BILL ANALYSIS                                                                                                                                                                                                    �



                                                                  AB 2471
                                                                  Page  1

          Date of Hearing:   April 17, 2012

                       ASSEMBLY COMMITTEE ON HIGHER EDUCATION
                                 Marty Block, Chair
                     AB 2471 (Lara) - As Amended:  April 9, 2012
           
          SUBJECT  :   Postsecondary education: e-textbooks.

           SUMMARY  :  Requires the Trustees of the California State 
          University (CSU) and the governing board of the California 
          Community Colleges (CCC) and urges the Regents of the University 
          of California (UC) and the governing body of each private 
          postsecondary educational institution that offers a 
          baccalaureate degree to adopt policies to prohibit the 
          assignment of an e-textbook unless that e-textbook complies with 
          various provisions.  Specifically,  this bill  :  

          1)Requires an e-textbook assigned as required or recommended 
            reading in a course offered at a postsecondary institution to 
            meet all of the following:

             a)   For content licensed as proprietary copyright, be 
               offered with pricing tiers that reflect consumer access 
               rights over periods of time.  At a minimum, both a "rental" 
               price and a "lifetime purchase" price shall be listed by 
               the publisher, clearly noting consumer access to the 
               e-textbook over periods of time.

             b)   Be offered with cloud storage, and be housed by 
               copyright publishers for access by consumers. 

             c)   For content licensed as proprietary copyright, the 
               publisher must make available to the consumer a clear and 
               explicit refund policy allowing a full refund for a 
               purchased e-textbook for up to 14 days from the date of 
               purchase.

             d)   The publisher must provide the consumer with explicit 
               digital rights management information, including, but not 
               limited to, the percentage of the e-textbook that can be 
               printed, the percentage that can be copied and pasted 
               outside and exported of the electronic reading environment, 
               and the durability of any notes or highlights the consumer 
               creates.









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             e)   The publisher must offer electronic subscriptions to 
               online services relating to the e-textbook that are not 
               bundled with the e-textbook, to enable students with a 
               hardcopy version of the textbook to purchase these 
               electronic subscriptions without purchasing the e-textbook.

          2)Defines the various terms used in the legislation. 

           EXISTING LAW  :

          1)Requires textbook publishers that offer textbooks for sale at 
            the UC, the CSU, the CCC, or private postsecondary 
            institutions in the state, to the extent practicable, to make 
            those textbooks, in whole or in part, available for sale in an 
            electronic format by January 1, 2020, and requires the 
            electronic version of any textbook to contain the same content 
            as the printed version, and authorizes the electronic version 
            to be copy protected.
          2)Requires textbook publishers, for textbooks published on or 
            after January 1, 2010, to print a summary of the substantive 
            content differences between the new edition and any prior 
            edition, as well as the copyright date of the previous 
            edition.  

          3)Urges textbook publishers to take specific actions to reduce 
            the cost of college textbooks and requires the CSU, CCC, and 
            requests the UC work with academic senates to encourage 
            faculty to consider cost friendly practices in assigning 
            textbooks, to disclose to students how the new editions of 
            textbooks differ from previous editions and the cost of the 
            selected textbooks, to review procedures for faculty to inform 
            college and university bookstores to textbook selections, and 
            to encourage faculty to work closely with publishers and 
            college and university bookstores in creating economically 
            sound bundles and packages.  

           FISCAL EFFECT  :  Unknown   

           COMMENTS  :   Purpose of this bill  .  According to the author, a 
          considerable cost to students seeking higher education is 
          textbooks.  The California State Auditor has reported that the 
          significant price of textbooks makes it more likely that some 
          students will forgo or delay attending college.  While student 
          fees have increased considerably during recent academic years, 
          textbook prices have risen at an even greater rate.  In response 








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          to these trends, California has taken several steps to address 
          the rising costs of textbooks, including, most recently, 
          mandating that textbooks be available by January 1, 2020 in 
          electronic format.  Electronic textbooks have the potential to 
          increase convenience and reduce costs for students.  However, 
          students have encountered several problems with online 
          materials, including:

           1)Lack of notification of online materials charges  .  This is 
            particularly troublesome for students who have a specific 
            budget for tuition and textbooks and are notified about online 
            fees after enrollment in the class.  

           2)Unclear refund policies  .  Many times, when a student needs to 
            a drop class, publishers do not provide refunds, even when the 
            student has dropped the class within the time period allowed 
            by colleges or universities.  

           3)Access charges  .  Students often find that if the student 
            decides to take the same class in the future they are required 
            to purchase the access fee again.

           4)Expiration of access  .  After a course is completed, students 
            find that they cannot download the material for future 
            reference because access codes expire after a certain date.  
            For the student, there is nothing tangible - no proof of 
            having taken the course or purchased the materials - as most 
            publishers won't allow students to download e-textbooks even 
            if they have paid for the materials.

          According to the author, this bill would ensure uniformity of 
          practices among publishers of electronic textbooks.  The author 
          argues that the current lack of uniform practices often denies 
          students information and options they need to enable them to 
          make fully informed decisions regarding what can be an enormous 
          portion of their limited budgets.



