Research Methods for Tourism: Research and Theory, Types and Methods of Research, Review of Literature, Variables and Measurement, Concepts, Constructs and Hypotheses, Sampling, Data Collection, Schedules, Questionnaires, Scales and Fieldwork, Qualitative Research (Grounded Theory, Ethnography, Case Study, Content Analysis, Phenomenology, Narrative Research, Mixed Methods), Multivariate Tools and Report Writing

The second and third paragraphs of Unit IX are the methods of tourism research. This chapter explains the relation of research and theory and the types and methods of research; the review of literature; variables and their measurement, concepts, constructs and the formulation of hypotheses; sampling; the methods of data collection, schedules and questionnaires, scales and fieldwork; qualitative research, how it differs from quantitative research, and its techniques, grounded theory, ethnography, the case method, content analysis, phenomenology, narrative research and mixed methods; the multivariate tools the syllabus names, factor, discriminant and conjoint analysis and multiple regression; and report writing and the types of report. A systematic sampling interval and a proportional stratified allocation are worked. Research methods are taught in many courses on this platform; the examples here are tourism studies.

1. Research and theory, types and methods of research, and the review of literature

Research is the systematic investigation of a question to establish facts and reach conclusions; theory is a set of related concepts and propositions that explains a phenomenon. They feed each other: deductive research starts from a theory, derives hypotheses and tests them with data (typical of quantitative work, such as testing whether destination image predicts loyalty), while inductive research starts from data and builds theory from patterns (typical of qualitative work, such as grounded theory of backpacker identity). Types of research are distinguished by purpose, basic (to extend knowledge) or applied (to solve a practical problem, such as forecasting demand for a new airport); by objective, exploratory (to clarify a new problem), descriptive (to describe characteristics, such as a visitor profile), correlational and explanatory or causal (to establish cause and effect, often by experiment); by time, cross-sectional (one point in time) or longitudinal (the same subjects over time); and by approach, quantitative, qualitative or mixed. Action research and evaluation research serve organisations directly.

The review of literature surveys what is already known about the problem. It identifies the relevant theories, concepts and models, previous findings and methods, and above all the gap the new study will fill; it helps frame the research questions and hypotheses and avoids repeating work. Its sources are journal articles, books, theses, conference papers, reports of bodies such as UN Tourism, the WTTC and the Ministry of Tourism, and databases; a systematic review uses explicit search and selection rules, and a meta-analysis combines the quantitative results of several studies. A good review is organised by themes rather than by author, is critical rather than a list of summaries, is current, and cites every source accurately.

2. Variables and measurement, concepts, constructs and hypotheses

Type of variableMeaningTourism example
IndependentThe presumed cause or predictorService quality
DependentThe outcome that is explained or predictedGuest satisfaction or intention to revisit
Mediating (intervening)A variable through which the independent variable affects the dependent oneSatisfaction, through which service quality leads to loyalty
ModeratingA variable that changes the strength or direction of the relationshipType of traveller (business or leisure), which may strengthen or weaken the effect of price on satisfaction
Control and extraneousVariables held constant, or outside influences that could confound the resultSeason of the survey, weather during the visit

A concept is an abstract idea formed from observation, such as "tourist" or "satisfaction"; a construct is a concept deliberately invented or adopted for scientific use, often not directly observable, such as "destination image", "place attachment" or "service quality", which must be defined and then operationalised, turned into measurable indicators such as the items of a scale. Measurement assigns numbers or categories to observations on four scales: nominal (categories such as nationality), ordinal (ranks such as hotel star grades), interval (equal intervals without a true zero, such as temperature in degrees Celsius, and in practice many rating scales) and ratio (with a true zero, such as spending or length of stay). Good measurement is reliable, giving consistent results (internal consistency is commonly judged by Cronbach's alpha, with values of about 0.7 or above usually taken as acceptable), and valid, measuring what it is meant to (content, criterion and construct validity). A hypothesis is a testable statement of the expected relationship between variables, for example "visitors with a more positive destination image show higher intention to revisit"; it should be clear, specific, grounded in theory and falsifiable, and is stated as a null hypothesis of no relationship and an alternative, directional or non-directional.

