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1 Business Organisation and Marketing Department, Faculty of Busines Administration and Tourism, University
of Vigo, 32004 Ourense, Spain. E-mail: delrio@uvigo.es
22Facultat de Recursos Naturales, Escuela de Ingenieria en Ecoturismo de la Escuela Superior Politécnica de
Extremadura, Spain, Avd. de la Universidad, nº 47, 10071 Cáceres (Spain). E-mail: pepealvarez@unex.es
* Corresponding author
Coordinating editors: Stefano Duglio and Riccardo Beltramo
Abstract
In recent years, mountain tourism has gradually increased its position among tourists´ preferences
at international level. The main reason is the strong relationship that man develops with nature and
precisely with the mountain, becoming a destination of great tourist influx. An adequate use of these
tourist flows results in the development of a sustainable activity, capable of contributing to the
improvement of economic conditions in these areas. The objective of this research is to identify and
analyse the indexed scientific production on "mountain tourism" in the international databases
Scopus and Web of Science, in order to analyse in-depth the current state of this area of study. The
work methodology focuses on a bibliometric analysis of the 134 items identified by searching the
term "Mountain Tourism". Prior to this analysis, the level of coverage and overlap of the information
in both databases was analysed. The results show that Scopus performs a greater coverage of
scientific production. In addition, the research is in its exponential growth stage, most researchers
are small producers, only 19 have between two and three publications and the European continent
is the most prolific in research on mountain tourism. Finally, note that, despite its long coverage over
time, more than 40 years, it is an emerging area of study and there are many research lines that
must be studied further.
mountaineering, climbing, alpinism or any mountains have been included, such as bicycle
other mountain activity (Gozalo, 2016). For touring, canyoning, horse riding, rafting, etc.
Whitlock et al. (1991), mountain tourism or
mountaineering, is just a sector of nature In this context, this research aims to analyse
tourism, because this is a term that covers the and examine the scientific production
different activities that can be performed within developed in relation to mountain tourism, in
a natural area. Beedie & Hudson (2003) order to observe the evolution in the generation
consider mountaineering a fragmentation of of knowledge about this form of tourism.
adventure tourism that has allowed to dominate Therefore, our starting point is the literature
most of the tourist market. Other authors such available on mountain tourism. There are many
as Duglio & Beltramo (2017) establish that approaches followed by researchers ranging
there is a relationship between sports tourism from cross-cutting issues such as sustainable
and mountaineering due to the wide range of development and climate change (Lasanta et
sports practices it offers. Along the same lines, al., 2007; Scott et al., 2007; Loibl & Walz, 2010;
Bonadonna et al. (2017) identify several Luthe & Schläpfer, 2011; Morrison & Pickering,
studies focused on mountain sports tourism, 2013; Bąkowska-Morawska, 2014; Dar et al.,
both winter and summer, as well as sports 2014; Bonzanigo et al., 2016; Strobl et al.,
activities in mountain regions. 2015; Bonadonna et al., 2017; Brătucu et al.,
2017; Palomo, 2017; Paunović & Jovanović,
Mountain tourism is currently understood as a 2017; Pronello & Camusso, 2017; Zhou & Liu,
broad concept that includes: alpine skiing, 2017; Dornier & Mauri, 2018; Gazzola et al.,
mountaineering (hiking), climbing, alpinism and 2018); to more specialized topics such as the
other active forms whose activity is in the study of experiences (Du Preez & Lee, 2016;
Milman et al., 2017; Milman & Zehrer, 2018),
132
Río-Rama, M., C. Maldonado-Erazo, A. Durán-Sánchez and J. Álvarez-García (2019) / European Journal of Tourism
Research 22, pp. 130-150
attitudes of residents and mountaineers´s others. On the other hand, the impact
towards tourism development (Muhar et al., indicators provide information on the citation
2007; Demirović et al., 2017; Zhang et al., level of the documents, impact factor or
2017; Tvrtko-Opačić & Banda, 2018), immediacy index, H index, among others. All
infrastructure and different markets (Dickson & these indicators arise from mathematical
Huyton, 2008; Kuščer, 2013; Banki & Ismail, models based on two variables being related
2015; Koemle & Morawetz, 2016; Rakytova & (Hubert, 1981), as well as being based on
Tomcikova, 2017; Srđan & Marija, 2017; "bibliometric laws" of great relevance such as
Chakraborty, 2018). Lotka's Law, Price's Law, Bradford's Law, as
some examples. Table 2 shows the ones used
However, there is a gap in the in this investigation.
