Tourism Concepts I: Tourist, Visitor, Traveller and Excursionist, the Forms and Nature of Tourism, the History of Travel from the Ancient World to Mass Tourism, and the Models of Leiper, Mill-Morrison, Mathieson & Wall, Butler, Doxey, Crompton, Plog and Gunn

The first paragraph of Unit I sets the vocabulary and the theory on which the rest of the syllabus is built. This chapter defines the tourist, the visitor, the traveller and the excursionist as the international statistical standards now use them; sets out the forms of tourism (inbound, outbound, domestic, national and international) and the nature, scope and characteristics of tourism; explains why tourism has to be measured and why it is studied by many disciplines; traces travel from the ancient and medieval world through the Renaissance and the Grand Tour to the birth of mass tourism and the "new" tourism; and then takes the models the syllabus names one by one: Leiper's geo-spatial system, the Mill-Morrison system, the Mathieson and Wall framework, Butler's Tourism Area Life Cycle, Doxey's Irridex, the demonstration effect, Crompton's push and pull motives, Plog's psychographic model and Gunn's model. The document spells Doxey's index "Irridex", which is Doxey's own word (irritation index) and correct. NET Geography touches Butler's cycle and NET Sociology the tourist gaze; here the models are taught as the tourism discipline uses them, with the stages in order, because the examiner asks for the order.

1. Tourist, visitor, traveller and excursionist

Tourism statistics begin with a hierarchy of terms. A traveller is anyone who moves between different geographic locations for any purpose and any duration. A visitor is a traveller taking a trip to a main destination outside his or her usual environment, for less than a year, for any main purpose (business, leisure or other personal purpose) other than to be employed by a resident entity in the place visited. Visitors are then divided by whether they stay overnight: a tourist (an overnight visitor) spends at least one night in the place visited, and an excursionist (a same-day visitor) does not. Tourism, in the definition the UN World Tourism Organization and the UN Statistical Commission use (the International Recommendations for Tourism Statistics, 2008), comprises the activities of visitors. Commuters, migrants taking up residence, nomads, refugees, diplomats and members of the armed forces on duty are travellers but not visitors.

MilestoneWhat it definedThe rule it set
League of Nations Committee of Statistical Experts, 1937The "international tourist"A person visiting a country other than that of usual residence for at least 24 hours
UN Conference on International Travel and Tourism, Rome, 1963 (recommended by IUOTO)"Visitor", divided into "tourist" and "excursionist"Tourists stay at least 24 hours; excursionists stay less than 24 hours, cruise passengers included
UNWTO Ottawa Conference 1991, adopted by the UN Statistical Commission in 1993Tourism as travel outside the usual environmentLess than one consecutive year, for leisure, business and other purposes; domestic tourism brought into the same frame
International Recommendations for Tourism Statistics, 2008Visitor, tourist (overnight) and same-day visitorThe night spent, not a 24-hour count, separates the tourist from the same-day visitor
⚠️ The excursionist is a visitor, not a non-visitor
A frequent wrong option says the excursionist is "a traveller who is not counted in tourism". The excursionist is a same-day visitor and is counted in tourism statistics; what makes him an excursionist is only that he does not stay the night. The older texts use the 24-hour rule of 1937 and 1963; the current standard uses the overnight stay. And the "usual environment" test excludes the daily commuter however far he travels.

2. Forms, nature, scope and characteristics of tourism, and why it is measured

FormWho travels, and whereExample for India
Domestic tourismResidents travelling within their own countryA family from Pune holidaying in Goa
Inbound tourismNon-residents travelling into the countryA German couple touring Rajasthan
Outbound tourismResidents travelling to other countriesAn Indian group on a tour of Singapore
Internal tourismDomestic plus inbound: all tourism within the countryEvery visitor, Indian or foreign, travelling inside India
National tourismDomestic plus outbound: all tourism by the country's residentsEvery trip made by Indian residents, at home or abroad
International tourismInbound plus outboundAll trips crossing India's borders in either direction