           
          Shared responsibility and current efforts  .  In 2008, the 
          California State Auditor released a report entitled 
          "Affordability of College Textbooks," which identified 
          publishers, campus bookstores, and faculty members as 
          responsible parties needing to work together to reduce costs and 








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          properly disclose textbook information to students.  This bill 
          appears intended to respond to that recommendation by placing 
          requirements regarding electronic textbooks on higher education 
          segments.  However, considering the requirements contained in 
          this bill are primarily under the control of textbook publishers 
          and distributors, the Committee may wish to consider if it would 
          be more appropriate to direct these requirements to publishers 
          and distributors. 

          It is also important to note that California's public higher 
          education segments have already undertaken several efforts to 
          expand online learning options and increase affordability for 
          students.  For example, CSU's online learning approaches 
          include:     

          1)MERLOT (www.merlot.org) is an online, open and free library of 
            online teaching and learning materials (websites) that faculty 
            and students can use in their teaching and learning. MERLOT is 
            administered by the CSU but is an international consortium of 
            higher education institutions, professional organizations, and 
            corporations.  

          2)Digital Marketplace Initiative (www.dmproject.org) is a CSU 
            project that develops and deploys technology and business 
            innovations that will lead to more affordable and accessible 
            educational content at lower costs.  For example, the project 
            includes a technology tool that allows a faculty member or 
            student to type in the book number of their textbook and the 
            program searches for free/open online materials that cover 
            similar topics to those covered in the textbook. 

          3)Affordable Learning Solutions Initiative 
            (http://als.csuprojects.org) is a CSU project that directly 
            delivers services to faculty and students for finding more 
            affordable and accessible course materials.   

          It is unclear how the provisions of this bill would affect 
          existing efforts of the CSU and other public higher education 
          segments to create affordable online learning tools and to 
          negotiate with publishers to provide affordable solutions for 
          students.  

           Rental and lifetime purchase  .  This bill would require 
          electronic textbooks to be available for both rental and 
          lifetime purchase.  According to information obtained by 








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          Committee staff, at least one of the major providers of 
          electronic textbooks for publishers would not be able to satisfy 
          the lifetime purchase option for digital content.  Lifetime 
          purchase would require the publisher to either maintain storage 
          of every electronic textbook ever produced or to provide a 
          "downloadable" version for students to store the electronic 
          textbook on their own device.  The download requirements are not 
          used by all electronic textbooks distributed for a variety of 
          reasons, including digital rights management technologies and 
          version management.  According to information provided to 
          Committee staff, the requirement of a lifetime purchase option 
          could prevent a number of current and major electronic textbook 
          vendors from serving students within California's public higher 
          education segments.  Committee staff recommends the author 
          continue to work with publishers and the higher education 
          segments to ensure that the lifetime purchase requirement 
          contained in this bill does not unreasonably limit the ability 
          of the segments to partner with electronic textbook publishers 
          and distributors.     

           Cloud storage requirement  .  This bill would require electronic 
          textbooks to be available through cloud storage, which means 
          that publishers or electronic textbook distributors would be 
          required to provide continuous online access services.  Cloud 
          storage generally refers to saving data to an off-site storage 
          system maintained by a third party, instead of storing 
          information to one's computer hard drive or other local storage 
          device.  The internet provides the connection between one's 
          computer and the database.  Committee staff understands this 
          requirement is intended to ensure that students can access 
          electronic textbooks from any computer with internet access.  
          According to information obtained by Committee staff, some 
          electronic textbook distributors are currently only providing 
          students the option of downloading electronic textbooks to a 
          single computer.  It is unclear if the cloud storage requirement 
          would add costs to publishers and distributors or whether those 
          costs would then be passed on to students.  It is also unclear 
          if the cloud storage requirement would result in publishers and 
          distributors choosing to no longer make electronic textbooks 
          available in a format that provides access to students when not 
          on the internet.  The term cloud storage is a fairly commonly 
          used term to describe internet-based storage of data; however, 
          considering the rapidly changing technology surrounding 
          electronic textbooks, the Committee may wish to consider if it 
          is appropriate to place this term in statute.  The author may 








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          also wish to consider if students should be ensured access to an 
          electronic textbook when in areas without internet service, in 
          addition to the web-based access provided under the cloud 
          storage requirement.    

           Suggested amendments  .

           1)Refund policies  .  According to the author, this bill is 
            intended to align electronic textbook refund policies with 
            hard-copy textbook policies.  The author argues that students 
            may have to drop out of a class or decide they need to take 
            the class at a later date.  Instead of incurring a sunk cost, 
            this bill would make a refund available to these students.  A 
            technical amendment is needed to clarify that a student is 
            entitled to a refund for "at least" 14 days from the date of 
            purchase.   

           2)Electronic textbook  .  Existing law requires textbook 
            publishers to make available electronic versions of textbooks 
            available to students by January 1, 2020.  It is unclear if 
            the definition of "e-textbook" contained in this bill would 
            include the electronic versions of textbooks as mandated under 
            current law.  If the provisions of this bill are intended to 
            cover the electronic versions of textbooks required under 
            current law (EC �66410), then Committee staff recommends 
            clarifying amendments.
           
          REGISTERED SUPPORT / OPPOSITION  :   

           Support 
           
          None on File

           Opposition 
           
          None on File
           
          Analysis Prepared by  :    Laura Metune / HIGHER ED. / (916) 
          319-3960