BILL ANALYSIS                                                                                                                                                                                                    �






                         SENATE COMMITTEE ON EDUCATION
                             Alan Lowenthal, Chair
                           2011-2012 Regular Session
                                        

          BILL NO:       SB 1053
          AUTHOR:        Steinberg
          INTRODUCED:    February 8, 2012
          FISCAL COMM:   Yes            HEARING DATE:  April 11, 2012
          URGENCY:       No             CONSULTANT:    Lynn Lorber

           SUBJECT  :  Open Source Digital Library.
          
           SUMMARY
           
          This bill establishes the California Open Source Digital 
          Library for the purpose of housing open source materials.

           BACKGROUND
           
          Open education resources (OER) are either licensed under an 
          open copyright license or are in the public domain.  OER 
          includes full courses, course textbooks and materials, 
          modules, videos, simulations, and tests.  Open source gives 
          free access to the material as well as permission to 
          revise, reuse, remix and redistribute the materials at no 
          cost.  

           Existing digital libraries
           
          The University of California administers the California 
          Digital Library which provides access to a digitized 
          worldwide collection of research, books, journals, 
          government publications and maps, allows faculty to publish 
          articles and communicate with other scholars, but does not 
          include textbooks and materials that are placed by faculty 
          on reserve at the campus bookstore.  Faculty may have 
          students use material from the digital library but those 
          materials are not necessarily the textbook of record.

          California State University administers the Affordable 
          Learning Solutions, which is a web-based system that houses 
          Multimedia Educational Resource for Learning and Online 
          Teaching (MERLOT), the Digital Marketplace and other tools 






                                                               SB 1053
                                                                Page 2



          that enable faculty and students to search for free or 
          low-cost materials, faculty to be recognized for work as 
          well as communicate with other scholars.  Textbooks and 
          materials that are placed by faculty on reserve at the 
          campus bookstore are not included in MERLOT.  Faculty may 
          have students use material from the digital library but 
          those materials are not necessarily the textbook of record.

          In 2003, the Foothill-De Anza Community College District 
          received a one-time grant from the William and Flora 
          Hewlett Foundation for Sharing of Free Intellectual Assets 
          project, which created freely available course materials 
          for eight college courses using a mixture of open education 
          resource and conventional commercial learning materials.  
          Current law authorized the California Community Colleges to 
          establish a pilot program to provide to faculty with the 
          information, methods and instructional materials to 
          establish open education resources centers.  It appears 
          that both projects were halted due to budgetary 
          constraints.

          The College Textbook Transparency Act requires, beginning 
          January 1, 2010:

          1)   Textbook publishers to print on the cover or within 
               each textbook a summary of the substantive content 
               differences between the new and prior editions, and 
               the copyright date of the previous edition.

          2)   Each campus bookstore at any public college or 
               university to post in its store or on its website a 
               disclosure of its retail pricing policy on new and 
               used textbooks. 

          3)   Each public college or university to encourage 
               personnel responsible for selecting course materials 
               (typically faculty) to place their orders with 
               sufficient lead time to enable the bookstore to 
               confirm the availability of the requested materials.  
               (Education Code � 66406.7)

          Current law requires:

          1)   Beginning January 1, 2020, any person, firm or 






                                                               SB 1053
                                                                Page 3



               corporation that publishes textbooks offered for sale 
               at the UC, CSU, CCC or a private college or university 
               to make the textbooks available for sale in an 
               electronic format.  (EC � 66410)

          2)   The CSU and CCC, and encourages the UC, to work with 
               the academic senates of each segment to encourage 
               faculty to give consideration to the least costly 
               practices in assigning textbooks and to work with 
               publishers and college bookstores.

          3)   College bookstores to work with the academic senates 
               of each campus to review the process and timelines 
               involved in ordering and stocking textbooks and to 
               create bundles and packages of instructional materials 
               that are economically sound.

          4)   Urges textbook publishers to provide specific 
               information to faculty and post that information on 
               the company's website, give preference to supplements 
               rather than producing a new edition and disclose the 
               length of time the current edition is intended to be 
               in production.  (EC � 66406)

          5)   The CSU and requests the UC to review and revise 
               student transfer policies to ensure that faculty may 
               choose a textbook selected for a transfer or general 
               education course, regardless of publication date, for 
               as long as the textbook is available, current and 
               reflects contemporary thinking.  (EC � 66406.5)

           ANALYSIS
           
           This bill  establishes the California Open Source Digital 
          Library for the purpose of housing open source materials.  
          Specifically, this bill:

          1)   Establishes the California Open Source Digital Library 
               (Library) for the purpose of housing open source 
               materials while providing a web-based tool for 
               students, faculty and staff to easily find, adopt, 
               utilize or modify course materials for little or no 
               cost.







                                                               SB 1053
                                                                Page 4



          2)   Requires the Library to be jointly administered by the 
               University of California (UC), California State 
               University (CSU) and California Community Colleges 
               (CCC).