Tourism is best understood as an amalgam rather than a single product. Its characteristics follow from that. It is a service experience that is intangible and cannot be tried before purchase; it is perishable, since an unsold room-night or airline seat cannot be stored; production and consumption are inseparable, so the customer must travel to the product rather than the product to the customer; it is heterogeneous, varying with the people who deliver it; demand is highly elastic to price and income, sensitive to fashion, safety and seasons; and the product is a composite of attractions, transport, accommodation, amenities and access supplied by many independent firms and public bodies. Its scope is correspondingly wide: economic (income, foreign exchange, employment), social and cultural (contact between hosts and guests, heritage), environmental (resource use and conservation), political (image and soft power) and educational.

Tourism has to be measured because it is not an industry in the national accounts: no single classification code captures it, and its output is spread across hotels, restaurants, transport, retail and many other sectors. Measurement serves planning (how many rooms, flights and guides a destination will need), marketing (which markets are growing), the case for public investment, and the comparison of destinations. The main tools are arrivals and departures counted at frontiers, accommodation statistics, household and visitor surveys, and the Tourism Satellite Account (TSA), a framework adopted by the UN Statistical Commission that isolates the tourism share of each industry's output to estimate tourism's direct contribution to GDP and employment. India's TSAs have been compiled for the Ministry of Tourism by the National Council of Applied Economic Research. Tourism is studied by many disciplines at once, economics, geography, sociology, anthropology, psychology, management, law and ecology among them, which is why Jafari's well-known diagram places tourism at the centre of a wheel of disciplines.

⚠️ National tourism is not the same as domestic tourism
The three combined forms are built from the three basic ones and are easily swapped. Internal = domestic + inbound (everything happening inside the country). National = domestic + outbound (everything the country's residents do). International = inbound + outbound. An option calling national tourism "travel by residents within their own country" has described domestic tourism.

3. Travel from the ancient world to mass tourism, and old and new age tourism

Early travel was driven by trade, conquest, religion and learning. The Phoenicians and Greeks traded by sea; Herodotus travelled and wrote in the fifth century BCE; the Romans built roads, inns and seaside villas and visited Greece and Egypt as sightseers; the ancient Olympic Games drew spectators to Olympia. In India pilgrimage (tirtha yatra) to rivers, temples and later to Buddhist sites was the oldest mass movement, and scholars came to its universities: the Chinese pilgrims Faxian (Fa-Hien, early fifth century CE) and Xuanzang (Hiuen Tsang, seventh century) left accounts of their journeys. Medieval travel was largely pilgrimage and trade, the Christian pilgrimage to Canterbury, Rome, Santiago de Compostela and Jerusalem, the Hajj to Mecca and the caravans of the Silk Road; Marco Polo in the late thirteenth century, Ibn Battuta in the fourteenth and Al-Biruni in the eleventh left the best-known accounts, the last two of India.

The Renaissance turned travel towards curiosity and education. From the late sixteenth to the early nineteenth century young men of the British and European upper classes made the Grand Tour, a journey of months or years through France and Italy to study classical art, languages and manners; the term is usually traced to Richard Lassels' The Voyage of Italy (1670). Spas such as Bath, and later seaside resorts such as Brighton, grew as health and social resorts in the eighteenth century. Mass tourism was born of the Industrial Revolution: railways and steamships made travel cheap and fast, and on 5 July 1841 Thomas Cook organised a railway excursion for about 500 temperance campaigners from Leicester to Loughborough, usually taken as the first organised package tour; by 1855 he was running tours to the Paris Exhibition, and he later introduced hotel coupons and circular notes. In the twentieth century paid holidays, the motor car, the jet airliner (the Boeing 707 entered service in 1958) and the air-inclusive package holiday, pioneered by Vladimir Raitz's Horizon Holidays in 1950, turned travel into a mass consumer product.

