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Revista mexicana de ciencias agrícolas

Print version ISSN 2007-0934

Rev. Mex. Cienc. Agríc vol.5 n.spe9 Texcoco Sep./Nov. 2014

https://doi.org/10.29312/remexca.v0i9.1060 

Essays

Methods for the analysis of tourism potential of rural areas

Mildred Joselyn Mikery Gutiérrez1 

Arturo Pérez-Vázquez1  § 

1 Colegio de Postgraduados- Campus Veracruz. Carretera Federal Veracruz-Xalapa, km 88.5. Tepetates, Manlio Fabio Altamirano, México. C. P. 91690. Tel: 229 2010770. Ext. 64332. (Joselyn.mikery@colpos.mx).


Abstract

The integration of tourism to rural productive activities represents a strategy for improving the living conditions of the inhabitants. Studies have raised the potential of rural areas to integrate tourism activities from different perspectives. The objective of this study was to analyse the research methods used to determine the tourism potential of rural areas and discuss the scope and limitations of these methods. International literature on research methods and approaches used to address the ability of rural areas for tourism in its various forms was also analysed. The methods are grouped by dimension (social, economic, environmental) to determine the tourism potential and research paradigms. Diversity was found in methods from different research paradigms and different disciplines with similar objectives. Besides inconsistencies in the goal of sustainability in rural development; where a dimension of reality is studied and a greater importance is attributed to the biogeographical resources without considering the social and economic dimensions. Integrating different dimensions (social, environmental, economic, political and institutional) that define the characteristics of each territory under a complex approach of the system, considering the interaction between its components and the context.

Keywords: multifunctionality of space; rural tourism; study methods; touristic aptitude

Resumen

La integración del turismo a las actividades productivas rurales representa una estrategia para mejorar las condiciones de vida de los pobladores. Se han planteado estudios del potencial del territorio rural para integrar actividades turísticas desde diferentes perspectivas. El objetivo de este ensayo fue analizar los métodos de investigación utilizados para determinar el potencial turístico del territorio rural y discutir los alcances y limitantes de estos métodos. Se analizó la literatura internacional en métodos y enfoques de investigación utilizados para abordar la capacidad del territorio rural para actividades turísticas en sus diferentes modalidades. Los métodos se agruparon por dimensión (social, económica, ambiental) para determinar el potencial turístico y por paradigma de investigación. Se encontró diversidad en métodos, desde diferentes paradigmas de investigación y diferentes disciplinas con objetivos similares. Además de inconsistencias entre el objetivo de sustentabilidad en el desarrollo rural; donde se estudia una dimensión de la realidad y se atribuye mayor relevancia a los recursos biogeográficos sin considerar las dimensiones sociales o económicas. Se requiere la integración de diferentes dimensiones (social, ambiental, económica, política e institucional) que definan las características propias de cada territorio, bajo un enfoque de sistemas complejos considerando la interacción entre sus componentes y al contexto.

Palabras clave: aptitud turística; métodos de estudio; multifuncionalidad del espacio; turismo rural

Introduction

The integration of tourism to rural regions to diversify their productive activities or make a multifunctional use of space, has been proposed as a strategy for development of the rural sector in different countries (Fleischer and Tchetchik, 2005; Brandth and Haugen, 2011), including Mexico (Sánchez and Ramírez-Valverde, 2007; SECTUR-CESTUR, 2007). In Mexico, the tourism sector is of great importance for income generation and direct and indirect jobs (SECTUR, 2001).Therefore, through rural tourism is to improve the welfare and reduce poverty status of rural families (SECTUR-CESTUR, 2007). Thus, rural tourism becomes an important activity to promote employment, vitality and sustainability of rural communities (Hall et al., 2005).

Some strategies developed in Mexico to promote tourism activities in rural communities are the National Strategy for Sustainable Development of Tourism and Recreation in the Natural Protected Areas of Mexico (CONANP, 2006) and the Programme for Tourism in Protected Natural Areas (SEMARNAT and CONANP, 2007).They promote activities related to nature tourism as a source of income for the population living in Protected Natural Areas. However, the complexity that characterizes the rural area and the tourism system, has led to the development of scientific research to analyse the tourism potential from different angles (Figure 1).

Figure 1 System tour and disciplines that have studied its different elements. 

