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STAVROPOL STATE AGRARIAN UNIVERSITY
ФГБОУ ВПО «СТАВРОПОЛЬСКИЙ ГОСУДАРСТВЕННЫЙ
АГРАРНЫЙ УНИВЕРСИТЕТ»
Faculty of Social and Cultural Service and Tourism
Факультет социально-культурного сервиса и туризма
Sustainable Development
of Tourism Market:
International Practices
and Russian Experience
Устойчивое развитие
туристического рынка:
международная практика
и опыт России
Book of proceedings
of III International conference
Сборник статей
III Международной
научно-практической конференции
Stavropol, 2015
Ставрополь, 2015
2
CO-ORGANIZERS:
1. Stavropol State Agrarian University, Russia
2. Institute of Agricultural Economics, Belgrade, Republic of Serbia
3. Slovak University of Agriculture in Nitra, Slovak Republic
4. Institute of Hospitality Management in Prague, Czech Republic
5. Utena University of Applied Science, Lithuania
6. Szent Istvan University Gödöllő, Hungary
7. Moscow University of Finance and Law, Russia
8. Moscow University of Public Administration, Russia
9. Center for Studies and Economic Research, Petroleum and Gas University of Ploiesti, Romania
10. University of the Balearic Islands, Spain
11. SkyBusiness, Spain
CHAIRMAN:
VLADIMIR TRUKHACHEV – Rector, Stavropol State Agrarian University, Professor, Corresponding Member
of the Russian Academy of Agricultural Sciences
ASSOCIATE CHAIRMEN:
DRAGO CVIJANOVIĆ – Institute of Agricultural Economics, Belgrade, Serbia
ANNA BANDLEROVA – Dean, Faculty of EU Studies and Regional Development, Slovak University of
Agriculture in Nitra, Slovakia
JAN HAN – Vice-rector for Research, Institute of Hospitality Management in Prague, Czech Republic
HENRIETTA NAGY – Vice-dean for International Relations, Institute of Regional Economics and Rural
Development, Szent Istvan University, Hungary.
MARIAN ZAHARIA – Director, Center for Studies and Economic Research, Petroleum-Gas University of
Ploiesti, Romania
BARTOLOME DEYA TORTELLA – Dean, Faculty of Tourism, University of the Balearic Islands, Spain
MEMBERS:
ALEXANDER TRUKHACHEV – Head of Department of Social and Cultural Service and Tourism, Stavropol
State Agrarian University, Russia
ANNA IVOLGA – Vice-Dean for Research, Faculty of Social and Cultural Service and Tourism, Stavropol State
Agrarian University, Russia
KATHLEEN ZABELINA – Director, Business School of the Moscow University of Finance and Law, Russia
VASILY EROKHIN – Vice-rector for Research, Moscow University of Public Administration, Russia
DOREL DUSMANESCU – Associate Professor, Petroleum-Gas University of Ploiesti, Romania
JEAN-VASILE ANDREI – Assistant professor, Economics and Business Administration Department, Petroleum-
Gas University of Ploiesti, Romania
MONIKA KLÍMOVÁ – Secretary, Department of Tourism Institute of Hospitality Management Prague Czech
Republic
ANTONIO REUS – Professor, Partner, SkyBusiness, Spain
The book of proceedings includes the papers concerned with the problems of tourist and service industry
and their influence on the related sectors. Modern peculiarities of tourist industry in the conditions of globalization;
role of tourism in sustainable rural development: European experience and its implementation in Russia;
opportunities of innovation-driven growth of Russia’s economy by means of tourism; modern tendencies in
management of tourist enterprises and attractions; information technologies in tourism and service; social and
economic responsibility of tourism industry in relation with sustainable development.
The book includes results of researches and practical investigations of authors from Russia, Romania,
Republic of Serbia, Hungary, Lithuania, Italy, Spain, and Poland
3
СО-ОРГАНИЗАТОРЫ:
1. Ставропольский государственный аграрный университет, Россия
2. Институт аграрной экономики, Республика Сербия
3. Словацкий аграрный университет, Словакия
4. Институт гостиничного менеджмента, Чехия
5. Утенский университет прикладных наук, Литва
6. Университет Жент Иштван, Венгрия
7. Московский финансово-юридический университет МФЮА, Россия
8. Московский университет государственного управления МУГУ, Россия
9. Центр изучения и экономических исследований, Нефтегазовый университет Плоешти, Румыния
10. Университет Балеарских островов, Испания
11. SkyBusiness, Испания
ПРЕДСЕДАТЕЛЬ ОРГКОМИТЕТА:
ТРУХАЧЕВ В.И. – Ректор, Ставропольский государственный аграрный университет, профессор, член-
корреспондент РАСХН
ЗАМЕСТИТЕЛИ ПРЕДСЕДАТЕЛЯ ОРГКОМИТЕТА:
ЦВИЙАНОВИЧ Д. –Институт аграрной экономики, Республика Сербия
БАНДЛЕРОВА А. – Декан, Факультет Европейских наук и регионального развития, Словацкий аграрный
университет, Словакия
ГАН Я. – Проректор по научной работе, Институт гостиничного менеджмента, Чехия
НАГИ Г. – Заместитель декана по международным связям, Институт региональной экономики и
сельского развития, Университет Жент Иштван, Венгрия.