FeatureOld (mass) tourismNew age tourism
ProductStandardised, rigidly packaged, sun-sea-sandFlexible, customised, experience- and interest-led
TouristInexperienced, follows the crowd, seeks the familiarExperienced, independent, seeks authenticity and learning
ProductionEconomies of scale, mass marketsEconomies of scope, market segments and niches
Technology and attitude to the environmentMass media and charters; the destination as a backdropInformation technology and online booking; concern for sustainability

The contrast between "old" and "new" tourism is Auliana Poon's (Tourism, Technology and Competitive Strategies, 1993), who argued that information technology, a more experienced consumer and environmental limits were moving the industry from mass, standardised tourism to flexible, segmented and sustainable tourism.

4. Tourism systems: Leiper, Mill-Morrison, Mathieson and Wall, and Gunn

ModelIts elementsThe point it makes
Leiper's geo-spatial (whole tourism) system, 1979Tourists; the tourist generating region; the transit route region; the tourist destination region; and the tourism industry, all within a wider environment (physical, cultural, social, economic, political, technological)Tourism is a system linking places: demand is generated in one region, satisfied in another and connected by a transit route, and a change in any element affects the rest
Mill and Morrison, The Tourism System, 1985Four parts: market (the traveller's decision to buy), travel (the purchase and the trip), destination (attractions and services) and marketing (the destination reaching the market)A marketing-led system in which each part links to the next in a loop
Mathieson and Wall, Tourism: Economic, Physical and Social Impacts, 1982A dynamic element (the tourist demand and the trip), a static element (the characteristics of the tourist and of the destination) and a consequential element (the economic, physical and social impacts)Impacts are the outcome of the interaction of demand with a destination, and must be managed through controls and feedback
Gunn, Tourism Planning (1979) and later editionsThe tourism functioning system: a demand side (a population with the interest and ability to travel) matched with a supply side of attractions, services, transportation, information and promotion; and a destination zone of attraction complexes linked by circulation corridors to a service communitySupply and demand must be planned together, and the destination is a spatial arrangement of attractions and services
🧠 Leiper's three regions in the order of the trip
Follow the tourist: he starts in the generating region (where he lives and decides to travel), passes through the transit route region (the journey and any stopovers), and arrives in the destination region (where the attractions are). The tourism industry is spread across all three: travel agents in the first, airlines in the second, hotels in the third.

5. Butler's TALC, Doxey's Irridex, the demonstration effect, Crompton and Plog

Richard Butler's Tourism Area Life Cycle (1980) adapts the product life cycle to a destination and plots the number of visitors against time as an S-shaped curve. In exploration a few adventurous visitors arrive and there are no specific facilities; in involvement local people begin to provide facilities and a season emerges; in development outside investment, heavy advertising and rapid growth take over and control passes from locals; in consolidation growth slows though numbers still rise, and the economy depends on tourism; in stagnation capacity limits are reached and the destination is no longer fashionable. The curve then branches: rejuvenation (through new attractions or markets), reduced growth, stabilisation, decline, or immediate decline. The model's lesson is that destinations are not permanent resources and must be managed before they stagnate.

ModelStages or types, in orderKey idea
Butler's TALC, 1980Exploration → involvement → development → consolidation → stagnation → rejuvenation or declineA destination evolves like a product and can decline if not renewed
Doxey's Irridex (irritation index), 1975Euphoria → apathy → annoyance (irritation) → antagonismResident attitudes to tourists sour as tourist numbers grow
Plog's psychographic model, 1974Psychocentric (later "dependable") → near-psychocentric → mid-centric → near-allocentric → allocentric (later "venturer")Personality types discover, popularise and then crowd a destination in turn
Crompton's push and pull motives, 1979Seven socio-psychological push motives (escape from the mundane, self-exploration and evaluation, relaxation, prestige, regression, enhancement of kinship relationships, facilitation of social interaction) and two cultural pull motives (novelty and education)People are pushed by internal needs and pulled by the attributes of a place