conceptualization of this form, which leads to
confusing it with other tourism forms such as To apply these indicators, in the first place, it is
adventure tourism (Maroudas et al., 2004; necessary to build a database that contains
Beedie & Hudson, 2003; Swarbrooke et al., detailed information of the documentary units to
2003), alpine tourism (Macchiavelli, 2009; be analysed. To do so, the documents are
Jafari, 2003), nature tourism (Fredman & tracked through the advanced search of terms;
Tyrväinen, 2010), as well as ecotourism, active WoS in the field of "TS=Topic" and in Scopus in
tourism, among others. In all of them, both the field "Article Title, Abstract, Keywords".
recreational and sports activities that can be Search equation: “Mountain Tourism”
done within mountain spaces are performed. DOCTYPE (ar) to date 12th March, 2018. A
total of 188 articles were obtained (125 Scopus
This article is structured into four sections. After and 63 WoS). The search has been limited to
the introduction in which the subject is the most cited documents at present. These
contextualized, the work methodology is documents undergo a peer-review process,
presented. In the third section, the results are which is considered a quality control
shown and in the last section, the conclusions mechanism (Bryman, 2006); and they are also
and limitations of the investigation are characterized by the speed of updating and
discussed. distribution among the scientific community
(Martín Vega, 1995). Taking into account all
Methodology this, books, book chapters and communications
A bibliometric study of the scientific production in congresses have been excluded from this
generated in relation to Mountain Tourism investigation.
indexed within the international databases Web
of Science (WoS) and Scopus is carried out. In order to comply with the proposed objective,
These bases stand out due to (1) the coverage to see the state of the art in this thematic area,
over time that they provide, (2) the level of an ad hoc work matrix is built in Microsoft
detail that exceeds other bases, as well as (3) Office Excel with the articles indexed in both
due to the high-quality standards imposed by databases, debugging it, identifying and
the Relative Quality Indices, JCR InCites deleting duplicate articles. As a final result, the
Journal Citation Report, available for WoS and joint work matrix contains 134 articles. For the
the SJR Scimago Journal Rank generated by individual analysis of each of the databases,
Scopus. Due to all of these characteristics, the the original matrices of each of them are
use of these two databases does not require maintained.
further justification (Harzing & Alakangas,
2016). Traditional Overlapping (TO) and Relative
Overlapping
This analysis consists of applying several The use of Meyer's index, Traditional
bibliometric indicators, which have been Overlapping (TO) and Relative Overlapping
grouped into two categories (Escorcia-Otálora allows to identify the level of overlap of articles
& Poutou-Piñales, 2008). The activity indicators indexed in both databases (Gavel & Iselid,
provide information on quantity, productivity, 2008; Pulgarín & Escalona, 2008). Although
dispersion, collaboration and networks, among the overlapping phenomenon has been known
133
Mountain tourism research. A review.
for more than 50 years, it is in the last decade - Traditional Overlapping (TO) determines
where there has been a greater interest in its the percentage of overlap, or the degree of
study and application (Gavel & Iselid, 2008). similarity between two bases, in other words, it
establishes the similarity that base A has inside
Meyer's index allows to evaluate the existing base B. Therefore, the higher the percentage
coverage in different databases on a specific obtained, the greater the similarity there is
subject of study (Pulgarín & Escalona, 2008), (Gluck, 1990).
based on the determination of the number of A B
repetitions a document has among the chosen TO = 100 *
A
databases (Costas et al., 2008; Cañedo B
Andalia, 1999; Meyer et al., 1983). The - Relative Overlapping (RO) provides the
calculation of this index gives a weight based existing percentage of overlap of one base on
on the number of times the document is another, that is, the coverage that base A has
repeated between the bases, with the greatest on base B (Bearman & Kunberger, 1977),
weight being given to those documents considering the weight of overlapping
registered within a single base (weight = 1). As documents with respect to those of a single
the number of repetitions of a document nature (Costas et al., 2008).
