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and Pub licity Department THE SCCIO-QJL'IUAAL IMPACI'S OF mJRISM A Review of Literature, Policy and Research Implications for New Zealand
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Page 1: The socio-cultural impacts of tourism - A review of ... · A Review of Literature, Policy and Research Implications for New Zealand . ISSN 0112-9740 NZTP SOCIAL RESFARE.Cl-1 SERI~

~~l~st and Publicity Department

THE SCCIO-QJL'IUAAL IMPACI'S OF mJRISM A Review of Literature, Policy and Research

Implications for New Zealand

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ISSN 0112-9740

NZTP SOCIAL RESFARE.Cl-1 SERI~ 1988/1

THE SOCIO-QJLWRAL IMPACIS OF lfOORISM A Review of Literature, Policy and Research

Implications for New Zealand

Research Section

Prepared by David G Sirmons of Lincoln College for the New Zealand Tourist & Publicity.Department

New Zealand Tourist & Publicity Deparbnent PO Box 95 Wellington NEW ZEALAND

July 1986

SR/1988/1

ISBN: PRICE:

0-478-02008-2 FREE OF OiARGE

WP POL3835

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Pref ace

Chapter

1.

1.1

1.2

1. 3

1. 4

1.5

2.

2.1

-2. 2 .

2.3

2.4

3.

3.1

3.2

3.3

3.4

3.5

3.6

3. 7

-3.8

3.9

CONTENTS

'IOWA.RDS A DEFINITICN OF TOURISM

Tourism and its resource systems

'Iburism - service industries and a cultural product ...

A New Zealand Example

The New Zealand Tourism Product

Visitor perception Intended Activities

·rnfonnation Sources

Who is Responsible? .•.

A CHANGING TOURISM PRODOCT

Visitor Tastes ...

Host Perceptions

Physical Developnent

Surrmary

THE SOCIAL IMPACTS OF TOURISM

Definitions

Difficulties in Understanding Past Studies

The Nature of Tourist - Host Encounters ...

Specific Factors that Contribute to Socio-Cul tural Im:pacts

(a) Behaviour ... (b) Policy and Planning (c) Structural ...

The Demonstration Effect

'Iburism as a Scapegoat

Positive Effects 'Ibo

The Potential for Socio-cultural Impacts in New Zealand

'Iburism Styles and Impacts

3

5

6

7

9

9 9

10

12

14

17

20

22

23

25

25

26

29

31

• ... 32 32 33

34

34

36

36

41

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Chapter

-~

4.1

4.2

4.3

4.4

4.5

4.6

4. 7

4.8

4.9

5.

5.1

5.2

5.3

5.4

5.5

5.6

5. 7

6.

6.1

6.2

REFERENCES

APPENDICIES

- 2 -

CULTURE AND TOURISM

Culture and the Tourism Product

''Natural" vs cultural Resources

The Maori Role in 'Iburism

Maori Self Image

A "hidden" culture

Need for Direction

Quality for the Masses

A Wider Cultural Identity

Sane Conclusions

MEASURING AND PLANNING FOR SOCIAL IMPACTS

Social Impact Assessment

What and How to Measure

The Need for Planning

A Strategic Approach to 'Iburism Planning

Is there a Tourism Capacity?

The Recreation Opportunity Spectrt.nn

Applications to 'Iburism

RECCMMENDATICNS

Recomrendations

Concluding Camnent

43

44

44

46

48

48

49

50

51

51

54

55

59

62

63

65

66

67

69

69

72

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PREFACE

This paper has !Jeen commissione(] l.Jy the New Zealarn.1 Tourist

and Publicity Departme11t. Its ol.>Jectlves are. to pre:3e11t a dis­

cussion paper on l:he socio-cultural impacts o[ tourism a!l<1

requirements for their monitoring anc.1 planning.·

To achieve Lhese ol.Jjeclives has required a wider review titan

simply summarisin<~ New Zealand a11tJ overseas studies and reports.

Firstly, lourJ::;m .1.~-; cJefi11eu and ils role i11 c.levelopment

discussed. Much of lllis first section focusses on tourism as a

• pr o au c t ' an a a n i 11 cJ 11 ::.d: r y . Th i s a J s cuss i on i s s up po r le u by a

number of sub-themes; why tourist's visit New Zt!aland, who 'owns'

the tourism product, alllJ how does lids p.roduct evolve over time.

The sec o n d ma j u r f o cu :3 i s o n fa c lo r s th a t co 11 ti: i but e t o

socio-cultural impacts. A central theme here is that impact

·studies merely assist us in deter:minin·~ how well we ar:e rneetin<:J

oUJ: objectives. It is also argued that because the tourism

product changes over time and is specific to different destina­

tion areas, we will need l:o uevelop our own systems of planning

and monitoring that suit our own unique position ancl culture.

The studies revieweJ ore draw11 toyel:her i11 Chapters 5 anJ 6

to create a monitorinq and research frarnewor:k for social impact

assessment in New Zedla11c1' !:> lour ism development.

1

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l\.CKNOWLEDGEHENTS

This research paper was runded by New Zealand Tourist and

Publicity Department. Considerable co11tributions i11 searching

background 111aterial. .:rnd reviewing di.a[L::; were also maue by NZTP

staff, particularly staff of the research and policy sections of

NZTP head office Welli11qlo11.

Special rneution must be maue of the contribution of Dr Pat

Devlin of Lincoln Colle9e who attended the Manaakitanga Hui in

Rotorua and subsequently wrote Chapter '1 'Culture and Tourism'.

Dr Devlin also made extensive reviews o[ early drafts of all

chapters of this .report.

A number of collL!<.i<Jues also made reviews of a working draft

of this paper. Their comments have significantly shaped this

final copy. They are Dr Nick Taylor, Mr Colin Goodrich, Dr Doug

Pearce (Canterbury University), Dr Rodger Gabb (Lincoln College),

Mr Lester Clark (Wellington) and Hrs Therese Garrett

(Christchurch).

To all the abovl~ I extend my sincere thanks.

David Simmons

Parks ano Recreation

Lincoln Colle<Je

July 1986

2

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CHAPTER l

TOWARDS A DEFINITION OF TOURISM

A number of attempts have been made t.o define tourism and

its role in a counlry's or region's development. GeI1erally

tourism's potential is seen in terms of its economic

contribution. Tourism has often been described as a.n "invisible

export'' bringing fresh rnuney into a country or re9ion. This

money stimulates fur.l:her spenuing in the community both as

tourists themselves an<J the tourist industry 'purchase local goods

and services. Local worke.u; in the tourism industry gene.rate ad­

ditional economic tuurnver as they in turn spend their wages and

salaries.

Ecunomic models uf luurl::>m point out U1at compared wilh

other industries tourism in New Zealand is well placed, to gener­

ate down-stream effetts.

Because tourism is a service indust.1:y it is also par­

ticularly effective at creating employment. In New Zealand it

has been a:rgueJ lhc.tL ever.y 12 inLernational tourists c.1:eate one

job for one year, somewhere in the economy.

T o u r i s m ' s t h i :t c1 rnd j u r e c o n om i c c o t 1 L r Urn t i o n i s t o l> e f o u n c1

in the distribution of its economic effects. While uther i11-

dustries tend to d.1:aw resources to large centres, tourism, be­

cause of the dit;i;>ersed nature of its attractions and resources

tends to distribuLe income more widely, often to poorly developeu

regions.

Tourism is, however, structurally di££ererit from any other

traditional forms of developinent such as agriculture or

J

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man u fa c tu r i n g . The s e i !l L1 us L r l es e x I:' or t the i r pr o d u ct s t o t he i r:

consumers. On Liie conlrary, for tourism, tourists (the

consumers) travel to local sites to experience the "product", at

the places where it is produced. A plan for tourism deve 1opme11 t

must accept as one of. its starting points the need to balance the

.wide economic impacts against the signlficant opportunities for

social and environmental impacts brought about by the physical

presence of tourists themselves.

Whlle early att:e1upts to Lh~fine Lo11.r:ls1n have ueen based on

economic consicJeratiuns (Macintosli 1977:ix), growin1:3 concern

about tourism's wider e[fects have ::;een an increasing number of

economists (BrycJen 1973, Bu.rkart arnl Mc<llik 1981, Arche.r 1976)

beginning to questio11 the 'Llisbenefits' 0£ tourism. At the same·

time social scientlsl.s particularly sociology (Cohen 1974,·

MacCannel 1976) anthropolo9y (Smith 1977) and leisure theory

(Jafari 1977 ancJ Leipe.r 1985) have begun to study tourism.

Similar conce.rns led tile World Bank and UNESCO to ::;vonsur a major

seminar: on tourism in 1976. The edited highlights of this semi-­

nar (de Kadt, 1979a) signify a renewed interest in defining and

managing the social, cultural ancJ environmental consequences of

tourism.

In an histo.rical cunLext tourism must be seen as a very

recent phenomenon. Indeed its real <:1.rowth in New Zealand

from the late 1950's and the introclllction of jet

grows

airline

services. Concern for: social and cultural impacts is even more

recent as differe11L Jestinations h~ve .repurLecl on their ex­

periences of tourism development. It is necessary that New

Zealand learns from these experiences and develops mechanisms to

plan for such consequences here.

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Tourism and its resource 8ystems

Alongside a ln:oac11~r UJH-1erstarnJi11y or tourism's effects has

been a focus on the resources and sy::.:1terns that sustaln lt.

2.

3.

J.afarl has written that:

" Tour i s m i ~ ll 1 e !:') l: u ll y o [ ma ri a way [ r o 111 It i s usu a 1 ha b i tat , o f

the industry which responds Lo his needs, and the impacts

l:haL both he ,"JJHl Ull~ incl11r,;try h<1ve on lhe ho:.:;L socio­

cultural, economic anu physical environments" (1977:8)

and identified Lile followin':I co11tributi11y areas:

Study of Man the Traveller: I 11c 1 ur1ed lte re would be f ac Lor s

be 1 i eve d t o u e ma J u r. Ll e t e r rn i n a 11 t s o f tr ave 1 ,

and available leisure time.

such as income

The Tr ave 1 I n d us t .r y : tour ism <Joods and services - including

accommodation,

and the like.

'incidental'·

transportation, travel agencies, attractions

Leiper (1979) would also include a group of

l n du::> tr i e :3 th rJ s e who s er v e the pub 11 c a t

large, for example relail shops and pu!Jlic services.

The Settillg:

environment.

the socio-cullural fabr:ic and physical

TIH!Se are the rnany [actors that contribute to

a destinatior1 1 s local atmosphere - friendly people, customs,

atmosphere.

The OECD (Travi5 1980) groups these as three critical sets

of resources, each with their management requirements.

(a) Natural Resources: the 111diulc~na11ce of a high quality

air, land cUHJ wal:1::r, alony wilh a favourable climate.

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(b) Man-Made Resources: the pr.ol:eclion and integrity of the

'built heritdqe' - historic cities, towns, buildings

and landscape.

(c) The Cultural Resuurces: Lhe protection and enhancement

of the idenlity, associations, values, artistic and

cultural character, activities and herila<Je.

These 'free lnliere11L' resource::> do not belong Lo any one ln­

dusli:y (.1,>er ::;e) I.Jul are " the prime movei:s in di:awing

to u r l s ts t o a 1] e s t i 11 a t i on " ( J a fa l'. i an u R i t ch i e 1 9 8 1 : 1 7 ) .

The fact that UH~se .l'.esources ar.e see11 Lo be 'free' or com-

man property belonging to all, provides one of the major

challenges for tour i~;m planning.

4. 'The Encounter: Hust-quest relationship. It is noted that

this area of study involves not 011ly tourists (guests) and

residents (hosts) !Jut involves other relationships including

economic and polilical <.limer1sior1s. Clearly this theme is

central to any discussion on social or cultui:al impacts.

1.2 Tourism - Service Illl1usl:ries and a Cultural Product

In reviewi11y the co11tribution of these resuu.t:ces tu tou:rism

one can no'te, firstly, touList reso1uces are frequently not the

i:esources of the industry alone. Even specific tourist

facilities are dependent for thei:r success on the wider social

and natural environments in which they operate.

For these :resources planning and manoyemenl: functions dre

usually the responsibility of Central an~ Local Government. Of-

ten they receive litlle by way of industry a::;si!:>Ld1H.:e. Clearly

6

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a close partnershibJ between public and private sectors is essen­

tial for wise tourism development.

Sec<JtHJly, it ls 11oteu that touris111 resources are by their

nature geographically. dif:fuse. Thus impacts are spread more lha!l

for other development alternatives. Certain parts of a country

may be more generously endowed with 'tourism' resources and as a

result by pa.r:ticula.tly at.Li.active lo Llie irnJuslry. However,

while there may be ouvious advanta9es [or economic distribution

i n ' t a k i n y s I! e 11 d i n y l. u LI I l~ r e y i o n s ' L Ii e s e a r e a s Illa y n o l Ii a v e t Ii e

infrastructure or community resources Lo support growth in

tourist demand.

Finally, tourism r:esources cot1stitule a wide mix u£ natural

and socio-cultural te::.HJUll~,~~;. While ~30111e of l:hese are relatively

obvious, e.g. rnounLain scenery, beaches, wildlife, others are

perhaps not so obvious - cultural events, the 'way of li[e' of

the people, an<l politlce1l and ecouomic stability.

The OECD 'Group u[ Experts on Environment and Tourism'

(1980) remind us that environmental changes are characteristi­

cally of a long-term nature (while tlte market usually has a rela­

tively short term view) a11tl that the market place cannul measure

the multitude of components that contribute to environmental

quality. "It is the responsibility of governments al the a1:>-

propriate levels, local, national and international, to ensure

that the environment is maintained in a condition which cor-

responds to the needs of the tourists, the local inhabitants and

to national objectives" (OECD 1980:8).

1.3 A New ZealanJ Ex91t1ple

Examples of how we need to focus our planning bot:h on in­

dustry and tourst experience (1:>roduct:) re1Julrernents are easy to

7

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generate.

sealing

Take,

roads

for exa.rnple, the question of: road sealing. Does

to llldke occess easier actually improve the

tourist's experie11ce? Presumably for re11tal vehicle companies

unsealed roads are a sour.ce of f:ruslraLion, as they directly in­

crease maintenance a11<l cleaning cosls. On the contrary sume

tour i s ts may a c t u a lJ y c; Ii o o 5 e u n s ea l e cJ .t o ad~ pr i ma r 11 y be ca use o £

the quality of Lhe exp~~rience it llld'.f lead to. Sealin9 sume roads

may therefore sirnpJ_y lead l:ourists to choose alternative unsealed

roads as they seek a sl111llar quality of experie11ce.

In this situation we have serious info.rmatio11 gaps in New

Zealand. We simply do not know how hirers of rental vehicles fr1

general (and campervans in pa.rticulur) use Lite tuu.rism "p.roducl".

Where do they go, stop, walk, shop, park ... ? What is the nature

of their tourist experience? Such inio.rmalion is seen as essen­

tial especially when Lids sector is growin9 so .Cast.

