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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
A Review of Social Exchange Theory Effectiveness in Measuring Residents'
Attitudes towards Tourism
Mohammad Bader Helal Al-Badarneh Ahmad Abdul Munem Al-Makhadmeh
Faculty of Tourism and Hotel Management, Yarmouk University, Jordan
Abstract
Tourism impacts and local residents’ perceptions have been undertaken by many
researchers for four decades. Theoretical orientations were used and developed
to find out how and why residents react positively and / or negatively to the
tourism development in order to achieve a good measurement for their
perceptions. One of the most favorable theories to be adopted in this context is
the social exchange theory. Hence, this review paper is an attempt to understand
the effectiveness of this theory when dealing with local residents’ perceptions
and attitudes to the tourism impacts comparing with other methods in similar
studies.The main conclusion of the paper shows a weakness of the theory,
especially when it works without integration with other theories and further
predictor variables. Furthermore, the study showed that most methods and
models have the same thrust of the social exchange theory in terms of costs and
benefits and their effect on the residents’ perception. The paper suggests that
future studies should be conducted taking into account conditions such as the
societal structures and characteristics that should be measured by new theoretical
orientations other than those which focus on the costs and benefits theories.
Keywords: Review, social Exchange, residents' attitude, tourism.
Introduction
Local residents’ perception, attitudes, and support for the tourism development
are strongly related to the successful tourism planning and sustainability
(Jurowski et al, 1997; Sheldon & Abenoja 2001; Gursoy et al, 2002; Deery &
Fredline, 2012; Lee, 2013). Therefore, many researches, especially for four
decades, have focused on how local people in a destination react to the
development of tourism according to the impacts it may cause. (Pizam, 1978;
Perdue et al, 1990; Ap, 1992, Ko & Stewart, 2002, Andereck et al, 2005; Dayer
et al, 2007). Many communities support the tourism development in order to
improve their quality of life. In this context, the tourism development can bring
to the community economic benefits by the direct and indirect employment, tax
revenues, and further sources of income. However, studies about residents’
perception to the tourism development impacts have shown reactions not only to
the economic impacts, but also to some changes of the community quality of life
and socio-cultural aspects. These changes may affect differently local residents’
perceptions in the tourist destinations when receiving or not receiving benefits
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
resulting from the exchange processes by tourism (Jorouski & Joursoy, 2004).
However, these studies may differ when using factors and theories as
measurement tools according to each community’s condition and characteristics
as a destination. Nevertheless, the researchers in this important topic do not
show a consensus about the effectiveness of the factors and the theoretical
orientations they use in their studies, in other words, each one justifies his
methods even with similar cases of other studies which use different methods.
Accordingly, the social exchange theory is considered one of the most preferred
theories to measure local residents’ perceptions toward the tourism development
and its impact on the community. Despite that, most researchers who have
undertaken residents’ perceptions of tourism using this theory did not show a
definite and completed dependency on it, which may explain the inadequacy of
the social exchange theory to be ideal when dealing with local residents' reaction
to the tourism impacts. (Ko & Stewart, 2002; Chen & Raab, 2005; Lee, 2014).
Accordingly, this study aims at reviewing the effectiveness of social exchange
theory in measuring residents' attitudes towards tourism and determine the gaps
and weaknesses of the theory based on inconsistent findings in previous studies.
The study then aims to suggest other approaches to support the theory by
predictor factors and an integral model for more meaningful and explicable
findings.
Social Exchange Theory; Concept and Theoritical Development
Generally, the social exchange theory leads to that a person is willing to engage
in an exchange if he/she can get rewards from it, and when the benefit from this
exchange exceeds the costs (Skidmire, 1974). The successive development of the
social exchange theory begins from Homans (1950, 1961), Blau (1964), and
Emerson (1972) as a marginal utility theory, and later as a sociological and
psychological tool. These authors seem to have the same ideas about the theory
definition; that the one’s behavior in the exchange theory depends on the
rationality which is here the extent of the rewards he/she can get from the
exchange process, and that the exchange should be reciprocative to provide the
benefits, which means that exchanging benefits between two actors should be
conducted fairly to be willing to interact. Furthermore, the actors later, will try to
maximize the rewards from the interaction, and to be sure that the costs from the
exchange will not exceed the benefits, and finally, the exchange could be
understood by the one’s power which means that the coercion should be absent.