increases, based on the number of databases
A B
used for the comparison, the weight will be Overlapping in A = 100 * ,
reduced gradually for duplicated documents A
(0.5), tripled documents (0.3), and so on
A B
Overlapping in B = 100 *
progressively. The value that results from the
application of Meyer's index will allow to
B
establish the singularity of each base, the
higher the value reached by the index, the At this point it should be mentioned that the
greater the originality of the base (Meyer et al., creation algorithms used for Traditional
1983). Overlapping (TO) and Relative Overlapping,
Meyer’s index (MI) = Sources *Weight generate a considerable difference of these
with respect to Meyer's index, because the
Total sources
overlapping percentages take into account all
134
Río-Rama, M., C. Maldonado-Erazo, A. Durán-Sánchez and J. Álvarez-García (2019) / European Journal of Tourism
Research 22, pp. 130-150
the possible unions that can be produced Relative Overlapping (RO) of WoS shows that
between the analysed databases (Gluck, Scopus covers this base by 85.71%. In this
1990). sense, Scopus has a 43% lower overlap than
WoS. This difference can be explained by the
Result coverage over time that each of the bases has,
Overlap of Databases as well as by the indexation policies that in
Firstly, a correlation analysis is carried out some cases has led to not sharing entirely all
between both databases, in order to observe the Articles registered within the journals which
their relationship level. The linear correlation they have in common (Costas et al., 2008).
coefficient is 0.82, which indicates a strong and
direct correlation between Scopus and WoS. It Productivity per years
is observed that 54 of the 188 articles (125 The coverage over time that is observed
Scopus and 63 WoS) are found in both bases, considering the two bases goes from 1979 to
which represents 43% of Scopus and 86% of 2018, a total of 40 years; the first two
WoS. The remaining articles, 71 of Scopus and publications are published in Scopus in 1979
9 of WoS, are classified as single documents and the first publication in WoS does not
since they are present in only of the two bases. appear until the year 2000. The joint work base
that groups both databases after debugging
Secondly, Meyer's index (MI) is applied in order and deleting duplicate articles was made up of
to determine the singularity of the bases. 134 articles (71 Scopus and 9 WoS, 54 articles
Scopus shows a higher singularity index by contained in both databases). In this period,
having a greater number of single documents two of the four stages of the growth process
with an MI = 0.80 while in WoS the MI = 0.60. established by Price (1976) can be seen. The
first stage, the precursor stage goes from 1979-
Table 3. Singularity of the Databases 2007 (74 articles in 29 years), where slow
% Single growth is shown. The second stage begins in
Meyer’s Index
Documents 2008 and goes until 2018 (60 articles in 11
Databases Articles Journals Articles Journals years). In this stage, the number of articles has
Scopus 56.80% 59.74% 0.80 0.80 grown exponentially, showing a considerable
WoS 14.29% 16.22% 0.60 0.58 increase in the initial scientific production in
Source: Authors’ own data time and quantity. Taking into account the
growth curve, it is observed that it will remain
On the other hand, the Traditional Overlapping constant for the coming years (R2 = 0.4541).
(TO) % between Scopus and WoS shows a
40.30% similarity or a disparity of 59.70% A greater coverage of this subject is observed
between the bases. in the Scopus database, both regarding the
WoS Scopus number of articles published and the number of
%TOSources=100* => original articles, Meyer's Index of 0.80 (Figure 2
WoS
Scopus
and 3).
%TO=100* 54/(125+63-54) Authoral and co-authorships Productivity
In relation to the productivity by authors, a total
=>%TOSources=40.30% of 276 authors have been identified. 93% have
contributed with a single article, therefore, the
Finally, to establish the percentage coverage of author´s productivity index is 1.08. P. Fredman,
Scopus in relation to WoS and vice versa I. Sacareau and P.W. Williams, with 3
(Gluck, 1990), Relative Overlapping (RO) was publications each, lead the ranking of the most
applied: productive authors. The productivity index is
very similar in both databases, 1.09 in Scopus
% RO Scopus = 100 * 54/125 = 43.20%; and 1.03 for WoS.
%TO WoS= 100 * 54/63 = 85.71%
Lotka´s Law was applied, which allows to
This result shows that 43.20% of Scopus is obtain the decimal logarithm of the total num-
covered by WoS, whereas on the contrary, the
135
Mountain tourism research. A review.
ber of publications registered by each one of articles are concentrated and with an index ≥ 1,
the authors, and from the value obtained, they does not register any authors in this subject
are grouped into three productivity levels analysis. The distribution identified by Lotka's
(Lotka, 1926). The initial group is established Law corroborates the existence of a large
as small producers, characterized by a single number of authors with a single publication and
published article and obtaining an index = 0, the predominance of small producers in this
where 92% of Scopus authors and 97% of area of study.
