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Tourism / Principles, Practices, Philosophies

  1. 1. ELEVENTH EDITION TOURISM Principles, Practices, Philosophies Charles R. Goeldner J. R. Brent Ritchie JOHN WILEY & SONS, INC.ffirs.indd iii 7/28/08 5:39:17 PM
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  3. 3. TOURISMffirs.indd i 7/28/08 5:39:15 PM
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  5. 5. ELEVENTH EDITION TOURISM Principles, Practices, Philosophies Charles R. Goeldner J. R. Brent Ritchie JOHN WILEY & SONS, INC.ffirs.indd iii 7/28/08 5:39:17 PM
  6. 6. This book is printed on acid-free paper. ∞ Copyright © 2009 by John Wiley & Sons, Inc. All rights reserved Published by John Wiley & Sons, Inc., Hoboken, New Jersey. Published simultaneously in Canada. No part of this publication may be reproduced, stored in a retrieval system, or transmitted in any form or by any means, electronic, mechanical, photocopying, recording, scanning, or otherwise, except as permitted under Section 107 or 108 of the 1976 United States Copyright Act, without either the prior written permission of the Publisher, or authorization through payment of the appropriate per-copy fee to the Copyright Clearance Center, Inc., 222 Rosewood Drive, Danvers, MA 01923, 978-750-8400, fax 978-646-8600, or on the Web at Requests to the Publisher for permission should be addressed to the Permissions Department, John Wiley & Sons, Inc., 111 River Street, Hoboken, NJ 07030, 201-748-6011, fax 201-748-6008, or online at Limit of Liability/Disclaimer of Warranty: While the publisher and author have used their best efforts in prepar- ing this book, they make no representations or warranties with respect to the accuracy or completeness of the contents of this book and specifically disclaim any implied warranties of merchantability or fitness for a particular purpose. No warranty may be created or extended by sales representatives or written sales materials. The advice and strategies contained herein may not be suitable for your situation. You should consult with a professional where appropriate. Neither the publisher nor author shall be liable for any loss of profit or any other commercial damages, including but not limited to special, incidental, consequential, or other damages. For general information on our other products and services, or technical support, please contact our Customer Care Department within the United States at 800-762-2974, outside the United States at 317-572-3993 or fax 317-572-4002. Wiley also publishes its books in a variety of electronic formats. Some content that appears in print may not be available in electronic books. For more information about Wiley products, visit our Web site at Library of Congress Cataloging-in-Publication Data: Goeldner, Charles R. Tourism: principles, practices, philosophies / Charles R. Goeldner, J. R. Brent Ritchie.—Eleventh ed. p. cm. Includes index ISBN 978-0-470-08459-5 (cloth) 1. Tourism. I. Ritchie, J. R. Brent II. Title G155.AIM386 2009 338.4’79—dc22 2008013179 Printed in the United States of America 10 9 8 7 6 5 4 3 2 1ffirs.indd iv 7/28/08 5:39:18 PM
  7. 7. Contents ᇻ᪎ļ Preface xiii PART 1 TOURISM OVERVIEW 1 CHAPTER 1 Tourism in Perspective 3 Introduction 4 What Is Tourism? 4 Components of Tourism and Tourism Management 12 Basic Approaches to the Study of Tourism 21 Economic Importance 25 Benefits and Costs of Tourism 31 Summary 33 Key Concepts 33 Internet Exercises 34 Questions for Review and Discussion 34 Case Problems 34 CHAPTER 2 Tourism through the Ages 35 Introduction 36 Early Beginnings 37 Early (and Later) Tourist Attractions 49 Early Economic References 52 The First Travel Agents 52 Historic Transportation 53 Accommodations 57 Chronologies of Travel 57 Summary 62 Key Concepts 63 Internet Exercises 63 Questions for Review and Discussion 64ftoc.indd v 7/26/08 12:36:28 PM
  8. 8. vi ሁ᪎ļ Contents CHAPTER 3 Career Opportunities 65 Introduction 66 Job Forecasts 66 Job Requirements 66 Career Possibilities 67 Career Paths in Tourism 79 Internships 80 Other Sources of Career Information 84 Summary 84 Key Concepts 84 Internet Exercises 85 Questions for Review and Discussion 85 Case Problems 86 PART 2 HOW TOURISM IS ORGANIZED 87 CHAPTER 4 World, National, Regional, and Other Organizations 89 Introduction 90 International Organizations 91 Developmental Organizations (International and National) 98 Regional International Organizations 99 National Organizations 100 Regional Organizations 109 State and Community Organizations 109 Summary 113 Key Concepts 114 Internet Exercises 114 Questions for Review and Discussion 115 Case Problems 116 CHAPTER 5 Passenger Transportation 117 Introduction 118 The Airline Industry 120 The Rail Industry 129 The Motorcoach Industry 133 The Automobile 136 The Cruise Industry 143ftoc.indd vi 7/26/08 12:36:29 PM
  9. 9. Contents Ļ᪏ሁ vii Other Modes of Transportation 148 Summary 149 Key Concepts 150 Internet Exercises 150 Questions for Review and Discussion 151 Case Problems 152 CHAPTER 6 Hospitality and Related Services 153 Introduction 154 The Lodging Industry 155 The Food Service Industry 169 Meeting Planners 175 Summary 177 Key Concepts 179 Internet Exercises 179 Questions for Review and Discussion 179 Case Problems 180 CHAPTER 7 Organizations in the Distribution Process 181 Introduction 182 Travel Agents 183 The Internet 196 Consolidators 200 The Tour Wholesaler 201 Specialty Channelers 206 Choosing Channels 208 Summary 208 Key Concepts 209 Internet Exercises 209 Questions for Review and Discussion 210 Case Problems 210 CHAPTER 8 Attractions, Entertainment, Recreation, and Other 212 Introduction 213 Attractions 214 Gaming 223 Recreation 226 Entertainment 234 Festivals and Events 234 Shopping 236ftoc.indd vii 7/26/08 12:36:29 PM