In the domain of local residents’ perceptions and attitudes towards the tourism
development impacts, the social exchange theory leads to that local residents
who benefit from tourism, employees in the sectors for example, react positively
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
to it, whereas residents who do not get benefits tend to negatively react to it (Ap,
1992).
As a general theory, social exchange could be applied in a number of disciplines
such as economics, anthropology, psychology, sociology and management.
Homan (1961), e.g., adopted a framework of social exchange based on
behavioral psychology. He argued that exchange theory must emphasize face-toface interaction; it also must focus on direct and limited exchange between
individuals. He however explained how an actor emits activity depending on
how much it is valuable for him or her. Blau (1964) used the SET by adopting an
economic approach. He argued that exchange relations include actions forming
contingents on beneficial reactions from others; these actions will cease once
these expected reactions are not beneficial. The operant psychology, indicated
Homan (1961), can explain behavior. Concerning the tourism field, the theory
was used three decades ago. In tourism, the theory may undertake the economic,
environmental, and socio-cultural impact. In this term, changing the local
traditional consuming behavior represents a cost as negative cultural impact
resulting the tourism development, this to clarify that the benefits and costs do
not only concern the economic side (Jorouski & Joursoy, 2004). Gursoy et al
(2002) have dicussed the economic, environmental, and social impacts and
examined their influence separately on the locals’ perceptions, and found
different findings based on each type of impacts. In fact, these differences create
more difficulties when using social exchange theory to measure respondents'
perceptions and attitudes toward tourism development.
Social exchange theory can be used as a conceptual framework to know how
and why residents perceive positively or negatively tourism development
impacts according to their evaluation to the benefits and costs (Jurowski et al,
1997).
Figure 1: Social Exchange and Residents’ Attitude towards Tourism
Residents values
concerning economic
gain, community resource
use, community
attachment, and natural
environment
Evaluation of tourism impacts
(benefits and costs)
(Jurowski et al, 1997)
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Resident
attitudes
Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
In fact, the framewok shows that benefits and costs are affected by other factors
such as community resource use that, in turn, is part of community power. Yet,
Power theory could be explained in terms of social exchange theory since using
local resources by community (i.e. public beaches) is a benefit. On the other
hand, community attachment, although it does not include the exchange sense, is
a tool to understand why residents who do not benefit react positively to tourism.
More specifically, the theory is used to examine residents’ perception towards
economic, socio-cultural, and environmental impacts of tourism (Huang et al,
2008). Many researchers describe the theory process in tourism as an individual
perceiving benefits from the exchange is likely to evaluate it positively, while an
idividual that perceives costs is likely to evaluate the impacts negatively.
Accordingly, residents who perceive themselves benefiting from tourism
impacts are likely to deal with it positively, while those who are not, negatively.
Thus, there is mixed support for the theory in tourism literature. Some researches
have found out support for it while others have not been conclusive (Andereck et
al., 2005).
Predictor Factors of Residents Attitude
In the current paper, talking about predictor factors that influence residents'
attitude toward tourism is necessary. This could be justified since the paper aims
at finding the social exchange theory's failure in interpreting conradictory results
regarding attitudes. To clarify more this point, residents may react negatively to
tourism despite the rewards they are getting from tourism due to one or more of
the following factors:
Community attachment: this factor is one of the most influential predictors on
residents' attitude. It is generally measured as birth place and/or length of time
living or grown up having been born and/or grown up there (Jurowskiet al,
1997). Some studies have found that community attachment is negatively related
to residents' attitudes toward tourism (Lankford and Howard 1994). Such a result
shows the need for an integration with other factors for more meaningful results
(McGehee and Andereck 2004).