ЗАХАРИЯ М. – Директор, Центр изучения и экономических исследований, Нефтегазовый университет
Плоешти, Румыния
ТОРТЕЛЛА Б.Д. – Декан, Факультет туризма, Университет Балеарских островов, Испания
ЧЛЕНЫ ОРГКОМИТЕТА:
ТРУХАЧЕВ А.В. – Заведующий кафедрой социально-культурного сервиса и туризма, Ставропольский
государственный аграрный университет, Россия
ИВОЛГА А.Г. – Заместитель декана по научной работе, Факультет социально-культурного сервиса и
туризма, Ставропольский государственный аграрный университет, Россия
ЗАБЕЛИНА К.М. – Директор, Бизнес-школа, Московский финансово-юридический университет МФЮА,
Россия
ЕРОХИН В.Л. – Проректор по научной работе, Московский университет государственного управления
МУГУ, Россия
ДУСМАНЕСКУ Д. – Ассистент профессора, Нефтегазовый университет Плоешти, Румыния
АНДРЕЙ Ж.-В. – Ассистент профессора, Кафедра экономики и бизнес-администрирования,
Нефтегазовый университет Плоешти, Румыния
КЛИМОВА М. – Секретарь, Департамент туризма, Институт гостиничного менеджмента, Чехия
РЕУС А. – Профессор, Партнер, SkyBusiness, Испания
В сборнике опубликованы статьи, в которых рассматриваются проблемы развития отрасли туризма
и сервиса, а также влияние их на смежные отрасли. Современные особенности развития туристской отрасли
в условиях глобализации, роль туризма в устойчивом развитии сельской местности: Европейский опыт и
возможности его применения в России, возможности инновационного развития российской экономики за
счет туризма, современные тенденции в управлении туристскими объектами, информационные технологии
в туризме и сервисе, социально-экономическая и экологическая ответственность туристской отрасли в свете
обеспечения устойчивого развития.
В сборник вошли результаты научных исследований и практических разработок исследователей,
аспирантов и студентов из вузов России, Румынии, Сербии, Венгрии, Литвы, Италии, Испании, Польши.
4
PROBLEMS OF DEVELOPMENT OF A TOURIST-RECREATIONAL COMPLEX IN
NORTH CAUCASUS REGION
ПРОБЛЕМЫ РАЗВИТИЯ ТУРИСТСКО-РЕКРЕАЦИОННОГО КОМПЛЕКСА В
СЕВЕРО-КАВКАЗСКОМ РЕГИОНЕ
Adamchevskaya V. G., Ivolga A.G.
Stavropol State Agrarian University, Russia
Адамчевская В. Г., Иволга А.Г.
Ставропольский государственный аграрный университет, Россия
At the century of the international economic integration, the tourist industry plays more
and more major role and becomes the most profitable and high-growth branch of the world
economy.
In the tourism industry first of all it would be desirable to define the strong base such as
the recreational resources and services.
Recreational resources represent sets of the objects which are created by the nature and
which are madden artificially by the person providing conditions for the satisfaction of spiritual,
emotional, cultural, intellectual, physical and physiological needs of the population in the active
recreation. Resources are "the starting point" for the territorial positioning of a tourist-
recreational complex.
In turn, the recreational services represent the services, which are providing the
functioning of the recreational resources for the ensuring rest, the recovery of health and for the
spending free time of vacationers.
Purposefully created set of recreational resources in the limited territory and services are
united in the uniform harmoniously functioning system and are directed on the comprehensive
satisfaction of needs of people in the different types of the rest and travel and can be united in the
uniform concept " the tourist-recreational complex" (TRC).
Climatic and economic features of each territory determine the size, specialization,
branch structure and the level of development of a recreational complex.
According to the resolutions of the Government of the Russian Federation # 71 dated
February 3, 2007The North Caucasus region was created as a special economic zone of the
tourist-recreational type in the North Caucasus - "Caucasus Mineralnye Vody region" which
includes 4 resort towns of federal value (Kislovodsk, Pyatigorsk, Yessentuki and
Zheleznovodsk), the Foothill area, Lermontov town, the Mineralnye Vody area and Mineralnye
Vody town. All these municipalities are successfully united among themselves by transport
connections and other accompanying infrastructure, by the territories of sanatorium-health-resort
zones of the common mineral waters pool, and are adjoined and interconnected among
themselves and with the complementary sets of nature sanctuaries, stories and cultures. Besides,
all these municipalities are situated on quite small area less 4 000 km2.
In our opinion, creation of such special economic zone is laid the beginning of the
organization and the development of a tourist-recreational complex of the North Caucasus which
is situated from the Black to the Caspian Sea along the North Caucasian spine. Versatility and a
variety of climatic resources of The North Caucasus region create favorable conditions for
formation of a unique tourist- recreational complex which is capable to get not only the Russian,
but also international values.
