Professional Documents
Culture Documents
Tourism Management
j o u r n a l h o m e p a g e : w w w . e l s e v i e r . c o m/ l o c a t e / t o u r m a n
highlights
Article history: Since the end of the nineteenth century, the discourse between positivism and phenomenology has dominated the development
Received 7 March 2016 of social science research methods. The argument is reflected in current tourism research and some scholars doubt the validity
Accepted 7 March 2016 of positivism. Here opposing views as expressed in two recent Chinese publications are examined. By analyzing the two views
Available online xxx
and their methodology, the characteristics and limitations of both positivism and phenomenology can be highlighted. Both
posi-tivism and phenomenological methods have their own advantages and disadvantages, and an integration of the two types
Keywords: of research methods is most commonly used. In some specific research methods positivistic and phenomenological methods
Tourism science
can be combined to attain more scientific knowledge. The paper also examines ‘technical rationality’, a philosophy which has
Research methodology
been criticized by many for exces-sively focusing on the tool itself and so ignoring the research object and the purpose of the
Positivism
Phenomenology study. Yet although technical rationality does derive from positivism the former cannot simply be equal to the latter. It is
suggested that the improvement of the scientific quality of tourism research is still the primary need for the development of the
tourism discipline at present. It is not possible for tourism research to become a discipline purely through inclusion in
specialized courses or existing subject content. Tourism research must become more scientific before it becomes a discipline.
1. Introduction research. Currently, it seems in the Chinese literature that few adopt both
positivism and phenomenology, and there remains a lack of theoretical
In recent years, more tourism researchers are skeptical of positivism. analysis for the adoption of mixed methods. In this case, it is necessary to
Thus, Li Tianyuan (Babble, 2009) and Zhang Jinshan (Hui, 2010) have deepen discussion in tourism studies. Based on that premise, this paper will
warned against excessive praise of positivism in tourism research. Similarly, combine the two theories put forward by the Chinese scholars and try to
Xie Yanjun (Husserl, 2001; Li, 2010), and Zhang bin and Zhang Pengjun elaborate their charac-teristics and limitations. Moreover, this paper will also
(Qing, 2010) have suggested exploring the essence of tourism with discuss the trend in tourism research methodologies.
phenomenology, which they regard as the primary way in which to conduct
research, and they have sought to construct the own system of tourism studies
from that perspective. To summarize that discussion seems to tell peo-ple: 2. The characteristics and limitations of positivism
phenomenology will be the mainstream in the tourism
Using Shen Baojia's concept of tourism phenomenalism as an example, in
2010, when Shen Baojia was nearly 90 years old, he published a book,
entitled “The principle of tourism - the systematic explanation of tourism
E-mail address: bjsngziqian@126.com. research on the Law of Motion”. In this book
http://dx.doi.org/10.1016/j.tourman.2016.03.016
0261-5177/© 2016 Published by Elsevier Ltd.
Please cite this article in press as: Song, Z., The debate between empirical and broader phenomenological approaches to research, Tourism Management (2016),
http://dx.doi.org/10.1016/j.tourman.2016.03.016
2 Z. Song / Tourism Management xxx (2016) 1e5
Shen developed one of his basic points, namely: tourism is one of the In this way, this experience is a perceptual experience that can be observed by
outcomes of market economy development. He said this conclusion was the the public and quantified by measurement. Only in this way can tourism
first proposition in his research life and it has subsequently directed his research achieve scientific objective and accuracy (Tian, 2010, P 11). Some
research (Shen, 2010, P 4). positivists even proposed strictly sepa-rating ‘fact judgments’ and ‘value
Shen notes in his research of the basic theory of tourism that the first judgments’ because the former is premised in a realism that can be confirmed
problem to be solved is the origin of tourism. In the tourism academy, by experience but the latter is an idealistic judgment not capable of being
reference is made to the view that “tourism is from ancient times” (Shen, wholly confirmed by experience. Therefore, value judgment does not belong
2010, P 40). Therefore, for Shen, his conclu-sion that tourism is one of results within the scope of scientific research (Tian, 2010, P 24).
of market economy development is a view based on rigorous research with
positivist methodology and derived from historical study. One of the major challenges posed by early social science is the focusing
of research on objective reality, particularly in regular social phenomenon,
Shen's argument involved two complex concepts. The first is his definition which enabled social science to get rid of ambiguous concepts or value based
that “tourism” is better understood as the “tourism phenomenon”. Shen then contradictions and thereby attain higher-consensus research achievements by
argues that the concept is basic and is a core theory in his research. This is using research methodologies derived from the natural sciences. However,
justified by the view that tourism is a personal activity, but in its wider context there are methodological limitations that attract many critiques.
