BILL ANALYSIS                                                                                                                                                                                                    Ó
                         SENATE COMMITTEE ON EDUCATION
                             Alan Lowenthal, Chair
                           2011-2012 Regular Session
                                        
          BILL NO:       SB 613
          AUTHOR:        Alquist
          INTRODUCED:    February 18, 2011
          FISCAL COMM:   Yes            HEARING DATE:  April 6, 2011
          URGENCY:       No             CONSULTANT:Lynn Lorber
           SUBJECT  :  Instructional materials: open-source.
          
           SUMMARY  
          This bill requires at least one-half of the instructional 
          materials adopted by the State Board of Education, and at 
          least one of the instructional materials adopted by school 
          districts, to be open-source materials.
           BACKGROUND  
          Current law:
          1)   Requires the State Board of Education (SBE) to adopt 
               instructional materials for grades K-8, and requires 
               school districts to adopt materials for use in grades 
               9-12.  (Education Code § 60200 and 60400)
          2)   Defines "instructional materials" to include 
               technology-based materials, and includes the use of 
               current and relevant technology that further engages 
               interactive learning in the classroom and beyond as a 
               purpose of "supplementary instructional materials."  
               Current law defines "technology-based materials" as 
               basic or supplemental instructional materials that are 
               designed for use by pupils and teachers as learning 
               resources and that require the availability of 
               electronic equipment in order to be used as a learning 
               resource.  This definition specifically excludes the 
               electronic equipment required to make use of those 
               materials, unless that equipment is to be used by 
               pupils and teachers as a learning resource.  (EC § 
               60010)
          3)   Defines "sufficient textbooks or instructional 
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               materials" and allows the materials to be in digital 
               format as long as each pupil has access to the same 
               materials in the class and to take home as all other 
               pupils in the same class or course in the district.  
               All pupils must have the ability to use and access the 
               materials at home. (EC § 60119)
          4)   Authorizes the use of instructional material funding 
               to purchase materials in an electronic or hardbound 
               format if it can ensure that each pupil will be 
               provided with a copy of the instructional materials to 
               use at school and at home. (EC § 60422.1)
          The processes for reviewing frameworks and adopting 
          instructional materials has been suspended since July 2009, 
          pursuant to AB 2 of the Fourth Extraordinary Session 
          (Chapter 2, July 2009), which among other things, 
          prohibited the SBE from reviewing frameworks and adopting 
          instructional materials until the 2013-14 school year.  AB 
          2 also extended to the 2012-13 fiscal year the suspension 
          of the requirement to purchase instructional materials 
          within any specific period of time following adoption of 
          those materials by the SBE.  (EC § 60200.7 and 60422.1)  
          SB 70 (Chapter 7, March 24, 2011) extended the prohibition 
          on the adoption of instructional materials by the SBE to 
          the 2015-16 school year.
           ANALYSIS
           