In this sense, the philosophical position taken and the paradigm guiding the study methods, derived from research approaches used by different disciplines to study tourist phenomena, determining the level of analysis, planning and strategies for the development of this potential (Xiao and Smith, 2007). This has led to various methodologies developed to study the design, evaluation and management of tourism resources in rural areas. However, there is a lack of analysis of the methodologies used to study the tourism potential of rural areas, analysis of research approaches and methods used to study the tourism potential in the rural area still needed as it depend strategies or proposals for the development of this sector.

A literature review and analysis of various forms of tourism in the rural area was conducted, the term tourist potential of the territory as well as the approach taken for analysis herein was defined. Subsequently, the analysis of the methods and approaches documented to identify the tourism potential in its various forms in the rural territory research is presented. Generating new paradigms and research methods based on the complexity of the territory.

Expressions of tourism in the rural area

The continuous expansion and diversification of tourism responds to multiple motivations and preferences of the tourists. That in accordance with the Federal Ministry of Tourism (SECTUR), the tourism sector is segmented into conventional and nature tourism. The latter is divided into modalities of adventure tourism, ecotourism and rural tourism (SEMARNAT, 2009), which have a different effect on the dynamic rural communities and their development. As rural tourism have raised a number of practices. Among them, agro-tourism and agro-ecotourism.

Farming is considered as an activity in which the visitor contemplates the agricultural land in the surrounding landscape of the farm, or participating in an agricultural process for recreation or leisure (Fleischer and Tchetchik, 2005; Veeck et al., 2006) for income generation or add value to the farm and its activities (Ollenburg and Buckley, 2007; Phillip et al., 2010; Barbieri, 2012). Several activities are classified as agro-tourism, including daily visits or tours, walks in the garden, recreational auto-extraction as fruits collection operations, as well as hunting and fishing for a fee, outdoor activities, nature observation and wildlife (Wilson et al., 2006; Barbieri et al., 2008).

This establishes synergies not only in agriculture but other elements such as permaculture, organic agriculture, eco-techniques and alternative energy. For the Federal Ministry of Tourism of Mexico (SECTUR, 2004), agro-tourism is considered as the "form of tourism in agricultural areas, with the use of a rural environment, occupied by a peasant society, that shows and shares not only its idiosyncrasies and farming techniques, but also their socio-productive, natural environment conservation, cultural events and where it is intended that the activity represents an alternative to achieve the farmer to benefit from the expansion of his business, by combining agriculture and tourism".

From the perspective of agro-eco-systemic and multi-functional space, we have considered the integration of tourism in rural areas, where the integrated environmental, socio-cultural and economic aspects enable sustainable development of rural society (Mikery-Gutiérrez et al., 2013). In this sense, agro-ecotourism has emerged as the development of primary production activities (agriculture), secondary (craft, food, etc.) and tertiary (tourism) in rural areas, along with actions to conserve biodiversity and promotion of local culture to promote sustainable local development.

Defining tourism potential of the territory

Because of its latin etymological origins, the term potential is formed from the union of three parts: the term potis which means "power", the link- nt- equivalent to "agent" and the suffix al- which can be translated as "related to", understanding it as “related to an agent of power”. According to the Dictionary of the Spanish Language (DRAE, 2001), the potential term has several meanings, one of which is "referred to something that can happen or exist as opposed to what exists". Thus, the potential can be treated as an adjective refers to what can exist in the area. This has also been used to refer to the aptitude of an area. The aptitude area is defined by an analysis of the vocation of space. This commitment, in terms of land use, has been defined as the result of the interaction between biophysical factors (climate, topography, soil, drainage) and socio-economic conditions in an area and define the best use can be assigned a given space. That is, applications that let you prioritize according to their natural, social, economic and political viability (Delgado, 2007).

The term “potential” is also used more specifically to address a dimension of analysis or a group of them. As in the natural potential or natural potential of the territory, based on the evaluation of natural aptitudes of the territory by analysing the natural vocation of the different units of physical geographic landscape (Bollo et al., 2010). Where aptitude assessment define the potential of the territory, thereof depending on the paradigm of the researchers. Thus, the potential term associated to the territory, refers to the ability or his suitability for activities given possesses the qualities in different dimensions (environmental, socio-cultural, economic, political and institutional). Where identified these qualities allow the prioritization of land use.

For the study of tourism potential, there are two major trends in your definition, one based on "material" approach and an "immaterial". The trend "material" considers the potential of tourism as "the sum of natural and human resources" (Ielenicz and Comănescu, 2006) and "immaterial" trend proposes to study the tourism potential as "sum of objective or subjective conditions" or "conditions basic for development" (Muntele and Iaţu, 2006). The latter emphasizes the fact that the tourism potential is preliminary and precedes certainty; as "potential" or "as possible to achieve", and only expresses the ability of occurrence.