  10. 10. viii ሁ᪎ļ Contents Education 238 Publishing 240 Marketing and Publicity Organizations 241 Miscellaneous Services 241 Summary 241 Key Concepts 242 Internet Exercises 242 Questions for Review and Discussion 243 Case Problem 243 PART 3 UNDERSTANDING TRAVEL BEHAVIOR 245 CHAPTER 9 Motivation for Pleasure Travel 247 Introduction 248 A Focus on Customers 248 The Need for a Theory 258 The Development of Motivation Models 262 Summary 263 Key Concepts 264 Internet Exercises 264 Questions for Review and Discussion 265 Case Problems 266 CHAPTER 10 Cultural and International Tourism for Life’s Enrichment 267 Introduction 268 Importance 268 Life-Seeing Tourism 270 The Romance of Pleasure Travel 273 Developmental and Promotional Measures 273 Anthropography (Geography of Humankind) 277 Types of Destinations as Travel Experiences 277 Other Tourist Appeals 280 Tourism and Peace 291 Summary 300 Key Concepts 301 Internet Exercises 301 Questions for Review and Discussion 302 Case Problems 302ftoc.indd viii 7/26/08 12:36:30 PM
  11. 11. Contents Ļ᪏ሁ ix CHAPTER 11 Sociology of Tourism 303 Introduction 304 Effects on the Individual 304 Effects on the Family 304 Effects on Society 305 Life Characteristics and Travel 309 Emergence of Group Travel Patterns 317 Social (Subsidized) Tourism 319 Summary of the Principal Social Effects of Tourism 322 The International Tourist 323 Barriers to Travel 326 Summary 327 Key Concepts 328 Internet Exercises 328 Questions for Review and Discussion 329 Case Problems 329 PART 4 TOURISM SUPPLY, DEMAND, POLICY, PLANNING, AND DEVELOPMENT 331 CHAPTER 12 Tourism Components and Supply 333 Introduction 334 Supply Components 335 Natural Resources 336 Built Environment 337 Operating Sectors 340 Spirit of Hospitality and Cultural Resources 347 Matching Supply with Demand 353 Summary 359 Key Concepts 360 Internet Exercises 360 Questions for Review and Discussion 361 Case Problems 361 CHAPTER 13 Measuring and Forecasting Demand 362 Introduction 363 Why Demand Is Important 363 Demand to a Destination 363ftoc.indd ix 7/26/08 12:36:30 PM
  12. 12. x ሁ᪎ļ Contents Measuring Demand 366 Projection Methodology 369 Summary 376 Key Concepts 376 Internet Exercises 377 Questions for Review and Discussion 377 Case Problems 378 CHAPTER 14 Tourism’s Economic Impact 379 Introduction 380 Tourism’s Economic Impact: An International Perspective 380 Comparing International and Domestic Expenditures 383 Optimization 386 Economic Multipliers 396 More Advanced Economic Concepts Related to Tourism 404 Summary 408 Key Concepts 410 Internet Exercises 410 Questions for Review and Discussion 411 Case Problems 411 CHAPTER 15 Tourism Policy: Structure, Content, and Process 412 Introduction 413 Tourism Policy: A Definition 414 The Focus of Tourism Policy: The Competitive/Sustainable Destination 416 The Major Parameters of Tourism Destination Management 418 Tourism Policy: Structure, Content, and Process 425 The Process of Tourism Policy Formulation 430 Translating Policy into Reality 435 Formulating Policy to Deal with Crises 435 Summary 437 Key Concepts 438 Internet Exercises 438 Questions for Review and Discussion 439 CHAPTER 16 Tourism Planning, Development, and Social Considerations 440 Introduction 441 Planning for a Competitive/Sustainable Destination 441 The Nature of Tourism Planning 444 Relating Tourism Planning to Tourism Policy 444ftoc.indd x 7/26/08 12:36:30 PM
  13. 13. Contents Ļ᪏ሁ xi Why Tourism Planning Is Necessary 448 The Planning Process 450 Goals of Tourism Development 454 Political Aspects of Tourism Development 456 Development of Tourist Potential 459 Summary 465 Key Concepts 466 Internet Exercises 466 Questions for Review and Discussion 467 Case Problems 467 CHAPTER 17 Tourism and the Environment 469 Introduction 470 Does Tourism Threaten the Environment? The WTTC Position 470 Sustainable Development 474 Ecotourism: Common Terms Used 483 Current Tourism Industry Practices 491 Summary 500 Key Concepts 501 Internet Exercises 501 Questions for Review and Discussion 502 Case Problems 502 PART 5 ESSENTIALS OF TOURISM RESEARCH AND MARKETING 505 CHAPTER 18 Travel and Tourism Research 507 Introduction 508 Illustrative Uses of Travel Research 508 The Travel Research Process 509 Sources of Information 511 Basic Research Methods 515 Who Does Travel Research? 522 The State of the Art 526 Travel and Tourism Research Association 528 Summary 529 Key Concepts 529 Internet Exercises 529 Questions for Review and Discussion 530ftoc.indd xi 7/26/08 12:36:31 PM
  14. 14. xii ሁ᪎ļ Contents CHAPTER 19 Tourism Marketing 531 Introduction 532 Marketing Concept 532 The Marketing Mix 533 Market Segmentation 553 Marketing Planning: The Tourism Marketing Plan 559 Joint Marketing Efforts 560 Summary 561 Key Concepts 561 Internet Exercises 562 Questions for Review and Discussion 563 Case Problem 564 PART 6 TOURISM PROSPECTS 565 CHAPTER 20 Tourism’s Future 567 Introduction 568 Tourism in the Third Millennium 568 The World of Tourism in 2020 569 The Nature of Future Growth 571 Leisure, Tourism, and Society in the Third Millennium 572 New Realities—New Horizons: Forces Impacting the Future of Tourism 573 The Tourist of the Future 583 The Changing Nature of Tourism Products 591 Managing the Future Effectively 594 Summary 594 Key Concepts 595 Internet Exercises 595 Questions for Review and Discussion 596 Selected References 597 Glossary 613 Index 619ftoc.indd xii 7/26/08 12:36:31 PM
  15. 15. Preface ᇻ᪎ļ Space travel, only a few years ago the dream of a few space pioneers, is now a featured story in the travel sections of leading newspapers. Billionaires write checks for a place in line to go into space while ordinary travelers note the emergence of the megaplane, the Airbus A380, with potential capacity of over eight hundred. Meanwhile Boeing has responded with the smaller, lighter Boeing 287 Dreamliner about to enter commercial service. Most important, tourism planners recognize that technological change, peak oil prices, climate change, and other environmental issues necessitate adaptation if tourism is to thrive. The industry must respond to the above challenges and opportunities plus deal with options generated by the proliferation of travel blogs and social networking sites, such as Facebook and MySpace, which change the stream of communication about travel and tourism. Furthermore, security continues to present challenges and added cost. These factors underscore why the globe’s most dynamic industry demands constant reassessment. While basic tourism principles remain, applications must constantly be reevaluated in light of new developments. Already the world’s largest industry, tourism grows even more as millions of travelers from