Interrogating the equity principle: the rhetoric and reality of management planning for sustainable archaeological heritage tourism

International archaeological heritage management in developing countries frequently entails planning for the development of sustainable tourism. A central tenet of sustainable tourism development is the equitable distribution of tourism benefits, a goal reflected in stakeholder consultations and management plan provisions for capacity-building among community members. The lack of longitudinal data demonstrating the meaningful participation of target populations in tourism development dividends, however, calls into question the efficacy of such measures. A review of tourism development outcomes at Machu Picchu, Angkor, Lijiang, Copan, Borobudur and Cape Coast Castle supports the contention that sustainable management planning has not produced equity. The problem lies not in specific planning provisions but in the lack of correspondence between developed country assumptions and developing country reality, which is characterized by structural and systemic power imbalances. The cases inform the creation of a generalizable model of tourism development inequality, the implications of which present philosophical, professional, methodological and conceptual challenges that must be overcome if the heritage management discipline is to deliver on the promise of sustainability.     

Tour guides and heritage interpretation: guides’ interpretation of the past at the archaeological site of Jarash,Jordan

Tour guides play a key role in the archaeological site visitor experience by providing interpretation and information. The archaeological site of Jarash, Jordan, is an important heritage destination for a diverse tourist market. It is located in a cultural landscape setting where many archaeological and historical monuments are well preserved. However, at present, this heritage rich seems far from being completely interpreted and valorized by not only local people but also by visitors. This paper reflects on the information and stories provided by tour guides about sites where heritage tourism experiences take place. Within this context, interpretation by tour guides is analyzed. A mixed-methods approach is used to accomplish this and includes qualitative data from semi-structured interviews, participant observations and desk research. The analysis is helpful in confirming that the way tour guides interpret a site influences site valorization and visitor experiences directly. From a practical perspective, the findings provide important insights for understanding how to develop an interpretative model that utilizes site values and the potential for providing better visitor experiences. The findings of this study provide a better understanding of guided package tours and provide suggestions for tour guides and heritage site managers in Jordan.     

中国遗产旅游业的经营制度选择--兼评四权分离与制衡主张

本文从遗产的价值特性和权属特性以及遗产事业使命出发。讨论遗产旅游业的经营制度选择。本文认为：遗产区的“遗产的旅游展示类服务”事务应由遗产单位进行非营利性经营;遗产区外的“非遗产展示类旅游服务”事务(行、住、食、购、娱等)应交由旅游公司、当地政策、周边社区进行营利性经营;当遗产区内的“非遗产展示类旅游服务”事务规模较大时,可以特许经营方式交由非遗产单位进行营利性经营。本文进而评论了“四权分离与制衡”主张的不合理性,并且认为,中国遗产旅游业经营制度中的“中国特色”应表现在对“贫困地区遗产公益性”、“遗产区门票的价格定位”、“门票优惠”、“遗产区旅游收益的分配”、“让利于地方”等五个方面问题的具体处理上。     

Developing sustainable tourism through adaptive resource management: a case study of Machu Picchu,Peru

Machu Picchu, Peru, is recognized as a top international travel destination. Pressure from the approximately 900,000 tourists who annually visit the ancient Inca city threatens the ecological integrity, physical substance and cultural authenticity of the World Heritage Site and surrounding area, including the Inca Trail. Multiple organizations and agencies currently involved in the management of Machu Picchu have distinct agendas for the conservation and development of the city, and conflicts regarding public access, economic growth and cultural preservation are rampant. Attempts to establish carrying capacities have failed, with proposed daily visitor levels ranging from 800 to 4000. This paper explores the complex issues surrounding tourism at Machu Picchu and presents a potential solution: an adaptive management approach based on the UN World Tourism Organization's (UNWTO) sustainable tourism framework. This integrative strategy accounts for multiple perspectives and synthesizes disparate goals embraced by diverse stakeholders, including the Peruvian government, international conservation organizations, foreign tourists, private tour operators, regional authorities and indigenous communities. The focus on Machu Picchu as an adaptive management case study site outlines key steps leading to implementation, offering planning and policy implications for sustainability initiatives at numerous developing-world tourism destinations facing similar political and socio-economic challenges.     

