Tourism Research Philosophies and Principles
"Competing" Philosophies
Impact of Values and Interests on Research
The relatively young area of Tourism Research borrows heavily from social science in its use of Quantitative and Qualitative Methods. Previously contrasted with each other, the two methods are increasingly used as complimenting disciplines by researchers attempting to deal with the complexity and global importance of tourism research. Even as researchers seek greater knowledge by Quantitative-Qualitative analyses, their research is still significantly impacted and sometimes considerably skewed by their values and interests, as well as the lack of a clear code of ethics for tourism research. Finally, four peer-reviewed tourism research articles are examined for their research methods, underlying principles and worldviews.
"Competing" Philosophies
Within social sciences, paradigms are frameworks with differing worldviews springing from theoretical and philosophical assumptions (PANSIRI, 2005). The social science paradigms of 'positivist/functional' and 'interpretative' research methodology have dominated research and form the bases of many other paradigms (PANSIRI, 2005). The positivist paradigm assumes that knowledge is obtained and authenticated by researchers independent of the subject and making direct observations or measurements, forming the basis for the Quantitative Method of research (KRAUSS, 2005) In contrast, the interpretative paradigm is "value-laden," assuming that while reality is external to humans, "humans construct reality, human experience and communication is subjective, human behaviour is creative and voluntary," forming the basis for the Qualitative Method of research (KRAUSS, 2005).
The Quantitative Method has historically dominated research (MEHMETOGLU, 2004), including tourism research, and concentrates on collecting data of occurrence frequency (BOWEN, 2002). Historically juxtaposed is the Qualitative Method, which collects "data about activities, events, occurrences and behaviours…to seek an understanding of actions, problems and processes in their social context" As such, it "does not produce quantified findings" (PHILLIMORE & GOODSON, 2004); rather it is concerned with "the meaning of phenomena" (BOWEN, 2002). Though Quantitative historically dominated research, the Qualitative method as enjoyed increasing favor by researchers in such tourism research areas as education, efficiency, package tours, attitudinal training, classification, competitive advantages, the environment, hallmark events, theme parks, services and transportation (JAFARI, 2000).
Furthermore, as tourism research has broadened and deepened, researchers have acknowledged that the Quantitative and Qualitative Methods complement each other. Three additional developments from this realization are hybridization, triangulation and a conscious link between Qualitative and Quantitative research (FLICK, 2006). The Hybrid Method now explored by researchers uses both Qualitative and Quantitative research (GIVEN, 2008); Triangulation focuses on many evidentiary sources to identify, study and explain real cases in tourism (WILLIAMS & SPENCER, 2010), the idea being that "Measurement problems can be avoided by making a number of measurements and observations, and using several research techniques" (UNIVERSITY OF NOTTINGHAM, 2007) and the method is considered stronger because independent data supports or at least does not disapprove the researchers' findings.
Impact of Values and Interests on Research
In any type of research, the values and interests of researchers and other interested parties can taint data and skew conclusions. An example of this phenomenon was given at the Proceedings of the 5th DeHaan Tourism Management Conference in 2007. Maintaining that cultural tourism "is arguably the oldest of the 'new' tourism phenomena" (MCKERCHER, 2002), McKercher illustrated that research sometimes "proves" demand when there is none (MCKERCHER, 2007) due to the values, interests and flawed assumptions of tourism organizations. There is a disconnection between research and reality because the research is flawed. Tourism organizations have an underlying value, interest and logic that "special interest tourism [is] the hub around which the total travel experience is planned and developed"; therefore, they simply rely on "raw participation rates to determine market size." According to their logic, "because somebody visited a museum at some stage during a trip, that person must have been motivated in whole or in part to travel to the destination to learn about its cultural heritage." However, "the assumption is valid only if no other plausible cause can be identified for visiting the attraction." McKercher went on to show how the raw data that 23% of visitors to Hong Kong visit "The Avenue of the Stars" has led to the flawed conclusion that "23% of visitors to Hong Kong are film tourists." In reality, most visitors to "The Avenue" are not film tourists: "some visit because it is a free attraction that zero commission tour operators can drop people off at no charge; tourists must cross it from a bus parking area to access other attractions; it offers pleasant views of Hong Kong Island; it provides convenient access to the Star Ferry connecting Hong Kong and Kowloon; or because it is the venue for the evening laser light and fireworks show. Mostly, though, they visit because it offers a leisurely walk along the waterfront in clearly signaled tourist space." McKercher maintains that such widespread, flawed logic and simplistic reliance on raw data has led to the illogical conclusions that: "…81% of U.S. adults are considered historic/cultural travelers, 11% of all inbound Australian tourists are wine tourists, 52% of American tourists and 68% of foreign visitors are classified as cultural tourists, up to 60% of all international tourists are nature-based tourists and 40% are wildlife-related tourists" (MCKERCHER, 2007). As Mercher shows, the values and interests of tourist bureaus and their dependent industries, coupled with a simplistic reliance on raw numerical data, resulted in a flawed logic and misinterpretation of collected data.