a better way of describing the issues is to use the phraseology “tourism
phenom-enon” (Shen, 2010, P 16). First, many have questioned whether there is an ‘objective reality’. It is
argued that it is inevitable that social scientists bring their own consciousness
From the above summary, it can be seen that Shen never denies that into their research, and hence the ‘objective fact’ is simply their own
“tourism” is one of personal activities, but the “tourism phe-nomenon is one of understanding of an objective fact. The developments of phenomenology and
the productions of market economy develop-ment” and hence the total study postmodernism relate to these issues. Earl Babbie notes in his book “The
is premised around the “condition of tourism phenomenon production” and the Practice of Social Research” that increasing numbers of philosophers are
“development and operational form of tourism phenomenon.” For Shen the discussing reality from a postmodern viewpoint. From this perspective
under-standing of “tourism” is primarily within the “tourism phenomenon.” “reality” comes from their consciousness. Namely, there is no external world.
All is in an internal world (Tribe, 1997, P 10).
Researching “tourism” as regular social phenomenon rather than personal Certainly, although the above critics have a point, it does not provide
activity is representative of the classical departure point of early positivists sufficient reason to reject empirical research. For example, everyone observes
(such as Durkheim) among the social sci-ences researchers who wanted to facts with personal perspectives, but there is space to be filled. To forecast the
locate social science research alongside a science of nature. The basic development of society is difficult, but it cannot be denied that there are
positivism behind the re-searcher's gaze of social fact and social phenomenon instances when the devel-opment of specific social phenomenon has been
as a “thing” is seeking the ‘fact’ as the basis of research. Or, all valid successfully fore-cast. Besides, positivism itself is developing. For instance,
knowledge must be based on empirical facts and be confirmed by experience. Popper proposed “critical rationalism” when he criticized logical
Please cite this article in press as: Song, Z., The debate between empirical and broader phenomenological approaches to research, Tourism Management
(2016), http://dx.doi.org/10.1016/j.tourman.2016.03.016
Z. Song / Tourism Management xxx (2016) 1e5 3
positivism, which is new stage of positivism. He proposed a research method phenomenology method in which he had invited 5 freshmen to describe one
by which researchers investigate by continuous trials and debugging errors. of their travels and had then summarised the key-words. His conclusion was
that “Tourism is a leisure experience in which people utilize their leisure time
Shen based his theory on three aspects: social production, social in the other's places. In other words, the nature of tourism is a kind of
consciousness and social formation, which, within the premise of a market experience, the leisure time and different places separate this experience from
economy, permit the tourism phenomenon to develop. This approach provide others and give it unique characteristics” (Li, 2010).
insights of value, but issues remain due to the nature of social science
research that generates less consensus than those found in research in the As Xie pointed out, this is the typical research method of phe-
natural sciences. nomenology. When people investigate psychology, consciousness,
One, as noted previously, is the concept of subjectivity. Shen's statement experience, behavior and the essence of related behavior, he sug-gests this
that “tourism is the product of the development of market economy” involves kind of method is regarded as the best. Two of the main characteristics of this
two important concepts: “tourism” and “market economy”. But some questions method are: one is “facing the fact itself”, “facing essence”, “to restore the
persist, for example, when did recreation travel become the tourism generality of empirical facts to the generality of essence”. A second factor is
phenomenon, and what kind of economy is the market economy? It is difficult the emphasis on “Epoche”, trying “universal doubt”, temporarily shelving any
to establish objective responses to these questions. For instance, in the Tang pre-existing factor, even the scientific concept itself. Only in this way, people
Dynasty, many traveled, such as Li Bai, one of the most famous of Chinese can face “essence”. In Xie's investigation, those students without a
poets. Why cannot their traveling be defined as a social phenomenon? “professional tourism education” could describe, without difficulty, their
Moreover, the rudiments of capitalism appeared in the Ming dynasty but the “tourism” scenarios in consistent ways while possessing a general significance
‘tourism phenomenon’ did not exist as per Shen's definition. Actually, what (Li, 2010). Xie realized the “facing of essence” of tourism by using “facing the
Shen regarded the beginning of tourism phenomenon was those tourism fact itself” and “Epoche”: all pre-existing scientific concepts.