Distance from tourist attractions: this factor may explain residents' perceptions
towards tourism and the form of their support for it (Jurowski & Gursoy, 2004).
Early researches have found this relationship to be significant in terms of
benefits and costs from tourism (Gursoy et al, 2002). Pizam (1978) and Mardigal
(1993) argued that residents living around the tourist attractions were more
negative about the impacts. Belisle and Hoy (1980) found contradictory results
when they revealed that respondents living further from attractions were
negative about the impacts of tourism. The similar result was found by Mansfeld
(1992).
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
Level of contact with tourists: it is a significant factor and concerns the one’s
awareness of tourism impacts. Murphy (1985) found that the more a respondent
has contact with tourists, the more he is aware of the tourism industry. He also
related this variable with the distance from place of stay to the destination
arguing that those of long distance from destination have limited contact with
tourists and are unaware of tourism impacts. In this context, the relationship and
level of contact between tour operators and local residents are paths to enhance
the contact with tourists. In fact, many tour operators try to recruit local
members as they recognize the desire of most tourists to deal with locals. This
could be part of the novelty seeking in a marketing sense (Gross & Brown,
2008).
Dependence on tourism: In support of the social exchange theory, most studies
have shown that residents who depend on the tourism industry, or perceive a
high level of personal benefit or economic gain, tend to react more positively to
tourism (Haralambopoulos and Pizam 1996; Sirakaya et al 2002). Dependence
on tourism is usually measured as employment which is a direct dependence.
Lindberg and Johnson (1997) found that respondents placing a greater
importance on economic gains in general showed more positive attitudes toward
tourism.
Knowledge about tourism: the more knowledgeable a person about tourism, the
more he can evaluate the benefits and costs from tourism (Andereck et al, 2005).
This variable is strongly related to distance, dependence, and level of contact
predictors.
By a general a review of the previous predictor factors, and with reference to the
results of the case studies that have used them, it is concluded that they can
explain results that are inconsistent with the social exchange theory. Details
about this issues are shown in the next title.
Community participation in Tourism Development: Many studies have
undertaken different ways in which local residents can participate in tourism
activities (Kayat,2002; Wan,2013; Pulina et al, 2013). Pretty (1995) has fixed a
refined typology of community participation in some projects that focus mainly
on agricultural sectors. This has been valuable in many rural development
projects. France (1998) have updated onother typology to be more consistent
with tourism development. His typology includes mainly participation in
information, participation by consultation, participation for material incentives,
and functional participation. Howevr, it was found that community participation
in tourism planning and management affects positively their attitude towards
tourism (Kayat, 2002; Aref & Redzuan, 2009).
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
Social Exchange Theory, Its Effectiveness in Tourism Studies
In tourism researches, the social exchange theory seems to be exclusive with
local residents’ perceptions and attitudes towards tourism impacts. A clear
consensus among authors in the context of residents’ perception of the tourism
industry is shown about the importance of understanding how and why
communities react positively and/ or negatively to the impact of tourism
development. This consensus seems to be absent when choosing a measurement
method represented by theories, models, and other factors influencing the way
locals think about tourism. However, studies on residents’ perception of tourism
are mostly similar in purposes, different in using theoretical orientations. The
social exchange is one of the most favorable theories for measuring local
community’s reaction to the tourism development. AP (1992) was one of the
best users of this theory to explain why the local people perceive positively or
negatively the tourism impacts. He examined the relationship between the
exchange results and the characteristics of that exchange, and also between the
actor’s likelihood within the future exchange behavior and the exchange results
on the other hand. The results of his study confirmed the theory thrust including
its strong relationship with the actor’s power in the exchange process which was
mentioned above. However, Ap’s study is an example of the studies that focus
on the theory separately. Pizam (1978) has studied residents and entrepreneurs’
perceptions toward tourism in Cape Code. He found that most respondents of
both portions have perceived negatively the tourism impacts despite the many
benefits resulted from the tourism there represented mainly by the increasing
income and the developed standard of living. This negative reaction was a result
of some negative impacts they felt in their community, such as the traffic
conditions, the vandalism, and the increasing prices of goods and services.