           This bill  requires at least one-half of the instructional 
          materials adopted by the State Board of Education, and at 
          least one of the instructional materials adopted by school 
          districts, to be open-source materials.  Specifically, this 
          bill:
          1)   Requires at least one-half, or one-half plus one in 
               the case of an odd number, of the basic instructional 
               materials adopted by the State Board of Education to 
               be open-source instructional materials.
          2)   Requires at least one of the instructional materials 
               adopted by a school district governing board (for use 
               in grades 9-12) to be an open-source instructional 
               material.
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          3)   Defines "open-source instructional materials" to mean 
               instructional materials that are available in a 
               digital format and free to view online.  This bill 
               authorizes open-source materials to be developed in 
               either of the following manners:
                    a)             Through a consortium of other 
                    states, of which California may be a part, that 
                    develops free open-source instructional materials 
                    that are linked to the common core academic 
                    standards developed by the Common Core State 
                    Standards Initiative consortium.
                    b)             By a single author or publisher.
           STAFF COMMENTS  
           1)   Purpose of the bill  .  According to the author, 
               "Today's students are surrounded by technology.  They 
               use it for communication, recreation, and social 
               networking.  They also use it for learning and 
               research. Today, a child is more likely to do a Google 
               search or go to Wikipedia with a question before 
               heading to a library.  Yet in the classroom, most 
               students continue to use traditional printed 
               textbooks.  And while traditional textbooks offer 
               quality, standards-aligned curriculum, there are more 
               ways to meet the evolving educational needs of 
               students in a way that they understand and enjoy.  
               Digital textbooks are interactive, can be efficiently 
               updated, and provide standards aligned curriculum that 
               can be accessed at no charge.  As we implement the 
               Common Core Standards, we should be looking to expand 
               our use of open source digital textbooks because it 
               can reduce the cost of instructional materials for 
               schools and still deliver standards aligned curriculum 
               in a manner that students value."
           2)   Existing projects  .  The California Learning Resource 
               Network (CLRN) is a collaborative of county offices of 
               education that have had a contract with the California 
               Department of Education since 1999 to review 
               electronic learning resources (software and 
               internet-based) that are aligned to the state's 
               academic content standards.  CLRN has begun the 
               process of reviewing English language arts and 
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               mathematics resources that are aligned to the common 
               core standards, and is currently accepting submissions 
               from publishers for review.
          In 2009, then-Governor Schwarzenegger launched the Digital 
               Textbook Initiative, to provide access to digital high 
               school texts that meet California's academic content 
               standards.  CLRN reviewed resources for this 
               initiative in three phases, and provide a list of 
               these instructional resources on their website.
           3)   Access to hardware  .  Over the past decade there have 
               been several sources of one-time funding to enable 
               schools to purchase hardware and connecting to the 
               Internet.  Despite the occasion availability of 
               funding for some schools, many do not have sufficient 
               computers and other devices, networks or connectivity 
               necessary to access electronic resources. 
          Current law authorizes instructional materials to be in 
               digital format as long as each pupil has access to the 
               same materials in the class and to take home as all 
               other pupils in the same class or course in the 
               district.  All pupils must have the ability to use and 
               access the materials at home.  Current law also 
               authorizes school districts to use instructional 
               material funding to purchase materials in an 
               electronic or hardbound format if the district can 
               ensure that each pupil will be provided with a copy of 
               the instructional materials to use at school and at 
               home.  
          Staff should note that the State Board of Education (SBE) 
               is prohibited from adopting instructional materials 
               (for grades K-8) until the 2015-16 school year, nor 
               are school districts required to purchase materials 
               within a specific period following adoption by the 
               SBE.  Therefore, absent other legislative action, this 
               bill should not affect K-8 instructional materials for 
               several years.
          The practical effect of this bill is that high schools 
               would have to adopt digital instructional materials.  
               Does current law adequately ensure that districts will 
               not find themselves with instructional materials that 
               are not accessible to all pupils?
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          Could this bill exacerbate the digital divide?  While 
               districts with fewer resources and that serve 
               low-income pupils may not be required to adopt digital 
               instructional materials due to sufficiency 
               requirements, pupils attending those districts won't 
               necessarily have access to digital formats while 
               pupils in other districts will.  
           4)   Suggested amendments  :  This bill does not explicitly 
               require open-source instructional materials to meet 
               academic content standards and the evaluation criteria 
               that printed instructional materials must meet.  
               Therefore, staff recommends an amendment to make this 
               clarification.
          This bill requires one-half of instructional materials to 
               be open-source.  Staff recommends an amendment to 
               clarify that fewer than one-half of materials may be 
               open-source if there is an insufficient submission of 
               open-source materials or too few submitted open-source 
               materials meet existing criteria by which 
               instructional materials must be evaluated.  This 
               amendment is similar to existing law relative to print 
               instructional materials.
          On page 4, line 24, strike "off" and insert "odd."  On page 
               8, strike "one" and insert "one-half."
           SUPPORT  
          None on file.
           OPPOSITION
           None on file.