3. Sampling, data collection, schedules and questionnaires, scales and fieldwork

Sampling methodHow it worksTourism example
Simple random (probability)Every member of the population has an equal chance of selectionDrawing hotel guests at random from the registration records
Systematic (probability)Every kth member after a random start, where k = population ÷ sample sizeInterviewing every 20th visitor leaving a monument
Stratified (probability)The population is divided into homogeneous strata and each is sampled, often in proportion to its sizeSampling domestic and foreign tourists separately
Cluster and multistage (probability)Groups (clusters) are selected at random and all or some members within them are surveyedSelecting villages, then households, for a rural tourism survey
Convenience, purposive, quota and snowball (non-probability)Whoever is available; those judged most informative; set numbers from each category filled non-randomly; respondents who recruit other respondentsSnowball sampling of backpackers or of informal tourism workers, who have no sampling frame

Two calculations recur. For a systematic sample of 500 from 10,000 departing visitors the interval is k = 10,000 ÷ 500 = 20, so every 20th visitor is interviewed after a random start between 1 and 20. For a proportional stratified sample of 500 from a population of 6,000 domestic and 4,000 foreign tourists, the foreign stratum receives 500 × 4,000 ÷ 10,000 = 200 interviews and the domestic stratum 300. Data are collected by surveys (face to face, including intercept surveys at airports and sites; by telephone; online), by interviews (structured, semi-structured and in-depth), by observation (participant or non-participant), by focus groups, and from secondary sources such as arrival statistics and hotel records.

A questionnaire is a set of questions that respondents read and answer themselves, on paper or online; a schedule is a set of questions that an enumerator or interviewer asks and fills in on the respondent's behalf, which suits respondents who cannot read the language and surveys at busy sites. Both are developed by defining the information needed, choosing question types (open or closed, multiple choice, rating), wording questions simply and without bias, avoiding double-barrelled and leading questions, ordering them from general to specific with sensitive questions late, and pilot-testing on a small group before the main survey. Attitudes are measured with scales: the Likert scale (Rensis Likert, 1932), agreement with statements on five or seven points; the semantic differential (Charles Osgood and colleagues, 1957), ratings between bipolar adjectives such as "crowded" and "peaceful"; and Thurstone and Guttman scales, rating and ranking scales. Fieldwork requires trained and supervised enumerators, a sampling plan followed on the ground, quality checks, and ethics: informed consent, voluntary participation, anonymity or confidentiality, and permission from site authorities.

4. Qualitative research and its techniques

FeatureQuantitative researchQualitative research
AimMeasure, test hypotheses, generaliseUnderstand meanings, experiences and processes in depth
Logic and dataMostly deductive; numbers from structured instrumentsMostly inductive; words, images and observations from interviews, fieldwork and documents
Sample and analysisLarge, often probability samples; statistical analysisSmall, purposive samples until saturation; coding and interpretation
Quality criteriaReliability, validity, generalisabilityCredibility, transferability, dependability and confirmability
TechniqueWhat it isTourism use
Grounded theoryBuilding theory from data by constant comparison, open, axial and selective coding, and theoretical sampling until saturation; set out by Barney Glaser and Anselm Strauss in 1967A theory of how residents come to accept or resist tourism
EthnographyLong-term participant observation and fieldwork in a community to describe its culture from within, producing "thick description"Life in a pilgrimage town or a backpacker enclave
Case methodIntensive study of one or a few cases (a destination, a firm, an event) in their real context using several sources of evidenceThe responsible tourism experience of Kumarakom
Content analysisSystematic coding and counting, or interpretation, of the content of texts and imagesThemes in online reviews or in destination brochures
PhenomenologyDescribing the essence of lived experience as people perceive it, the researcher bracketing his own presuppositions (after Edmund Husserl)The lived experience of a pilgrim at the Kumbh
Narrative researchCollecting and analysing the stories people tell about their lives and experiencesLife histories of guides or travel stories of solo women travellers
Mixed methodsCombining quantitative and qualitative strands in one study: convergent (parallel), explanatory sequential (survey then interviews) and exploratory sequential (interviews then survey) designsInterviews to develop a scale, then a survey to test it