such booming economies as China, India, Brazil, and Russia seek culture, comfortable climates, and recreation in offshore destinations. At the same time, additional millions of retiring baby boomers from industrialized nations will take advantage of leisure time to enjoy increased travel. All are lured to pack their bags as increasing access to the Internet and television whet appetites to see the modern wonders of the world. The travel industry must respond. Accordingly, the eleventh edition is designed to examine changes and relate them to the basic concepts of tourism. This book is intended to be used primarily as a textbook for college and university courses in tourism. However, the book also provides valuable information and guidance for national/state/provincial/local tourism offices, convention and visitors bureaus, chambers of commerce, tourism planning and development organizations, tourism promoters, tourist accommodations, attractions and other businesses, transportation carriers, oil and automotive companies, and any other organization that is interested or involved in the movement of people from their homes or business destinations.fpref.indd xiii 7/26/08 12:38:34 PM
  16. 16. xiv ሁ᪎ļ Preface NEW TO THIS EDITION The eleventh edition has been revised and updated to explore new trends in travel and tourism and discusses changes to the industry since the publication of the previous edition. New elements in the eleventh edition include: ᭿ Profiles of travel industry leaders such as J. R. Marriott, Jr., of Marriott International and James Rasulo of Walt Disney Parks and Resorts and their comments about the future are included. These industry leaders have introduced practices that have transformed the nature and quality of the vacation experience. We are also proud to acknowledge the outstanding ethical and moral leadership that Francesco Frangialli, the Secretary-General of the United Nations World Tourism Organization (UNWTO), has brought to tourism over the past two decades. ᭿ Global Insights are short features that cover timely, interesting, and even whim- sical topics that serve as a stimulus for discussion. Examples are the Seven New Wonders, Open Skies, and Theme Park Trivia. These Global Insights facilitate and strengthen the ability of the instructor to identify selected areas of emerg- ing importance in tourism. In addition, they assist the instructor in exploring the significance of these areas, without requiring extensive background reading. ᭿ New information on high-speed rail and river cruises in Chapter 5. ᭿ Additional information on meetings and conventions in Chapter 6. ᭿ Extensive treatment of the changing world of travel distribution in Chapter 7. ᭿ Information on passports, visas, ethics, and government policy impacts in Chapter 15. ᭿ Additional coverage of crisis management throughout the book. ᭿ Discussion of the use of the Internet in tourism research, marketing, and promotion in Chapters 18 and 19. ᭿ New material on social media, blogs, and podcasting in Chapter 19. ᭿ A new look at the future of travel in Chapter 20. ᭿ Updated and additional Internet Exercises at the end of each chapter to keep infor- mation current. ᭿ Selected references for each chapter have been gathered in an appendix. ᭿ Updated Internet sites for each chapter can be found on the companion Web site for the book at ORGANIZATION AND CONTENT This book explores major concepts in tourism, what makes tourism possible, and how tourism can become an important factor in the wealth of any nation. It is written in broad, global terms, discussing the principles, practices, and philosophies of tourismfpref.indd xiv 7/26/08 12:38:35 PM
  17. 17. Preface Ļ᪏ሁ xv that have been found to bring about success. In this eleventh edition of Tourism, even greater attention has been paid to the global impact of tourism, both economically and socially. For tourism to be successful, a great variety of components must work together seamlessly to create a positive travel experience. This book is divided into six parts, which examine the various components of tourism, their function, and their significance. Part 1 provides a broad overview of tourism, with chapters devoted specifically to the global impact of tourism, a history of travel, and career opportunities. Part 2 looks at the governmental and private-sector organizations that provide services, products, and destinations for travelers. Individual chapters discuss tourist organizations, passenger transportation, lodging and food service providers, travel agents and wholesalers, and tourism attractions. In Part 3, students learn about travel motivation, travel behavior, and the sociology of tourism. Part 4 is devoted to tourism planning and a further examination of the compo- nents of tourism. A chapter on formulating tourism policy is included in this part. Other chapters cover topics such as tourism supply, forecasting demand, the economic impact of tourism, tourism planning, and environmental issues. In light of the grow- ing importance of the environment, a particular effort has been made to explore fully the managerial issues at the tourism/environment interface—a point at which there is much potential for conflict. Part 5 examines the important fields of tourism research and tourism marketing. Part 6 looks at projections for tourism in 2020 and suggests how today’s industry can prepare itself to accommodate future growth and meet tomorrow’s challenges. FEATURES To help students better understand and process the information presented, a number of pedagogical features have been integrated into this textbook. The Learning Objectives at the beginning of each chapter alert students to the important concepts that will be covered. LEARNING OBJECTIVES ᭿ Understand what tourism is and its many ᭿ Appreciate how important this industry is definitions. to the economy of the world and of many ᭿ Learn the components of tourism and countries. tourism management. ᭿ Know the benefits and costs of tourism. ᭿ Examine the various approaches to studying tourism and determine which is of greatest interest to you. The chapter Introduction sets the scene and provides some context for what students are about to read. When appropriate, boxes, tables, illustrations, photos, and Internetfpref.indd xv 7/26/08 12:38:36 PM