According to this trend, tourism potential has been defined as "the sum of chances of the natural and social environment offers tourist activities" (Glăvan, 2006), where the main work is focused on the installation or function activation of them to achieve the maximum potential of an area. Thus, the research in the beginning was based on "existing" (in terms of supply and demand) extended to the "possible" (in terms of tourism resources and tourism potential) and this paradigm shift has resulted predicted and planed for tourism development in different regions of the country (Iatu and Bulai, 2011).

Methods used to identify the tourist potential of the territory

The valuation of natural resources and the level of structuring of the attractions in tourism products has been the key element in addressing the tourism potential of rural areas. Where the valuation is mainly in the development of an inventory with descriptive information about the resources they have in the space of interest (Franco-Maass et al., 2009). Hence, resource inventory has been considered a basic method to have certain characteristics, highlighting proposals made by Leno (1993) and Gutiérrez et al. (1998) in Mexico, which have been taken up for the development of several proposals methodological.

For the inventory has also been proposed classification of the attractions in actual and potential (Zamorano, 2002) that include functionality, aesthetic interpretation and integration of overview of the attractions. Where the ranking of each resource has been considered as an important element in the inventory, which will select products with best qualities to attract tourism. The researcher decides the criteria of relevance to decision-making on a tourism product, and according to research approach may vary. One of the most widespread proposals, proposed a hierarchy of natural resources based on the degree of conservation, ecological, microclimates and existence of endemic species (Bote, 2002). However, the Federal Ministry of Tourism of Mexico has been suggested for the inventory, consider the idea that the local people have on their own resources (SECTUR, 2004).

The Table 1 shows the main methods used for the study of tourism potential based on the assessment of biogeographic resources. Where the use of Geographic Information Systems (GIS) is key to the integration of natural tourism resources to extend territorial levels (Marín-Yaseli and Nogués, 2001; Chhetri and Arrowsmith, 2008; Nouri et al., 2008). With the creation of suitability maps or tourist potential, the priority areas identified in the management and tourism management. Also, the multi-criteria evaluation (EMC) has been used for ranking and prioritizing tourism activities (Blancas et al., 2009; Franco-Maass et al., 2009). It is also proposed to generate indicators for the evaluation of different tourist areas (Huerta and Sánchez, 2011). In recent years, EMC has integrated the GIS to generate maps of multi-criteria spatial of decision, allowing the identification of tourism potential on extensive territorial levels, which differs according to the potential index that represents the set of criteria selected to evaluate the tourism potential (Marín-Yaseli and Nogués, 2001; Nouri et al., 2008; Kumari et al., 2010; Pérez-Vivar et al., 2013).

Table 1 Methods for the study of potential tourism based on the analysis of biogeographic resources. 

Métodos de análisis Objetivo Producto Autores
Evaluación multicriterio. Ajuste de funciones de pertenencia borrosa y ponderación acoplado a SIG. Determinar el índice de potencialidad turística del medio natural. Mapa de índice de potencialidad turística. Marín-Yaseli y Nogués (2001)
Encuesta de atractivos. Modelado espacial de potencial turistico. SIG para el análisis espacial de los atractivos. Desarrollar modelo de potencial recreacional basado en la naturaleza. Modelo espacial de potencial recreativo del área. Chhetri y Arrowsmith (2008)
Análisis de imágenes satelitales y fotografía aérea. SIG para evaluar el potencial de zonas. Evaluar el potencial ecoturístico. Mapas de aptitud para el ecoturismo. Nouri et al. (2008)

  • Inventario de recursos turísticos.

  • Evaluación multicriterio discreta.

Evaluar recursos turísticos potenciales y recursos turísticos consolidados. Jerarquización de recursos naturales con potencial recreativo. Franco-Maass et al. (2009)
Evaluación multicriterio mediante el proceso jerarquico analítico y Promethee. Identificar zonas prioritarias para el desarrollo de actividades turísticas. Jerarquización de alternativas de actividades turísticas. Blancas et al. (2009)
Jerarquización analítica en SIG de índices para la valoración del potencial ecoturístico. Identificar sitios ecoturísticos potenciales. Identificación y priorización de posibles sitios. Kumari et al. (2010)
Análisis documental. Generación de indicadores. Agrupación de indicadores por ámbitos, variables, subvariables y parámetros. Porcentualización de la valoración del potencial. Evaluar el potencial ecoturístico de cuatro zonas. Identificación de núcleos distribuidores de turismo en zonas municipales. Huerta y Sánchez (2011)
Estructuración de modelo conceptual para la evaluación multicriterio en SIG. Diseño de software según modelo conceptual y programación. Generar mapas de aptitud ecoturística a partir de un sistema de cómputo. Sistema computacional para generar mapas de aptitud ecoturística. Pérez-Vivar et al. (2013)

