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To cite this article: Caroline J. Stem, James P. Lassoie, David R. Lee & David J.
Deshler (2003): How 'Eco' is Ecotourism? A Comparative Case Study of Ecotourism in
Costa Rica, Journal of Sustainable Tourism, 11:4, 322-347
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How ‘Eco’ is Ecotourism? A Comparative
Case Study of Ecotourism in Costa Rica
paper, based on a comparative study in Costa Rica, explores some of these issues.
Study findings were mixed regarding ecotourism’s effectiveness as a conservation
and community development tool. Survey respondents saw legal restrictions as more
influential than tourism in prompting declines in deforestation and hunting rates.
Likewise, respondents did not feel tourism operators were significant players in
raising environmental awareness. The research also revealed that direct employ-
ment in ecotourism was associated with pro-conservation practices, but indirect
benefits showed stronger associations in generating pro-conservation perspectives.
Little evidence was found to suggest that people are investing tourism-generated
income in environmentally threatening practices. Research findings also indicated
that scale influences tourism’s benefits and negative impacts and that, where
ecotourism dominates local economies, towns may become economically vulnerable.
The paper concludes by recognising that ecotourism would be most effective as a
component of a broader conservation strategy and offers suggestions to improve
ecotourism’s potential.
Introduction
In the past decade, ecotourism has pushed its way to the forefront as one of the
preferred tools for conservation and community development in many rural
areas. Its attractiveness rests in its potential to provide local economic benefits
while also maintaining ecological resource integrity through low-impact,
non-consumptive use of local resources. Nevertheless, success in ecotourism
may lead to failure over the long term. Successful ecotourism initiatives may
draw increasing interest and a correspondingly higher number of tourists, thus
intensifying negative impacts such as solid waste generation, habitat distur-
bance, and trail erosion. Such impacts could seriously threaten the resources
upon which ecotourism depends.
The research presented here explores ecotourism’s potential as a tool for
promoting conservation and community development. After reviewing the
existing literature related to ecotourism’s social and environmental benefits and
impacts, we examine these benefits and impacts more closely, drawing upon
field research from Costa Rica, a country widely acclaimed for embracing
ecotourism as a national conservation and development strategy. We conclude
with a discussion of ecotourism’s place in the broader policy arena and some
322
A Comparative Case Study of Ecotourism in Costa Rica 323
What is ecotourism?
While we do not intend to enter the debate about what constitutes ecotourism,
it is worth noting that definitions and philosophies differ. The International
Ecotourism Society (2001) offers a succinct and widely accepted definition:
‘Ecotourism is responsible travel to natural areas that conserves the environment
and sustains the well-being of local people.’ The World Conservation Union
(IUCN) also provides a slightly expanded description of ecotourism’s key
characteristics:
[Ecotourism is] environmentally responsible travel and visitation to rela-
tively undisturbed natural areas, in order to enjoy and appreciate nature
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(and any accompanying cultural features – both past and present) that
promotes conservation, has low visitor impact, and provides for benefi-
cially active socio-economic involvement of local populations (cited in
Brandon, 1996).
With the overwhelming embrace of ecotourism as an environmentally sustain-
able and economically viable conservation strategy, scholars and practitioners
have expressed concern that opportunistic tourism operators are capitalising on
ecotourism’s appeal to promote activities with little or no true attention to envi-
ronmental and social responsibility (Boo, 1990; Honey, 1999b; Wight, 1994).
Acott et al. (1998) describe this situation by offering an extensive discussion of
‘deep ecotourism’ versus ‘shallow ecotourism’. This discussion, premised on
principles associated with deep ecology,1 maintains that deep ecotourism
emphasises nature’s intrinsic value, the importance of community self-determi-
nation and participation, and a preference for small-scale operations. Shallow
ecotourism, on the other hand, involves management decisions based primarily
on utilitarian values. The authors maintain that only deep ecotourism offers
possibilities for long-term sustainability.