We need to ask ourselves why do visitors come to New Zealand

rather· than other destinations? What really is the product we

ar:e packaging, promoting and selling? lrnd £inally, what factors

will bring detrimental changes to this product.

I n t er. ms of L Ii<-! 4 t If-~~.; L j o 11 w Ii a t l s l he Luu r is t pro u u c::: t? - one

is always reticent to of fer simple statements to answer complex

issues. The following quute, however, p.r:ovides a useful summary:

"In essence it is the very life and fabric of a country

which for.ms its tourist resources".

(Mawhinney/Bagnall, ECE Study 1975:164)

8

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1.4 The New Zealand Tourism Pr:oducL

Considerable support for the above notion oI a culturally

based tour ism product ls found ln research 111Lo tour l::.ts' ex­

pe.r iences in New Zeulam].

A. Visitor Percewti.t.>11

Henshall i=t al ( 1981) illustrate visi lors' perceptions of

New Zealand by way oI a pilot "before" and "after" stutly o[

visitors and note that visitor impressions are raised for:

* the r e 1 a x i n <J pact~ u ( l i e

·k t lie uncrowded cu u 11 try

* friendly people

* safe country

* unpolluted lanuscdpe

while increased negative images were reported for a number of

servicing functions

nature of shopping.

including entertainment, and lhe expensive

Intended Activities

While it is not clear what faclors are important in converl­

lng intentions into behaviour, visitor preferences for activity

are nonetheless important. Henshall (1982) cites a pilot study

of domestic and overseas visitors'

holiday.

9

intentions for their next

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Visit a National Park Visit a Museum Go Tramping Visit Arts and Cra(t Ce11tres Visit New Zealand family jn

their home Visit Botanical Gardens

Domestic ~; Yes

71 56 52 47

44 44

Overseas 'l> Yes

70 69 25 67

65 68

Pllmmer (1985) has recently commented on the continued growth of

an 'inner directed' tonr ist segment -· tl1ose who seek authentic

qualitative (as opposed Lo quantitative) experiences. This is

evidenced by the growth of the FIT (Free Independent Traveller}

segment in New Zealand.

Information Sour.ces

Studies of international visitors to New Zealana identify

"word of mouth" as the most important source of

fluencing a decision to visit (e.g. NZTP 1976,

information in-

1982). Henshall

These et al (1981) cited Lim's (1981) more detailed breakdown.

studies may be summarised as:

* 70 per cent

* 17 per cent

* 6-10 pe:r: ceut

Personal communication

Comprising 25-45 per cent of people who

had visited New Zealand

20-40 per cent people living in New

Zealand, business contacts, New Zealanders

travelling abroad.

Advertisi119 materials

Studies and reading

10

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The nature .of thL:; in£onnalim1 ~;ystem ha:=; t1 number of

implications.

Firstly, the aLLlLudes of those people who have returned

home after touring this cou11try, and of New Zealanders overseas,

are of pararnounl irnporl;;-_rnce. IIensliall et al conclu<.le Lhat the

media message should not contradict th1:.~ personally conveyed view,

as the media message Jws d very much lower credibility than face

to face communication (1.981:?.9).

A second implication is that the level of agreement. between

visitor's expectations and what acLually happens (or: is perceived

to happen) is central Lo their salisfuclion. For tourism, if

what people hear and read of New Zealand does not match up with

what they experience, a :::;atisfaction 't:Jdl>' appears. Tltis 'dis'­

satisfaction will eventually be passed on to potential new

visitors. Mathews (1977) has detailed the disastrous con­

sequences this has had for: the Carribean.

As a very simple elaboration of lhls argument if visitors

coming to New Zealand were to perceive tltat public attitudes (and

behaviour) towar:u them were different from their: expectations

(e.g. locals were perceived as less friendly, more

apathetic ... ), tourists might become less satisfied with their

visit. This in turn would be passed on to prospective tourists,

in the longer term affecting industry growth. Because of a time

lag in tourist decision making people who had saved, made plans

and bookings might still visit hence exacerbating the development

of negative attitudes in the short term. The development of such

attitudes may be modifled by opting for certain styles o[ tou:r:ism

ahead of other styles. Getz (1983) has found that the industry . response of increasing promotional activity to counteract a

decline in visitatio11 . . . "Could actually result in exacerbation

11

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of the problems which lead Lo visilor dissatisfaction" l_J.249.

Thus He11Jl1<Jll el al (1981) 110Lc:

"seekiny co111Jru.e11ce he!:ween oversea~; visitors' expectations

and New Zeal<:11Hh~rs own desires governing the acceptability

of tourist e11cou11Lers is a cr.ucidl issue Lo be decided by

nat.ional debate" (IJ.i).

Ll1erefore ·

"What the New Zealander wanls is surely al leasl as impoz:­

Lant as what overseas tourists wa11L". (p.36).

1.5 Who is Responsiule?

The type of social impacts we may expect as a result of

tourism growth will be different in nature from those arising

from the gi:owth of other industries. The major social impact is

not a result of the production t.ii:ocess but as a consequence of

the fact that the consumer is brought to the product. We are

thus presented with a whole range of l?':!ople lo people impacts.·

The tourism product is essentially l:he country itselI, the

landscape, the cities, the weather and of course, the people and

their culture. Everybody must: therefore accept sorne respon­

sibility toward generating satisfying tourist experiences. A

priority lies in generating a clear public uriderstanuing of the

importance of tour ism to New Zealand. The tour ism industry has,

in fact, very little direct control over lhe most important in­

formation source - word of mouth.

Those involve<] in the tourist industry have aduitional

responsibilities. Firslly, tourism must be planned and developed

12

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CHAPTER 2

l\ Clll\NGING TOURISM PRODUCT

The previous section has described tourism as a unique in­

dustry in that it transports its consumers into the product. The

tourism product has been described as the country itself - its

natural and social resources - the land and the people.

A second consequence·of this process ls that the tourism

product ls always changing and evolving. This happens as we be­

come more familiar in dealing with our guests and visitors more

aware of what we have to offer.

Although the general process of how a tourist destination

evolves is still poorly understood a number of factors and stages

of development ar~ recognised (Wall 1982). These include chang­

ing preferences and needs of visitors, changing attitudes among

host populations, the change (or even disappearance) of the

original natural and cultural attractions and changes in physical

layout. These themes are briefly reviewed in this section.

Although some consistency is seen in the evolution of

tourist destinations it is emphasised by virtually all writers

that not all areas ex~erlence the described stages as clearly as

others. Specific destinations are influenced by accessibility,

Government policies, planning processes, rate and scale of

development, as well as the characteristics of their natural and

social resources systems. Because few writers have considered an

integrated model of tourism development and much of the research

reported here is very recent, little attention has yet been given r

14

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to the most beneficial stage of development or of how to assess

or modify various stages.

Butler (1980) has attempted to provide an integrated model

depicting the evolution of a tourist area. It seeks to draw

together a number of the above themes and is based on the

product-cycle concept. This cycle follows the premise of product

sales proceeding slowly at first, then experiencing a rapid rate

of growth, stability and slow decline. In other words an S

shaped (asymmetric) curve (Figure 3) is followed.

A TOURISM AREA CYCLE OF EVOLUTION

R~juvipn.11iu11/ J\

,,/' _,..ll

CiUJICAL RANGE Of ElEMEHIS Of Cll'AClll

r--~-sc ... gnacion ~..:::----

Con1oli<l;1cion \ ""-::::.----- C r------- -------\"- ...... ---

o~dinr \ .......

lnvolvr111t·111

F1cuRr. I. Hypolhctical cvulu1iu11 of a louri'I area.

i~ff"'·""" .'~,.,_lf;:..\ . I~~..... '-::}

\ '-o \. \E

In Butler's terms a resort area passes through a sequence of

changes which he has termed:

1. Exploration

Evidenced by small numbers of "exploration oriented"

visitors, little infrastructure development, and limited

change to the physical or social environments.

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2. Involvement

3 .

Increasing nu~bers of visitor facilities. Some locals begin

to cater specifically for tourisls.

Development

The evolution of a well defined tourist market area. With

associated growth in visitor numbers comes larger and more

elaborate facilities. Butler notes " as this stage

progresses local involvement and control of development will

decline rapidly (1980:8).

The following two stages suggest that the type of tourist

attracted changes as a wider market is drawn.

4. Consolidation

The rate of increase in visitor numbers begins to decline,

although absolute numbers continue to increase. Few new ad­

ditions are made to the infrastructure. Butler reports that

the number of visitors and the facilities provided for them

" can be expected to arouse some opposition and discon­

tent among permanent residents" (1980:8) particularly

those not directly involved in the tourism industry.

5. Stagnation Phase

This stage is associated

economic problems. As

with

the

environmental, social and

number of visitors decline,

surplus capacity is available and the resort slowly loses

its fashionable status.

6 . Dec 1 i n e IR e ·j u v e n ta t i on

After stagnation a destination may decline further or in­

novations may be sought. Key factors suggested here are the

adequacy o[ the protection of resources, the ability to re­

place absolete plant, and/or develop secondary attractions.

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Butler's [l111JJ11r~1:; ;_u:e si.rnllar l.;I) those ci.l:ed elsewhere in

this paper; " a c I v11 1 lJ ,~. n r ;1 I: t; I !.: 11c1 e .i ~: r 0 '.! 11 i r e cl o 11 l: Ii c: par t o f.

tho s e who a r i:' r er; p u t 1:; i l.i l r~ [ o r p J. a n n i. 1 JI J , cl e v ri 1 op i. 11 g .-:i n d rna 11 a g i n <J

tourist: ar.c-~as. To1iri~;I. ;1l.!.r.~1cl:.ionr; ;u·~ 11nL i11f:J11jl:e ;111<] l:ime1f!:";!>

but should be vieweil ;11111 r: i n i l: e .'..1 :3 p o s s i b l y n o n --

renewable r.esources. Tl1c·y c:c11lld then Ii'~ n1orc carefully protected

and preserved" (J.930:11).

Hnl:J.(~l'. 's H1cHlr~l :;11 1.J•.ir~:;l::~ t:nnl:i 11111..•u:.: c:Ji;111<J<~s i 11 al] com~1011~nl~>

o f t he t o u r i s t :::; y:.> l e m . T Ii e :-; e ·" r e v i. :-; i l o i: l: a s t e s , p e r c e p t i o n s o .E

the hos t in g pop u l ;1 l i. o !l ; ! 11 <l c: It <1 WJ <~ ~5 t o I II r:~ phys i ca 1. ::; c t l: i 11 g .

2.1 Visitor Tastes

Cycles of development have been <li:.·sc:riued as they apply to

the tastes and perceptions of visitors.

Smith (1977) in ln!;r.o<]uclng hr~1 ~.d.uclies on tile c:rntlnopolor:1y

o f t our l s m, c 1 as s i_ f i e 1.1 !: o 1.11: l :3 l: ~3 ,J c 1..: n u li 119 t n l he i r adapt a t l on s l: u

local no:rms (custom~;). l\t• t:ou:rism changes in scale, nurnbP.rs in-­

crease and the t:ype 0£ tourist att:J:.:wl:ecJ becomes less auaptabl(~

and therefore more 'obvious' l:o loc;ll residents (TabJe 1).

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Table 1

Freguence of types of tn1uisl:s c:1no l.:li0Lt.:.--2dapl:r:il:ions. to local norm::;

Tourist types

Explorer

Elite

Off-beat

Unusual

Incipient mass

Mass

Charter

NumlY~rs o[ t:o111: l.sts

Very J imi l:ed

Rarely seen

U11co111rno11 bu l: seP.n

OL'CilS i Olli1 J.

Steady f J.ow

Conli11uo11s flow

Massive arrivals

1\rlaptal:ion::; to local norms

i\ccepls fully

l\1Japts £ul ly

Allapts well

r,(];1 p Ls s omewila t:

SP.eks Western amenities

Expects Western amenities

D•~m.:i.nds Western amenities

Source: Smith, V (1977), Fi9ure 1, p.9

Her classification of tourist types was built on the earlier

work of Cohen (1972) who had used factors such as the degree of

institutionalisation (industry support) developed for travellers

to construct a four ~:;l:ep evolutionar.y scheme.

tourism interest: 111 ;i <lesl.ination evolves from drifters to ex--

plorers to individual rn;J~>s tn organis1=d mass as the

g a ins in sop h is t l c i:l l: j o 11 •

industry

p J. O<J (1973) i'll~in li;irl prevlou~jly <lcvelope<l <J psychological

basis (motivational 11i:>L>O::.d.tir.in) for an~d.ysi.nq cl10.119es ln tourist

type. His su9geslion w;1'.; Lhc:1t: r:escnb; rJl:tr.ac:t visil:ors 011 a con­

tinuum from alloc1.~11l:r.i_1::·; l:n udd c1~11trics l:o psycltoce11t:rics.

'Allocentr. ics' meeting people from

other cultures and ac:tivit:ies while 'psychocentrics' prefer

familiar destJn;il:jon~·. ;11irl ~-.rl:t:i.ngs ;n1<l Ji;1ve low .1c:l:ivity Jevels.

UJ

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Whatever the terminology the suggestion of these models is

one of an evolution in which increasing visitor numbers, bring

with them changes in orientation such as decreasing willingness

to adapt to local custom. Thus visitors become more obvious to

locals for reasons otJier than increases in numbers alone.

In more recent work Cohen has focussed both on different

models or styles of tourist behaviou:i: (Cohen 1974) and the manner

in which they perceive the host's presentation. of their product.

This model (Cohen 1979) is organised according to two variables.

Firstly, the tourist's impression of the scene or event as 'real

,or staged' and secondly the nature of the scene from the host's

perspective: real or staged. This 2 x 2 classification gives

rise to four possible tourist-environment experiences:

* authentic: events that are recognised and correctly

perceived by tourists as authentic.

*-staged authenticity: tourist questioning of

authenticity when, in fact, it is real.

* denial of authenticity: tourist failure to

recognise a contrived space.

* contrived: tourist recognition of the created,

manufactured environment: (Cohen 1979: 27-28).

In only two of these outcomes (authentic and contrived) are

the expectations met for both hosts and guests. Under the pres­

sure of time all options, but particularly staged or denial of

authenticity, present many opportunities for misunderstanding be­

tween the parties.

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When these scenarios are set against a further over-riding

dimension - tourists' desire for, or indifference to authenticity

further insights into tourist satisfaction and impacts are

gained.

However, the important point of this section is that tourism

development is not a linear process. The implied suggestion of

Cohen's latest work is that tourist destinati"ons attract certain

styles of tourists according to the type of en~ironments created.

Thus to some extent they may give shape to their own destiny.

2.2 Host Perceptions

Similar studies to those discussed above have been made of

changes in host populations' perceptions of tour is ts. Two

frameworks have emerged which appear to be widely applicable to

social impact research.

Doxey (1976) has suggested a framework according to varying

degrees of resident irritation. He argues that the level of ir-

ritation arising from contacts between the hosts and tourists

will be determined by the mutual compatibility of each, with the

assumption that with seemingly compatible groups, sheer numbers

may ultimately generate tensions. Destination areas will there­

fore successively pass through five stages of irritation.