Some drawbacks in these studies are that they operate at the level of experts and local agents are excluded from these processes, including its idiosyncrasies and local culture. In addition, elements such as support infrastructure for tourism and attractive elements associated with the culture, history and economy are not integrated into the suitability analysis or potential tourism. So, it is not possible to argue a potential tourism rather an environmental potential. Since tourism is needed for integrating information from the demand and expectations of the local population, participate as a provider of services and other elements that make up the tourism phenomenon.

Other studies have included culture, society and infrastructure support, and biogeographical resources (Table 2). This type of research is characterized by attractive linking roads together and perform strategic planning for the same under the criteria of geographical economics. Thus, the análisis of the resources may be by description of qualities (OAS, 2005; Yilmaz, 2011), or mixed, where qualitative and subsequently quantitative methods assessing the resource of potential indices (Juárez et al., 2008). Or, the analysis is strictly quantitative, supported by multicriteria evaluation of biogeographic and socioeconomic resources (Chaviano and Aro, 2007; Enríquez et al., 2010), also using probabilistic tools for characterization of regional tourism potential (Reyes-Pérez et al., 2012).

Table 2 Methods of study of the potential tourist, based on the analysis of biogeographic qualities, economic and cultural resources. 

Métodos de análisis Objetivo Productos Autores(as)
Inventario de recursos y análisis multicriterio de atractivos, componentes del destino y autenticidad. Crear productos turísticos en Cuba. Ruta temática “Ruta guerrillera”. Chaviano y Aro (2007)
Inventario de Recursos y evaluación multicriterio de los recursos. Diseñar un producto turístico de bajo impacto en turismo alternativo Identificación de recursos para generar productos turísticos. Enríquez et al. (2010)
Entrevistas a informantes clave, inventario de recursos, evaluación por indicadores de potencialidad turística y evaluación de rutas turísticas. Identificar, caracterizar y evaluar los sitios con potencial para el desarrollo de rutas de turismo alternativo. Identificación de 19 sitios con potencial turístico y 6 rutas con alto potencial turístico. Juárez et al. (2008)
Inventario de atractivos ecoturísticos y análisis descriptivo de información socioeconómica. Evaluar el potencial ecoturístico. Identificación de rutas ecoturísticas. OEA, 2005
Inventario de recursos naturales y culturales. Perspectivas de la implementación del ecoturismo. Analizar el potencial para ecoturismo. Identificación de actividades con potencial para ecoturismo. Yilmaz, 2011
Inventario de atractivos. Generación de índice de valoración turístico con base en la jerarquización y ponderación de recursos. Tipificación probabilística y método cartográfico asociado con la asimilación económica. Determinación de nubes tipológicas. Determinar el potencial turístico con base en los recursos naturales-culturales, infraestructura y acceso.

  • Metodología para determinar el potencial turístico regional.

  • Tipología del territorio, índice de potencialidad turística.

Reyes-Pérez, et al. 2012

Finally, highlighting the methods whose purpose is to integrate biogeographical, socioeconomic and cultural resources with the diagnosis of the demand for tourism (Table 3). These investigations usually base their analysis on information from secondary sources of supply and the demand can be supplemented with field information, interviews or survey.

Table 3 Methods for the study of potential tourism based on the analysis of biogeographic qualities of the resources, socio-economic, cultural and touristic demand. 

Métodos de análisis Objetivo Productos Autores
Análisis de la situación turística existente (oferta, demanda, competencia y tendencias del mercado). Evaluar el potencial para el desarrollo turístico de un territorio. Propuesta metodológica y criterios para determinar el potencial turístico. Zimmer y Grassmann(1997)
Investigación documental. Inventario de recursos naturales y culturales. Encuesta a turistas. Identificar el potencial regional del turismo Caracterización de la atracción turística de la región. Sánchez y Propin (2005)
Análisis documental y de imágenes satelitales. Inventario de recursos. Entrevistas a población local. Determinar el potencial para ecoturismo y turismo Identificación de áreas potenciales para ecoturismo y turismo de costa, planes de manejo y recomendaciones. Özcan et al. (2009)
Investigación documental y SIG. Comparación del índice de potencial turistico con el de atractivo turístico. Generar una propuesta conceptual y metodológica para evaluar el turismo Evaluación de la oferta y la demanda del turismo para evaluar el turismo de forma activa. Iatu y Bulai, (2011)