Furthermore, the respondents who negatively perceived the tourism were those
who are not directly involved in the tourism business. In this context,
respondents who do not get direct rewards from tourism may react negatively to
the tourism despite their knowledge about the community development as a
result of tourism development. Perdue et al (1990) have developed a new model
for rural communities in Colorado based on the social exchange theory to
examine the residents’ perceptions and their support to the tourism in addition to
their future vision and support. In terms of personal rewards, they found that
residents’ reaction did not relate to the respondents’ characteristics. Accordingly,
Perdue et al (1990) suggested that a resident should be more knowledgeable
about the benefits coming from tourism. In other words, the theory should be
supported by other predictors to work more effectively. Later, Snaith and Haley
(1994) have developed a model based on Perdue et al (1990)’s model which was
applied to York rural communities in the United Kingdom. One of the main
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
findings of the study is that respondents’ characteristics did not play a significant
role in their perception like the economic factors. The study of Ko & Stewart
(2002) referred to the importance of the social exchange theory; nevertheless,
they referred also to the necessity to support the theory with further theories and
factors for better measurement of the local residents’ perceptions. For that
reason, they developed a new model integrating the social exchange theory with
the power theories thrust. This new model was applied in Linkawi Island in
Malaysia; the findings have confirmed the theory results. Further studies have
used models based on the social exchange theory supported with some predictor
variables (Gets, 1994; Jurowski et al, 1997; Faulkner & Tideswell, 1997; Ko &
Stewart, 2002; Jurowski & Gursoy, 2004; Andereck et al, 2005;Aref & Redzuan,
2009). Jurowski et al (1997), for example, used a developed model consisting, in
addition to the social exchange theory, of factors such as one’s community
attachment and economic gain. They aggregated the benefits and costs into three
categories: the economic, social, and environmental. Jurowski & Gursoy (2004)
referred to the distance between habitants’ home and tourist attraction areas and
how it can be a factor to evaluate costs and benefits. Andereck et al (2005)
assumed that the extent of engagement with tourists reflects benefits from
tourism. However, they assumed that associating length of stay in a community
with the social exchange theory is not a good option. According to what is
already mentioned, the social exchange theory is relatively preferred to be
adopted to evaluate residents’ reactions to tourism impacts, but the different
points of view of how to use it is an indicator of the inadequacy of this theory to
find out a correct evaluation as far as possible. Consequently, a weakness of
theoretical understanding of residents’ perception, and then their attitudes, is a
persistent problem. This problem results from the absence of the societal
structures interpretation of a community receiving tourists.
Social Exchange and Other Theories, a Similar Thrust
Different theoretical orientations have been used in the context of tourism
development and local residents’ perceptions because of many points of view
about the best manners and methods for achieving better measurement for the
respondents. However, the various researches in this domain using the social
exchange theory could be an indicator of its effectiveness compared to other
theories. Nevertheless, many researchers have shown a tendency to adopt other
theories according to the case studies’ conditions and characteristics. The main
theories and models in this context were: Doxy’s Irridex Model (1975), Butler’s
Tourism Area Life Cycle Model (1980), and Perdue, Long & Allen’s Model
(1990).
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
Doxy’s Irridex Model (1975) is one of the oldest models measuring the
residents’ attitudes to the tourism development impacts on the community. The
model divides the relationship between the local people at the destination and the
visitors into four stages: euphoria, apathy, annoyance, and antagonism. In the
first stage, locals are willing to receive visitors from outside, the visitors' number
is not high, and the tourism planning is modest. This relationship becomes
commercial in the apathy stage with an organized marketing for the destination.
The annoyance stage appears when the visitors’ arrival number exceeds the
destination’s carrying capacity. This stage may reach to aggressive attitudes
shown by the local people directly against the visitors in the fourth stage which
is the antagonism. Studies undertaking this model such as (Akis et al, 1996;
Mason & Cheyne, 2000) have confirmed the usefulness of this model.