* Euphoria

* Apathy

- hosts enthusiastic and thrilled by

tourist development

- tourists seen as a source of profit,

individuality is lost

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* Annoyance residents voice misgivings about the

tourist industry while policy makers

see solutions in increasing infrastructure.

* Antagonism - irritations become transferred to tourists

* The final

level

.through speech and behaviour:.

- residents learn to live wLth the fact

their lifestyles and environment are

irreversibly changed.

While Doxey argues that resident response predictably

changes through time, the value system of the destination is at

the base of his framework. Thus any attempts to measure social

impacts must firstly be community based.

In contrast with Doxey's work, which describes the dominant,

prevailing attitude at a community level Butler (1974) [drawing

on Bjorklund and Philbricks (1972) work on cultural interactionJ;

attempts to clarify differing attitudes among individuals. He

suggests residents might be classified on the basis of their at­

titudes and behaviour, according to their disposition for, or:

against, further tourism development.

(Arrows lndicala posslblily of chnnoe) Ac live Passive

., 2: ·;;;

FAVOURABLE: FAVOURABLE: 0 n. Aggressive Slight acceptance of

promotion and support and support for of tourist activity tourist activity

5 0 > "' .i::.

"' _CJ

Oi ,/' "O

~ <

UNFAVOURABLE: UNFAVOURABLE: ., Aggressive Silent acceptance 2: opposition to bul opposition to jQ tourist activity tourist activity

"' .. z

Fig. 9 llo<t at1i1udi11al/bd1avioural re•pnmr.> lo touri.r activity (Sauret: After fljork­hind and Philbrick 1972: B. Found in Butler 1974: 12)

}). I

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Butler's framework has the advantage that. it recognises that

different attitudes may be held toward tourism development,

within the same commu1ii ty, at one time. This suggestion has

found support in more recent research work (Brougham and Butler:

1981). Pizam (1978).and Thomason et nl (1979) developed attitude

indices on a range of issues relating to tour:ism development, and

recorded a more favourable assessment from entrepreneurs con­

nected with tourist activity compared with resident reactions.

Reactions, it seems are also likely to vary according to the na­

ture of the issue. If community attitudes are widely differerit

they are likely to lead to tensions and political pressures be­

tween different resident groups, although it ls suggested by

Mathieson and Wall (1982:139) that the majority of the population

will accept or react passively to tourism.

Thus Butler's dynamic interplay of attitude and behaviour,

combined with Doxey's more general community analysis, reinforce

the suggestions in this paper of the need to provide a community

communication system which-facilitates planning for and monitor-

ing of tourism induced social change. It also raises the notion

of a need for community education and training for understanding

the processes of tourism development as well as for practical

skills in meeting tourist requirements.

2.3 Physical Development

Yet another cycle identified by tourist researchers

describes changes in landscape eleme11ts, and resort areas. Here

the concern is with the sequence by which a wilderness or low in­

tensity tourism region is used increasingly intensively until the

landscape is modified so much that essentially it becomes a built

environment with urban characteristics. Pearce, D (198l:Chapters . 1 and 2) highlights three major factors that contribute to such

development:

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* rate of tourism d~velopment

* power bases, e.g. external vs internal sources of

finance. Integrated (single agent) vs catylytic

development.

* trade-off effects on community life styl~.

2.4 Summary

The emerging concept of a cycle of tourism development has

as yet only sparse supporting research (Wall 1982). Nonetheless,

it offers the real advantage of providing a framework which in­

tegrates a number of separate, yet inter-related, areas of

concern. rt also accommodates changing perceptions, attitudes

and values, throughout a period of tourism development.

In seeking to answer the question what importance do these

studies have for the development of tourism in New Zealand? a

number of themes emerge:

1. There are factors inherent in tourism development that

naturally lead the industry to increase in size and there­

fore impact. In all studies reported there seems to be an

inevitable evolution toward large scale, institutionalised

(mass) tour ism. These changes it seems are more probable in

a system without external controls.

2. As a consequence of the above we can note:

(a) The type of tourist attracted to New Zealand is likely

to change over time. A recent example of this is the

rapid growth of tlte FIT Seyment.

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(b) Local resident - (host) reactions are likely to be

modified or hardened over Lime.

3. The health and success of tourism development will ul­

t l ma t e 1 y de p e n d !Hl t: he i n t e gr i t y o f the n at u r a 1 and s o c i a 1

sys terns that s us ta in it. Tourism development does have

limits, ultimately imposed by the social system in which it

operates. Even with the most efficient of tourist in­

dustries subtle changes in the product particularly

tourism's acceptance by local residents, will ultimately

shape its success.

Attention needs to be focussed on determining longer term sus­

tainable rates of growth, and levels of development appropriate

for New Zealand's tourism future. An i1nportant step in this work

lies in developing Henshall's (1982) call for an integrated so­

cial model of tourism development. We need to address ourselves

more attentively to questions of the style, and levels of

tourists New Zealanders are prepared to "host" in their country

and communities

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CHAPTER 3

THE SOCIAL IMPACTS OF TOURISM

This chapter focusses more directly on social impacts and

their contributing factors. Although t:he recent past has seen an

increasing number of resident surveys and other social impacts

studies, on first glance their results seem confusing and at

times contradictory. Mathieson and Wall (1982:157) note that

many studies have a poorly developed conceptual basis and tend to

emphasise only negative social effects. Others are too broad in

their application or tend to become readily embroiled in emotive

debate concerning the nature of tourism development, rather than

providing insights that might usefully direct research or plan­

ning mechanisms.

To focus this study on a research framework appropriate to

New Zealand a more detailed analysis is required. Three back­

ground factors are offered i11 an attempt to assess the contribu­

tions of previous studies. The special nature of the 'tourist

encounter' is then considered along with an analysis of the major

factors believed to generate negative socio-cultural impacts.

The potential for socio-cultural impacts in New Zealand is

then discussed. It is noted that we will need to develop our own

research and monitoring programme to suit our unique culture and

geographical position. A research and monitoring framework is

therefore the focus of the final chapter.

3.1 Definitions

Social impacts are people impacts. The literature which ex­

amines the socio-cultural impacts of tourism has usually been

25

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directed separately towaid either social or cultural impacts.

Using these terms loosely, social studies usually consider inter­

personal and community social structures and functions; for

example, education, recr.eation, welfar.e. Cultural stuuies con­

sider wider aspects. of both material and non-material forms of

culture and processes of cultural change. Examples here include

language, art, and architecture. There is, however, no clear:

distinction between social and cultural phenomena but the above

dichotomy is useful in categorising studies and impacts.

3.2 Difficulties in Understanding Past Studies

A considerable number of overseas and N~w Zealand research

papers on tourism's social impacts have been reviewed as a con­

tribution to this paper. At first glance these studies seem to

offer directly conflicting or confusing results. The previous

section has also sug9ested that changes occurring at the same

time as tourism development may be only partially related to

tourism, yet much of the blame for negative social changes can be

laid at tourism's door. Particular examples here include in­

creases in congestion or crimes such as burglary and

prostitution.

In attempting to make some sense of these past studies three

important background factors are offered.

1. Most are "one-off", problem-oriented studies. Research

tends to be undertaken once significant tourism development

has occurred and often in response to immediate problems. A

New Zealand example of this trend is the present Queenstown

study. There are, for example, virtually no longitudinal,

'before and after' studies. For the New Zealand situation a

research framework is recommended to prevent this

difficulty.

26

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2. Many studies are specific to both the community and culture

ln which 1:hey occur. As a clirect result of this trend,

specific results and intepretation will, in all probability,

be unable to be transferred to other situations. However,

the research indices developed to interpret results may of­

fer useful insights.

3. The studies often occur in locations at vastly different

stages of tourism development, or in communities fulfilling

different roles in tourism (stop over, gateway, resort

destination~ etc.).

An understanding of tourism impact8 firstly required an ap­

propriate research fra1nework for analysis and a general under­

standing of tourism development.

The following example demonstrates how social impacts might

vary between communities in New Zealand. The generation of addi­

tional employment is seen as one of the direct benefits 6f

tourism developments (NZTC 1984). Where and how that employment

ls generated, or whether it draws workers from other sectors is

also important.

In New Zealand for example, Queenstown currently has full

employment. Additional employment generation requires the at­

traction of new workers to the area or the commuting of workers

from surrounding areas. This raises the questions of staff

housing, employment of 'non-locals' or expatriates and changes in

community structure (e.g. influx of young singles).

Conversely tourism

might create part-time

growth in Rotorua, a larger community,

employment, particularly for married

women. This would almost certainly be to the benefit of family

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incomes. However, j t may also have a series of debatable

consequences, such as changed levels of 'supervision' of school

children after school, or. at holiday l:lmes.

What may be goocl in Rotorua may not be b1~neflcial in

of tourism in Queens town. What ls rnor e, cont l nued growth

Rotorua, may in part require growth in Queenstown as many

tourists.visit both communities. There are no simple answers to

the issues raised by this simple example but what ls clear is

that they need to be <Hldr. essed at bo t:li a na ti ona 1 tourism po 1 icy

and at a local community level.

We must develop our

monitoring devices to

own planning strategies and longer term

suit our unique culture and geograph~cal

situation. This does not suggest that overseas or past studies

are inappropriate. Their contribution is essential to under­

standing of the processes of tourism development and in develop­

ing methods and indices for research.

Among the case studies presented to the UNESCO/World Dank

Seminar (de Kadt:l979a) two examples In particular highlight how

the interests of local communities can be well safeguarded and

promoted to providj a well integrated tourism product.1 While

such outcomes do not appear easy to achieve major common factors

are:

* a broad based public participation in tourism planning

s.c.s \;CJ 1 These are Senegal (·S:a-3:+g-o 1979) and Bermuda (Manning 1979).

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J'• ~ , ••• ;.,,.,_-._·.-..:..:-...... ·-<-·:··-· .... ·,·.·--·"·-· -- -·- - -

* a gradual developmei1t of tourism to accommodate local

·investment and changes in life style

* active participation by all levels of Government, par­

ticularly local authorities in the protection of local

interests and resources.

(de Kadt 1979b:42)

The preceding chapter has down attention to the unique

"people to people" nal:u:r:e of tour ism as consumers themselves a:re

brought in to the tourism product. To provide more specific in­

sight into potential tourism impacts in New Zealand and to give

direction to a suitable research framework additional aspects of

the host-guest (tourist) relationship are explored next. Follow­

in9 this a listing ls made of specific factors believed to con-·

tribute to negative socio-cultural impacts.

3.3 The Nature of Tourist-Host Encounters

UNESCO suggests tourist encounters are unique and are

governed b¥ five major features (1976:82££).

1. The Relationship is Transitory

The temporary nature of the relationship is different for

each participating group. Tourists may consider the meeting

fascinating and unique. Hosts may view it merely as one in

a long chain of superficial encounters.

2. Time Constraints

Tourists often desire

short period of time.

to see as much as possible within a

As a result they may be more willing

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to spend money the.n under more routine circumstances. Hence

the tourist might be easily irritated by even slight delays.

Hosts may compensale by condensing or modifying experiences.

MacCannell (1976) has called this latter aspect "staged

authenticity" and notes such arrangements increase oppor­

tunities for misunderstanding or conflict.

3. Space Constrain ts

over time, facilities and services frequently become con­

centrated into a small number of complexes. Often this

trend is aided by planning mechanisms ~nd supported by tour

operators (Mathieson and Wall 1982:136). Contact between

the majority of tourists and the host population becomes un­

der further pressure to become less frequent and more

superficial.

4. Inequality in Relationships

There is a tendency for host-guest relationships to be

unequal and unbalanced in character. This may exist both in

terms of material wellbeing and satisfaction. Guests tend to

appear relaxed and free spending. Hosts may compensate for

their sense of relative inferiority by a variety of ways

which exploit tourist's apparent wealth.

5. Lack of Spontaneity

Tourism brings certain traditional and informal human rela­

tions into the area of economic activity. What was once

spontaneous hospitality becomes a commercial transaction.

Thus the convenience and safety of planned events becomes

traded for less frequent and spontaneous host contact.

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De Kadt (1979a) has noted that the most [reguent host guest

encounters are by way of purchases. While face to face exchai1ge

of ideas or lnfor.rnation ls less common, lt ls likely to be the

most significant in supporting the claim that tourism increases

inter na ti ona 1 unuersJ;and l ng. Net lek oven ( 19 79: 13 8) supports this

view by suggesting that for many tourists intercultural encoun­

ters are less frequent than imagineu. Furthermore, he suggests

intense _encounters are less desired by tourists than is often

suggested.

3.4 Specific Factors that Contribute to Socio-Cultural Impacts

Few studies have attempted to categorise the major struc­

tural factors that contribute to the development of social

impacts. Mathieson and Wall (1982) write of variable 'critical

points of tolerance' above which costs begln to exceed benefits.

Mi t ch e 11 ( 19 8 4 ) i n s u mrna r is i n g Amer i can 1 i t er at u re des c r i bes f u u r

"potentially dangerous" and three auditional factors that "lwve

the potential to cause harmful impacts" (p.14). Such effects are

inevitably intangible and therefore cannot be weighted one

against the other. In fact they may often be inter-dependent. A

review of overseas literature suggests a number of key factors,

however, no previous previous attempts have been made to group

them as follows. These works are summarised below under three

themes; behavioural, policy and planning, and structural.

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A. Behavioural

1. Cultural. (arn1 Economic) Distance Between Tourists and

Hos ts

The greater the divergence of characteristics (race,

nationality, appearance, affluence) between the interacting

groups the greater the potential for social impacts.

2. Contrasts in Life Styles

This refers to both value orientations (e.g. to work or

leisure, or sex roles) and other behavioural aspects.

3. Numbers of Tourists

Large volumes of. tourists, especially in large groups can

antagonize local inhabitants. Residents frequently resent

having to

problem.

likely to

share facilities and often mention congestion as a

This factor also suggests small communities are

be most affected. Lundberg (1974:85) has

developed a "tourism intensity indicator" to measure ratios

of visitors to residents.

B. Policy and Planning

1. Rate of Development

"When tourism is introduced gradually the waves of im­

pact are usually small". (Mathieson and Wall 1982:141).

Virtually all writers present a strong case for gradual

tourism development. This allows infrastructure to develop

and communities to adapt.

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2. Control and/or Policy Formulation

The more plannln<.J policy and control uecisions are vested ln

local groups the lower the probability of fundamental

disagreements. Likewise enterprises controlled from beyond

the local region tend to create dissension and opposition.

3. Comprehensiveness of Planning

Planning that is broad-based, participatory, involves Local

Authorities and considers the values of local cultures will

tend to be more compatible and create less antagonism.

4. Ownership, Profits and Employment

A tourist industry will be appreciated and viewed as posi­

tive if profits are reinvested in the local industry, ancil­

lary facilities and infrastructures. The same may also be

said for employing local people at all levels of industry.

