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37 changes: 30 additions & 7 deletions RAP/rap-statistics.qmd
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Expand Up @@ -1040,21 +1040,44 @@ You might be thinking that it would be nice if there was software that could hel

**What does this mean?**

A README is a text file (.txt) that introduces and explains a project. It contains information that is required to understand what the project is about and how to use it.
A README is a markdown file (.md) that introduces and explains a project. It contains information that is required to understand what the project is about and how to use it. Markdown (.md) files are used for READMEs because they support formatting and render nicely on platforms like GitHub and Azure DevOps, meaning that users can see them on the main page of the repository. You can find guidance on basic markdown syntax on the [Markdown Guide](https://www.markdownguide.org/basic-syntax/){target="_blank" rel="noopener noreferrer"}.

**Why do it?**

It's an easy way to answer questions that your audience will likely have regarding how to install and use your project and also how to collaborate with you.

**How to get started**

As a starting point, you should aim to have as many of the following sections as are applicable to your project:
For new projects, you can use the create_project function in dfeR. Set create_publication_proj to TRUE to create a pre-populated project with a custom folder structure, including a [README template](https://github.com/dfe-analytical-services/dfeR/blob/main/README_template.md). You can find more information on this in the [dfeR reference](https://dfe-analytical-services.github.io/dfeR/reference/create_project.html).

- Introduction
- Requirements (access, software, skills/knowledge)
- How to use
- How to contribute
- Contact details
If you are creating your own README for existing projects, you should include all of the sections listed below:

**Introduction**

- Purpose: briefly explain the purpose of the code.
- Overview: Provide a high-level summary of the contents and structure of the repository.

**Requirements**

- Access: Detail any permissions or access needed to use the repository at the top of this section, e.g. access to specific SQL databases. This is crucial for enabling new users to use the repository.
- Skills/knowledge: Outline the required skills or knowledge, such as familiarity with specific packages in R, or SQL.
- Version control/Renv: State how version control is managed and whether Renv is being used.

**Getting started**

- Setup instructions: Provide step-by-step instructions on how to set up the environment, including installing dependencies.
- Data input/output: Describe the expected input data and where it can be found, as well as what output should be expected from the code.

**How to run and update**

- Running the code: Explain how users can best run the code, for example by running a run all script.
- Updating guidelines: Outline the process for updating and contributing to the repository, including specific scripts and lines where updates are frequently needed. Describe how to get changes reviewed.
- Issue reporting: Explain how to report issues or suggest improvements. This could be through issues if using GitHub, boards in Azure DevOps or by emailing the team.

**Contact details**

- Main contacts: List the names and contact information of people who maintain the repository.
- Support channels: Provide any information on how to get support, such as email addresses or teams channels.

The [Self-assessment tool](https://github.com/dfe-analytical-services/publication-self-assessment-copy){target="_blank" rel="noopener noreferrer"} and the [QA app](https://github.com/dfe-analytical-services/dfe-published-data-qa){target="_blank" rel="noopener noreferrer"} give two examples of readme files structured like this.

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123 changes: 79 additions & 44 deletions learning-development/accessibility.qmd
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Expand Up @@ -12,10 +12,9 @@ Everyone has a part to play in ensuring that the content and digital services th

DfE have our own [Digital Accessibility Hub](https://educationgovuk.sharepoint.com/sites/lvewp00043) filled with helpful information on making the digital world more accessible.

There are also the [DfE design manual](https://design.education.gov.uk), which has been created by the digital teams at DfE and includes [DfE's digital accessibility guidance](https://design.education.gov.uk/accessibility).
There is also the [DfE design manual](https://design.education.gov.uk), which has been created by the digital teams at DfE and includes [DfE's digital accessibility guidance](https://design.education.gov.uk/accessibility).


If you want to estimate or try to appreciate just how many people might have specific needs, there is the [How many people? tool](https://design.education.gov.uk/tools/how-many-users), simply enter how many people your audience is, and it will give you best estimates of how many people might have a disability, impairment or other characteristics which might affect how they use your service.
If you want to estimate or try to appreciate just how many people might have specific needs, there is the [How many people? tool](https://design.education.gov.uk/tools/how-many-users), simply enter the size of your expected audience, and it will give you best estimates of how many people might have a disability, impairment or other characteristics which might affect how they use your service.