  18. 18. xvi ሁ᪎ļ Preface sites have been included to help illustrate important topics and ideas. The chapter discussion concludes with a written Summary to help students reinforce what they have read. SUMMARY In this chapter we have examined the subject of tourism. The rapid growth in the movement of people, both domestically and internationally, has brought about an industry of vast proportions and diversity. Also, the industry is universal—found in all countries of the world, but in greatly varied qualities and proportions. The list of Key Concepts serves as a valuable checkpoint for understanding the chapter topics. ሁ᪎ļ KEY CONCEPTS Ļ᪏ሁ activities International Association of recreation aquariums Amusement Parks and Recreation Vehicle Industry attractions Attractions Association An updated directory of Internet Sites lists Web sites referred to in the chapter as well as additional sites students can turn to for more information. This directory can be found on the companion Web site for the book at Three types of exercises have been provided to gauge student understanding of the subject matter. The Questions for Review and Discussion test student recall of important chapter concepts and include some critical thinking questions. ሁ᪎ļ QUESTIONS FOR REVIEW AND DISCUSSION Ļ᪏ሁ 1. Give some of the main reasons that attractions 7. Is the ownership of recreational vehicles a and entertainment places are enjoying growing passing fad? popularity. 8. Where are the most famous national parks 2. How important are these factors as pleasure located? Select various countries. travel motivators? The Case Problems present hypothetical situations that require students to apply what they have learned. They can be used for written assignments or as the catalyst for class discussions. ሁ᪎ļ CASE PROBLEM Ļ᪏ሁ Many of the states in the United States are experi- you have decided to introduce legislation legalizing encing budget problems. A number of legislatures gaming, to bolster your state’s budget. What would are considering legalizing gaming (gambling). Some be your arguments supporting this bill? What opposi- states have already done so. As a state representative, tion would you expect?fpref.indd xvi 7/26/08 12:38:36 PM
  19. 19. Preface Ļ᪏ሁ xvii Also included are a series of Internet Exercises, designed to increase students’ familiarity with technology by having them visit important travel industry Web sites and answer questions based on their investigation. This section has been expanded in this edition. ሁ᪎ļ INTERNET EXERCISES Ļ᪏ሁ The Internet sites mentioned in this chapter plus ACTIVITY 2 some selected additional sites are listed for your Site Name: National Trust for Historic Preservation convenience on the companion Web site for this URL: book, Background Information: The National Trust for ACTIVITY 1 Historic Preservation is a privately funded non- Site Name: The National Amusement Park profit organization that provides leadership, edu- Historical Association cation, and advocacy to save America’s diverse historic places and revitalize our communities. URL: Background Information: The National Exercises Amusement Park Historical Association (NAPHA) 1. What are National Trust Historic Sites? is an international organization dedicated to the 2. Where does the National Trust get its operating preservation and enjoyment of the amusement funds? and theme park industry—past, present, and 3. Does the National Trust decide which buildings future. are historic? Exercises 1. Trace the evolution of the amusement park from medieval Europe to the present day. 2. What is the prognosis for the amusement park industry in the United States today? Features new to this edition are Global Insights on timely subjects that can serve as a springboard for lively discussion and as the basis for encouraging deeper study into key issues of the day. ᪎ļ GLOBAL INSIGHT Ļ᪏ New Wonders the ancient city of Petra in Jordan; the statue of Christ the Redeemer in Rio de Janeiro; Machu Picchu S ix years ago, Bernard Weber, a Swiss filmmaker, created a popularity contest to choose seven new world wonders since the Great Pyramids of Egypt are in Peru; the Maya ruins of Chichen Itza in Mexico; the Colosseum in Rome; and India’s Taj Mahal. the sole remaining wonder of the Seven Wonders of the All are sites well worth visiting, but it will be Ancient World. Nearly 200 early candidates chosen interesting to see if Weber’s “New Seven Wonders” by Internet ballot were reduced down by a panel of become an accepted list because his campaign did not experts to 21 finalists. Online and telephone call-in receive the backing of major mainstream monument voting on finalists began in 2005. Nothing prevented designation organizations or at UNESCO’s World multiple voting by travelers, fans, citizens, governments, Heritage agency. tourism organizations, and so on. The poll was decidedly unscientific. DISCUSSION QUESTIONS Even so, millions of people from around the world 1. What marketing opportunities does being named a voted via the Internet to choose a new list of the Seven new wonder present? Wonders of the World. The winners were announced on the seventh day of the seventh month in the year 2. What do you think of Weber’s methodology to ’07 (07/07/07). Winners were: the Great Wall of China; choose the new seven wonders? Also featured are Profiles of six travel and tourism leaders and WATG, one of the top destination design firms in the world. Our goal in including these profiles is to acknowledge the very special contributions that these industry leaders have made to tourism.fpref.indd xvii 7/26/08 12:38:40 PM
