BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 1790
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          Date of Hearing:   March 28, 2011

                           ASSEMBLY COMMITTEE ON EDUCATION
                                Julia Brownley, Chair
                    AB 1790 (Hagman) - As Amended:  March 7, 2012
           
          SUBJECT  :   Instructional materials: digital format

           SUMMARY  :  Requires school districts to provide a pupil with a 
          digital copy of an adopted instructional material if the pupil 
          owns an electronic reader device, as specified, and requires 
          publishers or manufacturers submitting instructional materials 
          for adoption to ensure the materials are available in both print 
          and digital formats.  Specifically,  this bill  : 

          1)Requires a school district to provide a pupil with a digital 
            copy of an adopted instructional material if the pupil owns a 
            compatible electronic reader device and requests to use the 
            digital copy of the instructional material.

          2)States the intent of the Legislature that providing a pupil 
            with a digital copy of an instructional material pursuant to 
            this bill constitutes furnishing a pupil with a textbook in 
            compliance with the California Constitution.

          3)Requires a publisher or manufacturer submitting instructional 
            materials for adoption by the State Board of Education (SBE) 
            or the governing board of a school district to ensure that the 
            instructional materials are available in both print and 
            digital formats.

          4)Does not authorize the use of instructional materials that 
            would constitute an infringement of copyright under the 
            federal Copyright Revision Act of 1976.

           EXISTING LAW  :

          1)Requires the SBE to adopt basic instructional materials for 
            use in K-8 and to ensure that the instructional materials it 
            adopts meet specified criteria; and requires the criteria be 
            approved by resolution at the time the resolution adopting the 
            framework for the current adoption is approved, or at least 30 
            months before the date that the materials are to be approved 
            for adoption.









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          2)Prohibits the SBE from adopting instructional materials or 
            follow the procedures for the adoption of instructional 
            materials until the 2015-16 school year.

          3)Requires the governing board of each school district 
            maintaining one or more high schools to adopt instructional 
            materials for use in the high schools under its control, and 
            specifies that only instructional materials of those 
            publishers who comply with the specified requirements may be 
            adopted by the district board.

          4)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. Technology-based materials include, but are 
            not limited to, software programs, video disks, compact disks, 
            optical disks, video and audiotapes, lesson plans, and 
            databases.

          5)Specifies that technology-based materials do not include 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 and provides that this definition does not 
            relieve a school district of the obligation to provide pupils 
            with sufficient textbooks as specified. 

          6)Requires pupils be provided with standards-aligned textbooks 
            or basic instructional materials by the beginning of the first 
            school term that commences no later than 24 months after those 
            materials were adopted by the SBE, however for the 2008-09 to 
            2014-15 fiscal years, school districts are not required to 
            provide pupils with instructional materials by a specified 
            period of time following adoption of those materials by the 
            State Board of Education (SBE). States that school districts 
            are not relieved of their obligations to provide every pupil 
            with textbooks or instructional materials during this time.  

          7)Defines "sufficient textbooks or instructional materials" to 
            mean that each pupil, including English learners, has a 
            standards-aligned textbook or instructional materials, or 
            both, to use in class and to take home, but does not require 
            two sets of textbooks or instructional materials to be 
            purchased for each pupil.  State that instructional materials 
            may be in a digital format as long as each pupil, at a 








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            minimum, has and can access the same materials in the class 
            and to take home, as all other pupils in the same class or 
            course in the district and has the ability to use and access 
            them at home.

          8)Requires, in the California Constitution, the SBE to adopt 
            textbooks for use in grades 1-8, inclusive, throughout the 
            state to be furnished without costs.  

           FISCAL EFFECT  :   Unknown 

           COMMENTS  :  This bill requires a publisher or manufacturer 
          submitting instructional materials for adoption by the SBE or 
          the governing board of a school district to ensure that the 
          instructional materials are available in both print and digital 
          formats.  Additionally, this bill requires school districts to 
          provide a pupil with a digital copy of an adopted instructional 
          material if the pupil owns a compatible electronic reader device 
          and requests to use the digital copy of the instructional 
          material.