Figure 2: Doxy’s Irridex Model (1975)
Nevertheless, this model may lead to the same thrust of the social exchange
theory when, for example, residents become aggressive with the tourist in the
last stage of the model, which means that the cost (exceeding the community
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
carrying capacity) is bigger than the benefits. On the other side, in the second
stage, which represents the commercial relationship between the resident and the
tourist, the benefit is bigger than the cost within the acceptable number of
tourists’ arrival and the good income that they offer to the community, both
stages show two different ways of exchange.
Butler’s Tourism Area Life Cycle Model (1980) is considered a new developed
Doxy’s model dividing the resort life cycle into five stages: the exploration, the
involvement, the development, the stabilization, and the decline. Within the
changes which may happen in the destination in the five mentioned stages, the
attitudes of local people will differ accordingly. Researchers such as (Gets,
1992; Hvinen, 2002) on Niagara Falls and Pennsylvania concluded that the two
destinations were in a mature period which affect the way residents react to the
tourism impact
Figure 3: Butler’s Tourism Area Life Cycle Model (1980)
Alternatively, (Lawton, 2001; Dong et al, 2003) have referred to the inadequacy
of the model to describe residents’ perceptions toward the tourism development.
However, the social exchange theory may work in the same way as Butler’s
model, by virtue that Butler’s model is based on Doxy’s model. Perdue, Long &
Allen’s Model (1990) is based on the social exchange theory to be applied to
rural communities in Colorado.
Figure 4: Perdue, Long & Allen’s Model (1990)
Costs and benefits
Support for turism
development
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
One of the main added variables to the model is the future support to tourism
development. The model was improved by many researches such as (Mardigal,
1993; McGehee & Andereck, 2004; Choi & Murray, 2010; Frauman & Banks,
2011). Such studies have demonstrated that predictor variables such as balance
of power and dependency on tourism industry will lead to a better measurement.
However, predictor factors such as the dependency on tourism can support the
social exchange theory and lead, in the same time, to its thrust in terms of cost
and benefits.
Conclusion and Suggestions
Explicitly or implicitly, the theoretical orientations for measuring local residents’
perceptions and attitudes have been social exchange theory (Andereck et al,
2005). Previous researches on residents’ perception referred to the inadequacy of
the social exchange theory when it is undertaken alone to measure the
respondents’ attitudes. Chen & Raab (2005), for example, suggest that the social
exchange theory is not enough to understand and measure residents’ attitude to
tourism development. They, therefore, propose an integration between the social
exchange theory and the reasoned action theory which contains: salient beliefs,
attitudes, intention to support, and behavior. Thus, the social exchange theory
should be integrated with other theories and factors as did many researchers for
more meaningful findings. Nevertheless, and according to what was earlier
mentioned about the similarity between the social exchange theory and the other
theories and factors, using new factors and theories to be integrated with the
social exchange theory may contribute to the area by creating a better
measurement. By a general review of the research, the majority of the studies
about residents’ perception towards tourism may be described as: 1-focusing,
firstly, on economic impacts, and then social and environmental impacts 2ignoring the community societal structures when measuring residents’
perceptions 3-being mostly limited with not more than two theories.
Accordingly, future studies could be conducted, taking into consideration the
community social characteristics, as an example, to be able to support the social
exchange theory with societal structure theories. This would be necessary since
respondents may be careless about the environmental impacts and focus mainly
on the economic impacts when perceiving the tourism development in poor
destinations. Additionally, studying the residents’ perceptions of the political
impacts of the tourism development is recommended in some countries like
those in the Middle East to adopt new theoretical orientations.
As mentioned above, most social theories that were used to measure residents'
attitude towards tourism are related to the social exchange theory. Thus, the
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Journal of Faculty of Tourism and Hotels, Fayoum University, Vol. (9), No. (2/2), Sept. 2015
current review suggests a new developed and more comprehensive model since
most studies that have adapted these models came out with gaps.