          3)   Requires all material in the Library to bear 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 of the material to receive 
               credit for their efforts.

          4)   Provides that this bill is become operative only if an 
               unidentified Senate Bill establishes the California 
               Open Education Resources Council and becomes operative 
               on or by January 1, 2013.

          5)   States legislative intent relative to the provision of 
               incentives to assist and support faculty in choosing 
               lower cost alternatives such as open source textbooks 
               and related teaching tools.

           STAFF COMMENTS
           
           1)   Need for the bill  .  According to the author, "The cost 
               of attending California's public colleges and 
               universities has skyrocketed in recent years.  While 
               fees often tend to be the most visible cost, other 
               non-tuition related costs, like the cost of textbooks, 
               significantly burden students and families as well.  
               Recent studies show that due to the cost of textbooks, 
               many students forego purchasing them altogether.  
               Through Open Education Resources (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 
               hardcopy.  It also allows faculty to customize 
               learning materials in a manner that best suit their 
               classroom learning objectives."

           2)   Contents of digital library  .  This bill establishes a 
               digital library for the purpose of housing open source 
               materials but does not specify which materials are to 
               be deposited in this library.  The author's intent is 






                                                               SB 1053
                                                                Page 5



               to make the implementation of this bill contingent 
               upon the implementation of the author's SB 1052, which 
               establishes a council to determine the 50 most widely 
               taken lower division courses, and review and approve 
               open source materials.  The materials approved 
               pursuant to SB 1052 would be placed in the digital 
               library established by this bill.

           3)   How is this different from existing digital libraries  ? 
                The only digital library maintained by a public 
               segment of higher education that includes textbooks 
               and materials required for courses was through 
               Foothill-De Anza Community College District.  This 
               bill establishes a digital library to house textbooks 
               and instructional materials that are required for 
               courses, and provides access to those materials in one 
               repository rather than in silos specific to each 
               segment or campus. 

           4)   Access for students at private universities  ?  It is 
               unclear if students attending private universities 
               will have access to the California Open Source Digital 
               Library.  Presumably that decision will be made by the 
               administrators of the library (the three public 
               segments of postsecondary education).

           5)   Creative commons attribution license  .  A creative 
               commons license allows for the distribution of 
               copyrighted works.  Conditioning a license with an 
               attribution means the work may be copied, distributed 
               and have derivative works based on it only if the 
               author or creator is given credit for the original 
               work.  There are several conditions that may be added 
               to the license to protect the intellectual property of 
               the work.  It may be possible for a third party to 
               create material derived from another's work and, while 
               give credit to the original author, profit without 
               paying royalties.  However, those possibilities depend 
               upon the conditions which are placed on the license 
               and will presumably be decided by the council that 
               will review and approve material (pursuant to SB 1052) 
               to be housed in the California Digital Library.

           6)   Require or request  ?  This bill requires the UC to 






                                                               SB 1053
                                                                Page 6



               jointly administer the California Open Source Digital 
               Library.  The UC enjoys certain constitutional 
               protections, and as such, staff recommends an 
               amendment to request rather than require the UC to 
               jointly administer the library.  

           7)   Fiscal impact  .  The UC, California State University 
               and California Community Colleges (CCC) will likely 
               incur costs to create and maintain the digital 
               library.  While this bill imposes duties upon the CCCs 
               it is not flagged as a mandate.

           8)   Technical amendment needed  .  This bill is contingent 
               upon an unidentified bill.  The author's intent is to 
               make the implementation of this bill contingent upon 
               the implementation of SB 1052 (Steinberg).

           9)   Related legislation  .  SB 1052 (Steinberg) establishes 
               the California Open Education Resources Council for 
               the purpose of determining the 50 most widely taken 
               lower division courses in the public postsecondary 
               segments. SB 1052 requires the council to review and 
               approve open source materials, requires a publisher of 
               a textbook that is to be placed on reserve to provide 
               each campus with at least 3 copies of that textbook, 
               at no cost, for placement on reserve at a campus 
               library, and requires the council to establish a 
               process in which faculty members, publishers, and 
               other interested parties would apply for funds to 
               produce 50 high-quality, affordable, digital open 
               source textbooks and related materials.  SB 1052 is 
               scheduled to be heard by this Committee on April 11, 
               2012.

           10)  Prior legislation  .  AB 2261 (Ruskin, Ch. 671, 2008) 
               authorized the CCC Board of Governors to establish a 
               pilot program to provide to faculty with the 
               information, methods and instructional materials to 
               establish open education resources centers.  The 
               sunset date on this program was January 1, 2012 but it 
               appears the program was previously halted due to 
               budget constraints.

           SUPPORT






                                                               SB 1053
                                                                Page 7



           
          California Community Colleges Board of Governors
          Campaign for College Opportunity
          Student Senate for California Community Colleges

           OPPOSITION

           None on file.