The sustainable integration of cultural heritage and tourism: a meta-study

This paper presents a cross-disciplinary thematic investigation into the relationship between cultural heritage and tourism. It systematizes evidence on concepts, policies and strategies and provides an interpretive synthesis illuminating the factors deemed critical by researchers for the sustainable integration of heritage and tourism. It seeks to find consilience to lead to a “new age of synthesis”. After an extensive literature review, 483 studies were selected and reviewed, assisted by a qualitative data analysis software (NVivo). The research followed the meta-synthesis approach, particularly meta-ethnography, of identifying findings, grouping findings into categories and grouping categories into synthesized findings, to produce a representative set of 15 synthesis factors. These include local involvement, education and training, authenticity and interpretation, sustainability-centered tourism management, integrated planning, incorporation into a wider sustainable development framework, controlled growth, governance and stakeholder participation, market and product diversification, suitable funding provision, international governance and support systems, a heritage capital approach, effective site management, destination management and a sound theoretical/methodological base. These 15 factors are suggested as the fundamental components of a more efficient theoretical frame and evidence-based policy in the fields of cultural heritage and tourism, aimed at achieving sustainability.     

世界遗产保护若干问题思辨

对世界遗产必须加强保护,但同时应注重利用。保护方法必须科学,必须保持其文化传承,把握好修缮、重建与维持原貌的“度”。“禁止入内”其实不利于保护。     

对世界遗产的旅游价值分析与开发模式研究

本文结合我国世界遗产旅游价值的开发实际,通过对世界遗产旅游及其价值的分析,指出世界遗产有形价值与无形价值的内在联系以及相互的依存关系,并通过提出假设及其理论论证与检验,指出开发世界遗产的无形价值将有助于提高遗产的旅游价值和旅游者的满意度.并在此基础上,根据世界遗产资源的类型与特点,对我国世界遗产的旅游价值开发模式以及相应的实施对策进行了探讨.     

Back to the past: a sub-segment of Generation Y's perceptions of authenticity

To date, authenticity conceptualizations have taken into account the views of both suppliers and tourists. However, most studies, at the a priori stage, have not taken a market segment perspective but considered tourists to be a homogeneous population. This study challenges that by focusing on a distinct market segment based on age and life experience: Generation Y, drawing out an a priori-based sub-segment of Generation Y's perspectives of authenticity. It investigates if authenticity ideologies influence decisions to become a heritage tourist. Additionally, it determines other factors that predict differences between a heritage tourist and a non-heritage tourist. The study unveils interesting findings. With the exception of the objectivist and negotiation stance, other authenticity ideologies fail to inspire this generation to be heritage tourists. Intervention factors such as party size (and with it a social experience) and ethnicity prove to be better predictors of heritage preference. The results offer important implications for the heritage industry. For instance, “time travel” demand based on purely objective or negotiated versions can help promote conservation efforts and the sustainable development of heritage. This can lead to enhanced opportunities for partnership between the tourism industry and cultural/heritage site managers, and help revive discontinued or forgotten traditions.     

‘A sliver of the true fort’: imagining Fort Edmonton, 1911–2011

Over the course of the twentieth century, the Fort Edmonton Park living history museum helped to coordinate the city's hinterland origins as a military and trading post with its metropolitan ambitions. In the process, it has served as a symbol of community progress and spirit as well as a tourist attraction. In 2009, Park management proposed a series of touristic enhancements including holographic characters, interactive games, sound effects, new rides, and Wild West-style theatrics. Immediate public debate arose in response to the spectre of theme park marketing, a body of discourse building on a century of negotiations over form, content, and control of Fort Edmonton's commemoration. A study of discourse from several main periods reveals a recurring set of conceptual clashes and interactions between values of, first, historical authenticity and local legitimacy in representation and, second, the practical challenges of operating a sustainable and competitive leisure attraction. After focusing on the construction of the Park from the 1970s through the 1990s, this paper concludes with an overview of current issues of representation in public history in the city at the turn of a new century.     

