BILL ANALYSIS Ó SENATE COMMITTEE ON EDUCATION Alan Lowenthal, Chair 2011-12 Regular Session BILL NO: SB 1052 AUTHOR: Steinberg INTRODUCED: February 8, 2012 FISCAL COMM: Yes HEARING DATE: April 11, 2012 URGENCY: No CONSULTANT:Beth Graybill SUBJECT : Postsecondary education: California Open Education Resources Council. SUMMARY This bill establishes the California Open Education Resources Council for the purpose of reducing textbook costs for the 50 most widely taken lower division courses. BACKGROUND Current law requires, by January 1, 2020, publishers of textbooks used at the University of California (UC), the California State University (CSU), the California Community Colleges (CCC), or private postsecondary educational institutions, to the extent practicable, to make textbooks available in whole or in part for sale in an electronic format and requires the electronic format to contain the same content as the printed version. (Education Code § 66410) Current law, the College Textbook Transparency Act, requires faculty members and academic departments at an institution of higher education to consider cost in the adoption of textbooks, and requires textbook publishers to disclose specified information. (EC § 66406.7) Current law requires the Trustees of the CSU and the Board of Governors of the CCC, and requests the UC Regents to work with the academic senates to encourage faculty to give consideration to the least costly practices in assigning textbooks, to encourage faculty to disclose to students how new editions of textbooks are different from previous editions and the cost to students for textbooks selected, among other things. Current law also urges textbook publishers to provide information to SB 1052 Page 2 faculty when they are considering what textbooks to order, and to post information on the publishers' Web sites, including "an explanation of how the newest edition is different from previous editions." Publishers are also asked to disclose to faculty the length of time they intend to produce the current edition and provide faculty free copies of each textbook selected. (EC § 66406) ANALYSIS This bill : 1) Establishes the California Open Education Resources Council (Council) with the following membership: a) Three faculty selected by the academic senate of the UC. b) Three faculty selected by the academic senate of the CSU. c) Three faculty selected by the academic senate of the CCC. 2) Requires the Council to do all of the following: a) Develop a list of the 50 most widely taken lower division courses in the public postsecondary education segments. b) Create and administer a standardized, rigorous review and approval process for open source materials developed pursuant to this legislation. c) Promote strategies for the production, access, and use of open source materials. d) Require publishers of textbooks used in the 50 most widely taken lower division courses to, as a condition of the purchase of textbooks, to provide the campus with at least three copies of the textbook at no cost, for placement on reserve at the campus SB 1052 Page 3 library. 3) Requires the Council to establish a competitive bid process in which faculty members, publishers, and other interested parties may apply for funds to produce 50 high-quality affordable, digital open source textbooks and related materials in 2013. 4) Requires textbooks and other materials produced to be: a) Placed under a creative commons attribution license that allows others to use, distribute, and create derivative works based upon the digital material while still allowing the authors or creators to receive credit for their efforts. b) Modular in order to allow easy customization and be encoded in an Extensible Markup Language (XML) format or other successor format, so that the materials can be made available on a wide range of platforms. c) Submitted to and housed within the California Open Source Digital Library when and if that library is established pursuant to statute. 5) Expresses legislative findings and declarations relating to the cost of college and university textbooks. STAFF COMMENTS 1) Need for the bill : According to the author, the cost of textbooks represents a significant burden to students and families. The author sites a recent report by the CSU Chancellor's office that estimates CSU students pay approximately $1,000 per year for textbooks. The author also notes a finding by the Academic Senate of the CCC that the cost of educational materials has become a "visible barrier to college attendance for many students." The author maintains that the old model of rigid, printed textbooks and related materials can fall short in providing flexible and dynamic teaching tools necessary to maximize student success. This bill attempts to address those costs for the 50 most common lower division courses by requiring the availability of textbooks for those courses to be available on reserve at the campus library and by enabling SB 1052 Page 4 instructional materials for those courses to be available through Open Education Resources (OER). 2) What are Open Education Resources ? Open Education Resources (OER) are educational materials such as textbooks, research articles, videos, assessments, or simulations that are either licensed under an open copyright license or are in the public domain. OERs provide no-cost access and no-cost permission to revise, reuse, remix, or redistribute the materials. According to a policy brief by the Center for American Progress and EDUCAUSE, digital OERs offer many advantages over traditional textbooks: they allow students and faculty to access textbooks and related materials for free online or purchase hardcopies that are more affordable than traditional textbooks; they enable faculty to customize learning materials to suit their course objectives; and they can provide students with a more flexible set of tools that can contribute to a richer learning experience. 3) Practical matters . As written, this bill establishes the Council and prescribes its membership but does not specify an entity responsible for convening the Council or providing for its administrative support. Further, the current version of the bill does not specify a timeframe for the Council to accomplish the required deliverables. Recognizing that the cost of textbooks has increased for students of private institutions, should the council also include faculty representing the independent colleges and universities? 4) Fiscal issues . This bill requires the Council to establish a competitive request-for-proposal process for awarding funds to enable the production of open source textbooks and materials that could be used in the 50 most widely taken lower division courses. This bill does not however, identify the source of funds or specify how large grant awards would be. This bill also finds that through a $25 million state-led strategic investment in OER, California can offer students in the 50 most widely taken lower division courses the highest quality textbooks and related materials for free online or for about $20 per hardcopy. The bill does not specify the source of the $25 million investment or the process by which the funds would be made available. Finally, it is unclear what resources would be available to support faculty participating on the Council. SB 1052 Page 5 Is it the author's expectation participation would be funded by each segment? 5) Unintended effects ? California has 145 public postsecondary education campuses between the UC, CSU, and CCC systems. Many of these campuses have off-campus centers that have small libraries and bookstores that support instruction. This bill requires publishers of textbooks used in any of the 50 most widely taken lower division courses to provide at least three copies of each textbook for placement on library reserve at each campus where the textbook would be used. Is three the right number? A very small off-campus center may only have 30 students enrolled in one freshman English course, while a very large campus might offer multiple sections, taught by faculty who might each select different textbooks. Since instructors often require more than one book for a class, this bill could result in a significant increase in the number of books on reserve at any one library, particularly community college libraries. The space and staffing capacity to manage a larger reserve collection is unknown. Although the author's intent is to enable students to have a no-cost alternative to buying an expensive textbook, the publishers' cost of providing the gratis books would likely be passed on to students who actually purchase the textbooks. 6) Related and prior legislation . This measure is a companion bill to SB 1053 (Steinberg), also scheduled to be heard in this Committee on April 11, 2012. SB 1053 would establish the California Digital Open Source Library, to be jointly administered by the UC, CSU, and the CCC for the purpose of housing open source materials. SB 1053 becomes operative only if SB 1052 is enacted and establishes the California Open Education Resources Council. SB 48 (Alquist, Chapter 161, 2009) requires any individual firm, partnership, or corporation that offers textbooks for sale at the UC, CSU, the CCC, or a private postsecondary education institution in California, to the extent practicable, make them available for sale in electronic format by January 1, 2020. This bill was passed by this Committee on an 8-0 vote. AB 1548 (Solorio, Chapter 574, 2007) established the College Textbook Transparency Act requiring the disclosure of SB 1052 Page 6 specified information and requiring faculty to follow specified practices in the sale and purchase of textbooks. This bill was passed by this Committee on a 9-0 vote. SUPPORT California Community Colleges Board of Governors California Teachers Association Campaign for College Opportunity Student Senate for California Community Colleges OPPOSITION None received.