C. Structural

1. Level of Economic Development of Tourist Locations

Regions or locations with high levels of economic develop­

ment have greater ability to provide for tourist

requirements, retain the tourist dollar and generate

regional flow-on economic benefits.

2. Political stability and Safety

This ls reflected in both tourism investment and tourists'

perceptions of their personal safety. This factor could be

quite slgnif icant for New Zealand tourism.

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3. The Physical Capacity to Ab:3orb Tourism

This factor.is a function of the size of a tourist destina~

tion and its geo9r.aphy.

3.5 The Demonstration Effect

Taken together the above factors underpin what has l.Jeen

referred to by many as "the demonstration effect". Simply

stated, apparent differences in host-guest perceptions, in the

longer term, can lead to changes in locals' aspirations and

lifestyle. The adoption of raised economic expectations or of

changing behaviours particularly in consumption and dress by host

populations as they have increasing exposure to tourists have

been frequently noted.2

There has however, been some questioning of the usefulness

of such a broad definition. Bryden (1973:96) has called it a

"vague unsatisfactory concept' and suggested that on its own it

does not explain who is demonstrating what to whom, why, to what

extent, or at what speed it is occurring. He has also questioned

the notion of a "single direction" demonstration - from tourists

to hosts and not vice versa.

3.6 Tourism as a Scapegoat

A further concern expressed by a number O·f authors is that

tourism can become a 'scapegoat' for other social change(s).

2 For recent reviews see Mathieson and Wall 1982:143-147,

Pearce D (1981:52-53, de Kadt 1979:64-66.

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Tourists and the tourist industry are more visible and identifi­

able than other agents, or processes, of social change. Touri$m

can therefore inherit: blame for ch<:rnges of which it was only one

part, or which ha.ve been occurring at a slower rate, over a

longe_r period of time. Because of these parallel influences

there ls great difficulty in separating out the impact of other

external_ factors, for example the cJemonslration effects of mass

media (especially television and films), returned migrant

workers, immigration, expatriate military or incJustrial bases,

and the like.

There are a number of situations that could potentially lead

to the development of similar attitudes here. For example in­

creasing concern has been expressed, particularly in recent

times, over the status and integration of Maori and Pakeha ln New

Zealand. These issues presumably pre-date to the Treaty of·

- Waitangl. Changes in tourism development which are not sensitive

to the s e mat t er s , i ri e i the r the i r pr e s en t day or h i st or i ca 1

context, could easily see tourism become a new focus for these

issues. Such tensions could inevitably be damaging to the

tourism industry (Winiata 1985). The authors of this report see

this issue as central to the soclo·-cultural impacts of tourism

and have included a separate comment as Chapter 4.

other examP,les where tourism could become labelled as the

scapegoat for change could include 'user payment' for once 'free'

recreation facilities, inflation, congestion and environmental

change.

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3.7 Positive Effects Too!

While virtually all of the literature on the socio-cultm:al

impacts of tourism have focussed on its negative impacts, tourism

does have positive impacts too.

Arts, craft, local and regional identity, history,

architecture, cuisine, can all be enhanced and developed in

response to tourist interest. As simple examples of this four

new craft shops have opened between Christchurch and Akaroa in

the last two years. Likewise for those who have chosen to become

involved, many New Zealanders express very high levels of satis­

faction with 'home hosting' arrangements (NTA 1983).

For tourists in particular one also expects

benefits. Asid~ from anecdotes, very little has been

However, benefits might arise from:

* relaxation, recuperation, new recreations

* a change of environment

* social contact and widening of horizons

positive

written.

(After Figuerola (1972) citea in Pearce D (1981:51)

Some of these benefits may not be apparent while tourists

are in destination areas, but accrue also the planning

(anticipation) and recollection stages of their travel.

3.8 The Potential for Socio-Cultural Impacts in New Zealand

This analysis of both background and speclf ic factors con­

tributing to socio-cultural impacts suggests that New Zealand m;;i.y . av o id ma n y o f the s e r i o us n e g a t i v e s o c i a 1 cons e q u e n c e s o f

tourism. Such a view is supported by Garland's (1984) study of

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three New Zealand tourist destinations.

At present, there appears to ~e great similarity between our

visitors and ourselves. The fact that we are. moving toward a

highly socially integxated tourism development may mean, however,

that areas of discrepancy may be more subtle and far reaching, if

and when they occur.

here:

Two factors in particular warrant comment

1. The rapid and continued growth of the Japanese and other

Asian markets relative to the total market. The fact that

these groups intuit1vely exhibit the greatest "cultural

distance" from ourselves suggest that they will be most

testing of our maturity.

2 . Que s t i on s o f the r a t e o f gr ow th , a n d the 1 e v e 1 s a n d for ms o f

foreign investment, will require constant attention. While

foreign capital may often be required for large

developments, local investment, including incentives to New

Zealand developments, must warrant consideration, if they

contribute to minimizing negative social impacts.

The recognition of tourism's potential as an agent for so­

cial change has led a number of agencies concerned with tourism

development (e.g. Pata 1983:80) (UNESCO Policy recommendations

(de Kadt) 1979:340)) (EIU 1982:197) to point to the need for

an on-going social impact assessment

processes.

to assist planning

New Zealand is fortunate that individuals (Cant 1978, 1980,

Pearce 1980, Garland 1984) as well as national associations rep­

resenting tourism interests (NTA (Survey Research International) . 19 8 3, Hens ha 11 et a 1, 19 8 2) have

studies on social impact issues.

37

undertaken or comrnissione~

This paper strongly endorses

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work of this nature such as the 1985 social impact study in

Queenstown. Time will prove these to be most valuable baseline

studies, offering important early insights into New Zealand's

tourism development.

Garland (1984) for example drew on overseas work to provide.

a comprehensive stucJy of three North Islanu locations (Rotorua;

Tauranga-Mt Maunganui; Paihia, Kerikeri, Russell in the Bay of

Islands). His distillation of indices, and their close parallel

to Cant and Pearce's (1981) work in Queenstown provides key in­

sights for future social impact monitoring in the New Zealand

context.

Garland firstly notes that many of the serious problems ex­

pe_rienced in island communities of the Pacific and Carribean are

not likely to be significant problems here. He points to the

high incidence of overseas travel by New Zealanders (72 per cent)

and high level of involvement with tourists (NTA 1983). For

Maori,· he cites the recognised significance of tourism in

generally nurturing and conserving certain cultural activities.

These he suggests will nullify potentially serious demonstration

effects.

After statistical analysis of 29 social indices (Appendix 1)

describing perceptions of tourism by host populations, five major

factors were presented by Garland. These are:

1. Provision of certain community facilities

(positive response)

These include sporting, cultural and recreational

facilities, the range of shops, quality of restaurants,

preservation of historic buildings and civic pride.

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2; Economic circumstances (positive response)

Three variables particularly support this factor: oppor-

tunities for jobs,

of residents.

lower numbers of unemployed, and incomes

3. Impacts on Certain groups in the community

(m_ixed response)

Includes the br.inging up of children, people with young

fa mi 1 i es , o 1 de r: r e s id e n ts . P r es u ma b 1 y these are o f t e n d i s -

advantaged by inflationary pressures (item 4).

4. Price increases (negative response)

This fact includes variables associated with housiong and

land costs, purchased and rented, and with the prices of

goods and services.

5. Social effects (negative response)

Includes increases in crime, litter, noise and traffic

congestion. Some respondents were shown to modify their

behaviour, e.g. modifying eating out, shopping trip patterns

etc. during peaks of tourism.

(Garland 1984: 57 and 117).

Garland cautions that his study has focussed on host-guest

relationships and that other factors, such as environmental

concerns, may be equally as important as those listed above.

For New Zealanders much contact with tourists is also likely

to be in various outdoor recreation settings (e.g. fishing

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rivers, ski-fields, waiking tracks).

ticipatory nature of the activities, such

opportunity fo.r social exchange of a

Because of the par­

settings provide arn~le

different kind to that

described above. Tourism planners need to develop strong links

to land management agencies such as the Department of Lands and

Survey, New Zealand Forest Service and recreation advisors such

as the Council and Ministry of Recreation and Sport.

A general conclusion of New Zealand studies is that tourism

and tourists currently have a high level of acceptance in New

Zealand.

However, in spite of differences in study objectives, scale,

location or methods one recurring theme is presented. Simply put

it is not so much the fact that tour. ism in gxowing, or that it

currently has very high acceptance L>y New Zealanders, but rather

the issues of community participation and involvement that will

determine its success. This message receives support from all

major New Zealand community studies. Some examples follow:

Mings 1980:20

''For only through identifying and redressing their (resident

populations') objections, will the public continue to be

supportive of tourism".

Pearce and Cant 1981:28 II a general feeling among residents that henceforth

Queenstown should develop,

a community".

not only as a resort but also as

Unfortunately neither overseas nor New Zealand studies take

the next step, they do not suggest how this might be done.

'1 0

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3.9 Tourism Styles and fmpact

The preceding analysis clea:rly suggests that different

styles of tourism are likely to qenerate different sets of

impacts. For example the package coach tour provides 1'.elatively

little. opportunity for host-visitor contact unless some of the

participants are from the host country. They tend to stay as a

group travelling, sightseeing and eating together. The fact that

they are largely insulated from the host community minimises the

opportunity for positive person to pe:rson contacts. However,

larger groups are more visible and identifiable as "tourists".

Therefore if they cause congestion at a 1'.estaurant, a queue at a

Post Office, or "take over" an his tor i.c house, overseas tourism

will be the culprit.

Tour groups however, normally keep to the well worn tourism

routes. Not too many New Zealanders would. feel involved and

these tourists are unlikely to interfere greatly with the

everyday life of most New Zealanuers - except perhaps when New

Zealanders wish to take their holidays.

However, the pattern of tourism is becoming more

complicated. Increasingly tourists are wi~hlng to package

together some, if not all, of their trip. These free and inde­

pendent travellers wish to sample a broader spectrum of New

Zealand landscapes and lifestyles. A consequence is more oppor­

tunities for visitors and hosts to interact. These tourists may

become much more dependent on the assistance of the local

population, and in fact, may seek this as part of their unique

experience. The previous review cautions that such exchanqes can

soon become tiresome, especially if language barriers complicate

the process of communication. The "saturation" level for such ' tourists may also be relatively low should they become competi-

tion at the local picnic spot, or the town's favourite fishing

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pool. Alternatively wher:e commun interest is apparent the en-

counter may be rewarding to both host and guest alike.

What this chapter suygests is that a style and indeed a

level of tourism which does not have the support of the local

population is not sustainable. A central issue concerns the

process by which the public of New Zealand can understand tourism

developme~t and contribute fully to its success.

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CHAPTER 4

CULTURE AND TOURISM

(Dr Pat Devlin - Lincoln College)

Introduction

"Recognition of culture as an essential yet delicate com­

ponent of tourism attractiveness has resulted in a perceived

need to merge social and economic objectives/constraints in

the formulation of tourism development policies" (Ritchie

and Zins: 1978, 254).

The role of culture as described above raises two issues.

The first, is the "delicate" nature of tourism's cultural

component. Partly tl1is reflects the concern that cultures else­

where have been manipulated or exploited solely as tools for

tourism development. While this must be a concern, it may be

also suggested for New Zealand that we are yet in the early

stages of distinguishing between ,those aspects of our New Zealand

culture that are resilient to tourism's impact and those which

must be cautiously rationed, or even "off-limits".

The second issue is one of objectives in conflict. Any

merging of "social and economic objectives/constraints" is un­

likely to take place if tl1ose who hold the economic objectives

are not also in some part linked with the social fabric and con­

text which is providing the cultural attraction. Those who have

control over tourism's administration and infrastructure need to

be part of the answer to these questions.

There ls ample evidence of goodwill to this, but no clear

pathways to an easy achievement of either the conceptual

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framework or the practic~l approaches which will enable action.

This section of lhe review therefore sets out to contribute

to a conceptual framework by describing a relationship between

"culture" in New ZeaL:lnd as somethln9 uniquely Maori, and a cul­

ture which must also be shared. It considers the ways in which

Maori operators and academics see themselves, and their views of

themselves, vis a vis tourism.

The enthusiasm of Maori tourism representatives to play a

significant and substantial part in all facets of tourism

-development is clear. Less clear, and of concern to the writer,

ls the extent to which this ls shared throughout Maoridom. This

and other questions relating to actively shared components of

culture are in urgent need of research attention.

4.1 Culture and the Tourism Product

The culture of this country, its people,· its architecture,

its music, its food, its present as well as its past - these are

the truly unique features of New Zealand which the tourist does

not find elsewhere. It is similarities with their own culture

which enable the tourist to feel a comfortable empathy with New

. Zealanders; it is the differences from their own cultures which

confront and excite tourists, contributing novelty and meaning to

their visit. It is the combination of these which give the

tourist a lasting impression of our country and which challenge

the notion of New Zealand only as a destination of outstanding

natural resources.

4.2 "Natural" versus cultural resources

In an

cultural.

important sense, all

The mountains, plains,

44

so-called

rivers and

"resources" are

seas, their as-

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sociated spectacular features and the plants and animals which

live there are beautiful, spectacular or important because people

say this is so.

However, such perceptions are not universal; they are riot

the same for all cultures. Visitors from Japan for example may

see landscapes and items of culture quite differently from we New

Zealanders. Even visitors from countries with "Western" cultures

looking at New Zealand will have different sets of perceptions.

Finally, but ~f great importance, there ls a considerable diver­

sity within New Zealand itself and this is particularly true of

Maori and Pakeha where there are cultural differences in belief

and value systems. But it is also true of other dichotomies.

Urban and rural perceptions often differ in subtle ways. So too

do views held by the inhabitants of regions. Hence the South

Island's 'West Coasters' see their natural resources and their

history somewhat differently from the views of their Canterbury

neighbours. For various reasons then, those who provide the ac­

tivities and destinations for tourists have the massive challenge

of finding a thoroughly acceptable common pos·ition from which a

view of our combined cultures can be presented. Pakeha New

Zealanders in particular must develop a sensitivity and empathy

for the Maori "view of the world". As an illustration, take the

case of two cars driving past Tongarlro National Park in the

Central North Island.

The Pakeha driver of one car may see a wisp of volcanic

smoke in a landscape as being of geological intrigue and wonder­

ful recreational opportunities. The Maori driver may see the

smouldering sacred fires lit by Gods to warm Ngatoroirangl; the

mountains are "ancestors" and the landscape is a story board of

tribal history and lore.

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The example sug9ests a fundamental cultural dichotomy. Sen­

sitive presentation of New Zealand's landscapes and other natural

resources should reflect an apprecial:lon of the value systems -as­

soc 1 ate d w 1 th the rn . s c l e n U f 1 c and ~H~ !..S the I; l c f ea tu res sh o u l d be

enriched by the cull:Ltr.:.il 111ec.rni11gs which Inhere in our lundscapes.

Clearly this will require a major effort in all quarters.

It requires both learners and teachers and a ·willingness by the

Maori to share a part of som~thing which to them is precious.

Wlthin the total New Zealand experience there are aspects which

properly, can only be imparted in Maori. However, there are

.abundant additional opportunities for sensitve and informed

Pakeha to enrich visitors' experience of the Maori dimension.