activities organized by Thomas Cook. Of course, such activities were
significant as it was the first time each of tourism items in the chain of
distribution had been organized and travel agencies appeared. While today Phenomenology had been produced and developed as the reflection of
many of the more modern tourism activities are increasingly independent, positivism. It differs from positivism, which pays attention to the “fact” and is
why is it that the appearance of travel agency is the sign of the ‘tourism value-neutral. The objective of phe-nomenology is consciousness and the
phenomenon’? target of study is “meaning-finding”. When phenomenology emerged as a
mode of study it had significant philosophical influence. Following Husserl, a
large number of scholars developed this theory in new fields and established
The other aspect of the problem is the validity and validation of the law. the well-known “phenomenology movement” in the history of modern western
“Tourism is one of products of the market economy development”, states. philosophy. In this process, many new schools of philosophy have been
Shen, and again, “So far, in the real world, the law always works in the developed which constituted the trend of thought of postmodernism. In the
production and the development of tourism.” Since the 1990s, China domestic meantime, the meth-odology of phenomenology has had a powerful impact on
tourism has achieved a rapid development. But because China is a developing the role of positivism in social science research. Various researchers pro-
country, it was inbound tourism that was the first sign of modern tourism, and posed diverse phenomenology methodologies from their own un-derstanding,
not domestic tourism, which is contrary to the general rule of tourism which significantly enriched the understanding of phenomenology. However,
production and development. Shen agreed that: “From a scientific point of as a mode of philosophical thought, phenomenology cannot achieve
view, this is a very serious problem” and he classified such a phenomenon as unification in theory, but still re-tains several problems in its approach.
an “unconventionality of tourism”. The writer believed such an
“unconventionality” was an outcome of history because the conditions of
other countries and regions were not as same as Thomas Cook's. It remains an
untested proposition. China first developed inbound tourism as a policy choice The first question is: how can the “common knowledge” exist? The
because it was in urgent need of foreign exchange, and there were no method of phenomenology sets the internal-consciousness as its foothold and
conditions present within which to develop domestic tourism. The regards only internal-consciousness as self-evident. However, how can the
explanatory nature of social science research is less precise than the natural self-evident shift to common knowledge? Phenomenology cannot answer this
science. There is no tourism phenomenon as defined by Shen when the first question. For example, in a specific social research, communication is the
travel agency was formed in China in 1927. only way to acquire statements of others' experiences. However, this kind of
communication needs a priori knowledge as to what should be recognize by
both sides as the foundation of common under-standing. In this case, internal-
consciousness cannot suffice as a mode of communication. The reason is there
is not inborn a priori knowledge, which only comes from learning. This
2.1. Characteristics and limitations of the phenomenological conclusion confirms outside-observation as reasonable as assumed in
method: Xie Yanjun's tourism essentialism positivism.
Please cite this article in press as: Song, Z., The debate between empirical and broader phenomenological approaches to research, Tourism Management (2016),
http://dx.doi.org/10.1016/j.tourman.2016.03.016
4 Z. Song / Tourism Management xxx (2016) 1e5
Husserl and his successors” (Xie, 2010). It is different with the theory of 3.2. Technical rationality cannot be the reason that tourism research
phenomenology, its methods had less development. Especially, the “epoche” opposes positivism
and “restore” laid a very high requirement on its researchers, which has
limited the use of phenomenology. Since scientific research based on positivism emphasizes
In addition, the phenomenology emphasizes the research of nature and conceptualization and empirical testing, it leads to the utilization of
phenomenon, and neglects the quantitative law and the forecast of a thing's mathematical language to a large extent. This in itself is one reason why
development. From the need of social decision making perspective, it positivism in tourism research has been questioned.
represents a deficiency. The language of mathematics is the preferred language of empirical study
Zhang Bin and Zhang Pengjun comment on Xie's research. They affirmed because of its accuracy of description, rigor of logic and the convenience of
Xie's research and noted that because Xie's “experience” is based on its tools. Even the sophistication of the mathematics used in a subject is an
psychology, he can just put the tourism “experience” into the model of “leisure important sign of the devel-opment of a given field of research. However,
experience” and hence thereby the method cannot apply a real when the stylization and mathematization promote the development of
phenomenological analysis to the tourism experience and its essence (Qing, scientific research, there come with these trends negative influences. For
2010). But even Zhang Bin and Zhang Pengjun themselves cannot explain example, the method may place too much attention on the tool itself and
how to undertake a complete phenomenological analysis and much remains at ignores the research object and purpose. This is not un-typical in economics
the level of philosophical speculation. research. In economics, positivism has held supreme and has formed a highly
formalized and technical mode of argument. In this way, the threshold of
Besides an incomplete understanding of “epoche and restore”, “common economic mathematics has significantly improved, and many economists have
knowledge” is another important issue bedeviling Xie's research. When he a mathematical or physics background (and one may note, Husserl, the
asked college students to describe their “tourism” experience, Prof. Xie had founder of phenomenology had also learned mathematics). On the one hand,
already provided a concept of “tourism” to those interviewees, which means this kind of development pulled economics into the field of the physical
the students know what is “tourism” and all the descriptions are based on their sciences thinking, and the tentacles of economics have entered into every field
un-derstanding. In this way, Xie can only get the “commonsense” cognition of of social science. Thus it is called “eco-nomics imperialism”. On the other
“tourism”. This kind of method permits the researcher to know “the meaning hand, sometimes, this devel-opment has attracted criticism from both without
of tourism experience” but not the “essence of tourism”. As for the and within economics.