George Doxey's irritation index (1975) records how residents' feelings change as a destination grows: at first euphoria, as visitors are welcomed and investment arrives; then apathy, as tourists are taken for granted and contacts become commercial; then annoyance, as saturation approaches and residents have misgivings; and finally antagonism, when irritation is openly expressed and tourists are blamed for the destination's ills. The demonstration effect is the tendency of residents, especially the young, to imitate the consumption, dress and behaviour of visitors, raising aspirations but also resentment and the erosion of local values. Stanley Plog's model (1974) places travellers on a normal curve from the psychocentric, who prefer familiar, safe, packaged destinations, through the mid-centric majority, to the allocentric, who seek new, remote and unstructured experiences. Because allocentrics discover a place and psychocentrics arrive only when it is familiar and crowded, the model predicts that a destination rises and falls as it moves from one end of the curve to the other, which is why it is read alongside Butler's cycle. The term "push and pull" goes back to Dann (1977); Crompton's 1979 study named the nine motives.

⚠️ Allocentric is the adventurer, psychocentric the cautious
"Allo-" means "other", so the allocentric looks outward to the unfamiliar, and "psycho-" here means the self, so the psychocentric stays close to the familiar. Most travellers are mid-centric. Plog himself later renamed the ends "venturers" and "dependables". In Doxey's sequence apathy comes before annoyance, not after it.

Key takeaways

  • A visitor travels outside the usual environment for under a year for any purpose except employment there; a tourist stays overnight and an excursionist (same-day visitor) does not, the older 24-hour rule going back to 1937 and 1963.
  • Internal = domestic + inbound, national = domestic + outbound and international = inbound + outbound; tourism is intangible, perishable, inseparable, heterogeneous and a composite product, and is measured through arrivals, surveys and the Tourism Satellite Account.
  • Travel moved from trade, pilgrimage and learning (Faxian, Xuanzang, Ibn Battuta) through the Grand Tour and spas to mass tourism, opened by Thomas Cook's excursion of 5 July 1841 and completed by the jet and the package holiday; Poon contrasts old mass tourism with flexible new tourism.
  • Leiper links a generating region, a transit route and a destination region with the industry; Mill-Morrison has market, travel, destination and marketing; Mathieson and Wall have dynamic, static and consequential elements; Gunn matches demand to a supply of attractions, services, transport, information and promotion.
  • Butler: exploration, involvement, development, consolidation, stagnation, then rejuvenation or decline; Doxey: euphoria, apathy, annoyance, antagonism; Plog: psychocentric to allocentric; Crompton: seven push and two pull (novelty, education) motives; the demonstration effect is imitation of visitors by residents.

Practice questions (10)

Attempt each one before opening the answer. Every explanation names the tempting wrong option as well as the right one, because that is where marks are lost.

  1. In the international standards for tourism statistics, a visitor who does not stay overnight at the place visited is called

    1. an excursionist, or same-day visitor
    2. a tourist
    3. a commuter, who is outside tourism
    4. a transit traveller, who is not a visitor
    Show answer

    Answer: A — an excursionist, or same-day visitor

    Visitors are split into tourists, who stay at least one night, and excursionists or same-day visitors, who do not. Both are counted in tourism. A commuter stays within his usual environment and so is not a visitor at all.
  2. "National tourism" in the UNWTO classification of forms of tourism comprises

    1. inbound tourism and outbound tourism
    2. domestic tourism and inbound tourism
    3. domestic tourism only
    4. domestic tourism and outbound tourism
    Show answer

    Answer: D — domestic tourism and outbound tourism

    National tourism is everything the residents of a country do, at home (domestic) and abroad (outbound). Domestic plus inbound is internal tourism, and inbound plus outbound is international tourism.
  3. In which year did Thomas Cook run the Leicester to Loughborough railway excursion usually taken as the first organised package tour? Give the year.

    Numerical answer — type the value.