---

Expand All @@ -34,7 +33,7 @@ Colour blindness:

Grey scale:

- You can often check colours in grey scale by using a print preview and switching the colour mode
- You can often check colours in greyscale by using a print preview and switching the colour mode
- [ColToGrey function within the DescTools R package](https://andrisignorell.github.io/DescTools/reference/ColToGrey.html)

For more advice about colour in charts and visualisations specifically, including more tools and resources for checking colours yourself, see the [Analysis function colours in charts guidance](https://analysisfunction.civilservice.gov.uk/policy-store/data-visualisation-colours-in-charts/#section-9).
Expand All @@ -51,27 +50,66 @@ For more advice about colour in charts and visualisations specifically, includin

---

## Assistive technology

No automated tools fully cover accessibility. Manual testing is almost always required to make sure that your content is compliant with WCAG 2.2 and accessible to as many users as possible, so if you want to do manual testing have a look at testing out the assistive software commonly used by users yourself.

Magnifiers / advanced zoom:

- Windows Magnifier comes as standard with Windows ([guidance for how to turn on Magnifier](https://support.microsoft.com/en-gb/windows/use-magnifier-to-make-things-on-the-screen-easier-to-see-414948ba-8b1c-d3bd-8615-0e5e32204198#:~:text=To%20quickly%20turn%20on%20Magnifier,turn%20on%20the%20Magnifier%20switch.))
- [ZoomText](https://www.freedomscientific.com/products/software/zoomtext/), available through the [experience lab in DfE](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx)

Screen reader:

- [Non-visual Desktop Access (NVDA) free download](https://www.nvaccess.org/download/)
- [Job Access With Speech (JAWS)](https://www.freedomscientific.com/products/software/jaws/), available through the [experience lab in DfE](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx)

Voice activation:

- [Dragon](https://www.nuance.com/en-gb/dragon.html), available through the [experience lab in DfE](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx)


Cognitive load:

- While there isn't commonly used specific assistive technology for aiding users in reducing cognitive load, you can take many steps to reduce the cognitive load for users on your service, making it simpler to use for all. Have a read of [Cognitive Load as a Guide: 12 Spectrums to Improve Your Data Visualisations](https://nightingaledvs.com/cognitive-load-as-a-guide-12-spectrums-to-improve-your-data-visualizations/) as a starting point if you want to learn more.

Along with devices and the software mentioned above, the [experience lab in the Sheffield DfE office](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx) also has a range of other equipment available, including access to a set of vision emulating glasses that you can wear to emulate different visual impairments.

---

## Making spreadsheets accessible

Public sector spreadsheets must meet the AA level of the Web Content Accessibility Guidelines (WCAG) 2.2, as required by law under The Public Sector Bodies (Websites and Mobile Applications) Accessibility Regulations 2018. This guidance distinguishes between mandatory actions needed to comply with legal accessibility standards and best practices that enhance usability. Non-compliance can lead to legal complaints, making it crucial for content creators to understand and mitigate these risks.

When creating an accessible spreadsheet, its important to consider the needs of all users, including those with disabilities. To support analysts in making spreadsheets more accessible, apply the following strategies when creating spreadsheets:
When creating an accessible spreadsheet, it's important to consider the needs of all users, including those with disabilities. To support analysts in making spreadsheets more accessible, apply the following strategies when creating spreadsheets:

### Consult the Spreadsheet Accessibility Guidance
---

### Consult the spreadsheet accessibility guidance

---

Before diving into the spreadsheet creation process, it's essential to familiarise yourself with the official [spreadsheet accessibility](https://analysisfunction.civilservice.gov.uk/policy-store/releasing-statistics-in-spreadsheets/) guidance available on the Analysis Function Guidance Hub. This resource offers comprehensive insights into best practices for ensuring that your spreadsheets are accessible to all users.

---

### Accessibility and consequences

---

In addition to accessibility, the guidance also addresses usability and machine readability. While these areas often overlap with accessibility, there are instances where they may conflict. Depending on user needs, it might be necessary to produce separate versions of a spreadsheet (one for human use and another optimised for machine readability) to ensure both accessibility and functionality are maintained.