Ethical Considerations
Tourism is a relatively new research area. Earlier tourism researchers/writers were probably "guided by the codes of ethical research practice of the disciplines in which they were originally trained" (MOSCARDO, 2010). Adapting the ethical research frameworks for "anthropology, sociology, economics, psychology, and geography," early tourism researchers/writers did not need to discuss a specialized code of ethics for this field (MOSCARDO, 2010). However, tourism research now has researchers educated solely in tourism and lacking backgrounds in other fields with ready-made codes of ethics. Consequently, tourism research must formulate its own code of ethics, understandably borrowing heavily from older disciplines. Generally, to research ethically is to research "with integrity, with honesty and in a manner sensitive to the concerns of others" (RYAN, 2005). Ryan addresses each element separately. "Integrity" was identified as "wisdom, understanding and prudence" (following Aristotle). "Truth" was divided into paradigms of "positivistic, post-positivistic, constructionist, critical theory, feminist, chaos theory and complexity theory." Ryan examined "sensitivity to others" as recognizing that there are mutual responsibilities between researcher and subject because research is at least in part about relationships between researcher and subject: the subject provides his/her valuable information to the researcher; simultaneously, the researcher has a duty to treat the subject respectfully. In addition, Ryan states that the researcher has a duty to tell his/her readers about those mutual responsibilities because they affect the research (RYAN, 2005). Finally, moving beyond the general considerations identified by Moscardo and Ryan, tourism research can adopt the currently employed ethical principles governing most scientific research, tourism research should: cause no harm to subjects; steadfastly avoid deceiving subjects; be completely voluntary on the subject's part (requiring informed consent); fully disclose the researchers' identities; maintain anonymity and confidentiality for the subjects unless consciously waived; ensure that anticipated benefits should significantly outweigh possible risks (SCHUTT, 2009).
Literature Review
Four peer-reviewed articles were researched for this project. As any researcher would realize, some of the differences in thoroughness, details and philosophy are striking. One study in particular was extremely thorough and thoughtful, using a hybrid of Quantitative and Qualitative research methods to amass and carefully examine the data. The remaining articles used varying philosophies and degrees of care in collecting and examining their data.
a. The Effect of Interventions on the Environmental Behaviour of Australian Motel Guests by J. Mair and S. Bergin-Seers
This is a report on pilot research to "test the influence of different in-room messages on the towel reuse behaviour of guests" in order to "examine the effects of different interventions on the environmental behaviour of guests at motels in Victoria, Australia" (MAIR & BERGIN-SEERS, 2010). Mair and Bergin-Seers were exceptionally thoughtful and careful in amassing data and in examining it, both qualitatively and quantitatively. Mair and Bergin-Seers recruited four hotels with at least 30 guestrooms each in the Victoria area. Each motel was required to place one of four possible message cards in each guestroom's bathroom. The four possible messages were: informational only, in that the card advised of the value of reusing towels; information plus a direct request that the guests reuse their towels; information plus a direct request plus a description of the normal reuse of towels; information plus a promise of a donation to the guest's chosen charity on his/her behalf. In addition to collecting and analyzing numerical data, the researchers presented a four-page questionnaire to the guests in each room to determine the awareness and impact of the message cards and to obtain knowledge about "how guests' values, beliefs, norms, habits and socio-demographic differences impacted on their towel reuse behaviour" (MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers used a hybrid of Quantitative and Qualitative Methods. Employing the 'positivist/functional' paradigm's Quantitative Method, they amassed and presented significant numerical data supporting their conclusions. In addition, they employed the 'interpretative' paradigm's Quantitative Method by value-laden examination of the hotel guests in an attempt to understand the guests' behaviour and underlying reasons for reusing or failing to reuse guest towels. Through a carefully worded four-page questionnaire, careful selection of cooperative hotels, careful selection of appropriate guests, and well-placed rewards, Mair and Bergin-Seers were able to accumulate nearly more than one would want to know about hotel guests' reuse of towels.