          The proliferation of technology in recent years has not 
          translated into increased access to technology in schools.  The 
          limited resources or lack thereof have often limited a 
          district's ability to provide technology-based or electronic 
          versions of instructional materials to its pupils.  School 
          districts and the State have grappled with funding challenges 
          but also challenges of ensuring equal access to technology for 
          all students.  

           Sufficient textbooks or instructional materials  :  Current law 
          requires all schools to provide each pupil, including English 
          learners with a standards-aligned textbook or instructional 
          materials, or both, to use in class and to take home and allows 
          the materials to be in a digital format as long as pupils in the 
          same class or course have access to the same materials at school 
          and at home.  The intent is to ensure that all pupils have 
          adequate access to instructional materials even if a school or 
          district chooses to adopt digital instructional materials. 
          Additionally, the constitution requires textbooks to be provided 
          free of charge.  

          This bill requires school districts to provide a pupil with a 
          digital copy of an adopted instructional material if the pupil 
          owns a compatible electronic reader device and requests to use 








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          the digital copy of the instructional material, and expresses 
          intent that this constitutes furnishing a textbook in compliance 
          with the California Constitution.  Questions can be raised as to 
          whether providing a pupil with a digital version of 
          instructional materials to be used with a device purchased by 
          pupil's family indeed constitutes providing materials free of 
          charge.  Additionally, if the device fails, given the 
          legislative intent in the bill, it is questionable as to whether 
          the intent is to stipulate that the district will have satisfied 
          its constitutional obligation by providing the digital version, 
          and would not be under the obligation to purchase another 
          textbook free of charge.  

          A question about the appropriateness of this requirement may 
          emerge in situations in which the materials that are available 
          electronically are newer versions than the available print 
          versions.  For example, the 2002 reading language arts (RLA) 
          adoption did not include any electronic versions, and several, 
          if not most, districts are using these materials and will likely 
          be using these materials for several years until new materials 
          are adopted.  If a pupil requests an electronic version of a RLA 
          instructional material, and the district is required to provide 
          it, the district may have to purchase a version from the 2008 
          RLA adoption, if there is a compatible version for the pupil's 
          device.  This situation may result in pupils in the same 
          classroom potentially having access to different instructional 
          materials, thus potentially creating inequities based on ability 
          to afford technological devices.  Even if the same versions are 
          provided in digital format to pupils that have digital devices 
          and print versions to those that do not, concerns have been 
          expressed that "the capacity of electronic readers to provide 
          assistance, such as dictionary definitions links, in addition to 
          the text of material is an example of a difference that would 
          result in an access disparity." 

          As a result of this bill, districts would be responsible for 
          purchasing items based on personal preferences of pupils whose 
          families are able to afford the aforementioned devices.  This 
          Committee may wish to consider whether limited state resources 
          shall be spent on accommodating personal preferences of pupils 
          in an environment in which districts are struggling to provide 
          basic necessities.  In consideration that school districts are 
          already required to provide basic instructional materials to all 
          pupils, this requirement could mean that districts may need to 
          buy two sets of instructional materials in order to accommodate 








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          the requests that may come in the middle of the year or a few 
          years after a school district has already made a big purchase of 
          materials.  In a larger context, this bill may be setting a 
          precedent in which districts may have to be responsive to 
          individual pupil requests that are not based on need but on 
          preference.  This Committee may wish to consider whether it may 
          be prudent to set that precedent.  

          By requiring districts to provide digital copies of 
          instructional materials upon a pupil's request, may create a 
          situation in which districts would need to purchase various 
          electronic formats that are compatible with all the different 
          devices in the market in order to accommodate pupil requests.  
          For example, currently there are adopted materials in 
          CD/DVD-ROM, online text, and integrated electronic versions that 
          have been adopted by the SBE and districts will potentially have 
          to purchase materials in all these different formats as it is 
          possible that pupils that own such devices will not all own the 
          same and may request materials in all possible formats. 
          Furthermore, "electronic reader device" is not defined in this 
          bill.