### Automate Accessibility During the Coding Process
---

### Automate accessibility during the coding process

---

Automation is a powerful way to ensure that accessibility is consistently applied throughout the spreadsheet creation process, especially when working with large datasets or producing numerous spreadsheets. By integrating accessibility into the coding process, you can streamline your workflow and reduce the chances of missing critical accessibility features.

Heres how you can automate accessibility using specific tools in Python and R:
Here's how you can automate accessibility using specific tools in Python and R:

#### Why Automate?
#### Why automate?

- Consistency: Automation helps maintain a consistent approach to accessibility across all spreadsheets, reducing the likelihood of human error.
- Efficiency: Automating the process saves time, especially when dealing with large datasets or generating numerous tables.
Expand All @@ -92,7 +130,11 @@ By incorporating tools like ``gptables`` or ``a11ytables`` into your coding work
- Note on automation packages:
Neither of these packages are guaranteed to automatically produce perfectly accessible spreadsheets. The aim is to help you automate some of the edits.

## Run an [Accessibility Check](https://analysisfunction.civilservice.gov.uk/policy-store/further-resources-for-releasing-statistics-in-spreadsheets/#section-3)
---

### Run an [accessibility check](https://analysisfunction.civilservice.gov.uk/policy-store/further-resources-for-releasing-statistics-in-spreadsheets/#section-3)

---

Before finalising your spreadsheet, it’s crucial to run it through an accessibility checker to identify potential issues. Here are two options you can use:

Expand All @@ -102,13 +144,23 @@ Before finalising your spreadsheet, it’s crucial to run it through an accessib

By using one or both of these tools, you can ensure that your spreadsheet is as accessible as possible, though a final manual review is recommended to catch any issues that may have been overlooked.

## Check Your Spreadsheet Against the [Accessible Spreadsheets Checklist](https://analysisfunction.civilservice.gov.uk/policy-store/making-spreadsheets-accessible-a-brief-checklist-of-the-basics/) Before Publication
---

### Checklist

---

You should check your spreadsheet against the [Accessible Spreadsheets Checklist](https://analysisfunction.civilservice.gov.uk/policy-store/making-spreadsheets-accessible-a-brief-checklist-of-the-basics/) before publication.

Before publishing your spreadsheet, ensure that it meets accessibility standards by reviewing it against the following key points:

<small>"If a point in the checklist has ‘(E)’ after it, it means it has been interpreted as essential to passing the accessibility regulations".</small>

### Tables
---

#### Tables

---

- Mark Up Tables (E): Ensure all tables are properly marked up to assist screen readers in interpreting the content.
Meaningful Names: Assign meaningful names to each table.
Expand All @@ -118,13 +170,21 @@ Meaningful Names: Assign meaningful names to each table.
- Avoid Hidden Elements (E): Refrain from hiding rows or columns, or provide guidance if needed.
Column Width: Adjust column widths to a sensible size to improve readability.

### Footnotes
---

#### Footnotes

---

- Avoid Symbols and Superscripts (E): Instead of symbols or superscript text, use plain text or shorthand within square brackets. Use 'note' with numbers in square brackets for footnotes.
- Placement: Place footnote markers in titles, column headings, or a notes column on the right. Avoid placing them directly in cells.
- Notes Worksheet: Include all footnotes in a 'Notes' worksheet rather than below the table.

### Formatting
---

#### Formatting

---

- Written Content (E): Ensure all written content follows accessibility guidelines.
- Links (E): Use descriptive text for hyperlinks rather than URLs.
Expand All @@ -135,7 +195,11 @@ Avoid Symbols: Use symbols sparingly and avoid headers, footers, floating text b
- Avoid Images: If images are necessary, ensure they have alternative text.
- Remove Macros: Macros should be removed to avoid accessibility and security issues.

### Structure
---

#### Structure

---

- Worksheet Names (E): Give each worksheet a unique name or number.
- Remove Blank Sheets (E): Eliminate any blank worksheets.
Expand All @@ -148,33 +212,4 @@ Before Publishing
- Document Information (E): Ensure the document’s title and language information are completed.
- Final Save (E): Position the cursor in cell A1 of the first worksheet before the final save to ensure it opens correctly.