Ecotourism benefits
Under ideal circumstances, ecotourism provides local economic benefits
(e.g. employment, improved infrastructure, increased business for local stores)
while also maintaining ecological resource integrity through low-impact,
non-consumptive resource use. Those who advocate ecotourism as a viable
conservation option cite its potentially non-consumptive nature and its financial
promise (Jacobson & Robles, 1992). Unlike many sustainable harvesting initia-
tives, ecotourism consistently provides a financial return per hectare competitive
with current land uses. For instance, Ceballos-Lascuráin (1996) cites a study esti-
mating Amboseli National Park’s financial value (attributable mostly to tourism)
at US$40/ha, as compared to less than US$0.80/ha when used for agriculture.
Another study by Munn (1991, as cited by Brandon, 1996) found that each
free-flying macaw in Peru generated between US$750 and US$4700 annually in
tourism revenues. Ecotourism can also substantially contribute to the local
economy, especially when local residents are involved in its management and
operations (Lindberg et al., 1996; Wunder, 2000).
324 Journal of Sustainable Tourism
Ecotourism drawbacks
Ironically, however, ecotourism’s success may actually lead to its demise (Boo,
1990; Jacobson & Robles, 1992). Successful ecotourism initiatives may draw
increasing interest and a correspondingly higher number of tourists, thus
increasing negative impacts such as solid waste generation, habitat disturbance,
and forest degradation resulting from trail erosion. Such impacts could seriously
threaten the resources upon which ecotourism depends. Jacobson and Lopez
(1994, as cited in Brandon, 1996: 415) assert that ‘ecotourism cannot be viewed as
a benign, non-consumptive use of natural resources.’ Ecuador’s Galapagos
Islands offer a notable example of the negative impact of nature-based tourism.
In 1974 the Galapagos National Park Management Plan called for a limit of 12,000
tourists per year. Surpassing this limit each year, the 1991 Galapagos Global
Tourism Management Plan dropped the overall maximum limits (Fundación
Natura & WWF, 1997). The large increase in numbers has resulted in erosion
along sensitive trails, plant and animal disturbance, and a general decline in the
quality of the tourism experience (Brandon, 1996).
In addition to its potential environmental drawbacks, ecotourism also often fails
to provide widespread economic benefits. Many scholars question ecotourism’s
contribution to local development, asserting that little or no ecotourism revenue
reaches local people (Healy, 1994; Jacobson & Robles, 1992; McLaren, 1998). For
example, Bookbinder et al. (1998), in their survey of residents in Nepal’s Royal
Chitwan National Park, found that only 6% of surveyed households earned
income directly or indirectly from ecotourism. Lindberg et al. (1996) allude to a
common concern that ecotourism creates relatively few jobs. Even those who
profit financially from tourism find it to be an unstable income source subject to
seasonal fluxes, as well as economic and political events (Epler Wood, 1998;
Jacobson & Robles, 1992).
Tourism, in general, can also contribute to the disintegration of local commu-
nities’ social and cultural structures (Boo, 1990; McLaren, 1998). While many
A Comparative Case Study of Ecotourism in Costa Rica 325
claim that ecotourism has less serious adverse effects on local people than mass
tourism, the literature suggests there is little difference (Brandon, 1996). Brandon
maintains that tourism’s most serious impact may be the ‘commodification’ of
culture, wherein people and their cultures become marketable commodities. In
addition, tourism may bring rapid changes that erode community cohesion
(Honey, 1999a; McLaren, 1998).
country. Weaver (1999) refers to statistics indicating that between 1964 and
1995, tourism revenues increased over 60 fold, from US $10 million to $661
million. In 1992, tourism actually surpassed the banana trade as Costa Rica’s
leading source of foreign revenue (Weaver, 1999). Presently, about one million
people visit the country annually, a figure equal to nearly one-third of the coun-
try’s total population (Instituto Costaricense de Turismo, 2002). Even in today’s
grim economic and political climate, Costa Rica is one of the few countries to
continue to experience an increase in tourism (World Tourism Organisation,
2002).
Given the importance of tourism and ecotourism to its economy, Costa Rica
offered an ideal site for carrying out the present research. Our study explored
ecotourism’s effect on conservation and community development through
research with four communities involved in ecotourism and two comparison
communities in selected national park buffer zone communities in southern
Costa Rica. The study measured conservation practices and perspectives, partici-
pation in ecotourism, and the local distribution of tourism benefits and impacts.