4.3 The Maori Role in Tourism

As the September (1985) Manaakitanga (hospitality) Hui held

at Rotorua it was abundantly clear that Maori interest in, and

enthusiasm for tourism is high; their need for concern to be a

part of its growth is seen not as an option but as an imperative.

The business interests represented ranged from financing to en­

tertainment and from insurance to activity tourism. But, while

enthusiasm was abundant the pervasive concern seemed to be tha.t

the Maori slice of tourism cake was small relative to their im­

portance to the industry.

The llonourable Kora Wetere in opening the Hui made several

points which were frequently reiterated over the period of the

conference. The first of these was that the Maori people have

been in the Manaakltanga or hospitality business for over a cen­

tury and many earn their living in the large field of tourism,

travel and recreation. Second, he acknowledged that ''· .. while

New Zealand had outstanding scenery, the only completely unique

part of New Zealand ls the Maori people and their culture".

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Several of the Honourable Minister's points concerned Maori lands

and the need for these to be developed for and by Maori and to

get a good return from their resources. Finally, he pointed OU t

that "strengthening and defendlng M<1 or i culture ls the vital

spark ln all Maori development, a ntl lts linka9e wlth tourism ls

·obvious". This view that tourism has a strengthening role, anu

has in fact been instrumental in keeping aspects of Maori arts

and crafts thriving has been testified by Te Awekotuku (1981).

She explains, "I then concluded that there was indeed substance

to my people's loud and frequent claim that tourism has not hurt

Te Arawa; in many instances, it has helped us" (1981:1).

On the negative side however, ls the suspicion that constant

exposure to tourism has counter-productive side effects. Te

Awekotuku (1981:140) in her description of two Kainga in Rotorua

notes: " especially those (residents) who experience tourist

contact continually, live suspended in a state of seeming

sch l zophre n le amb l valence. As tour ls t tra ff le l ucreases tour ls ts

become· more difficult to avoid; the dimension of privacy in

either Kainga dlmlnlshes." One can only conclude that evidence

for or against this ambivalence may be situationally specific.

Development of operations in which visitor/host contact is

considerable, must be carried out cautiously and thoughtfully.

Maori involvement in tourism has also been reviewed by

Garland (1984). His analysis appears to concentrate on current

attitudes and practices in the Central and Northern North Island.

There ls a clear intention to extend beyond the traditional Maori

entertainment role lr1 tourism by expanding the use of their lands

as well as artistic and other activity skills. Specific mention

of Maori International as a company which promotes the involve­

ment of Maori people in the ownership and management of various . tourist operations, both in New Zealand and abroad, exemplifies

this desire to diversify. The leadership role of the New Zealand

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Maori Arts and Crafts Council is ciLeu as an example of National

level involvement while individual Maori entrepreneurs run

s u c c e s s f u 1 s ma 1 1 b u s i ll e s s i n t h e s e N o r. I: Ii I s 1 a m] 1 o ca 1 i t i e s •

4.4 Maori Self-image

The development of stereotypes through tourism promotion is

a consequence of the industry which is currently of concern to

the Maori. Winiata (1985:5) poinl:s out the importance of Taha

Maori (the Maori dimension) to the self-image Maori hold. It is

" wider than a bikini clad pakeha lass propped up with ~

carving, or a group of performers in native dress; but does in­

clude the words spoken on a coach by a coach driver as well as

the normal promotional avenues". The Maori "... no longer wlsh

to be labelled with the projected image of the friendly dusky

skinned polynesian in the grass skirt".

The recent overseas success of Te Maori Ekepihana - the art

treasures of the Maori World - highlights the current desire by

the Maori for a recognition of a proud heritage and cultural

excellence. While their further involvement in tourism will no

doubt be diverse, the importance associated with self-image is a

message of importance to the industry as a whole, and to New

Zealand as an entity.

4.5 A "hidden" culture

Previous chapters of this review have described the outcomes

of host/guest encounters and the evolution of these through time.

The question of the ways in which this effect might differen­

tially act on Maori culture has been partly answered by Te

Awekotuku (1981) when she discussed the ambivalence of her people . to tourism's affect on their privacy. Elsewhere (1981:146-147)

she describes the "hld<1en" culture, those aspects of Maori life

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and ceremony which others do not see. Yrd: (lf: the same time, a

key thrust of the Maori approach to tourism - their interpersonal

role may further Ulll1ermine tld~;. Henare Slrongman (1985)

described tourism as a "people to people relationship". To her,

"Americans (her adopted country) are wonderful people (who) leave

New Zealand with their suitcases bulging. But is that the most

important thing they leave with? No, it is what is in their

hearts - it is aroha! The unsaleable is AROHA".

The close, intensely personal experience Strongman provides

may be difficult to duplicate except on a relatively small scale.

The use of the Marae to give visitors an jnsight lo Maori cult:ure

would seem to require considerable visitor pre1:>aration if they

are to benefit other than superficially from their visit. One

might question how or if these intense participatory cultural ex­

periences are moving a little too close to the "hidden culture"

noted above? However, if this type of activity is the pinnacle

of the Maori cultural experience (and is rationed accordingly),

it wo~ld play a key role in a continuum of opportunities for dis­

criminating visitors. This decision can only be made by those

closely involved and should be made cautiously, slowly and after

thorough consultation.

4.6 Need for direction

Points highlighted at the Manaakitanga conference also in­

cluded the need to develop Maori resources for more training of

young Maori; the strength and resilience of Maori culture; t:he

importance of people (aroha); abhorence of cheap, distasteful

(and often imported) souvenirs; and the need for a central body

through which Maori opinion, guidance and initiative can be

brought together to promote Maori tourism. To this end a task r

force was set up to prepare the way for establishing a Maori

Tourism Association which would facililate that forceful yet sen-

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sitive development·of the skills anu :resources of the Maori.

4.7 Quality for the Masses

The challenge . to t:he tourist industry as a whole is to

recog~1ise that "quality" ls not the experience "itself", but is a

measure of the level of satisfaction of the participant with the

exp er i enc e . The r e i s a c 1 ear message i n th is . A cont in u um of

experience from a "mass" end which caters for thousands, through

to the "rationed" enu which caters for a few, is not a range of

quality. It is purely a range of experiences and those who

provide them must ensure that quality for the participant is

available throughout. This places the responsibility squarely on

the providers. A diagramatlc example of involvement with equal

q:uality throughout ls shown below.

A Continuum of Cultural Experience Opportunities

Purchasing a souvenir

? attend a concert

? visit Art Centre/ walk Whakarewarewa

? Live on a Marae

-------------(decreaing) INVOLVEMENT (increasing)---------------

The complicating influence of the "experience" of those

providing opportunities for tourists is discussed in the final

chapter of this review but ls so important it warrants furthe:i::

mention. As "experienced" New Zealanders the value we place on

activities and settings tends to mirror our own backgrounds.

A cultural example of this is cJisplayecJ in the continuum

above. For: the first-time visitor: an exhilarating Maori concert

will be a highlight. Few will need a Marae experience to provide

their "quality". We should carefully appraise the extent to

which we are viewing 'others as extensions of ourselves, instead

of "providing a range of quality options from which they can

choose. If the emphasis for provision of quality concentrates on

the "mass" end of the continuum, then this will be most

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appropriate.

itself.

The ollier end, by definition, can look after

4.8 A Wider Cultural Identity

While this section has virtually concentrated entirely on

Maori aspects of culture, it ls the writer's belief that more

than one_ form of cultural renaissance is occurring in New

Zealand. It has been stated (Plimmer; 1985, 10) that for:

tourists from several cuur1tries New Zealand ls seen as a beauti~

ful place but with nothing culturally tu offer; hence it is

tempting to highlight the special identity of the Maori. But

perhaps many New Zealanders are sufficiently removed from thei:i:

forefathers points of origin to feel strongly that they are New

Zealanders. They know where their roots are. An emerging

nationalistic strength may provide more widespread opportunities

for a ''New Zealand life-style" to stand alongside those unique

features of our culture which only the Maori dimension can

provide, and in so-doing, add to our incomparable landscapes as

an integrated range of opportunities for tourists.

4.9 Some conclusions

This contri.bution has covered a number of issues that seem

important to this observer. While the concepts of culture and

tourism connote Maori aspects in particular, it is essential that

all who are i11volved in the provision of tourist experiences be

suitably informed and sensitive to both the Maori dimension and

the Pakeha dimension. Each will have its opportunity for

eminence but few would argue the pre-eminence of those unique

qualities which are clearly Maori.

At the same time the industry must heed the advice of con­

temporary critics such as Mahuta and Nottingham (1985:6-7). "It

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is Maaori culture. and"Maaori values they (the tourist) want to

find out about, not the spurious pseudo-Polynesians they are

dished up in too many other tourist locations " Mahuta and

Nottingham provide insigt1tful analysis of many of the issues sub­

sequently addressed by the Manaakitanga Hui (1985). In common

with others, both writers and speakers, they seek the sale of a

quality cultural product which does not bring with it an attri­

tion of intrinsic cultural values. Indeed, they look for a

strengthened culture through proliferation of cultural skill­

tralning. The problem of "pseudo-Polynesians - in many oth1~r

tourist locations" is surely one which can be overcome through

displacement or :replacement as the inllustry becomes mo:r:e fully

aware of the concern which the Maori people have for the ways in

which their culture is presented.

The establishment of a "task force" to advise on the Maori

role in tourism is a useful first step. I believe

further than that, and three points stand out.

it must go

Certainly its

first responsibility will be to ensure for its people a just and

rightful place within the industry. Second, and of equal

importance, is the critical need for the experiences provided to

flt comfortably within a range which can be culturally

sustaining, as well as sustained by the culture. Third is the

need to explore ways in which Pakehas in tourism can share,

enrich, and come to better understand each others cultural

inheritance. In these w.J.ys, not only the tourist will benefit.

The issues raised in this section of the review paper must

be read within its overall context. It is therefore stressed

that while its treatment ls separated, its implications are not.

Haphazard developme11ts of tourism involving Maori, are still hap­

hazard tourism. Social impacts from tourism are still impacts

and notwithstanding the inherent resistance of Rotorua Maori to

these, other parts of the country may not have this resllllence.

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Finally, developments which have. lrreversible impact on ecologi·­

cally sensitive areas are equally irreversible. Indeed, impair­

ment of land resources may take on additional spiritual, as well

as ecological significance.

rhe task force must therefore deal with the spectrum of con­

cerns currently presented to the industry as a whole.

Its challenge is to make the most of what it has, while at

the same time it forges mutually better cultural understandings

and synthesis for all New Zealanders, as well ~s the tourist

community.

"Ko te pae tata, whakamaua kia tino;

Ko te pae tawhiti, whaia kia tat~.

Hold fast to the close horizons (or to what you have; chase

after and bring closer distant.: horizons". (Nikora: 1984).

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CHAPTER 5

MEASURING AND PLANNING FOR SOCIAL IMPACTS

Introduction

The initial chapters of this review had as their. objective

to describe the importance and nature of social and cultural

impacts. Attention was firstly focussed on the tourism

product/experience and the resource systems that underpin it. It

was concluded that the health and success of tourism development

will ultimately depend on tile integrity of the natural and social

resource systems that sustain it. All members of society have a

responsibility for this, however, the tourism industry because of

its particular use of these resources the tour.ism industry has a

special responsibility.

The tourism product was described as one which evolves over

time. Differing patterns of evolution were noted for a number of

aspects of the tourism system - visitors (guests) local residenls

(hosts) and destination areas. Because the tourism product

focusses on us as New Zealanders, and because tourism is u

'people to people' industry, tourism ls therefore an agent of so­

cial and cultural change.

Most of these changes will be seen as part of the general

picture of constant change which we experience today. The fact

that the impacts of tourism are similar to many other changes oc­

curring in our society suggests that tourism planning needs to

first and foremost be well integrated into existing planning

processes . .

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This final chapter· presents two themes. The first concerns

the development of a framework both of communication and for re­

search to monitor impacts and fine tune our planning. The second

concerns the need for, and major issue~ in tourism planning.

These two themes are. interrelated in as inuch as measures of im­

pact of best are measures of evaluation - of how well objectives

are being achieved. Without clear directions outlining the na-

ture of New Zealand's involvement in tourism,

very soon becomes relatively meaningless.

impact assessment

5.1 Social Impact Assessment

In New Zealand, as in other Western Nations, Social Impact

Assessment (SIA) is gaining in importance and scope of applica­

tion (Taylor and Sharp 1983). Following their experiences with

using SIA in major projects in New Zealand (e.g. Marsden Point

Refinery, Taranaki Energy Projects) the Minist~y of Works and

Development has recently published a description to guide future ·,

applications (MWD n/d, c1985). This is summarised bri~fly below.

The approach advocated is based on an "integrated community

development" which creates a series of horizontal and verti~al

communications comprising central government, regional

government, and regional steering and technical advisory forums,

working alongside developers. The principal aim is to enhance

communication through consultation.

The roles of these participating groups are:

Central Government. Central Government has the role of co-

ordination of the interests as expressed in its various

departments. It is suggested that this is an on-going need. It

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...

should foster direct ·communication and infor.mation between

regional and central government.

DPyAlnper. The developer, whether government or a private

developer, has a plvltol role in the SIA process. They hold key

1 n f or ma t i on about p 1 an n e d pr o j e ct s w h i ch needs to be made av a i 1. -·

able to regional and central governmental planners and local

people.

Regional Steering Gro11ps. These groups are set up under a

Regional or United Council. They should illclude local Members of

Parliament, local and regional authority councillors, Crown rep­

resentatives and development interests. Major functions as

listed are:

* to initiate Lechnical advisory SJr.oups

* to articulate appropriate regional development needs

* to influence the manner in which development proceeds

to meet regional or local needs

* to recommend allocation of development levies.

Technical Advisory Groups. These are the "work horses" of SIA.

It is suggested they comprise staff from all levels of government

(central, regional, local) with developers (the tourism industry)

and community groups.

Runyan and Wu (1979) have addressed the specific question of

'assessing tourism's more complex consequences' . They too ad vu­

ca te a wide community involvement in tourism planning. They go

further than the approach advocated by MWD and suggest a two

stage approach to impact assessment. The local planning

aut~ority, with developers or consultants, forecasts relatively

specific or quantifiable physical, economic or other changes.

These are then pu l tu l11e comrnun l ty wh 1 ch has three roles:.

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(a) evaluating and criticising the set of impact foreca~:;ts

prel:'ared by lhe professionals.

(b) expandin9 .on these impact forecasts both for themselves

and for others who may be affected.

(c) making judgements on the set of identified impacts.

These anthors

nif icantly increase

note that although resident input can sig­

the time and effort required to complete . a

project the pay off for impact information is increased

reliability and usefulness.

However, tourism development poses speci<il challenges jn

fitting into SIA processes. Three issues are listed below.

1.

2.

Tourism development is on-going. It tends to evolve slowly

and is made up of a number of smaller developments which may

in the short term go unnoticed by local residents.