  20. 20. xviii ሁ᪎ļ Preface PROFILE ᭿ Publication of National Geographic Traveler Special Supplements, in-book editorial supplements that focus on a single destination from a cultural perspective ᭿ Creation of National Geographic Traveler Destination Immersion Programs, local market events that allow the general public consumers and readers of Traveler magazine to “sample” a destination via seminal experiences with food and wine tastings, photo gallery exhibitions, live photography presentations, and live music concerts featuring artists from around DAWN DREW the globe Vice President, Publisher In addition to her publishing responsibilities for the National Geographic Traveler magazine, Dawn has remained active in the travel industry. Since 1996, she has served as a member of the Travel Industry Association (TIA) board of directors, D awn Drew joined the National Geographic Society as advertising director of National Geographic Traveler magazine in December 1994. During her nine has been chair of the research committee for three consecutive years, is currently chair of the marketing committee, has held officers’ positions for five years, and years with the Society, she has been promoted twice, is currently the second vice chair of the organization. In first to publisher of Traveler in 1998 and two years 2009, Dawn will become national chair of the TIA, the later to vice president. first magazine publisher ever to hold that post. An Instructor’s Manual (ISBN 978-047-025410-3) is available to professors who have adopted this textbook. The Instructor’s Manual contains teaching suggestions, sample syllabi, and test questions and answers. An electronic version of the Instructor’s Manual is available to qualified instructors on the companion Web site at http:// The Web site also includes PowerPoint slides and Internet resources. ACKNOWLEDGMENTS As this eleventh edition goes to press, we celebrate the thousands of students who have already begun their education in travel and tourism with previous editions of this book. We acknowledge their participation through their letters to us and to our publisher. We are grateful for the help of all of the educators who have contributed to this and previous editions through their constructive comments and feedback at confer- ences, via telephone, and written correspondence. Many thanks go to the current reviewers of the manuscript for their helpful com- ments. They include: Dogon Gursoy, Washington State University Richard F. Patterson, Western Kentucky University Wayne W. Smith, College of Charleston Victor Teye, Arizona State University Dallen Timothy, Brigham Young University We cannot emphasize too much the extent to which their comments have provided guidance to us in our revision efforts and as we constantly seek to maintainfpref.indd xviii 7/26/08 12:38:42 PM
  21. 21. Preface Ļ᪏ሁ xix the pioneering standard for quality set for us by the founder of this textbook, Dr. Robert W. McIntosh. May we once again salute him. We especially wish to thank Philip L. Pearce, Department of Tourism, James Cook University, Townsville, Queensland, Australia, for his contribution of Chapter 9, “Motivation for Pleasure Travel.” A special word of thanks must also go to Dr. Richard F. Patterson, Associate Professor of Hotel, Restaurant, and Tourism Management, Western Kentucky University, who developed a number of the Internet exercises for this text- book, and Cindy DiPersio, University of Colorado, who proofread the manuscript. We also acknowledge the support of the staff at John Wiley & Sons, especially JoAnna Turtletaub, Melissa Oliver, Tzviya Siegman, CJ Guiang, and Richard DeLorenzo. Special recognition must go to Deb Angus at the University of Calgary, who tirelessly prepared the manuscript, artwork, index, and Instructor’s Manual. Charles R. Goeldner University of Colorado J. R. Brent Ritchie University of Calgaryfpref.indd xix 7/26/08 12:38:43 PM
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  23. 23. Tourism Overview ሑ᪎ļ P ART 1 Chapter 1 Tourism in Perspective Chapter 2 Tourism through the Ages Chapter 3 Career Opportunities Florence, Italy, is a favorite destination in Europe for travelers around the world. Copyright © Corbis Digital Stockp01.indd 1 7/26/08 12:39:58 PM
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  25. 25. CHAPTER 1ሁ᪎ļ Tourism in Perspective LEARNING OBJECTIVES ᭿ Understand what tourism is and its many ᭿ Appreciate how important this industry is definitions. to the economy of the world and of many ᭿ Learn the components of tourism and countries. tourism management. ᭿ Know the benefits and costs of tourism. ᭿ Examine the various approaches to studying tourism and determine which is of greatest interest to you. Tourism is visiting the exquisite canaled city of Venice, Italy; exploring the waterways and walkways; riding in a gondola; taking the vaporetti (public “bus” ferries); admiring the bridges, museums, palaces, and churches. This magical city with its unique beauty provides tourists from all over the world enjoyment. Photo courtesy of © PhotoDisc, Inc./Getty Images.c01.indd 3 7/25/08 10:48:49 AM
  26. 26. 4 ሁ᪎ļ Chapter 1 Tourism in Perspective INTRODUCTION Bon Voyage! You are setting off on a voyage to learn about the subject of tourism. Assuming that the forecasters and futurists are correct, you are studying the world’s largest indus- try. Tourism is alive with dynamic growth, new activities, new destinations, new tech- nology, new markets, and rapid changes. Record numbers of tourists are traveling the globe, attracted by an increased variety of tour packages, cruises, adventure experiences, and independent itineraries. All of these visitors and the activities they generate change local communities. They have an economic and social impact that cannot be ignored. In today’s society, attention must be paid to environmental issues, cultural issues, economic issues, the way landscapes are created to appeal to tourists, and how tourists behave. The tourism industry is global. It is big business and will continue to grow. Meeting this growth with well-planned, environmentally sound development is a challenge for planning all over the world, whether it is Indonesia, Nepal, the United States, Australia, Thailand, or France. The goal of this chapter and the book is to raise issues, provide frameworks, and generate your thoughtful consideration of the issues and changes facing this complex field as it operates in an increasingly technological and global age. WHAT IS TOURISM? When we think of tourism, we think primarily of people who are visiting a particu- lar place for sightseeing, visiting friends and relatives, taking a vacation, and having a good time. They may spend their leisure time engaging in various