    Show answer

    Answer: 1841

    On 5 July 1841 Cook took about 500 temperance campaigners by train from Leicester to Loughborough, arranging the travel and refreshments for an inclusive price. By 1855 he was taking tourists to the Paris Exhibition.
  4. Arrange the stages of Butler's Tourism Area Life Cycle in their correct order: (a) consolidation (b) exploration (c) development (d) stagnation (e) involvement

    1. e, b, c, d, a
    2. b, e, a, c, d
    3. b, e, c, a, d
    4. b, c, e, a, d
    Show answer

    Answer: C — b, e, c, a, d

    Butler's sequence is exploration, involvement, development, consolidation and stagnation, after which the destination may be rejuvenated or decline. Involvement, when locals begin to provide facilities, comes before the outside investment of development.
  5. Match the model with its author. (a) Tourism Area Life Cycle (b) Irridex (c) Allocentric-psychocentric continuum (d) Generating, transit and destination regions. Authors: (1) Plog (2) Leiper (3) Butler (4) Doxey

    1. a-4, b-3, c-1, d-2
    2. a-3, b-4, c-2, d-1
    3. a-1, b-4, c-3, d-2
    4. a-3, b-4, c-1, d-2
    Show answer

    Answer: D — a-3, b-4, c-1, d-2

    Butler proposed the TALC in 1980, Doxey the irritation index in 1975, Plog the psychographic continuum in 1974, and Leiper the geo-spatial tourism system in 1979.
  6. Which sequence correctly gives the stages of Doxey's Irridex as resident attitudes change with growing tourism?

    1. Euphoria, apathy, antagonism, annoyance
    2. Apathy, euphoria, annoyance, antagonism
    3. Euphoria, annoyance, apathy, antagonism
    4. Euphoria, apathy, annoyance, antagonism
    Show answer

    Answer: D — Euphoria, apathy, annoyance, antagonism

    Residents first welcome visitors (euphoria), then take them for granted (apathy), then have misgivings as saturation nears (annoyance or irritation), and finally express open hostility (antagonism).
  7. Which of the following are elements of Leiper's tourism system? Select all that apply.

    1. The transit route region
    2. The tourist destination region
    3. The tourist generating region
    4. The consequential element of impacts
    Show answer

    Answer: A — The transit route region; B — The tourist destination region; C — The tourist generating region

    Leiper's system joins the three geographical regions, the tourists and the tourism industry within a wider environment. The dynamic, static and consequential elements belong to the Mathieson and Wall framework of impacts.
  8. In Crompton's 1979 study of pleasure vacation motives, which of the following are cultural "pull" motives rather than socio-psychological "push" motives? Select all that apply.

    1. Escape from a perceived mundane environment
    2. Prestige
    3. Novelty
    4. Education
    Show answer

    Answer: C — Novelty; D — Education

    Crompton found seven socio-psychological push motives, escape, self-exploration, relaxation, prestige, regression, enhancement of kinship relationships and facilitation of social interaction, and only two cultural pull motives, novelty and education, which a destination's attributes can satisfy.
  9. Assertion (A): In Plog's model a destination tends to lose its appeal as it becomes popular with psychocentric travellers. Reason (R): Allocentric travellers, who discovered the destination, move on to new places once it becomes familiar and crowded.

    1. Both A and R are true, and R is the correct explanation of A
    2. Both A and R are true, but R is not the correct explanation of A
    3. A is true, but R is false
    4. A is false, but R is true
    Show answer

    Answer: A — Both A and R are true, and R is the correct explanation of A

    Both are true, and R explains A. Plog argued that a destination drifts along the curve from allocentric to psychocentric visitors; by the time it suits the psychocentric it has lost the novelty that attracted the explorers, which is the psychographic counterpart of stagnation in Butler's cycle.
  10. In the Mathieson and Wall framework, the characteristics of the tourists and of the destination (its economic structure, environment and social organisation) form the

    1. static element
    2. transit element
    3. consequential element
    4. dynamic element
    Show answer

    Answer: A — static element

    The dynamic element is the demand and the trip itself; the static element is the set of tourist and destination characteristics with which the trip interacts; the consequential element is the resulting economic, physical and social impacts. There is no transit element in this framework; transit belongs to Leiper.