BILL ANALYSIS                                                                                                                                                                                                    Ó




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

          BILL NO:       SB 1328
          AUTHOR:        De Leon
          INTRODUCED:    February 23, 2012
          FISCAL COMM:   Yes            HEARING DATE:  April 11, 2012
          URGENCY:       No             CONSULTANT:    Lynn Lorber

           SUBJECT  :  Postsecondary education: textbook information.
          
           SUMMARY
           
          This bill requires a publisher that supplies textbooks or 
          other instructional material to a postsecondary institution 
          or faculty to provide specific information about that 
          textbook or material using a standard XML or 
          comma-delimited format, or both, and requires publishers to 
          submit the data to the Multimedia Educational Resource for 
          Learning and Online Teaching program.

           BACKGROUND
           
          The federal Higher Education Opportunity Act (HEOA) 
          requires publishers (when providing information to faculty 
          or others who select course materials at an institution of 
          higher education receiving federal financial assistance) to 
          include in writing:

          1)   The price at which the publisher would make the 
               textbook or supplemental material available to the 
               campus bookstore and, if available, the price at which 
               the material is available to the public.

          2)   The copyright dates of the three previous editions.

          3)   A description of the substantial content revisions 
               made between the current edition and the previous 
               edition.

          4)   Whether the textbook or supplemental material is 
               available in any other format, including paperback and 
               unbound.









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          The federal HEOA requires each institution of higher 
          education to:

          1)   Disclose in the institution's Internet course 
               schedule, for each course listed, the International 
               Standard Book Number (ISBN) and retail price of 
               required and recommended college textbooks and 
               supplemental materials.

          2)   Make available to a college bookstore the most 
               accurate information available regarding the course 
               schedule and for each course offered the ISBN, retail 
               price, number of students enrolled in the course, and 
               the maximum student enrollment for the course.  
               (United States Code, Title 20, Chapter 28, Section 
               1015(b))

          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)   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 








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               publishers and college bookstores.

          2)   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.

          3)   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)

          The Multimedia Educational Resource for Learning and Online 
          Teaching (MERLOT) is administered by the California State 
          University.  MERLOT is a web-based tool that houses peer 
          reviewed online teaching and learning materials, where 
          faculty share advice and expertise about the posted 
          materials.  Materials are submitted by faculty and other 
          academics or experts in various content areas.  Textbook 
          publishers do not submit materials for inclusion in MERLOT. 
           

          Extensible Markup Language (XML) was designed to transport 
          and store data (with a focus on what data is), while 
          Hypertext Markup Language (HTML) was designed to display 
          data (focus on how data looks).  

          Comma-delimited data uses a format in which each piece of 
          data is separated by a comma.  This format is generally 
          used to transfer data from one application to another (most 
          database systems are able to import and export 
          comma-delimited data).

           ANALYSIS
           
           This bill  requires textbook publishers to provide specific 
          information about that textbook or material using a 
          standard XML or comma-delimited format, or both, and 
          requires publishers to submit the data to the Multimedia 
          Educational Resource for Learning and Online Teaching 








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          program.  Specifically, this bill:

          1)   Requires a publisher that supplies textbooks or other 
               instructional materials to a postsecondary institution 
               or a faculty member of a postsecondary institution to 
               provide the following information about that textbook 
               or item of instructional material using a standard XML 
               or comma-delimited format, or both, in the order 
               listed below:

               a)        Book title.
               b)        Author.
               c)        Publisher.
               d)        ISBN.
               e)        Retail price.
               f)        Edition.
               g)        Copyright date.

          2)   Requires a publisher to submit the data to the 
               Multimedia Educational Resource for Learning and 
               Online Teaching (MERLOT) program of the California 
               State University.  

          3)   Requires this data to be available for public review 
               and use.

          4)   Defines:

               a)        "Comma-delimited" as a type of data format 
               in which each piece of 
                    data is separated by a comma.

               b)        "ISBN" as the International Standard Book 
               Number, a numeric 
                    commercial book identifier.

               c)        "Postsecondary institution" as both private 
               and public 
                    postsecondary institutions.

               d)        "XML" as Extensible Markup Language, which 
               is designed to 
                    transport and store data.