          While some may argue that digital/electronic versions of 
          instructional materials are less costly, it should be noted that 
          if this bill is enacted, a school district will also be 
          responsible for providing the technical support that may be 
          necessary to ensure that the pupil that requests an electronic 
          copy of an instructional material can access that material, and 
          to possibly troubleshoot any technical problems that may arise 
          with a privately owned device.  

          Current law authorizes a governing board of a school district, 
          once the district certifies that each pupil has been provided 
          with standards-aligned textbooks or basic instructional 
          materials in the core curriculum areas of reading/language arts, 
          mathematics, science, and history/social sciences, to use the 
          remaining instructional material program funds for other stated 
          purposes, such as to purchase at the discretion of the district 
          supplementary instructional materials and technology-based 
          materials.  Current law also allows districts to use IMFR 
          program funds for purchasing equipment to make use of 
          technology-based materials, as specified.  

          As a result of the fiscal climate in the state, adoptions of 
          instructional materials have been suspended until the 2015-16 








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          fiscal year, thus there are no adoptions taking place at the 
          moment and districts are not required to purchase instructional 
          materials by a specified timeline.  A question could be raised 
          regarding the timing of this proposal.    

           Publisher requirements  :  Even though current law does not 
          require publishers to submit materials in electronic formats, 
          several publishers have already been doing so.  A 2007 study of 
          previous SBE adoptions showed that publishers were beginning to 
          make electronic editions of their materials available as an 
          alternate format to their print textbooks.  Furthermore, the 
          last couple of adoptions have seen a number of publishers submit 
          programs that have an integrated electronic component, or in 
          some cases, are entirely technology-based.  A review of the SBE 
          adoption lists for the core subject, standards-aligned adoptions 
          since 2005 shows that the number of electronic editions of 
          adopted instructional materials has increased significantly.  
          For example, the 2007 math adoption includes 22 basic programs, 
          10 of which are available in an optical disk (CD or DVD-ROM), 
          two are available as online texts, and one program has an 
          integrated electronic component.  The 2008 reading language arts 
          (RLA) adoption included various electronic components whereas, 
          the 2002 RLA adoption did not include any electronic versions of 
          instructional materials.  

          The recently revised Title 5 of the California Code of 
          Regulations 9523 currently stipulates that publishers must: 
          "provide the CDE with a with a URL to those instructional 
          materials intended for student use that are being submitted for 
          adoption, and the CDE shall post on its website direct 
          hyperlinks to the URLs provided by the publishers. The 
          instructional materials posted on each publisher's website shall 
          be identical to the hard copy version of the instructional 
          materials submitted for adoption, except that copyrighted items 
          that do not allow for posting online may be omitted and replaced 
          by a description of the omitted item, and any online features 
          that are absent from the hard copy version shall be identified." 
           This requirement for posting is within the context of public 
          inspection of materials being considered for adoption and not 
          necessarily in the context of purchasing these materials.  This 
          means that there is currently no requirement for publishers to 
          ensure the digital materials are available beyond the submission 
          period and for purchase by districts.    

          It appears that many of the larger publishers are already moving 








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          in the direction of including digital versions of instructional 
          materials, and thus this may not create a significant burden on 
          those publishers.  However, it is not clear that the smaller 
          publishers will be able to meet the requirement in this bill.  
          Many of the small publishers already have a difficult time with 
          the statewide adoption process and therefore there is a 
          possibility that this proposal may add an additional burden on 
          small publishers.  Additionally, it is unclear whether the bill 
          may be requiring publishers to submit the materials in various 
          electronic formats so that they are compatible with the various 
          forms of hardware available in the market.    

