>
    </sec>
    <sec id="sec-4">
      <title>3. Conclusions and future work</title>
      <p>There is a lack of standards that are oriented towards both users and developers and
also addressing all areas of modelling treated. One of the expected results of the
A2UN@ project is a standards-based conceptual model of LLL systems that meets that
objective. Figure 1 shows an overview of the intended result.</p>
      <p>The model should contain the basic elements of any LLL system , the relationships
between those elements and, finally, the mappings between these elements and the
corresponding requirements and recommendations from the existing standards. This is
a difficult task, mainly due to two reasons.</p>
      <p>Firstly, there are many conflicting standards that should be applied. For instance,
in the Device Modelling area, there are at least 8 different standards applying to that
issue, probably with different views.</p>
      <p>Secondly, there are standards that apply to several areas. For instance, the
useroriented ISO 9241-20 standard applies to both device and user interface modelling.</p>
      <p>In both cases there is a clear need for the model to provide a generic common
vocabulary for describing LLL systems and their main components. And this common
vocabulary should be designed to ease the development of mappings between the
model and existing standards. We expect to have this model developed by the end of
the second year of the A2UN@ project.</p>
      <sec id="sec-4-1">
        <title>User oriented standards</title>
        <p>ISO 9241 171
WCAG 2.0
ISO/IEC TR 29138

Conceptual Model for
standards based eLearning
ISO/IEC 24751
IEEE 1484.12.1
IMS AccLIP
</p>
      </sec>
      <sec id="sec-4-2">
        <title>Developer oriented standards</title>
      </sec>
    </sec>
    <sec id="sec-5">
      <title>Acknowledgements</title>
      <p>German Moreno would like to thank the University of Girona for the financial support
(UdG grant) awarded to assist in the completion of her Ph.D. dissertation. Furthermore,
the authors of this paper declare that its realization is funded by A2UN@ project
(TIN2008-06862-C04-01/TSI, TIN2008-06862-C04-02/TSI).</p>
    </sec>
  </body>
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