Tise research seek to analyse both, endogenous resources and tourist perspective. However, the main difference between these studies lies in the tools used to obtain information as well as their integration and analysis. The propose made by Zimmer and Grassman (1997), is the one that considered more elements to determine the potential tourism, but concludes with the integration of these but are only described and evaluated according to defined qualities at an expert level. While Sánchez and Propin (2005) in addition to the natural, cultural and infrastructure available qualities, considered the opinion of tourists to determine the potential tourism.

Meanwhile, Özcan et al. (2009) complement the resource inventory with the analysis of satellite images and interviews with local people. Recently, the proposal of Iatu and Bulai (2011) integrates the resources of the demand-supply, using an index of attraction to the generation of a GIS for the integration and comparison of data at the country level.

Perspective of the methods for the analysis of the potential tourism of rural areas

The research led to the identification of the region's potential is vast. However, there is a lack of research that analyses tourism, not only as generating income but also as a phenomenon involving many facets of human existence (Netto, 2005). In this sense, rural tourism in all its aspects would have to address the construction of a paradigm studio where tourism is inclusive and complementary element for local development from the perspective of sustainability (Palmas et al., 2011). This requires knowledge of various disciplines that converge in the rural reality. Although, in recent years the trend towards the use of mixed methods has been increasing, it requires crucial changes for the development of frameworks and research methodologies in tourism, consider the multiple positions, practices, perspectives and cultural differences (Ren et al., 2010).

Different proposals are presented in this paper, characterized by addressing segments of reality and a most of them generate proposals that integrate the different aspects of the territory. The Tables 1-3 show that the study scales also vary (municipality, region, country) and methods can make strong generalizations about the characteristics of the territory. In addition, an important aspect omitted by the methodologies it the residents perspective on the processes of change in their lifestyles, with the addition of activities and complementary services into their regular activities. This represents a crucial element since accepting visitors to the territory may be an aspect that limits the potential development.

Often the importance of cultural attractions is recognized associated with natural spaces where influence the rural community, particularly in locations that were or are occupied by indigenous (Weaver, 2005). In such situations, the boundaries between nature and culture are often blurred, as ecosystems have been substantially a result of the activities of indigenous (fire, plant dispersal and hunting) for several hundred years (Hinch, 2001). Therefore, the inclusion of the cultural component is focused on the "nature-based" logical, because different natural areas are often not free from human influences (Weaver, 2005).

Another element to be considered for the analysis of potential tourism is that in rural areas of the natural space for food production is used, and multiple landscape products can be availed for various practices (organic, traditional medicine, educational tours, etc.) . Also bear in mind the management and integration of traditional productive activities of society by offering tourist services. It also requires scientific knowledge about the processes of change arising from the integration of tourism and the implications in terms of the limitations and potential of people and resources involved (Brandth and Haugen, 2011).

Determining the potential tourism of rural areas, involves different agents that are related to rural land and tourism. Therefore, it is necessary to integrate the perspectives of the different knowledge, skill level, the resident and the visitor and local authorities managing different programs for local development. For this reason, it is also necessary to generate more robust methods of analysis, inclusive for promoting sustainable management of touristic products. This involves the management of GIS to integrate information from different dimensions, participatory processes for the evaluation of the territory, allowing prioritize resources from different perspectives. Research needs to move towards the use of new technologies for the management, analysis and integration of information as well. An integrative and participatory process eminently rural, multi-purpose space to develop rural tourism activities.

Conclusions

Because the objective of the investigation will determine the priority to the inclusion of certain characteristics of the territory in the analysis of its potential tourism it is necessary to migrate to multidisciplinary research approaches, mixed methods which are built to address multiple dimensions that comprise the complexity of rural areas and, the tourism phenomenon. Added to this, it is necessary to depart from a research conceptualization defined on the elements of rural tourism and the purpose of it, guiding the analysis of the potential. Furthermore, the development of rural tourism in Mexico depend heavily on the paradigm, the theoretical and methodological foundations to guide their study. Which is linked to the development of areas of reflexivity, discussion and feedback on this topic to generate tourism projects as attached to the real needs of the various rural areas.

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Received: January 2014; Accepted: July 2014

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