WoS are found. The next level corresponds to
medium producers, which are characterized by In the analysis of networks, by applying the co-
having published between 2 and 9 articles and authorship index or signatures/article index, an
obtaining an index > 0, but < 1, 8% of authors average of 2.23 authors per article is observed.
of Scopus and 3% of WoS are identified with 39% (52) of the articles are signed by a single
this level. Finally, the last level or also called author.
large producers, where authors with 10 or more
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Río-Rama, M., C. Maldonado-Erazo, A. Durán-Sánchez and J. Álvarez-García (2019) / European Journal of Tourism
Research 22, pp. 130-150
Table 5. No. of co-authorships Braşov located in Romania. If each one of the
bases is taken into account separately, 145
Scopus and WoS institutions for Scopus and 84 WoS are
Number identified, 75% (109) belonging to the university
Number of typology in Scopus and 77% (65) in WoS. As
Classification of
authorships for the joint database, a ranking of the
articles
Articles with 1 author 52 52 institutions was developed according to the
Articles with 2 authors 36 72 affiliations registered by the authors. The
Articles with 3 authors 27 81 university that holds the first place is the
Articles with more than Kazakh Academy of Sports and Tourism of
4 authors 46 94 Kazakhstan in Scopus and the University of
134 299
Total Nebraska of the United States (WoS).
Source: Authors’ own data
Regarding the productivity per country, Table 7
Productivity by type of institutions and country shows the ranking of the countries according to
It is possible to evaluate the behaviour of the the affiliations registered by the authors,
investigation according to the organizations or positioning France with 22 authors, 24
countries through the analysis of the authorships and 17 centres as the leader,
productivity by type of institution and country followed by the United States with 20 authors,
(Spinak, 1996). Regarding the productivity per 22 authorships and 10 centres. European
institution, 154 were identified. Universities countries predominate, which also have the
have the highest number of affiliations with highest number of affiliations of authors,
75% (115), followed by Research Institutes with authorships and research centres. If both
17% (26). Table 6 shows the ranking of databases are analysed separately, the United
institutions taking into account authors´ States with 20 authors, 22 authorships and 10
affiliations. Kazakh Academy of Sports and centres is the leader in Scopus and China with
Tourism of Kazakhstan leads the ranking, 18 authors, 18 authorships and 12 centres in
followed by the Transylvania University of WoS (Table 7).
137
Mountain tourism research. A review.
140
Río-Rama, M., C. Maldonado-Erazo, A. Durán-Sánchez and J. Álvarez-García (2019) / European Journal of Tourism
Research 22, pp. 130-150
Firstly, three main lines of research were water stands out (Younes et al., 2002). Tsiaras
identified: & Andreopoulou (2015) address sustainable
– Climate changes. Study of the climate development as a multilateral concept in which
changes that are taking place in mountain mountain tourism management is integrated as
areas, from a tourist perspective. an important pillar and Fredman (2008)
– Sustainable development. It groups identifies the determinants of tourist
research that studies aspects related to the expenditure.
economic, social and environmental dimension - Asia: it is the second continent where the
in the sustainable development of the tourism greatest number of researchers is
activity. concentrated. Leading countries include Nepal
– Tourist system. Four work approaches: (9), India (6) and China (4). Regarding the
(1) Demand analysis: tourist flows, tourist research lines, studies focused mainly on the
experience of visitors, tourist expenditure, tourism system are observed; Destination
motivations and perception of tourists about the management and its tourism potential
spaces visited and the demand for sports (Cappucci et al., 2015), demand analysis when
activities in these spaces. measuring tourism flows (Mohd Taher et al.,
(2) Supply analysis: it includes studies in 2015). Other studies address the sustainable
which the situation of service providers is development of the areas that have been or will
analysed, as well as the cooperation between be designed for mountain tourism activities
the different supply elements. Aspects such as (Cole & Sinclair, 2002).
the design and implementation of technologies - America: it is the third continent in the
for the management and improvement of ranking. The country with the highest
information and tourism promotion, human concentration is Canada (3), followed by the
talent, the level of development of the areas United States (2) and Argentina (1). Demand
that have opted for the offer of mountain studies are carried out through tourism flows to
tourism are also dealt with. mountainous areas (Kelly et al., 2006) and on
(3) Destination management: it groups studies the management of growth and depopulation in
that analyse the potential of mountain areas, the mountains (Gonzalez et al., 2009).