They were able to amass the following demographic results:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers also accumulated the following data on the impact of the towel reuse requests:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers also divided impact according to which of the four requests each guest received:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers were also able to examine the data and divide towel reuse according to the type of request received:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers also collected data on all interventions made toward the guests regarding towel reuse:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers also divided the guests according to their NEP groups. As Mair and Bergin-Seers explained, individuals are sorted according to a "New Ecological Paradigm…that allows the attitudes of a respondent to be characterized and placed on a continuum from less environmentally aware to more environmentally aware" (MAIR & BERGIN-SEERS, 2010). Separating the respondents according to their NEP groups, Mair and Bergin-Seers examined their data and produced the following Table:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers also examined the data to determine the values behind the subjects' response to their requests:
(MAIR & BERGIN-SEERS, 2010).
In their questionnaire, Mair and Bergin-Seers also asked the guests who reused their towels to explain why they did so, and the following data was collected and examined:
(MAIR & BERGIN-SEERS, 2010).
Mair and Bergin-Seers also asked the guests what would encourage them to reuse their towels in the future and amassed the following data:
(MAIR & BERGIN-SEERS, 2010).
b. Re-Branding Alternative Tourism in the Caribbean: The Case for 'Slow Tourism' by D, Conway and B.F. Timms
This article develops the anti-mass-tourism theory of 'slow tourism" in the Caribbean due to "the unevenness of tourism-driven development in the Caribbean" (CONWAY & TIMMS, 2010). Conway and Timms concentrated on the "once-overlooked interiors and remoter inaccessible coastal zones" retaining "much of their authenticity, communal strengths and slower-paced ambience." Conway and Timms use the purest form of the "interpretative" paradigm's "Qualitative Method" in these four articles, concentrating on behavior and arguments about the social benefits of slow tourism in the Caribbean, while presenting research that is nearly completely devoid of numerical data. The study certainly would have benefited fro some Quantitative research specifically supporting Conway's and Timms' theories about "slow tourism." Unfortunately, the article lacks sufficient numerical data, so we are left with weakly supported arguments for "slow tourism."
c. The Characteristics of Small Island Tourist Economies by J.L. McElroy and C.E. Parry
This article examines 39 small islands to develop "three related empirical analyses" about their tourist economies. Employing a hybrid Quantitative-Qualitative approach by first contrasting Pacific Ocean vs. Indian Ocean patterns, then developing a "Tourism Penetration Index" of the most successful islands, then developing a "regression analysis" to explain the unevenness of global tourism on smaller islands. The first two analyses are Quantitative, being highly statistically oriented. The third analysis is Qualitative, suggesting "the importance of adequate infrastructure, a degree of modernization, favorable location, uncrowded ambience and dependent political status" (MCELROY & PARRY, 2010). Clearly, McElroy and Parry recognize the importance of both the "positivist/functional" Quantitative Method's number-laden statistics and the "interpretative" paradigm's value-laden Qualitative Method. McElroy's and Parry's study has some benefits of both Quantitative and Qualitative research. However, the study lacks the Australian study's direct feedback from tourists; therefore, McElroy and Parry tend to guess in their suggestions about qualitatively improving the chances of improving tourism on the small islands.
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