There is most often no

developer.

single readily identifiable

These above two problems can be addressed by establishing

(Regional) Tourism Advisory Groups (TAGs) on a semi-permanent,

formalised basis. Recent experiences in Canterbury have seen the

establishment of an advisory committee ·by the Canterbury

Promotion Council and the Canterbury United Council.

The structure and function of this forum ls recommended as

the basis for TAGs . central government

(Recommendation 1).

in other

liaison

regions (Recommendation 2). A

group is also recommended

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Scope for the inclusion of SIA is made in the Town and

Country Planning .l\ct (1979) which could include tourism

deve 1 opme n ts. Reg i ona 1 groups as out 11 ned above can, for

example, be for med as advisory groups (under s 8 of l:he Town a nu

Country Planning Act (1977)) or, as ln the Canterbury situation,

act more independently, but supported by funding initiated by the

United Council.

3. Funding: Major industry developments

the developer to pay a levy (0.5

(over $50m) require

per cent) to the ap-

pr op r i at e Re g i on a 1 or Un i Le a Co u 11 c .l 1. Wh i 1 e ma j or tour i s m

developments (e.9. large first class hotels) would attract

such a levy, tourism developmellt,

not attract such levies.

for the most part, would

This second challenge is more serious. In the final

analysis, because of the nature of the tourism product, its many

interfaces with local life style and culture, the author is led

to conclude with others (UNESCO, OECD, EIU) that this funding

responsibility ultimately rests with government agencies.

For the central government liaison group (recommendation 1)

this funding responsibility presumably rests with the NZTP. For

regional TAGs (recommendation 2) funding would seem to initially

rest with regional or United Councils.

The Canterbury experience suggests that this need not be

expensive. All industry representatives currently give freely o[

their time and funding was co-ordinated by the United Council tu

provide a research/marketing officer arid secretarial assistance,

which amounted to $65,000 in the first year.

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Likewise, it is ar~ued that these proposals do not establish

a series of new bodies or further 1:>l<:111ui11g cJeluys for uevelopers.

Rather they serve vrlmarlly to bring ·"l 1111111ber of c1isparate 111ter­

ests Logether into a single forum, to facilitc1te l>elter, more

efficient, planning ..

5.2 What ano How to Measure

Social Impact Assessment is firstly a communicating and

planning framework. In underlining the importance of regional

tourism forums this report takes the same view as that implied in

SIA; that ls, community members are the best judges of changes

which are affecting them. Many of tourism's effects are not

direct, but rather induced or indirect. One of SIAs strengths

lies in its ability to utilise resources and data that already

exist (secondary sources). Nonetheless while such approaches n~y

be appropriate to 'one off' developments there is a need for a

wider data base to integrate development at a national level.

Cohen has argued that for tourism development "the many dif­

ferent empirical problems ca11 only be tackled by utilising a wide

range of concepts and research instruments'' (1979b:32).

He therefore advocates research that is:

* aware of the passage of time - aside from such an awareness

there is also a need for longitudinal studies (e.g. dif­

ferent stages of tourism development.

* aware of specific circumstances (e.g. community context)

* capable of· generalisation (at least research designs and

variables should be comparable)

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* participatory - touf ism processes should be studied from

'within' as well as from 'outside' the groups involved.

Pizam (1983) anJ Duffield and Walker (1984) show how dif­

ferent types of research might fit different data requirements.

Under objective measures Pizam lists:

1. Before-after studies

2. Ex-post-facto - matching communities

- statistical inferences

3. Case studies

4. Field exper iment:s

and for subjective measures

1. Resident's surveys

2. Impact assessment by experts

- delphi

- delbecq

Impacts (physical and biological, economic and social) aLc

seen by Duffield and Walker (1984) to arise from three contribut­

ing groups of people.

* tourists (staying visitors)

* day visitors from outside the region

* residents

Key indices for social impacts are:

* infrastructure changes

* social attitudes

* changes in la11cl use (rural to urban)

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* use of service facilities

* structural changes in population composition

* behavioural effects, e.g. crime

Again this information is sce11 a!;; an integral part of an

overall planning process (Appendix 2).

Although the type of impact assessment advocated in this

report ls seen as an on-going process the earlier impact grid ap­

proach u.s advocated by Plzam (1984) ls also useful in highllght:­

lng the broad range of issues that might not be assessed ln

tourism development. On one axis he has placed 11 social and 10

cultural impacts indicators. On the other are up to 45 elements

of tourism development. These include a wide range of

accommodation, transport, recreational and infrastructure ele­

ments as well as scope for assessing ~ifferent aspects of tourist

behaviour (Appendix 3).

In New Zealand we already have an lncreasing number of

studies, usually community surveys, that are clearly part of so­

cial impact assessment techniques. These include such studies:

Cant and Pearce

Garland

Mings

- Queenstown

- Central and Northern North Island

Communities

- Public opinion

What the earlier literature review clearly cautions is that

it ls very easy to become trapped into one-off problem-oriented

studies that contribute little to an overall understanding of

tourism or little in assisting other communities in predicting or

measuring changes. Two key principles stand out from Chapter 3's •

discussion of the factors that influence negative socio-cultural

impacts. These are:

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(i) impacts will vary according to community size.

(ii) impacts will vary according to the stag~ of tourism develop­

ment.

A research framework based on these two over-riding factors

is included as a recommendation (No. 3) in the next chapter.

Prior to_ this, however, some comment is macJe on the need for and

scope of tourism planning.

5.3 The Need for Planning

"To maximise the probability 0£ success requires the pre­

diction of impacts .... A good strategy therefore, incor­

porates a process whereby impacts will be evaluated and

predicted, and action taken when thresholds are approached.

If obstacles cannot be over.come some control (such as

limits) must be imposed".

Getz 1983:253

This quotation raises two issues. Because social impact

assessments ultimately require judgement decisions a clear

tourism policy, with the ability to monitor char1ging goals and

objectives, is essential in their assessment. It will be argued

that planning needs to occur at all levels, national through to

local.

A second issue raised in the above quotation concerns the

question of limits.

This section therefore also examines the nolion of a tourism

capacity and questions the nature of quality in tourism . experiences.

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5.4 A Strategic Approach to Tourism Planning

Getz (1983) and Murphy (1983) l>oth present a strong case for

·a strategic (systems) approach to tourism planning. As such

their suggestions . differ. suostantially from comprehensive

(master) tourism planning protjrammes as advocated by Gunn (1979).

A systems appr:oc:ich is seen as an on-going process. rt ac-

knowledges changing public attitudes, and keeps abreast of chang­

ing stages and rates of growth by constructing and constantly aJ­

justing a model of tourism development. A capacity is seen as

part of this dynamic process "aimed at overcoming barriers where

possible, but one in which it is possible to exert controls

when necessary to.satisfy objectives'' (Getz 1983:252).

Two inter-related activities are proposed. First general

research aimed at understanding the "tourism system", how it.

works, its problems and goals. The "application and evaluation

of controls exerted on the system (i.e. specific policies, plans

and developments) to achieve goals" is then required (Getz

1983:253).

General system~ research includes: describing and modelling

the tourism system and its environment and forecasting and choos­

ing alternative futures. These two steps are integrated. As

better knowledge becomes available through the evaluation of past

experiences, the model (understanding of the tourism system) must

continue to be improved.

The planning and evaluation of sp~cific proposals involves

six steps.

1. Evaluation of planned developments.

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2. Establishing a priotity for goals and objectives.

3. Selecting a strategy. This sl:ep requires that likely im·

pacts are predicted and evaluate<] and plans then adapted

as appropriate ..

4. Initiating incremental development. The value of moving

s 1 ow _l y i s th a t g i v e n these many u n c e r ta i n t i es , ca u t i o us

development is one device to help minimise risks.

5.

De Kadt (1979b) also advocates for a gradual development, to

allow locals Lime to adjust to, and become involved in

tourism, thereby minimising potential shifts in attitude.

Review and Evaluation. This information must link back to

the overall model so the accuracy of future assessments and

decisions is improved.

6. Decisions. Finally, reviews must lead to decisions regard­

ing controls on the system. As suggested earlier these may

operate, in a number of ways; access, host's attitude, ad­

vertising or promotion, or guest attitude. Unless a plan­

ning process specifies how evaluations ~ne to be used it ls

possible that important implications will be overlooked.

Murphy on the other hand argues for an ecological approach

to defining tourism goals, whereby the industry assumes a

"stewardship" role [or landsc<ipe, amenities and community assets.

He argues that because tourism is 11ow interwoven into the social,

economic and environmental aspects of all communities it "can be

integrated into the general planning procedures" (1983:193).

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5.5 Is there a Tourism Capacity?.

A numher of pJanning texts still refer to tourism

capacities. More recent work, such as those described above have

moved slgnificantl~ away from such ideas toward a more interac­

tive planning model. This move ls also occurring at a time when

the notion of carrying capacity is being dropped from recreation

plann i n<;J_· Reasons for this de par tur e stern from the i nab 11 i ty to

fully operatlonallse capacity measures within either of these two

contributing ~ystems socio-psychological or bio-physlcal.

Chapter 2 has argued that both visitor and host perceptions

(the soclo-psycholo9ical capacity) are likely to change over

time. These factors along with an infrastructure combining a

variety of public and private facilities suggest a commonly held

perception of crowding our point of capacity is highly unlikely.

It can also be argued that biophysical limits may not exist

in definite terms. In some situations limit$ on physical

resources can be overcome. A ready example h~re is the construc­

tion of well defined tracks and boardwalks and adequate parking

areas in National Parks to lessen impact and allow for greater

visitation.

Finally such measures are meaningless without a prior

specification of goals. A piece of land designated as a reserve

may be expected to support a relatively small number of visitors.

The same land developed as a theme park may accommodate

thousands. Capacities are therefore better seen as control

mechanisms, or threshold, rather than absolute measures. In this

light impact assessments are then seen as evaluations of how ef­

fectively goals can or are being achieved rather than the ab-. solute measure some would purport them to be.

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5.6 The Recreation Oppbrtunity Spectrum

The above ld<~Cl~> have been bro11ght l:oget:her under UH~ heading

of the 'Recreation Opportunity Spectrum' or ROS for short (ClJJk and Starkey 1979) .. l\n upplication and brief discussion of the

same principles are spelt out in the previous chapter on Culture

.and Tourism.

An individual recreation setting is the combination of the

following factors:

physical - especially access

[walking unsealed road sealed road

helicopter]

biological - 'naturalness' of settings

[unmodified man maue]

managerial - acceptability of impacts and regulations

[no amenities, few regulations

social

.. many amenities and regulations]

- amount and type of social interactiion

[no interparty contact

extensive interparty contact]

For each of these factors a range of criteria are developed

that allow the distinctior1 between one opportunity and another.

While these criteria are judgemental, their value is seen in

stating explicitly the criteria on whicl1 decisions are based.

one feature of resource management that ls made clear by the

ROS, is that remote experiences are of special significance. It

ls easier to move towarcl more developed situations than to move

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back along the spectru~ to re-establish 'remote' situations.

With the adoption of the ROS recreation planners have realised no

one area nee<.1 to he 'all things to all people'.

The "experience." of the providers is however a major com­

plicating factor. If we are (or have been competent trampers or

mountaineers then wilderness-type experiences or an ascent of Mt

Cook may_be our idea of "quality". The obverse of this - to see

wilderness from a chartered flight, or to see Mt Cook from the

Hermitage - is for us potentially low quality. Not so for our

visitors. For those who lack the skills to climb Mt Cook or for

whom this view is "a first", the experience may be a highlight.

If it is accompanied by sensitive interpretation and the oppor­

tunity for the visitor to extend and enrich his one-of[

e~perience, then it will truly be quality.

5.7 Applications to Tourism

While the ROS has not yet been applied to the study of the

tourist industry some potential clearly exists.

As an elaboration of the above ideas it is easy to develop a

picture of a high qualily recreation experience. For one tourist

it might be a limited visit on a package tour, for another a

longer, less formalised trip in a camper van. For yet another it

might be a 'hitch-hiking' holiday to the remoter parts of the

country. Furthermore, these seemill<jly unrelated experiences

ml g ht a 11 a pp 1 y to the same person , the i r a i f £ere n c e be i n g the i r

changing experience, familiarity with the destination area, or

the social group with which they choose to travel.

Specific applications of the ROS to tourism might be in as-•

sisting in the development of regional tourism plans, or in

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reviewing the range of accommodation, attractions, activities or

transport opportunities.

This final section has presented two alternative rnocJels for

tourism planning. The difference between these models lies only

in the level of application. They come together in highlighting

the need for an on-going planning process. Both adopt a broad

view of the industry that places lhe tourism 'product' within an

integrated system. Both emphasise the need to develop a tourism

policy and monitor cl1a111:3lng goals ancl objectives. Social impacts

assessments are seen as part of this process, rather than ends in

themselves. Strong links with community members likely to be af­

fected by developments coupled with early and ongoing communica­

tion are seen as the mechanisms to ensure that negative impacts

are minimised and positive benefits work for both the community

and tourism alike.

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CHAPTER 6

RECOMMENDATIONS

6.1 Recommendations

The first two recommendations are concerned with

communication, involvement and planning devices. They arise

primarily fr:om the previous discussion on SIA and measurement

techniques (Chapter 5). Many of the resources and skills

required for social impact assessment already exist. These

recommendations do not seek to esta!Jlish a series of new bodies

or further planning delays for developers. Rather l:hey serve to

pool resources and co-ordinate action with the objective of

facilitating more efficient planning and the minimising of un­

desirable effects.

Recommendation 1

The establishment of a Social Impact Liaison Group to iden­

tify major social impacts of tourism development, advise on mat­

ters of national tourism planning and policy and offer guidance

to the regional forums.

This group should be able to initiate and monitor research

and report to the NZTP and NZTC. Ideally it should build on the

existing work an<l relationships !Jetween the NZTIF Research

Authority, Tourism Council and Research Division of NZTP.

Likewise the Social Policy section of MWD has increasing exper-

tise in this area. This group is seen as a parallel of the

Tourism Liaison Group. A list of potential contributors and . functions is included as Appendix 4.

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Recommendation 2

The establishment of regional Tourism Advisory Groups (TAGs)

to assist regional, local and central goverrnnent in planning for

tourism.

Such groups are already being established in a number of

regions.. The structure of the Canterbury Tourism Advisory Com­

mittee provides a substantial starting point. This recommenda­

tion simply serves to underline the importance of these groups

and advocate for their establishment in all regions affecteu by

tourism development. Clearly monitoring social impacts and com­

munity participation in tourism are an additional role to be

grappled with in each region. In keeping with SIA recommenda­

tions these groups would need to develop strong community links.

For example mechanisms of involving community workers and inter­

est groups need to be considered. Appendix 5 details the struc­

ture and functions of the Canterbury group and suggests possible

additions to answer these concerns. The Canterbury Regional

Liaison Officers of the NZTP were central to the establishment of

this forum and their role is strongly endorsed.

The final two recommendations are concerned with building up

a research data base on tourism impacts. A framework is proposed

(Appendix 6) to avoid the 'shot gun' of problem-oriented studies

evidenced in other tourism destinations.