This paper focuses primarily upon ecotourism’s benefits and impacts and its
potential for promoting conservation and community development. For a
detailed discussion of ecotourism’s association with conservation practices and
perspectives, see Stem et al., 2003.
The ecotourism communities participating in this study border Corcovado
National Park (CNP) and Piedras Blancas National Park (PBNP). Both parks are
located in the southeastern portion of Costa Rica in the Osa Conservation Area
(Figures 1 and 2). Due to their remote locations and perceived difficulties of
access, visitation rates for these parks fall far below those for other national parks
in the country, although CNP is popular amongst those tourists seeking a more
authentic rainforest experience. 2 In terms of biological importance, Corcovado
National Park comprises the largest remnant of tropical, humid Pacific rainforest
in Central America (Servicio de Parques Nacionales, 1995; Vaughan, 1981). The
41,789 hectare park contains a wide range of habitats and is home to increasingly
threatened fauna, such as tapirs and jaguars. Piedras Blancas National Park
(PBNP), located on the mainland near Golfito (Figure 2), encompasses 14,025
hectares and an accompanying 1200 hectares of marine territory, thus creating a
biological corridor with CNP.
326 Journal of Sustainable Tourism
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Figure 1 Map of Costa Rica and location of ecotourism and comparison study sites
Source: Modified from US Central Intelligence Agency (2002)
The ecotourism case studies involve the communities of La Gamba, Drake Bay
(Agujitas and Los Planes), and Cerro de Oro (Figure 2). La Gamba is a primarily
agricultural community adjacent to Piedras Blancas National Park. Since 1994,
this economically depressed town has been host to a small-scale ecotourism
lodge that employs approximately 15 community members, or about 5% of the
population. Established with funding from the Austrian Government, the
Esquinas Rainforest Lodge was designed to alleviate the high unemployment
rates in La Gamba, as well as provide an alternative to ecologically destructive
forest management practices.
Cerro de Oro, located in the centre of the Osa Peninsula directly bordering
Corcovado National Park (CNP), is a small, isolated town populated mostly by
small-scale gold panners. In the early 1990s, the local gold mining cooperative
CoopeUnioro recognised there was no economic future in mechanised mining.
A Comparative Case Study of Ecotourism in Costa Rica 327
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in southern Costa Rica.3 These towns were part of a similar Cornell University
project: ‘Policy, Norms, and Values in Forest Conservation: Protected Area
Buffer Zone Management in Central America’. Biolley and Altamira are agricul-
tural towns, with most landowners involved in coffee production. Although
they have an interest in becoming involved in tourism, neither town was beyond
the planning stages at the time of this study. The Amistad towns differ from the
ecotourism sites in their economic base, but they still provide a useful compar-
ison point because they are relatively close to the ecotourism communities, they
share similar agricultural and settlement histories, and they lie directly adjacent
to a national park.
The research design, grounded largely in strategies discussed by Patton (1990)
and Guba and Lincoln (1989), involved a mixed-methods approach, using both
qualitative and quantitative data sources and collection methods (see Table 1 for
a breakdown of participants by community). Key qualitative methods included
semi-structured individual and group interviews, as well as direct observation.
For the semi-structured interviews, we purposefully sampled community
members to gain broad representation in terms of socioeconomic status, educa-
tion levels, gender, and tourism involvement.
In addition to these open-ended interviews, we collected quantitative data
through a researcher-administered survey. While the survey had a general
framework common across all communities, it also included some commu-
nity-specific questions based on results from the qualitative phase. The senior
author, fluent in Spanish, orally administered the survey to a random sample of
50% of self-declared heads of households in each community. Due to the Cerro
de Oro’s small population, she surveyed all willing residents over the age of 16,
for a 94% sample. Because men are typically the heads of households in Costa
Rican families, the majority of the survey data (approximately 90%) comes from
male respondents.
For the purposes of this study, we adapted Becher and Blake’s (1998) frame-
work to identify and work with select tourism operators that applied an
ecotourism philosophy to their work. Interviewees at each site included local
villagers, hotel employees and managers, and other key informants. In addition,
we filled information gaps and gained a broader perspective through interviews
with key informants from governmental and non-governmental organisations
and academic institutions active in the region.