policies for the exploitation and use of - Africa: researchers are mainly affiliated to
mountain areas for tourism purposes, as well Morocco (3) and South Africa (3). The studies
as the identification of the impacts that arise address the management of the destination;
from the introduction and development of the determine the tourist potential that the study
tourist activity in mountain destinations. areas have for the development of new
(4) Conceptualization: it establishes the mountain tourism destinations (Linde & Grab,
reference framework for the understanding of 2008).
mountain tourism. - Oceania: it is the last continent taking into
account the ranking developed. Studies
Secondly, the research is analysed considering developed exclusively in Australia are identified
the researcher affiliation criterion to one of the (2); Pickering & Buckley (2010) address climate
four continents considered. The aim is to change and Tonkin (1995) management
observe if there is a predominance of studies policies of this form of tourism.
by line and continent.
- Europe: this continent is positioned as the In addition, a total of 8 multicontinental studies
main reference in the development of studies in that deal with the sustainable development of
relation to mountain tourism, with 78 studies; mountain spaces were identified. Hereafter,
France is the country of affiliation with the due to their relevance, studies related to the
highest number of studies, with 11 altogether. European continent are collected.
With regard to the lines of research, studies on
the climate change that is taking place within Conclusions
mountain areas from the tourist activity In order to comply with the proposed objective,
perspective (Varley & Medway, 2011) are a bibliometric analysis was carried out that
observed, others deal with the environmental allowed to identify the profile of the area under
degradation of natural resources, among which study "Mountain Tourism" (evolution,
141
Mountain tourism research. A review.
Growth Management
3 Kohler et al. (2017), Galvani (1993), Mazuel (1992)
and Depopulation
Hadzhinikolov (1982)
Frochot et al. (2017), Kortoci & Kortoci (2017), Milman et al.
(2017), Fuchs et al. (2014), Silva et al. (2013), Bitsani &
Analysis of demand 10
Kavoura (2012), Garavaglia et al. (2012), Nicolae & Florin
(2009), Fredman (2008), Fredman & Heberlein (2005)
Conceptualization 1 Macchiavelli (2009)
Rakytova & Tomcikova (2017), Nikolić et al. (2015), Lasanta
et al. (2014), Rodriguez (2012), Skenderovic et al. (2012),
Timotin et al. (2009), Lasanta et al. (2007), Boudières
Destination (2006), Duboeuf (2006), Mechukaev & Mechukaev (2006),
20
Management Marín-Yaseli & Martínez (2003), Tchistiakova & Cabanne
(1997), Cerutti (1995), Gaudard (1995), Lepovitz (1989),
Herbin (1986), Penz (1984), Vlad & Truti (1984), De
Reparaz (1982), Lichtenberger (1979)
Source: Authors’ own data
142
Río-Rama, M., C. Maldonado-Erazo, A. Durán-Sánchez and J. Álvarez-García (2019) / European Journal of Tourism
Research 22, pp. 130-150
Universities are the institutions with the highest creation, income, etc. However, there are also
number of affiliations, with 75%. Kazakh many dangers that come from the possible
Academy of Sports and Tourism of Kazakhstan impacts of mountain tourism and its activities.
leads the ranking, followed by the Transylvania In this sense, according to UNEP / PNUMA
University of Braşov located in Romania. If (2007) it is necessary to observe good
productivity by country based on the affiliations practices in key aspects related to mountain
registered by the authors is observed, France tourism: good business practices, good
is positioned as the leader followed by the environmental practices and good practices of
United States. European countries predominate specific tourism activities. In this context,
in the group of countries, which also have the research is very necessary.
highest number of affiliations of authors,
authorships and research centres. On the other The main limitation of the study is related to the
hand, 71% of articles with more than two lack of a clear conceptualization of the concept,
signatories are written in collaboration with which generates an ambiguity about what
authors from the same country. In the case of mountain tourism comprises. This ambiguity is
national collaborations, 67% of the articles are reflected in the authors´ indexing words.
signed by authors of the same institution. Therefore, we chose to use a single search
term "Mountain Tourism" in order to delimit the
The analysis of the study areas makes it area under study with greater precision. A
possible to identify the European continent as second limitation is related to the selected
the most prolific in research on mountain databases. In this sense, the geographic
tourism, partly due to having a greater number coverage identified in the analysis of the study
of mountain ranges, tourist infrastructures and areas suggests that future research should
greater accessibility, followed by Asia, being expand the databases and consider others
the Himalayas the main destination. Regarding such as Scielo, Latindex, Emerald, enabling to
the lines of research followed by the different identify a greater number of studies.
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