Community engagement and heritage tourism at Geneva Estate,Dominica

Community and heritage tourism can be developed alongside the promotion of Dominica as the ‘Nature Island of the Caribbean’, in which the island's natural resources are commodified as an ecotourism destination. The development of Dominica's tourism product to include heritage tourism through the presentation of plantation sites allows tourists to experience the island's culture and history. A direction for the advance of community and heritage tourism is demonstrated with a case study of the Geneva Heritage Project, begun in 2011 at Geneva Estate near the village of Grand Bay. Through a partnership between professional researchers and a community group, the Grand Bay Tourism and Environmental Committee (GTEC), the Geneva Heritage Project demonstrates an avenue for community groups to define and to interpret the community's history. Members of GTEC collaborated with professional archaeologists and students to conduct archaeological and historical research, which included the collection of data used to create interpretive signs and to compile documentary sources to be made available to community members and tourists. Such collaborative efforts promote the value of resource preservation in a nation lacking legislation to protect its cultural and archaeological resources.     

近22年世界遗产地研究进展——基于13种中文期刊的考察

自1985年中国成为世界遗产公约缔约国以来,中国对世界遗产地的研究在数量与内容上都有很大变化.本文选取国内相关领域13种期刊,以其刊载的世界遗产相关文献为基础,综述了自1985至2006年22年来我国世界遗产地的研究状况.分时间、地域、遗产类型和专题进行分析,涉及遗产地本体、遗产地活动、遗产话语等4大主题,以及遗产价值、遗产保护、遗产旅游、经营管理、遗产地设计规划、遗产学科教育等细分主题.分析认为,各阶段中国的世界遗产地研究在本体论、认识论和方法论上都有不同特点,尤其是第四阶段在研究内容上显示出较大变化,展现了广阔的前景.遗产地的保护与开发、遗产地经营管理、环境监测、遗产保护技术、遗产学科教育是今后遗产研究的重点.     

试论世界遗产的出路

在对世界遗产权威性质疑的基础上,文章指出世界遗产是各国遗产的代表作,但未必是\"精华中的精华\".考虑到世界遗产的保护功能和品牌效应,文章呼吁各个国家和地区积极中报世界遗产,但是世界遗产委员会的<凯恩斯决议>严重抑制了许多国家和地区,特别是像中国这样的遗产大国的申报进程.面对苛刻的申报政策,我们要走联合申报、项目扩展、精品战略的路子,确保申报项目马到成功;面对严格限制的申报数目,我们不能一味等待,在保护好已有遗产和申报项目的基础上,我们还要有意识地去孕育未来世界遗产,把当代的文明足迹留给后人.     

线性文化遗产的特征及其对旅游利用模式的影响——基于《世界遗产名录》的统计分析

线性文化遗产是一种特殊的遗产类型,随着人们对遗产完整性不断深入的理解以及遗产活化利用理念的发展,线性文化遗产旅游的重要性日益显现。因此,树立线性文化遗产意识,把握线性文化遗产特征,是推进线性文化遗产旅游利用和可持续发展的重要问题。本文以《世界遗产名录》中收录的线性文化遗产为基础数据,对线性文化遗产的类别与列入标准、资源组合模式和核心区与缓冲区等典型特征进行深入分析,并从旅游空间演化和旅游活化路径两方面总结其对旅游利用模式的影响,以期为线性文化遗产旅游的可持续发展提供科学参考。研究结果表明,线性文化遗产旅游空间结构发展过程遵循“增长极”演化规律,并在遗产文化分层上表现出不同的利用方式和活化路径。