          Should this committee wish to approve this bill,  staff 
          recommends  a number of amendments to address the concerns 
          raised: 

             1)   Delete Section 1 of the bill.
             2)   In Section 2 of the bill:
                  a.        Specify that if a small publisher, as defined, 
                    is unable to submit in digital format, the publisher 
                    shall not be prohibited from participating in 
                    statewide adoptions due to the publisher's inability 
                    to submit digital materials. 
                  b.        Define small publisher or manufacturer as an 
                    independently owned or operated publisher or 
                    manufacturer that is not dominant in its field of 
                    operation, and that, together with its affiliates, has 
                    100 or fewer employees, and has average annual gross 
                    receipts of ten million dollars or less over the 
                    previous three years. This definition is consistent 
                    with that used in previous legislation and statute.
                  c.        Specify that the provisions of this bill shall 
                    be enacted in conformance with existing provisions and 
                    timelines suspending adoption of instructional 
                    materials.
                  d.        State that the materials submitted by 
                    publishers shall be available in those formats during 
                    the life of the adoption, and not just during the 
                    submission period.    

           Arguments in support  :  The author states, "Under the system in 
          place, California K-8 and 9-12 school districts are mandated to 
          provide all students a hard copy of a textbook.  Currently, 
          students who own their own e-readers do not have the option to 
          receive their texts on their personal e-reader devices.  This 








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          has done a disservice to both school districts and students who 
          own these devices and would prefer to learn from them." 

           Arguments in opposition  :  The Association of California School 
          Administrators writes, "While we fully appreciate moving our 
          schools and students to a greater use of digital formats, we 
          cannot support basing purchase decisions on whether some 
          students own reader devices and some do not.  We are concerned 
          that this creates the unintended consequence of more affluent 
          students having access to digital content and other students 
          left behind.  We are also concerned that with the suspension of 
          all state funding for textbooks in hardbound and digital format, 
          AB 1790 forces purchases that may not meet the need of all 
          students.  Current students with home devices will come in and 
          out of individual schools and grade levels as they move from 
          elementary to middle school to high school and then graduation.  
          Determining long term purchase decisions on the fluidity of 
          students with their own devices is not a prudent use of limited 
          local education funds and inhibits long term planning."  

           Previous legislation  :  AB 1398 (Blumenfield) Chapter 293, 
          Statutes of 2009, changes the definition of "technology-based 
          materials," for purposes of the instructional materials and 
          testing part of the Education Code, to specify that 
          technology-based materials do not include 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; and provides that this definition does not relieve a 
          school district of the obligation to provide pupils with 
          sufficient textbooks as specified. 

          AB 2211 (Fuentes) Chapter 254, Statutes of 2010, amends the 
          definition of "sufficient textbooks or instructional materials" 
          to state that instructional materials may be in a digital format 
          as long as each pupil, at a minimum, has and can access the same 
          materials in the class and to take home, as all other pupils in 
          the same class or course in the district and has the ability to 
          use and access them at home.

          AB 1010 (Pavley) of 2004 requires a publisher that makes basic 
          instructional materials available to a school district in a hard 
          copy format to also make instructional materials available in an 
          electronic multimedia format upon adoption of instructional 
          materials after January 1, 2005, by the State Board of Education 
          or by the governing board of a school district that maintains a 








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          high school.  Makes these requirements operative January 1, 
          2007, and provides that a school district that purchases 
          instructional materials in an electronic multimedia format 
          pursuant to the bill shall comply with specified law governing 
          instructional materials.  AB 1010 was vetoed by Governor 
          Schwarzenegger with the following veto message: 

          "While I support the idea of using an electronic multimedia 
          format, it is crucial that we remain focused on providing all 
          pupils with an actual textbook in core curricula areas.  In 
          addition, I am concerned about the rising costs of textbooks and 
          this bill could create increased costs to the State in the form 
          of higher textbook costs for publishers to comply with the 
          electronic multimedia format requirement.  Higher costs could 
          make it more difficult for schools to ensure that pupils have 
          adequate textbooks which was a cornerstone of the Williams v. 
          State of California settlement agreement."

           REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          California Communities United Institute 

           Opposition 
           
          Association of California School Administrators
           
          Analysis Prepared by  :    Marisol Avi�a / ED. / (916) 319-2087