sports, sunbathing, talking, singing, taking rides, touring, reading, or simply enjoying the environment. If we consider the subject further, we may include in our definition of tourism people who are participating in a convention, a business conference, or some other kind of business or professional activity, as well as those who are taking a study tour under an expert guide or doing some kind of scientific research or study. These visitors use all forms of transportation, from hiking in a wilderness park to fly- ing in a jet to an exciting city. Transportation can include taking a chairlift up a Colorado mountainside or standing at the rail of a cruise ship looking across the blue Caribbean. Whether people travel by one of these means or by car, motorcoach, camper, train, taxi, motorbike, or bicycle, they are taking a trip and thus are engaging in tourism. That is what this book is all about—why people travel (and why some don’t) and the socio- economic effects that their presence and expenditures have on a society. Any attempt to define tourism and to describe its scope fully must consider the various groups that participate in and are affected by this industry. Their perspectivesc01.indd 4 7/25/08 10:48:54 AM
  27. 27. What Is Tourism? Ļ᪏ሁ 5 In the United States, the definition of a person-trip is one person traveling 50 miles (one way) or more away from home, or staying overnight regardless of distance. U.S. residents take over two billion person-trips a year— mostly by motor vehicle on the nation’s highways. Courtesy of The Adirondack Regional Tourism Council. are vital to the development of a comprehensive definition. Four different perspectives of tourism can be identified: 1. The tourist. The tourist seeks various psychic and physical experiences and sat- isfactions. The nature of these will largely determine the destinations chosen and the activities enjoyed. 2. The businesses providing tourist goods and services. Businesspeople see tour- ism as an opportunity to make a profit by supplying the goods and services that the tourist market demands. 3. The government of the host community or area. Politicians view tourism as a wealth factor in the economy of their jurisdictions. Their perspective is related to the incomes their citizens can earn from this business. Politicians also consider the foreign exchange receipts from international tourism as well as the tax receipts collected from tourist expenditures, either directly or indirectly. The government can play an important role in tourism policy, development, promo- tion, and implementation (see Chapter 15). 4. The host community. Local people usually see tourism as a cultural and employment factor. Of importance to this group, for example, is the effect of the interaction between large numbers of international visitors and residents. This effect may be beneficial or harmful, or both.c01.indd 5 7/25/08 10:48:54 AM
  28. 28. 6 ሁ᪎ļ Chapter 1 Tourism in Perspective Thus, tourism may be defined as the processes, activities, and outcomes arising from the relationships and the interactions among tourists, tourism suppliers, host governments, host communities, and surrounding environments that are involved in the attracting and hosting of visitors. (See the Glossary for definitions of tourist and excursionist.) Tourism is a composite of activities, services, and industries that deliver a travel experience: transportation, accommodations, eating and drinking establishments, shops, entertainment, activity facilities, and other hospitality services available for individuals or groups that are traveling away from home. It encompasses all pro- viders of visitor and visitor-related services. Tourism is the entire world industry of travel, hotels, transportation, and all other components that, including promotion, serve the needs and wants of travelers. Finally, tourism is the sum total of tourist expenditures within the borders of a nation or a political subdivision or a transporta- tion-centered economic area of contiguous states or nations. This economic concept also considers the income multiplier of these tourist expenditures (discussed in Chapter 14). One has only to consider the multidimensional aspects of tourism and its interac- tions with other activities to understand why it is difficult to come up with a mean- ingful definition that will be universally accepted. Each of the many definitions that have arisen is aimed at fitting a special situation and solving an immediate problem, and the lack of uniform definitions has hampered the study of tourism as a discipline. Development of a field depends on: (1) uniform definitions, (2) description, (3) analysis, (4) prediction, and (5) control. Tourism is relaxing and enjoying a beautiful beach. The tranquillity of St. Martin offers a quiet escape from the complexities of the modern world. Photo courtesy of the Le Meridian Le Domaine, St. Martin.c01.indd 6 7/25/08 10:48:55 AM
  29. 29. What Is Tourism? Ļ᪏ሁ 7 Modern tourism is a discipline that has only recently attracted the attention of scholars from many fields. The majority of studies have been conducted for special purposes and have used narrow operational definitions to suit particular needs of researchers or government officials; these studies have not encompassed a systems approach. Consequently, many definitions of tourism and the tourist are based on dis- tance traveled, the length of time spent, and the purpose of the trip. This makes it difficult to gather statistical information that scholars can use to develop a database, describe the tourism phenomenon, and do analyses. The problem is not trivial. It has been tackled by a number of august bodies over the years, including the League of Nations, the United Nations, the United Nations World Tourism Organization (UNWTO), the Organization for Economic Cooperation and Development (OECD), the National Tourism Resources Review Commission, and the U.S. Senate’s National Tourism Policy Study. The following review of various definitions illustrates the problems of arriving at a con- sensus. We examine the concept of the movement of people and the terminology and defi- nitions applied by the United Nations World Tourism Organization and those of the United