methodology, we can ask: before the concept of tourism had formed, how do
we derive an understanding of the essence of tourism?
Please cite this article in press as: Song, Z., The debate between empirical and broader phenomenological approaches to research, Tourism Management
(2016), http://dx.doi.org/10.1016/j.tourman.2016.03.016
Z. Song / Tourism Management xxx (2016) 1e5 5
technicalization drew apart from practice is that they had devi-ated from the be paid to the issues of reliability and validity in tourism research (Zhong,
essence of positivism. In this case, though formalization and technicalization 2010). However, this is more related to questions of aca-demic rigor rather
were the derivatives of positivism. than validity of empirical research method. Furthermore, because the
empirical research method came from the physical sciences and has been a
Secondly, tourism research remains distant from over formal-ization and mainstream social science research method over the long term, it is almost the
technicalization. To blame positivism for too much formalization and epitome of what constitutes the scientific research method. However, it is very
technicalization is a reflection of the prevalent trend of social science research important to remember that Husserl's original intention was to establish a
in the field of tourism research. Yet there is little justification for tourism philosophy of a strict science research and to lay the foundation for all
researchers joining the anti-positivist faction at this time. Unlike economics disciplines. As a result, it is necessary to improve the science even in the
research, tourism research has not reached the same high degree of applications of phenomenology.
formalization and technicalization. Mathematical tools in economics have
been con-structed a very manner consistent with strict economics thinking. In If tourism wants to become a real discipline, it is cannot just rely on the
recent years, mainstream economics researchers have basically adopted a adjustment of catalogues of degrees and majors. Only when the subject
mathematical language and usually provide variables, functions, and becomes a science, can it be a discipline regardless of its positivism or
equations with economic implications in a mathe-matical analysis. phenomenology.
Furthermore, the economics researchers often use econometric analytical
methods based in statistical sampling. Nowadays, more tourism researchers
References
employ econometric methods, but few adopt mathematical analyses. If people
are wantonly opposed to positivism at this stage, tourism scientific research th
Babble, E. (2009). The practice of social research. Qiu, Z., trans (11 ed.). Beijing:
could be stifled. In the operationalization of research, the way to solve the Huaxia Press (in Chinese).
issues technological rationality is not to reject empirical research. On the Hui, H. (2010). Reflections on China's tourism research methods. Tourism Tribune, 25(12),
10e11 (in Chinese).
contrary, there is a need to strengthen the application of empirical research Husserl, E. (2001). The crisis of the European science and the phenomenology of
methods. Only those re-searchers having a deep understanding of empirical transcendental. Wang, B., trans. Beijing: The Commercial Press (in Chinese).
research methods should utilize such methods. Li, T. (2010). Some humble opinions on tourism research. Tourism Tribune, 25(10), 5e6 (in
Chinese).
Qing, Q. (2010). The application of quantitative models in tourism economy re- searches.
Tourism Tribune, 25(12), 8e9 (in Chinese).
Shen, B. (2010). Tourism principles: The system statements of tourism operating rules.
Beijing: China Travel & Tourism Press (in Chinese).
Tian, K. (2010). An empirical study of factors that affect tourist satisfaction in scenic areas
3.3. The primary task is promotion the scientific nature of tourism research based on Fuzzy-IPA. Tourism Tribune, 25(5), 61e65 (in Chinese).
Tribe, J. (1997). The indiscipline of tourism. Annals of Tourism Research, 24(3), 638e657.
Please cite this article in press as: Song, Z., The debate between empirical and broader phenomenological approaches to research, Tourism Management (2016),
http://dx.doi.org/10.1016/j.tourman.2016.03.016