This framework is based on two key prl11c:lples outlined ln

the literature review.

(1) Impacts will vary according to community size

(ii) Impacts will vary according to stage of tourism

development.

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Ii .i ~-; 1. 1)r .i.c~ l cul tur.31) nnd

l:ourlst:s (dc)me:-.;l:lc, .inl:1'1:11."lti.,,11al). Tl :-;1~1v1~s l.u !Jull<.1 011 slt:u<J-

l.ions whe1:e r.esr~ar('h 11;1~; c.~ll c::H1y hr·i:·n 1.111<Jert:ake11.

Recommendation 3

Under the auspices o[ the Social Imi_i<.tcl: I.i;:iiso11 Group or

policy and research sccti.on~; o.f. NZTr ~l t:our:lsrn res1~arch monitor­

.in13 bas(~ be clevf~lop1:·cl 1:11 i11c11Hle i'I r0119P. of <:01mnu1ill.h'r; likely to

be affected by tour.L;m. IniLi.::ll.ly tllr~se !dwulll incl.1.111e thP. com-

1mrnltles llstf~rl jn ilPLl(~J111lx fi (J?r.0:i11·,:: :Ju~>!~f; P<:-iildi'l, Ru~;:-H~ll,

Waitangi, Queensl:n\v11, RnLnr1.1.J, Cltr i.:.;l .. c:lt11r.c:li).

It js ack11owl1'1l 1J••1J t.J1o1L for: 11Hny of l.h<!~;r~ ~>omc resr~c1:r.:c:h al-

ready exists.

Cent :r: a 1 co -·or cl i n ;:1 t i o 11 o f t: h i s work i s re q u i :r: e d to :

*ensure that: .:i broarJ i:ange of CP1tH111111i.LiP.:-; a1t!l ::;lage:-3 of

tourism d(~vcl11L11Hr~11I: itr(' sl:u(lit'(l

* that data g:]l:hr:l:t='rl is ;:ibl.e \:1) 1"~ cni::-:::; ·r.:11mp.-_ned

•J: t:n provi1lr• :111 •lll•_J<iill'J r1·~;1:;irr·:Ji r1111r:l.i11n l:o link 11ir:c~cl:l.y.

to tourism policy.

l'i. co lflbl re J 1C!11 ~.~ i v r: r c~ v le w ;in 1 J hi L1 l j o ij r .. \ p I 1 y of 1;0111 l~.:;m irnpacl

studies in New Zr~;.il.1111] p.'Jrlicul.:irl.r in Lhc .:ibuvc cDmmunities be

compiled.

l'i. 11urnlH~r of ~~l.111l:iJ·s hc-1-...,,: L11~e11 u11cl1~rL.1b~n 011 1-01.n:isL c]('Slina­

lions in New 7.cnl;i111l, 11111r·Ji hy 1.rni1;(~r:;il·y ~;f:1.11li>nt::; .:i111J st."Jff.

Tld~; W<)U]d ~:;r.~1:!: l:o lii•_ili:li•.Jlil. llldjr1r 1 ·1.11111111111il:y i::'.;111·'.; .111<1 pr:ovir:.h·

71

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insight::> into the kf:~y i11(l.i.ces anu aL1p:roprial:e metlJCHls on which l.o

base the wider monitoring programme cl1~~>c:ri1ied above.

6. 2 r.oni:;ltJ,djng r:nrurn~.n .. t

This paper presents a number of issues which have not

received much attention in the past. Some within and without the

1 n dust r y may s t i 11 con~; i de :r th a t i. t i s n o t: <lll <n ea o £ ma j or

concern.

the case.

A number of issues presented suggest t!tat this is not

New Zealand is stlll in tlle infancy of its tourism

development. A.!3 tourisrn g1:ows it will inevit.Jbly lwpact on New·

Zealu.nd society - on .i.i:s people, l he .l r 1 l £es t: y 1 es a 11 r] a t l i l u des .

The degree of accP.ptanr.:r.~ of touris111 hy host co111111unil.:i.e::; will

determlne the success or. failure o[ Lhe New Zealu11d ho~;pitality

industry. A style, antJ indeed a level of tourism that does not

have the suppor.t of l:hP. population .1~; not su:::;tainal.>le.

Connnunily values 111u~;t br~ nllowr~c1 Lu influence the nature anc1

type of tourism deve1c)peu i11 this country. Likewise differences

in community aspirations must be resolverJ at a community level.

Early and ongoing cornrnunicatlon are ~3r:>f'n as tllP meclwrd.Bms to en­

s u r e t ha t n e g a t i v e i. 111 pa c t s a r e m i 11 l rn i ~:; e cl a n cl l h e md 11 y po s i l i v e

benefits that flow f:rc)fn f:ourism developrn<~nt wo:rk for both the

community and tom: ism ,;.:ilikc.

72

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i\1.TE!ID r X J

SOCT J\T, Tllli I Ci'\'f'r1ll.~~ OF 'J'(l!IE l ~:~II J l·JJ:'i\CT

New Zealand Host:s ancl Guests ( Ga t l d 11 <J l 9 8 4 : 5 S f: [ )

Scale ··5 l:o +5 (ll point:)

1. Strong poslti~e ef[ect

Op[•ntti11dLI.•.•:_; f<H 111"~'1.in·.i i1ilJ'l.f:';.:l l11•J 1.11~uvl1! ';:'..(, Q 11 ,:1 1 i t: y n f r (' ~;t. ;_11 tr ; • n l. ~ ~ 2 . 7. Range of shops 7. .1 Fe•.::ll11gs o.f civ.i1: ur.id1-~ 7..J.

2. General positive Prf.~'cl.

Cultural £a6ililies Var i e t y o E t:! n Le r t.:1 i. n 111e n t: Sport:ln9 faciJ.11:.ic:s Maori culture Residents' i11co111e::; Recreational facilitie~:; Preservation of historic: buildings General standr.ncl of: living Oppo.rtunltiet.; f«ir :ioll~:;

3 . Mi n i ma 1 e f f e c I:

C Ii d 11 ':Jr~ 5 i ll 'vh..l y () f J t f C

D r J II g i. 11 'J 11 f:l C' 11 i l rl I ,., 11

FiJ111J JleG wl 1.11 y111111•J 1·J1l l·h•·ll Qu;:i.lity or 1t1e1Jic.:_il :_-;er:v.lces Number of 1.111orr1pJ 1:>y·~rl Concern fot n1.01l~·:·rinl g:1.i.11

o l 1J (' r r e ~; j d r-~ 11 I: : '

4. Miltlly di:'tti.ll!"lil . .il

pt i r. F~ ::; (l f ~; c I: I i ( "1 ;-:

p t: 0 s t i t IJ t i 0 11 Cos l:s of Jw11~; i 11q

5. Most harmful.

Prjces of <Jund:-: ;111.J f';t~r-.;ir·r.=-s

Noise The [ l: a11Cl htr r <J J. .. ~ r y Litter ('0:31:S nf .r1.··11l.'l.l }1 1.•11'..:111•_1

l.111[,01\1()1.lJ:,'llil•· I ('.If I i1: ('<H1'111 .. i1>11::

1 . 9 1. 9 l. 6 1.5 l. 5 1.4 l. 3 1.1 l.l

n.G (). r;. (} . ·1 0.4 () . 3 0.3

· n. 2

.. 0. 8 ·-0. ':) ·-0. 9

.. ] . 1 . l.. 2

1 . ~.i ... l. 7

J • fl

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l\ppen<lix 11

'1=21

'!'0!JR IS~! DE'/ELOP:·!:::!G" !:LS:·!S:TS

z IC

...,.~ c e­:J < "_i c.i ·.:: c ~

1= 45

Eote!.

l--.:.V~a~c~~~:~i,;o~n.:.....:h~o~~~ .. =~=s~i=c~~~~~2~e~:~s.:.-. __ ~-~ --lc--l--+-+--+-~-+--+---+--~--+--1~f--+--T--+-----+~--l~-1----11--;__~_.1._~~ ~o.!oyces' accc::-... '":1odnt ion,

8S:iO<: .. SVCS.

Gardens ?estaur~~ts, b~rs

~ ~ ~ater sucoly ~ :: ~.!ec~ric.!ty su-:?niy ~ ~ se~a~~ 1isuosa~ ~ .2 Cc::-r.-:J...'1ica.tio?:s r.et·wcrk

3e?.=h installa:!ons ~ I a1te~atior.s,l!3.!:~ fill,e~:.

: :arine. I j I SE: J0lf course i --.!.---~ !:::: s·.ri :.::-..:.:. ~.-:- po0::. I EU i...:::~~c=c=r~t=s~f~i~e~l~.~d=s-,-:-e_n_n_:_s-.-e-,--~-~-. ~--+--+---1--+-.;--;1--;.__~1--.J-_,_~l..-,._~,_..__.--''---l--~-L.-~~--.i.~--.1.-"---r---i

~ c~;,~~~~;/t~::~~~on:tc.) J I l I ·'· = i'-'~f!i i st.:~::----·-··--·--·- -··· - -·- -- ·- -·- ... L .... , .. 11 ···I- !I. '1·.l,.. J, .. l, ---1· ---l, .... ll ____ L __ ~ .. :.: ~ )·1~~ .. -:·:--,_.,·~ ~-=-::..-;!· r [ __

i....::.:;~·?=0=d__;_t~c~a=r~~~i~r.~>~:~·~e~t~"~·~·-'--~t----).-r--1---t--i--i..-,~--i'--J1---:---~'--~=:1=:__.i__.i'---+-l-~l--.:.1~-i.--'---'-·-~I.~ \'i==ei:.ai:.:or.(::::;.:s,'::::.-;;:~:s.e:: 1 I I I 1 :

i-..:.;:..=...=..::.;;..:...::...::.;..:..,..:;_:_-'-"--=-=-:..:.:...::.-'--~~•-~+-7--+--t--t--t--:---;--t--r--~r-'-+-+--.;....-"-~+--;.~..;..---l_.l~-·1 -·-i:o!"al .. shells., ":.;.:;tle s!:i::~l .! 1

Fe~thers, sk!~, bones, I j teet~(b0.:?.r,s:;c.:-~,·-·:rn.1e) ,

!fanu:!'actured (r:etal, ' I -olast.ics&s:rnt.~e:ic Prods) I I

Ar~ (uaintin.:-:: .. et.:: .. } I l Collectors it<?::::s of I I I I c:1ltu::-~J&!J:is:::-:c 'tP..luo.>\

S~xu~l - "Cr:)S:.i:·_."":,~nn -~ectr=;"i t:.es ______ -

·..1e.te:-s0Qrts l~· .. ·i:-_'"'."Jr.~, s:-.::r ke,in~. scuc::.. sur!~n=~

~ - .

Si€htseein~ (~~!7i~€, bus tour, b!~~n~l

("" i ... ;.\t "":nr.ij nr. c··· ......... 1 1 r>•.-·; ... _ ,,o~~,.;;~~ -( v~.11~~.; ,~t;i ;.·~ .. .

ce!"t:o!!!onies, ~~....:1c·~, f~··l:'"". ! Cruis~ or tou~, ~o~t·, t~~

r\P.e!· E.J..thcr.!r.r:,

col l~:.:_~_i_n_r. ____________ ·--·-.. Fi~!: iro .. -

{-' ~

r I

I I I I I I I

I I

I I I I I

I I I I I I I l i 1 ! I ! I I I I i ! J

Add all values for each row ci.nd divide by 21 or add each column and .divide by 45. Pizam, A. (1983:40).

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A

B

I~ppendix 3

Figure '1 -' . Scherm for Detennintng Tourism Jmpacts

Objectives

ASSESSMENT or. CURRENT DEMAND

I TOURISTS I 15TAYING Vl~ITORS) l

I VAY VJSITUPS rllOIC OITT SI DE TH£ 9lJB-RrG!OH

I R&SIDl:HTS

ASSESSMENT OF FUTURE DEMAND

I l

I I

;~~=!i~~ VIS!TOP.S,. r-----,

DAY VISITORS fRO" OUTSIDf. TllC SUR-Rl:GJON

Rf.SI CENTS -

Information Required

l. Vol'-- of f lov1 lnto area 2. 6ea90nal v•rl•tJon• ln tM•• flow• l. Volu.•1 of ,..,..,. within •r•• C. htt•rna ot flowt vlthln u•• S. Drltl"' erd ch•thutJona er tovrt•t• 6.. 8oclo-H•orw:.Jc proUl•• l. ""l'poH Of Vldt 8 0 1.AYf'l I Of Hthfaction 9. t•JMn<Htur•

10, Acccm.odatJ.0111 uud ltourhta ~) lJ. rraqu•ncy or •l•ll

1. 5~10-.eon011lc pror U•• J. Daily lehura •ctivtty p.1tt1rna

l. Dally non-hhur• •t"tlvlty ~tterna 4. l.lp-orcUture on hl.vre 5. lAveh of Htl•hC'tlon 6. Volu.e of llowa within uea

.l. S••.onal varl•tlon• In fl,,.w• 9, P•ll•rn• of Uow• vJthin •t••

1, PrO,•Clttd f"OPuletlon char11Q••t ll'r1udlnq • roneld•r•llon of •UC'h l•ctor• •" lnco.e, v•hJcJ• ow'""'"" •hip, •tc. 1 out•lde th• reqlon, but vlthln Jt• c•tctu..rnt ar••

2. f"r<')~l•d c-o-untcat: ton chanqe• "Ith.In •nd our eJd• th• •r•a

), ho)echd chanq .. • In •urply vJthln and out •l1h tta• •r••

•· bpechd ch•nq•• In hal ld•y hablt• of I•) U.l. r••ldente and lb) for•'qn vhltar1

I. Lat..nt d-and

Research Methods

I l I

I

I l

f l

TrafUr ''°"' lurv•y ar)l'f 'rlafttc "'• l•nr1•1

Cordon 51.1r,,..y1

Ko.e tntervlew liiurny

Local T'r•n•porlAUon tltudy

O.•'li StU'\y end 0.94nd ror•C"••t

l'WMlll"'l

I

I

I I

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From:

c

D

ASSESSMENT OF THE SUPPLY OF LEISUIE FACILITIES AND RESC>UiCES

ASSESSMENT OF IMPACT

TOURISTS ISTAYllOG VISITORS!

DAY VIS !TORS fll''" (1llflill1C ThY. Gllft• ~1.c; ION

llr.8 I DENTS

Duffield, B. and Walker, s.