---

## Assistive technology

No automated tools fully cover accessibility, manual testing is always required, so if you want to do manual testing have a look at testing out the assistive software commonly used by users yourself.

Magnifiers / advanced zoom:

- Windows Magnifier, comes as standard with Windows ([guidance for how to turn on Magnifier](https://support.microsoft.com/en-gb/windows/use-magnifier-to-make-things-on-the-screen-easier-to-see-414948ba-8b1c-d3bd-8615-0e5e32204198#:~:text=To%20quickly%20turn%20on%20Magnifier,turn%20on%20the%20Magnifier%20switch.))
- [ZoomText](https://www.freedomscientific.com/products/software/zoomtext/), available through the [experience lab in DfE](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx)

Screen reader:

- [Non-visual Desktop Access (NVDA) free download](https://www.nvaccess.org/download/)
- [Job Access With Speech (JAWS)](https://www.freedomscientific.com/products/software/jaws/), available through the [experience lab in DfE](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx)

Voice activation:

- [Dragon](https://www.nuance.com/en-gb/dragon.html), available through the [experience lab in DfE](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx)


Cognitive load:

- While there isn't commonly used specific assistive technology for aiding users in reducing cognitive load, you can take many steps to reduce the cognitive load for users on your service, making it simpler to use for all. Have a read of [Cognitive Load as a Guide: 12 Spectrums to Improve Your Data Visualisations](https://nightingaledvs.com/cognitive-load-as-a-guide-12-spectrums-to-improve-your-data-visualizations/) as a starting point if you want to learn more.

Along with devices and the software mentioned above, the [experience lab in the Sheffield DfE office](https://educationgovuk.sharepoint.com/sites/lvewp00043/SitePages/Experience-Lab.aspx) also has a range of other equipment available, including access to a set of vision emulating glasses that you can wear to emulate different visual impairments.

---
18 changes: 15 additions & 3 deletions writing-visualising/dashboards_rshiny.qmd
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Expand Up @@ -172,11 +172,23 @@ Given the above, all analysts intending to create a dashboard should ensure they

Public facing DfE Shiny applications are currently published via the DfE Analytical Services [shinyapps.io](https://www.shinyapps.io/) account, with the authorisation and deployment of dashboards performed using GitHub.

You need to alert the explore education statistics platforms team of any new dashboard publication as early in development as possible and keep us updated on the expected publication date so that we can review the dashboard against DfE standards and set up and support on the deployment to ShinyApps.io. In addition, please notify us of any planned data updates or significant functional updates (at least 2 weeks before publication but preferably as soon as you know any updates are required).
::: {.callout-important}
## Publishing new public dashboards
You need to alert the [explore education statistics platforms team](mailto:[email protected]) of any new dashboard publication **as early in development as possible** and keep us updated on the expected publication date so that we can review the dashboard against DfE standards and set up and support on the deployment to ShinyApps.io.
:::

If you are publishing a new dashboard, or adding major updates to an existing one, you must:

- Obtain authorisation via email from the relevant G6 or DD and the [statistics development team](mailto:[email protected]) \
- Forward authorisation emails to the [explore education statistics platforms team](mailto:[email protected])

::: {.callout-important}
## Updating existing dashboards
Please notify the [explore education statistics platforms team](mailto:[email protected]) of any planned data updates or significant functional updates **at least 2 weeks before publication** but preferably as soon as you know any updates are required.
:::

All dashboard publications and major updates need authorisation from the relevant G6 or DD and the stats development team (with the former authorisation e-mail being forwarded on to the [explore education statistics platforms team](mailto:[email protected])).

The majority of dashboards made to support and augment our Official Statistics will be public facing. For public facing shiny apps you should publish via shinyapps.io. The Statistics Development Team manage a subscription for this and can help you get set up.
The majority of dashboards made to support and augment our Official Statistics will be public facing. For public facing shiny apps you should publish via shinyapps.io. The explore education statistics platforms team manage a subscription for this and can help you get set up.

You will need:

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