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           STAFF COMMENTS
           
           1)   Need for the bill  .  The Higher Education Opportunity 
               Act authorizes new programs that support faculty in 
               selecting quality and affordable course materials for 
               students by requiring textbook publishers to provide 
               specific information about textbooks and other 
               instructional materials.  According to the author, 
               "Given the limited implementation of these policies 
               this bill takes a proactive approach at providing 
               textbook price transparency by ensuring that valuable 
               data, already being provided under requirement of 
               federal law, to be submitted, collected, and organized 
               in a useful and uniform format that will ultimately 
               achieve the intended goal of greater transparency and 
               consequently greater affordability or postsecondary 
               content.  SB 1328 provides faulty with a usable online 
               dataset and platform that can compare prices of all 
               relevant textbooks in one place so that they can make 
               an educated choice on behalf of students."

           2)   All data in one place  .  Current law requires textbook 
               publishers to provide to faculty and institutions 
               certain information about textbooks and other 
               instructional materials.  Current law also requires 
               postsecondary educational institutions and college 
               bookstores to post certain information about 
               textbooks.  As a result, each campus houses the 
               information (in course catalog and at bookstore).  
               There is no requirement that this information be 
               provided in any particular format, nor is there a 
               requirement that the information be stored in any 
               particular way (such as in a searchable database).  
               This bill requires information about textbooks to be 
               provided in a format that allows for comparisons with 
               other materials in the database, as well as house the 
               data in one shop to allow access and comparisons 
               across campuses and segments of higher education.  

           3)   Housing the data  .  This bill requires textbook 
               publishers to submit specific data to the Multimedia 








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               Educational Resource for Learning and Online Teaching 
               (MERLOT) program.  MERLOT is a web-based tool that 
               houses peer reviewed online teaching and learning 
               materials, where faculty share advice and expertise 
               about the posted materials.  Materials are submitted 
               by faculty and other academics or experts in various 
               content areas.  Publishers do not contribute materials 
               for inclusion in MERLOT.

          This bill relates to specific data about textbooks, rather 
               than the content of the textbooks.  It may be more 
               appropriate to house data about textbooks in a system 
               such as CSU's Affordable Learning Solutions, which is 
               a web-based system that houses MERLOT as well as other 
               online tools.  

           4)   Minimal duplication  .  Current law requires publishers 
               to provide to faculty and institutions the price and 
               copyright date of materials, among other information.  
               Institutions are currently required to include the 
               ISBN and textbook prices in the course catalog, and 
               college bookstores are required to post in the 
               bookstore or on its website the price policy.  This 
               bill requires publishers to provide some of that same 
               information to the MERLOT program.  Publishers, 
               institutions and bookstores would continue to provide 
               information about textbooks pursuant to current law.

           5)   Fiscal impact  .  The entity that houses the data (CSU 
               as currently drafted) will likely incur costs to 
               develop or adapt, and maintain, an online tool to 
               collect the textbook data and provide a searchable 
               database.

           6)   Federal report due in 2013  .  The federal Higher 
               Education Opportunity Act requires the Comptroller 
               General of the United States to report, by July 1, 
               2013, on the implementation of the requirements 
               imposed upon institutions of higher education, college 
               bookstores and publishers, and particularly examine:

               a)        The availability of college textbook 
                    information on course schedules.








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               b)        The provision of pricing information to 
                    faculty by publishers.

               c)        The use of bundled and unbundled material.

               d)        The implementation of the HEOA by 
                    institutions of higher education, including the 
                    costs and benefits to such institutions and to 
                    students.

           7)   Technical amendments needed  .  Staff recommends 
               amendments to clarify "postsecondary institutions" are 
               "postsecondary educational institutions" and to 
               capitalize "XML."

           8)   Related legislation  .  SB 1053 (Steinberg) establishes 
               the California Open Source Digital Library for the 
               purpose of housing open source materials.  SB 1053 is 
               scheduled to be heard by this Committee on April 11, 
               2012.

           SUPPORT
           
          None on file.

          OPPOSITION

           None on file.