1. I nv•ntory of ••n-.-.de r••ourc•• and hclllth•

l. ln\f•ntory of neturel r••Ource• J. Ttw •ltl•llnq anct pot•nt l•l cap.-clty

ot th41•• r•11<>urc"'• anil hcllltl••

PHYSICAL AHO 'ECOLOGICAL

J. 0.•tructlr>n or Modlflcatlon or llabtrat

). O•utrtK"tton ot Ml)dlflc.:•tlon ot l.andu·•l-4 llncludtnq Vl•ual l•p.CtaJ

l. O.Uructlon or Dhturb-ance ol

a) P'Jora and TaYna bl Geol<>qy ct aoll

~ .. Pol lutlon Qccurr tn9 (Alr, Wat•r, Nol••• e.9.L1ttertnq

ICCf ....... IC

l. Dlr•ct and lndlr•ct £1\Ca.e fto. tourtar•

:z. Loc•l authority l'PV•nue fro• touclal•

) • r., .. , of tour I at. to local •uthorlty ln 111"1•• of ••IYIC•a ., .. , 1 .. 1111u1• tac~•• u I••

4. Ol u·1·1 •nil I n'1l rrr.1 .._ploymenl 1uu .. tn ... 1 by 1nurl111•

S,. r:.,nlrlbutlon ut lourlat• to rr.uno.lc vJeblllly nf

1 .. 1 P'lv•••lr '""""""'d l•••"u• l•cllltl••· end lhl puhllcly nwrw-11 l"'la111• l•clllll•• and fH1hl I<.• ••rYIC'r•

:111J1"IA1.

I. lnfr.-•tt'Hf'fuf'"l c-h .. 11q••

l. ~nrt•I Atr lt11tl"•

1. Ch"'"'-1"• In 1 .. m1 u•• lrur•I lo 11f'h•nl

4:, u- ur S•rvtc,. f•t·I 111 l•• 'ii. :a ru1.·1 ,,,. .. 1 t·tMn'J"" In

1••1 .. 11,.c Inn 1·0•1•u•ll Ion

''• h.,h,.vleou,.,.I "' lrt:l ••"•'f• c:rl-

1984:484.

Appendix

r l

I I.

De•k Study end rte Id &vr"W•Y

0.s'a 5tuty

rl~ld 91uv•Y and Hunltnrlnq

Cordon Suf'YllllY of

i:xpudltut• retter,,•

1111•1h••• Sur-y •NI Loe.al AulMrlly li:ludy

r.r.ofV>tllc ltu··,....... end r..pln~nl ....,It lpl t•f

,... .. , .. ,

Dfo•ll llt• .. ty

'""'- '"''"'""'"""'

°""'Ila •.t .... .,. ,,, ~-.1.11 .. 1 .... 1

:il.111 .. 11 ...

l

I

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APPENDIX 4

Social and Cultural Liaison Group

Recommendation 1: .The establishment of a social impact liaison

group .to identify major social impacts of tourism development,

advise on matters of national tourism planning and policy and of­

fer guidance to regional forums.

Potential contributors

* NZTP

* NZTC

* Ministry of Works (Social Policy Section)

* Department of I11ternal Affairs/Ministry of Recreation

and Sport

* New Zealand Police

* New Zealand Maori Tourism Cour1cil/DepurtnH!nl o[ Maori

antl Island Affairs

* Department of Social Welfare

* Housing Commission

* Labour Department

* Tourism Reseachers

Functions

(i) To liaise and advise on matters of social and cultural

impact of tourism development

( i i ) To advise on matters of policy

(iii) To develop research priorities

(iv) To co-ordinate and advise researchers to areas of need

76

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(v) To initiate and sponsor research

(vi) To provide information to and within regional Tourism

Advisory Groups.

77

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APPENDIX 5

Re q i o 11 al Tour i s rn Adv i. ~:;or y Gr o ups

Recommendation 2: The establishment of regio11al tourism advisory

groups to assist u~9jo11al local and canl:ral govP.rrune11t in plan­

ning for tourism.

Example: CanLr.:!tl>ury Tourl~j)rt ALlvl:c1ory Committee

Functions

The Canterbury Pro1110Lior1 Counc.i l w.111 service the commi tlee

th~ough the Executive Officer, and minutes will be taken by their

committee secretary.

The committee will receive items for consideration from any

quarter anu·will be charged with discussing and deciding the ap­

propriate action within the following objectives:

1. To co-ordinate the views of Canterbury's tourism interests

2. To communicate beLw€~en Cant:erbui:y's tourism interests

3. To liaise and maintain contact with Local Authorities,

Government Ministers and Government Departments

4. To co-ordinate the input into preparation aml revision of

regional policies for tourism and to leau discussion

5. To consider tourism development needs and opportunities for

Canterbury

78

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6 . To encourage fin.:..tncial

development

investrne11l in Canterbury tourism

7. To encourage hl•jlier standard::> a11d value for money tour ism

facilities in Canterbury

8. To comment on p];:lnning issue~; relevant to Cante:r:bury's

tou:r:lsm inte:r:est.

9. To effect: i:l (J1·e;1t:er. awar.c11e::;~; ;111<1 ;1pprt!cjation of the

benefits of tourism

10. To advise the executive of the Cantc:r:bu:r:y P:r:omotion Council

on any tourism matters discussed and make recommendations

for any further: action.

Position

The committee will rank as the senior forum for tourism dis­

cuss ion and comment within and on behalf of the Canterbury United

Council region.

The committee will 1.ak0. a po~_;ition ~;omPwherc between lhe

Canterbury United Council wilh its broad planning functions and

desire for advice and comment on tourism matters, and the Canter­

bury Promotion Council with its wider geographic area and more

specific p:r:omotional and membership functions.

79

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Mode 1 f or Reg i o n a 1 ·To u r. i s m Adv i s or y Gr o u p s (Based on Canterbury Tourism Advisory Committee)

Executive Sector

Accommodation and Catering

Travel Agents/ Tour Operators

·Transport

Retail

Promotion

Regional MP

Advisory - Education

Supporting Members

MANZ Hl\NZ CCA YHA Accommodation Council

- Catering Institute - Res U:rn rant Assoc 1<11: i on

ITOC T.l\ANZ l\.AC NZIT

Airlines Bus and Coach l\ssocl<.:J.tion Taxis Rental Vehicle Association

Retail Federation Souvenirs Regional Arts Council Customs

Promotion Council Executive ) Marketing ) Standing Committees Facilities) Home Hospitality

Regional MPs

DFC Locol Universities/Polytechnics l\TITB JJCITB NZTP

a o

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Planning

Outdoor Recreation

Natural Resource Management

Facilities/Heritage

United Cuu11L' i 1 MWD Loe a 1 Bod l e!3

Public Utilities

Outdoor Recreation Information Centre Ski fields Attraction Milnagers

NZ Fore!d: S<~rvicc

Department o[ L."lnds anJ Survey

Attractions - public recreation facility Town Hall

Historl.cal places Convention Centres

NECESSARY .ADDITIONS TO ACCOJ1110D.ATE

MONITORING OF SOCIAL Il1PACTS ) Department uf Social Welfare

Ministry of Recreation and Sport

Social Services Rep. Community Services (L.A.)

New Zealand Police

~abour Department

Maori and Other Local 'Tri~ul' affiliations

Polynesian Interests Cultural facilities (e.g. Marae)

Dept of Maori and Island Affairs

81

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Aonendix 6

Recommended Communities for Focussing Social Research

Place Size Function(s)/bases

Christchurch 289,959 Gateway Rotorua 48,314 Resort, Cultural Queenstown 3,367 Resort

Paihia 1,740 Resort, summer Russell 932 Resort, historical Waitangi 248 Resort, cultural, historical

Franz Josef 407 Regional gateway, natural

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Appendix h.

Community Size

Tourism Function

Gateway

Resorts (i) Full year

{ii) Summer

{iii) Winter

Regional Stopover

.is'i se, I t:-tv ~n lo<-'«' ~ CC1t' !'ea ~itJ ~tee

G) , :u

.. ~ JI. I I

• • .J if

I'

i ~ '~8 •

I /7

;·Is 8 1.1.. ~·

,ttl ,t; 0 0

i // 19

JI;\. p

\_!__)tr ~ " //,

• If

,. .. CJ :8 ~5

L~--- , ________ _ ________ _____.:i_____ __________ _______jr __ . _________ ,_______ t

KEY:

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1 e_ A 101PL-J

KEY --1. Ohakune 178 2. Waitomo 234 3 . Milford 257 4. Waitangi 284 5. Franz Josef 407 6. Fox 538 7 . Mt Cook 610 8 . Akaroa 694 9. Westport 870

10. Russell 932 11. Methven 950 12. Wanaka 1,155 13. Kerikeri 1,317 14. Paihia 1,740 15. Whitianga 1,960.-.,__ Zto;o _.... .. 16. Picton 3,220 17. Queenstown 3,367 18. Greymouth 11,604 19. Tau po 15,356 20. Tauranga 37,099 21. Nelson 43,121 22. Rotorua 48,314 23. Dunedin 107,445 24. ·Christchurch 289,959 25. Wellington 321,004 26. Auckland 769,558

Source: NZ Department of Statistics NZ Census of Populations and Dwellings (1981) Vol. 1. Part B. Location and Increase in Population Tables 5, 7, 11.

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Factor II Resource Base

· Comrnuni ty Size

Natural

Cultural

Factor III

International

Domestic.

tl,5{; ~ 1~ 5l,-cc i '· -------~------'--

• :J.. .J

(~Or 'VL1

f:\, ~)

I 1~• §' vi~

Market Orientation

I , • ·Q 5 7

I c:J?;~

/c 0-Ct, ~eco /[){) lfev

8 .I

GD w ~ ..

I ;9 tc 21

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Travis, ·A. (1982) 't·fan;10in•J the envlr.onmental and cultural im-pacts _of Lour ism ;_u1rJ leisure development'. Journ.::il of Tour ism Mandqeml:!rtl: J ( 4) 256-262.

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Wlnlata, P. (1985) 'Talia Maori'. Zealand Institub'! of Travel.

91

for r.Ji;inge'. N7. Tourism In­ll..llljllst/September 1985. NZTF,

Paper presented l;o the New

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APPENDIX 1 NEW ZEALAND TOURIST AND PUBLICITY DEPAR'IMENT

General Manager PO Box 95 WELLINGTON 256 Lambton Quay Phone 728 860

· · Telex 3491

- W N Plimner

NZTP Off ices in New Zealand

Regional Manager: AUO<LAND - 99 Queen Street PO Box 428 Ph(09) 798-180

Fax (09) 797-866 Telex NZ2472 ROTORUA - 67 Fenton Street Private.Bag Ph(073) 85-179

Fax (073) 86-044 'J:'.elex NZ22[}2 WELLIN:;'ION - 25-27 Mercer Street . · PO Box 11-394 Ph(04) 739-269

Fax (04) 711-952 Telex NZ3482 0-IRISTOIUROI - 65 cathedral Square PO Box 2105. Ph(03) 794-900

Fax (03) 794-975 Telex NZ4457 DUNEDIN - 131 Princes Street PO Box 72 Ph(024) 740-344

Fax (024) 741-930 ; Telex NZ5664 QUEENS~ - 49 Shotover Street PO Box 253 Ph(0294) 28238

Fax (0294) 28-114 Telex NZ5678

NZTP Off ices Overseas

NEW YORK - Suite 530, 630 Fifth Ave N.Y. 10111 Phone (212) 586-0060, Telex No 23-261100, Fax (212) 247-0732 .

LOS ANGELES - Suite 1530, 10960 Wilshire Bvd C.A. 90024 Phone (213) 4778241, Telex No 23-215336, Fax (213) 473-5621

SAN FRANCISCO - Citycorp Centre, Suite 810, One Sansone Street, CA 94104, Phone (415) 788-7404, Telex No 23-278371, Fax (415) 788-1086

VANCOUVER - Suite 1260, 701 West Georgia Street B.C. V7Y1B6 Phone (604) 6842117, Telex No 210-455186, Fax (604) 684-1265

LONOON - New Zealand House, Haymarket, SWlY 4'IQ Phone (1) 9308422, Telex No 51-24368, Fax (1) 839-4580

FRANKFURT - Kaiseroofstrasse 7, 6000 Frankfurt am Main Phone (69) 288189, Telex No 41-4189331, Fax (69) 281-482

TOKYO - Toh:> Twin Tower Building, 2F, 1-5-2 Yuraka-coo, Chiyoda-ku, Prone (3) 5089981, Telex No 72-32427, Fax (3) 501-2326

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OSAKA

SYDNEY

MELBOURNE

BRISBANE

PERTH

ADELAIDE

Sil\GAPORE

HONG KONG

ARGENTINA

- NZ CoJ;1SUlate-General, Daiwa Bank Sanba Building 9F 4-21 M:i.namisernba 4-Clxme, Minami ku, Osaka 542 Phone (06) 243-2756, Fax (6) 243-3271, Telex No. 3-63034

- 1st Floor, Network House, 84 Pitt Street, N.S.W. 2000, Phone (2) .221-7372, Telex No 71-20781, Fax (2) 235-0737

- 270 Flinders Street, VIC 3000, Phone (3)6505133, Telex No 71-34955, Fax (3) 650-5168

- Watkins Place, 288 Edward Street, QLD 4000 Phone (7) 2213722, Telex No 71-4180-3, Fax (7) 229-7495

- 16 St George's Terrace, WA 6000, Phone (9) 325-7055, Telex No 71-93700, Fax (9) 325-2820

- 26 Flinders Street,. Adelaide 5000 Phone (8) 2310700, Telex No 71-186264, Fax (8) 231-1931 . . . ; , .

- 13 Nassim Road, Si.ajapore 1025~ Ph:>ne·'.2359966, Telex No 87-21244, Fax 733-9924

- 3414 Connaught Centre, Connaught Road, Hong Kong, Phone (5) 255-044, Fax (5) 845-2915, Telex 80~-73932

- Raul C Roca, Marcelo T Alvear 590, 10th Floor, Buenos Aires, Phone (1) 664-143, .Telex No 33-22680, Fax (1) lll-219A

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APPENDIX II Library Free List - Reference Copies

Kerikeri Public Library Whangarei 11 11

Auckland 11 11

Manukau II II

Hamilton II II

Cambridge II II

Tauranga II II

Gisborne II II

Rotorua II II

New Plyrrouth11 II

Taupo II II

Hastings II' II

Napier II II

Wanganui II II

Palmerston North II II

Masterton II II

Wellington. II II

Nelson Public Library Blenheim II II

Orristchurch 11 II

Ashburton II II

Timaru II " Oamaru II " Greyrrouth II " Alexandra II " Cronwell II " Queenstavn II " Dunedin II " Invercargill 11 "

NZTP Head Off ice Library

Auckland Technical Institute Library Manukau Polytechnic Library Waiariki Cormunity Colledge Library, Rotorua Central Institute of Technology Library, Heretaunga, Upper Hutt Manawatu Polytechnic Library Technical Corresi;:ondence Institute Library, Lower Hutt Nelson Polytechnic Library Orristchurch Polytechnic Library otago Polytechnic Library

All University Libraries (7)

Tourist Industry Federation Library - Wellington National Library of New Zealand, Wellington Exchange & Gift Di vision (A & B), Library of Congress, Washington OC Overseas English Section, British Library, England Preliminary Precessing, National Library of Australia

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·APPENDIX 3 - OIIDER FORM To Research Section New Zealand Tourist & Publici;t:Y Department Head Office PO Box 95 Wellington NEW ZEALAND

Please send me the following titles:

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