5. Multivariate tools, report writing and types of report

ToolPurposeTourism example
Factor analysisReduces many correlated variables to a few underlying factors (exploratory, or confirmatory to test a proposed structure); judged by factor loadings and sampling adequacyReducing 25 image attributes to factors such as "natural attractions", "infrastructure" and "friendliness"
Discriminant analysisFinds the combination of variables that best separates predefined groups and predicts the group to which a case belongsDistinguishing first-time from repeat visitors by their motives and spending
Conjoint analysisEstimates how much value customers place on each attribute of a product (part-worths) from their choices or ratings of whole product profiles, revealing trade-offsDesigning a tour package by the value placed on price, hotel grade, duration and inclusions
Multiple regressionPredicts a dependent variable from several independent variables and estimates each one's effectExplaining arrivals by income, price and exchange rate
OthersCluster analysis to form segments of similar respondents; structural equation modelling to test networks of relationships among constructsBenefit segments of visitors; image, satisfaction and loyalty models

A research report communicates the study so that others can understand, judge and use it. Its usual structure is the title and abstract (or executive summary); the introduction, with the problem, objectives and significance; the review of literature; the methodology, covering design, sampling, instruments, data collection and analysis; the results; the discussion, relating findings to theory and earlier studies; conclusions, limitations and recommendations; references; and appendices with instruments and detailed tables. Types of report include the technical or academic report and thesis for researchers; the popular or management report and the executive summary for decision-makers; interim or progress reports and the final report; and applied forms such as feasibility reports for a hotel or project and policy briefs. The style must be objective, precise and clear, with tables and figures that stand on their own, and every source must be acknowledged, since plagiarism and fabrication of data are the gravest breaches of research ethics.

Key takeaways

  • Deductive research tests theory with data, inductive research builds theory from data; research is basic or applied, exploratory, descriptive, correlational or causal, cross-sectional or longitudinal, quantitative, qualitative or mixed; the literature review finds the gap and frames the questions.
  • Variables are independent, dependent, mediating (the path), moderating (changing the strength) and control; constructs such as destination image must be operationalised; measurement uses NOIR scales and must be reliable (Cronbach's alpha about 0.7 or above) and valid; hypotheses are testable, specific and falsifiable.
  • Probability samples are simple random, systematic (k = N ÷ n, 20 in the example), stratified (200 foreign of 500 in the example) and cluster; non-probability samples are convenience, purposive, quota and snowball; a questionnaire is self-completed, a schedule filled by an enumerator; Likert (1932) and semantic differential (1957) scales measure attitudes; fieldwork needs training and ethics.
  • Qualitative research seeks depth through grounded theory (Glaser and Strauss, 1967), ethnography, the case method, content analysis, phenomenology and narrative research, judged by credibility and transferability; mixed methods combine strands in convergent, explanatory sequential or exploratory sequential designs.
  • Factor analysis reduces variables to factors, discriminant analysis predicts group membership, conjoint analysis measures attribute trade-offs for package design, multiple regression explains an outcome by several predictors; reports run from abstract to appendices and are technical, popular, interim, final or feasibility reports.

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. A researcher wants a systematic sample of 500 visitors from the 10,000 who leave a monument in a week. What sampling interval k should be used?

    Numerical answer — type the value.

    Show answer

    Answer: 20

    k = population ÷ sample size = 10,000 ÷ 500 = 20: after a random start between 1 and 20, every 20th visitor is interviewed.
  2. A destination's visitors are 6,000 domestic and 4,000 foreign tourists. In a proportional stratified sample of 500, how many foreign tourists should be interviewed?