A Comparative Case Study of Ecotourism in Costa Rica 329
Other
6.7%
Law
35.8%
Tourism
15.8%
Few animals
Environmental awareness
2.5%
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19.2%
Work sources
12.5%
Figure 3 Most important reason for decreased hunting (n = 101 who believe
hunting has decreased)
Note: Some gave more than one most important reason. Cerro de Oro residents
were not asked if work sources played a role because this was not an issue there.
In La Gamba, we did not ask people about tourism, as originally we planned to
keep this imbedded within work sources.
Other
6.3%
Tourism
12.5% Law
47.7%
Environmental awareness
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12.5%
Figure 4 Most important reason for decreased deforestation (n = 117 who believe
deforestation has decreased).
Note: Cerro de Oro residents were not asked if work sources played a role because
this was not an issue there. In La Gamba, we did not ask people about tourism, as
originally we planned to keep that imbedded within work sources
Effect of scale
Although perhaps a predictable finding, it is important to emphasise that scale
influences tourism-related benefits and impacts, a claim also made by Boo (1990)
in her five-country analysis of ecotourism’s potential and drawbacks. In La
Gamba and Cerro de Oro, where tourism occupies only a minor position in the
local economy, we found that few people benefit from tourism. At the same time,
few experience any negative impacts from tourism and were often surprised
when asked about such impacts (Figures 5 and 6). Meanwhile, in Drake Bay, the
economy is almost entirely dependent upon tourism. Benefits, including
increased income, training opportunities, and improved infrastructure, have
been widespread, but so have cultural, social, economic, and environmental
impacts, as illustrated in Figure 5 and Figure 6. Figure 5 reveals that only about
30% of survey respondents in La Gamba feel they have benefited from tourism in
any way, while even fewer people in Cerro de Oro claimed to have benefited,
with the notable exception of those who indicated they benefited from inter-
changing ideas with tourists. In contrast, those in Drake Bay, especially Agujitas,
cited numerous tourism-related benefits they have experienced. Nearly all
332 Journal of Sustainable Tourism
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interviewees believed their lives had improved overall since tourism’s arrival.
For example, one hotel employee in Drake Bay described how he has benefited
from tourism: ‘They have offered me support, and I have learned a lot – like how
to treat tourists. I have benefited a lot . . . from the economic aspects, knowledge,
the opportunity they gave me.’ Most notably, tourism has helped the community
to prosper economically and provide greater educational opportunities to its
inhabitants. For instance, in the past few years, Agujitas, with support from local
hotel operators, has constructed a high school and a staffed clinic, both of which
are infrastructure items rarely found in remote rural areas like Drake Bay.
In terms of negative tourism impacts, La Gamba and Cerro de Oro residents
noted few, outside of minimal local involvement, but those in Drake Bay cited
numerous negative impacts, including increased solid waste generation, cultural
loss, community and familial disintegration, and increased access to alcohol and
drugs (Figure 6). Specifically, many spoke of families falling apart because
A Comparative Case Study of Ecotourism in Costa Rica 333
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spouses became involved with tourists and of people losing their traditions
while trying to emulate foreigners. In Drake Bay, several interviewees expressed
regret that they no longer felt a sense of unity amongst villagers. They noted their
neighbours, concerned with reaping the greatest financial benefit, would sooner
help a tourist than a local resident. As one resident explains, ‘He who benefits
from tourism thinks he is above him who is not working in tourism all the time.
He strives to fit in well with tourism, not with his neighbour . . . who has been his
own friend . . . We are now worth less to them.’ Although tourism in Drake Bay is
still not developed enough to cause concern about habitat disturbance, several
respondents did complain of solid waste disposal problems. At the time of the
study, a few hotels were dumping their organic wastes at sea, much of which
washed up on local beaches.5 Regardless of arguments that waste quantities were
small enough for the ocean to assimilate, many interviewees were upset by this
practice.
334 Journal of Sustainable Tourism
all that, the people cultivated here, with their own hands . . . Now, everyone comes
from work in the hotels and goes to the pulpería’.