States, Canada, the United Kingdom, and Australia. Later, a comprehensive classification of travelers is provided that endeavors to reflect a consensus of current thought and practice. United Nations World Tourism Organization Definitions The International Conference on Travel and Tourism Statistics convened by the United Nations World Tourism Organization (UNWTO) in Ottawa, Canada, in 1991 reviewed, updated, and expanded on the work of earlier international groups. The Ottawa Conference made some fundamental recommendations on definitions of tour- ism, travelers, and tourists. The United Nations Statistical Commission adopted the UNWTO’s recommendations on tourism statistics on March 4, 1993. Tourism The UNWTO has taken the concept of tourism beyond a stereotypical image of “holiday making.” The officially accepted definition is: “Tourism comprises the activities of persons traveling to and staying in places outside their usual environment for not more than one consecutive year for leisure, business, and other purposes.” The term usual environment is intended to exclude trips within the area of usual residence, fre- quent and regular trips between the domicile and the workplace, and other community trips of a routine character. 1. International tourism a. Inbound tourism: Visits to a country by nonresidents b. Outbound tourism: Visits by residents of a country to another country 2. Internal tourism: Visits by residents and nonresidents of the country of reference 3. Domestic tourism: Visits by residents of a country to their own countryc01.indd 7 7/25/08 10:48:56 AM
  30. 30. 8 ሁ᪎ļ Chapter 1 Tourism in Perspective 4. National tourism: Internal tourism plus outbound tourism (the resident tourism market for travel agents, airlines, and other suppliers) Traveler Terminology for International Tourism Underlying the foregoing conceptualization of tourism is the overall concept of trave- ler, defined as “any person on a trip between two or more countries or between two or more localities within his/her country of usual residence.” All types of travelers engaged in tourism are described as visitors, a term that constitutes the basic concept of the entire system of tourism statistics. International visitors are persons who travel for a period not exceeding twelve months to a country other than the one in which they generally reside and whose main purpose is other than the exercise of an activity remunerated from within the place visited. Internal visitors are persons who travel to a destination within their own country, that is outside their usual environment, for a period not exceeding twelve months. All visitors are subdivided into two further categories: 1. Same-day visitors: Visitors who do not spend the night in a collective or private accommodation in the country visited—for example, a cruise ship passenger spending four hours in a port or day-trippers visiting an attraction 2. Tourists: Visitors who stay in the country visited for at least one night—for example, a visitor on a two-week vacation There are many purposes for a visit—notably pleasure, business, and other purposes, such as family reasons, health, and transit. United States The Western Council for Travel Research in 1963 employed the term visitor and defined a visit as occurring every time a visitor entered an area under study. The definition of tourist used by the National Tourism Resources Review Commission in 1973 was: “A tourist is one who travels away from home for a distance of at least 50 miles (one way) for business, pleasure, personal affairs, or any other purpose except to commute to work, whether he stays overnight or returns the same day.” The Travel Industry Association of America (TIA) research department defines a person-trip as one person traveling 50 miles (one way) or more away from home or staying overnight, regardless of distance. Trips are included regardless of purpose, excluding only crews, students, military personnel on active duty, and commuters. Canada In a series of quarterly household sample surveys known as the Canadian Travel Survey that began in 1978, trips qualifying for inclusion are similar to those in thec01.indd 8 7/25/08 10:48:56 AM
  31. 31. What Is Tourism? Ļ᪏ሁ 9 United States. The 50-mile figure was a compromise to satisfy concerns regarding the accuracy of recall for shorter trips and the possibility of the inclusion of trips com- pleted entirely within the boundaries of a large metropolitan area such as Toronto. The determination of which length of trip to include in surveys of domestic travel has varied according to the purpose of the survey methodology employed. Whereas there is general agreement that commuting journeys and one-way trips should be excluded, qualifying distances vary. The province of Ontario favors 25 miles. In Canada’s international travel surveys, the primary groups of travelers identified are nonresident travelers, resident travelers, and other travelers. Both nonresident and resident travelers include both same-day and business travelers. Other travelers consist of immigrants, former residents, military personnel, and crews. United Kingdom The National Tourist Boards of England, Scotland, and Northern Ireland sponsor a con- tinuous survey of internal tourism, the United Kingdom Tourism Survey (UKTS). It meas- ures all trips away from home lasting one night or more; these include: (1) trips taken by residents for holidays, (2) visits to friends and relatives (nonholiday), or (3) trips taken for business, conferences, and most other purposes. In its findings, the UKTS distinguishes between holiday trips of short (one to three nights) and long (four-plus nights) duration. The International Passenger Survey collects information on both overseas visitors to the United Kingdom and travel abroad by U.K. residents. It distinguishes five dif- ferent types of visits: holiday independent, holiday inclusive, business, visits to friends and relatives, and miscellaneous. Australia The Australian Bureau of Industry Economics in 1979 placed length of stay and dis- tance traveled constraints in its definition of tourist as follows: “A person visiting a location at least 40 kilometers from his usual place of residence, for a period of at least 24 hours and not exceeding 12 months.” In supporting the use of the UNWTO definitions, the Australian Bureau of Statistics notes that the term “usual environment is somewhat vague.” It states that “visits to tour- ist attractions by local residents should not be included” and that visits to second homes should be included only “where they are clearly for temporary recreational purposes.” Comprehensive Classification of Travelers The main types of travelers are indicated in Figure 1.1. Shown is the fundamental distinction between residents and visitors and the interest of travel and tourism practi- tioners in the characteristics of nontravelers as well as travelers. The figure also reflectsc01.indd 9 7/25/08 10:48:57 AM