    Numerical answer — type the value.

    Show answer

    Answer: 200

    The foreign stratum is 4,000 ÷ 10,000 = 40 per cent of the population, so it gets 0.4 × 500 = 200 interviews, and the domestic stratum 300.
  3. A set of questions that an enumerator asks and fills in on the respondent's behalf, useful where respondents cannot read the language, is called a

    1. schedule
    2. semantic differential
    3. focus group
    4. questionnaire
    Show answer

    Answer: A — schedule

    A schedule is administered by an enumerator; a questionnaire is completed by respondents themselves. The semantic differential is a type of scale, and a focus group is a group discussion.
  4. Grounded theory, in which theory is built from data through constant comparison and theoretical sampling, was set out in 1967 by

    1. Rensis Likert
    2. Edmund Husserl
    3. Clifford Geertz
    4. Barney Glaser and Anselm Strauss
    Show answer

    Answer: D — Barney Glaser and Anselm Strauss

    Glaser and Strauss's The Discovery of Grounded Theory (1967) founded the method. Husserl is associated with phenomenology, Likert with attitude scales and Geertz with thick description in ethnography.
  5. A tour operator asks travellers to choose among whole package profiles that vary in price, hotel grade, duration and inclusions, in order to estimate how much each feature is worth to them. The technique is

    1. conjoint analysis
    2. factor analysis
    3. content analysis
    4. discriminant analysis
    Show answer

    Answer: A — conjoint analysis

    Conjoint analysis derives the part-worth of each attribute from choices among whole profiles, showing the trade-offs customers make. Factor analysis reduces variables to factors, discriminant analysis predicts group membership, and content analysis codes texts.
  6. A study uses visitors' motives and spending to predict whether each visitor belongs to the "first-time" or the "repeat" group. The most suitable multivariate technique is

    1. factor analysis
    2. discriminant analysis
    3. Spearman's rank correlation
    4. conjoint analysis
    Show answer

    Answer: B — discriminant analysis

    Discriminant analysis finds the combination of predictors that best separates predefined groups and classifies cases into them. Factor analysis looks for underlying dimensions without predefined groups.
  7. Which of the following are non-probability sampling methods? Select all that apply.

    1. Snowball sampling
    2. Quota sampling
    3. Stratified random sampling
    4. Convenience sampling
    Show answer

    Answer: A — Snowball sampling; B — Quota sampling; D — Convenience sampling

    Snowball, quota, convenience and purposive samples do not give every member a known chance of selection. Stratified random sampling is a probability method, sampling randomly within each stratum.
  8. In a model where service quality raises satisfaction and satisfaction in turn raises loyalty, satisfaction is a

    1. moderating variable
    2. mediating variable
    3. extraneous variable
    4. control variable
    Show answer

    Answer: B — mediating variable

    A mediator lies on the path through which the independent variable affects the dependent one. A moderator changes the strength or direction of a relationship without lying on its path, and control and extraneous variables are held constant or are outside influences.
  9. Assertion (A): Ethnographic studies of tourism often involve long periods of participant observation at a destination. Reason (R): Content analysis systematically codes texts such as brochures and online reviews.

    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: B — Both A and R are true, but R is not the correct explanation of A

    Both statements are true, but R does not explain A. Ethnography requires immersion because it seeks to describe a culture from within; content analysis is a different technique that works on documents rather than on fieldwork.
  10. Which of the following are recognised mixed-methods research designs? Select all that apply.

    1. A single ethnography with no quantitative strand
    2. A single survey analysed only by regression
    3. Exploratory sequential (interviews followed by a survey)
    4. Explanatory sequential (a survey followed by interviews)
    Show answer

    Answer: C — Exploratory sequential (interviews followed by a survey); D — Explanatory sequential (a survey followed by interviews)

    Mixed methods combine quantitative and qualitative strands; the explanatory and exploratory sequential designs, with the convergent design, are the main types. A survey alone is quantitative and an ethnography alone qualitative.