Thus, as the previous paragraphs indicate, ecotourism may negatively impact
conservation through unintended economic, cultural, social, and environmental
side effects, although the severity of those impacts is related to the scale of tourism
within the community. Moreover, ecotourism may also lead to unintended conse-
quences for community development, especially when it dominates the economy.
100%
80%
Responses
Valid responses
60%
% Valid
40%
%
20%
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0%
RRe e
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Figure 7 How people have
n=47 for all invested
variables tourism moneyinvestment,
except tourism (n = 47 forwhere
all variables
n=33 except
tourism investment, where n = 33).
Note: Only residents in Drake Bay were asked about tourism investment, as this
was not a viable option in the other communities.
Ecotourism communities
Other
Leave community
Family well-being
Savings
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Personal amenities
Tourism investment
Buy land
Resource-intensive
Figure 8 First priority for how respondents would spend more money were it
available, ecotourism communities (n = 128)
Note: In the ecotourism sites, respondents sometimes gave more than one response
for the first thing they would do.
the study sites professed they learned the most through their own personal expe-
riences (Table 2 and Figures 10 and 11). These experiences include working the
land, hunting, growing up in the countryside, and witnessing first-hand the
consequences of the way others have managed the land. With respect to the last
category, it was interesting that at least a few people in each site referred to wide-
spread deforestation and resultant arid conditions in the province of Guanacaste
as an example of what they did not want to happen to their community. One man
in La Gamba commented, ‘Imagine how the climate is here – here it is super hot,
and if we make it a desert, imagine! So, I ask myself, “What are we going to do if
we cut the forest?” It’s going to be . . . worse than Guanacaste.’ Thus, in learning
from past experiences, such as those in Guanacaste, many respondents felt
compelled to act to prevent a similar situation. This result corresponds with work
by Jantzi et al. (1999), who also found that Costa Rican farmers who had experi-
enced environmental degradation in other regions of the country were more
likely to be concerned with environmental issues.
In terms of most important sources of environmental information, parents
were ranked second only to experience for both the ecotourism and comparison
communities (Figures 10 and 11). In addition, respondents mentioned that
grandparents, as well as younger generations, were important in conveying
A Comparative Case Study of Ecotourism in Costa Rica 337
La Amistad communities
Other
Savings
Personal amenities
Buy land
Resource-intensive
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Family well-being
Figure 9 First priority for how respondents would spend more money were it
available, La Amistad communities (n = 86)
local communities (Table 2). This difference may be due, in part, to recent efforts
by La Amistad park officials to improve park–community relations. Schelhas,
the lead researcher on the previously mentioned ‘Policy, Norms, and Values in
Forest Conservation’ project, indicates that these outreach efforts may have
contributed to the generally favourable attitudes towards the park at the time of
the study (J. Schelhas, pers. comm. October 2002). In addition, a closer analysis of
the data by community indicates that responses in Cerro de Oro and, to a lesser
extent, La Gamba are responsible for most of the difference seen in Table 2. This is
probably due to the fact that the gold panners in Cerro de Oro have had a very
negative experience with park personnel who constantly pursue them and
confiscate their equipment for panning within park borders.7 Meanwhile, many
in La Gamba still harbour resentment over the relatively recent creation of
Piedras Blancas National Park and the resultant restrictions imposed on land-
owners. Finally, it is also worth noting that some park personnel, operating in
under-staffed conditions, may be overwhelmed by enforcement activities and
lack the time or interest to assume the role of conservation educator.