  32. 32. 10 ሁ᪎ļ Chapter 1 Tourism in Perspective the apparent consensus that business and same-day travel both fall within the scope of travel and tourism. Placed to one side are some other types of travelers generally regarded as being outside the area of interest, although included in some travel surveys. Foremost among these exclusions are commuters, who seem to fall outside the area of interest to all in the travel and tourism community. Other travelers generally excluded from studies on travel and tourism are those who undertake trips within the community, which for convenience are described arbitrarily as trips involving less than a specific one-way distance, such as 50 miles. These “other travelers” have been focused on in the Nationwide Personal Transportation Surveys conducted by the U.S. Department of Transportation. The broad class of travelers categorized as migrants, both international and domestic, is also commonly excluded from tourism or travel research, on the grounds that their movement is not temporary, although they use the same facilities as other travelers, albeit in one direction, and frequently require temporary accommo- dation on reaching their destination. The real significance of migration to travel and tourism, however, is not in the one-way trip in itself, but in the long-run implications of a transplanted demand for travel and the creation of a new travel destination for separated friends and relatives. Other groups of travelers are commonly excluded from travel and tourism stud- ies because their travel is not affected by travel promotion, although they tend to compete for the same types of facilities and services. Students and temporary workers traveling purely for reasons of education or temporary employment are two leading examples. Another frequently excluded group consists of crews, although they can be regarded as special subsets of tourists. Of those travelers directly within the scope of travel and tourism, basic distinc- tions are made among those whose trips are completed within one day. The same- day visitors are also called day-trippers and excursionists because they stay less than twenty-four hours. While they are important travelers, their economic signifi- cance pales in comparison to travelers who stay one or more nights. An additional meaningful division may also be made between those international travelers whose travel is between continents and those whose international travel is confined to coun- tries within the same continent. In the case of the United States, the distinction is between (1) trips to or from the neighboring countries of Canada and Mexico or else- where in the Americas and (2) trips made to or from countries in Europe or on other continents. The purposes of travel identified in Figure 1.1 go beyond those traditionally accepted because of the growing evidence that “visits to friends and relatives” (VFR) is a basic travel motivation and a distinctive factor in marketing, accounting for a major proportion of travel. In any event, “primary purpose” is an arbitrary concept because many journeys are undertaken for a combination of reasons, such as “business and vacation.”c01.indd 10 7/25/08 10:48:57 AM
  33. 33. What Is Tourism? Ļ᪏ሁ 11 Residents Visitors Nontravelers Travelers Within scope of Other travel and tourism travelers Commuters International Domestic Other local travelers (3) Intercontinental Continental Interregional Regional Crews Staying one or Students (4) Same-day (2) more nights (1) Migrants (5) Temporary Primary purposes of travel Workers Visiting friends or Other personal Business relatives (VFR) business Pleasure Primary activities: Primary activities: Primary activities: Primary activities: • Consultations • Socializing • Shopping • Recreation • Conventions • Dining in • Visiting lawyer • Sight-seeing • Inspections • Home entertainment • Medical appointment • Dining out Secondary activities: Secondary activities: Secondary activities: Secondary activities: • Dining out • Dining out • Dining out • VFR • Recreation • Physical recreation • VFR • Convention • Shopping • Shopping • Business • Sight-seeing • Sight-seeing • Shopping • VFR • Urban entertainment (1) Tourists in international technical definitions. (2) Excursionists in international technical definitions. (3) Travelers whose trips are shorter than those that qualify for travel and tourism: e.g., under 50 miles (80 km) from home. (4) Students traveling between home and school only—other travel of students is within scope of travel and tourism. (5) All persons moving to a new place of residence, including all one-way travelers, such as emigrants, immigrants, refugees, domestic migrants, and nomads. Figure 1.1 Classification of travelers.c01.indd 11 7/25/08 10:48:58 AM
  34. 34. 12 ሁ᪎ļ Chapter 1 Tourism in Perspective Tourism is engaging in unique experiences like riding elephants in interesting destinations such as Thailand. Photographs Copyright © 2003 IMS Communications Ltd. COMPONENTS OF TOURISM AND TOURISM MANAGEMENT Tourism is a complex phenomenon, one that is extremely difficult to describe suc- cinctly. Any “model” of tourism must “capture” the composition—or components— of the tourism system, as well as the key processes and outcomes that occur within The ability of Las Vegas to amaze and entertain seems unlimited. Its re-creation of many of the world’s best-known destinations and icons offers visitors an exciting experience. Photo courtesy of Digital Vision.c01.indd 12 7/25/08 10:48:59 AM