Figure 5: A New Suggested Model Usig an Integral Approach
Predictors
(variety)
including
societal issues
and related
demographic
determinants
-Genral benefits and
costs (social exchange
theory represented by
Perdue et al 1990's
model)
Residents'
attitude
-Benefits and costs
based on the destination
life cycle+social carriying
capacity (Doxy and
Butler)
As Butlers and Doxys' models undertake costs and benefits in a different way,
the new suggested model could include it in a clear statement. Social carrying
capacity measurement is justified since Butlers and Doxys' models explain the
nature of host guest relationship with a temporal consideration. Further, the
model includes the usual benefits and costs as perceived by residents. These
comprise economic, socio-cultural, and environmental impacts. Regarding
predictors, the current review syggests the usage of a wide range of them. This
seems necessary to understand why, for example, a resident perceives positively
tourism despite many negative cultural impacts. High dependence on tourism, as
a predictor, could be the reason. Societal issues, as unusual predictors, can play a
very important role in determining attitudes. Religiosity, for example, could be
the reason behind the negative attitude. Finally, the model suggests that some
demographic determinants could be important to understand residents' attitude.
For example, in many conservative communities it is expected that gender is a
major determinant for attitude.
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‫”‪Snaith, T., and A. Haley (1994). “Tourism’s Impact on Host Lifestyle Realities.‬‬
‫‪In Tourism: The State of Art, edited by A. V. Seaton. Chichester, UK:‬‬
‫‪Wiley, pp. 826-835.‬‬
‫‪Wan, Y. K. P. (2013). A comparison of the governance of tourism planning in‬‬
‫‪the two Special Administrative Regions (SARs) of China e Hong Kong‬‬
‫‪and Macao. Tourism Management, 36, 164-177.‬‬
‫الملخص العربى‬
‫دراسة نظرية لفاعلية نظرية التبادل االجتماعي في قياس مواقف السكان المحليين تجاه السياحة‬
‫أحمد عبد المنعم المخادمة‬
‫محمد بدر البدارنه‬
‫كلية السياحة و الفنادق‪ ،‬جامعة اليرموك‪-‬األردن‬
‫تناول الكثير من الباحثين منذ أربعة عقود آثار السياحة و انطباع السكان المحليين تجاهها‪ .‬تم استخدام‬
‫االتجاهات النظرية الستنتاج كيف و لماذا يتفاعل السكان ايجابيا و ‪/‬أو سلبيا نحو التطور السياحي‬
‫لتحقيق قياس جيد النطباعاتهم‪ .‬من أكثر النظريات المفضلة التي تم استخدامها في هذا السياق هي نظرية‬
‫التبادل االجتماعي‪ .‬بناء على ذلك‪ ,‬هذه الدراسة النظرية هي محاولة إلدراك فاعلية هذه النظرية في دراسة‬
‫انطباعات و مواقف السكان المحليين تجاه آثار السياحة مقارنة بطرق أخرى في دراسات مشابهة‪ .‬تقدم‬
‫هذه الدراسة خالصة رئيسية تظهر ضعفا في هذه النظرية خاصة عندما تكون بمعزل عن نظريات‬
‫ومتغيرات تنبؤية أخرى‪ .‬عالوة على ذلك‪ ,‬تظهر هذه الدراسة أن معظم المنهجيات و نماذج الدراسة تعمل‬
‫بنفس إطار نظرية التبادل االجتماعي فيما يتعلق بالفوائد و األضرار الناتجة عن السياحة و أثرها على‬
‫انطباعات السكان‪ .‬تقترح هذه الدراسة أن تأخذ الدراسات المستقبلية بعين االعتبار بعض المتغيرات و‬
‫الظروف األخرى مثل البناء المجتمعي و التي يجب أن يقاس باتجاهات نظرية أخرى غير التي تركز على‬
‫نظريات الفوائد و األضرار السياحية‪.‬‬
‫الكلمات الدالة‪ :‬دراسة نظرية‪ ,‬التبادل االجتماعي‪ ,‬اتجاهات السكان‪ ,‬السياحة‪.‬‬
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