The other notable difference between the ecotourism and comparison
communities visible in Figures 10 and 11 is the greater percentage of La
Amistad residents who see extension organisations as the most important
source of environmental information. This may be due, in part, to the outreach
attempts from park personnel, as described above. Interestingly, however,
there is probably a slightly stronger institutional presence in the ecotourism
communities (especially La Gamba and Agujitas, Drake Bay) than in the
A Comparative Case Study of Ecotourism in Costa Rica 339
Ecotourism communities
Other Parents
Ext. organisations
Community members
Hotel(s)
Tourists
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Park guards
Radio/TV Experience
School
Church
La Amistad communities
Park guards
Radio/TV
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School
Church
Experience
beyond training in menial tasks. They believed it should focus on building entre-
preneurial expertise so that Costa Ricans have as many possibilities to tap into
the tourism market as do foreigners. There seems to be some movement in this
direction, as evidenced by the recent creation of The Association for Sustainable
Tourism Development in the Osa Peninsula (ADETUS). The mission of this
group is to promote the development of sustainable tourism activities in the Osa
Peninsula in a way that ensures the least environmental impact, the most social
benefit, the fulfilment of legal and regulatory obligations, and natural resource
conservation into perpetuity (González, 2001). ADETUS is very young, and it is
unclear if it will play a significant role in capacity building, but several people
indicated they saw its creation as a positive development that might give
communities and tourism operators a stronger voice in tourism development.
They cautioned, however, that to be successful, those involved must not become
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and time-consuming bureaucratic process. Others said they made sure to period-
ically clear areas, even if they were not ready to plant them. Otherwise, the fallow
land would regenerate to such an extent that the Government would no longer
allow them to work that area.
To address these and related broad policy concerns, three hotels from Drake
Bay have joined forces to form the Fundación Corcovado, an organisation whose
mission is to lobby for the improved protection of Corcovado National Park. At
the time of the study, Fundación Corcovado was working with the Costa Rican
Park Service to designate and fund two local people to serve as community
conservation guards. Under formal arrangements between the Park Service
and Fundación Corcovado, these guards would be officially considered Park
Service employees. Such efforts are certainly admirable and valuable. In the
larger picture, however, ecotourism is not likely to have an impact on
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suggest there is an ideal, prescribed level at which tourism offers the maximum
benefit for the least impact, as successes and failures are often context-specific.
Nevertheless, it seems clear that ecotourism offers greater conservation and
development potential when it is a significant force in the local economy and
when it offers widespread benefits without comprising the community’s sole
economic base.
Study results imply ecotourism falls short of having a significant influence on
conservation knowledge or perspectives. Ecotourism is not likely to be an effec-
tive conservation strategy if it operates only through occupying community
members’ time or creating economic incentives to make standing forests more
valuable. Without attention to creating awareness and/or reinforcing respect for
nature, questions will remain about people’s commitment to conservation.
Although financial concerns are likely to play a role in resource management,
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such measures could help resolve some waste management practices, it is impor-
tant to also consider the large volume of wastes generated. As one hotel manager
commented, to be truly ecological, it is necessary to factor in other costs, such as
fuel needed to transport recyclables to recycling destinations. Based upon these
and related observations, ecotourism operators might find it worthwhile to
contract a waste management consultant or lodge owners in other areas to devise
more creative solutions to garbage disposal problems.10
Study results suggest a need to move beyond considering ecotourism as a
non-consumptive use of resources. Under ideal circumstances, ecotourism
may be less consumptive than other available alternatives, but it is important to
critically examine both its costs and benefits. While financial benefits associ-
ated with ecotourism do show potential to positively affect conservation
behaviours, this research implies that economic factors are not the sole
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Correspondence
Any correspondence should be directed to Caroline Stem (cjs33@cornell.edu).
A Comparative Case Study of Ecotourism in Costa Rica 345
Notes
1. For a detailed discussion of deep ecology, see Sessions, G. (1995) Deep Ecology for the
Twenty-first Century, pp. 488, Random House, Boston, MA and Devall, B. and
Sessions, G. (1985) Deep Ecology, G.M. Smith, Salt Lake City, Utah.
2. Based on statistics from the Instituto Costaricense de Turismo, 1998.
3. Approximately 50% of the questions from the ecotourism communities overlapped
with those from the comparison communities. We present data from both sets of
communities when comparable data are available. Many of the questions, however,
were specific to the ecotourism context and, as such, do not have comparison data
available.
4. This question was asked only in the ecotourism communities.
5. When the senior author returned in June 2001, the hotels had ceased this practice.
6. The percentages differ slightly from the graph, as respondents in the ecotourism
communities sometimes stated more than one top priority. As a result, total percent-
ages added up to 114%. Although this slightly changes the actual percentages, the
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