In the tourist-recreational complex of the North Caucasus region it is possible to allocate
the following main macro complexes:
annually the Black Sea coast is visited by a half of all Russian tourists which are
preferring to carry out the sea tour; it also makes the powerful competition to the numerous
5
foreign sea resorts. In addition, the Krasnaya Polyana gets huge popularity owing to the ski
resort which is closed to the large resort town of Sochi and it can be comparable with the
European Alps. The high quality of routes, the developed and thought infrastructure, a wide
range of hotels of the different levels distinguish Krasnaya Polyana. Krasnaya Polyana is the
only region of the country with subtropical climate that is favorable for the health of all tourists.
And the Olympic village has lifted this macro complex on the international level.
Adygea is known for the such natural and historical monuments as: Rufabgo's
gorge with seven falls, the Hadzhokhsky tesnina, the Guamsky gorge, the Caucasian State
Biospheric reserve, the Big Azishsky cave in Lagonaksky uplands, the Gentle cave, the Cossack
stone in the Dakhovskaya village, the karst field of "Stone Sea" and many other things. The
Lagonaksky uplands — part of the Western Caucasus ridge – represent the unique natural corner
differing in the unique landscapes and the variety of the picturesque nature which attract millions
of tourists from Russia and other countries of the world. Thus all local sights carry a natural
origin.
Abkhazia – the territory with the well-known ancient sights: ruins of the antique
cities in Sukhumi, New Athos and Pitsunda, the New Athos monastery, the Rits lake, the
Ritsinsky national park, the Pskhussky reserve, the Gumistinsky reserve, the New Athos cave,
the apery in Sukhumi and many other things.
The nature of Karachaevo-Cherkessiya also attracts thousands of tourists with the
sights: ski resorts of the Arkhyz and Dombai, Teberdinsky state natural biospheric reserve,
Dombai Glade, the Moussa-Achitara Ridge, Azgeksky lake, the Amanauz gorge, Honey falls,
etc.
In Kabardino-Balkaria the most outstanding sight is the highest top of Russia and
of the geographical Europe –Elbrus (the high is 5642 meters), it is impossible to disregard the
Lake Tambukan, national park "Prielbrusye", the Nalchik park and museum of local lore, the
natural boundary Dzhily-su at the northern foot of Elbrus, burial grounds in El-Tyubyu, the
Chegemsky gorge, Blue lakes, etc.
Stavropol Region is the location of the medicinal mineral water. The Caucasus
Mineralnye Vody region is famous by the Pyatigorsk, Yessentuki and Kislovodsk. The Caucasus
Mineralnye Vody region — one of the oldest and the largest resort region of Russia, the first
written data about the mineral sources was met in the XVIII century.
One of strategic problems of the tourist-recreational complex development is the
stimulation for the creation and development of the new macro complexes in the territory of The
North Caucasus region besides that is already existed.
The North Caucasus region possesses with one of the most perspective potentials on
development of a tourist-recreational complex in the Russian Federation. The resorts which are
located in this region are capable to offer the consumer a wide range of different kinds of
tourism, beginning on mountain skiing and sanatorium- improving rest till the various types of
the recreation with the family and friends. And it will be depended on its active integration into
the tourist market.
Thus it is possible to make the small conclusion: The North Caucasus region possesses
with high concentration of recreational resources and demands, which are demanded immediate
disclosure of the strategic potential for the country. Despite this evidence need of development of
tourist branch capacity of national economy some regions of The North Caucasus region are
almost not developed for tourism.
The main problem in development is transport service of the tourist-recreational complex
of North Caucasus region. In spite of the fact that the flow of tourists constantly grows, the
majority of transport enterprises and organizations doesn’t seek to update the park, and it is
considerably contain growth of tourist demand. Transport services of a complex are at the rather
low level because of using of the obsolete equipment, which does not answer to the standards of
transport safety.
6
The world experience of many large and demanded resorts suggests to the idea of
revision of transport policy of the region and of the creation of the modern transport
infrastructure in the form of the strong and developed complex.
The monopolism, price arrangement, existence of artificially created competition
constrain the development of the perspective aviation message in the region, the expression of
airlines of discounters (low-cost airlines) from the transport market and a distress of small
aircraft leads to reduction of the air transportation availability. The existing aviation complexes
of the region are far from the international standards and are primitive. However, aviation
message traditionally gives a considerable gain of tourists in the general stream.
The majority of trips to The North Caucasus region is made with the using of the air
transport and it is necessary to update fleet, to expand geography of passenger air transportation,
to define the weighed price and tariff policy with the purpose to increase the tourist stream and
the quality of service.
The railway transport plays an extremely important role in the communication between
certain regions of the country and between various countries. It provides normal, uninterrupted
development of economy of all countries, and also it is one of main types of tourist transport.
The railway infrastructure of the North Caucasus region is almost not developed and is limited in
geography of messages between the existing tourist- recreational macro complexes of the region.
The most mass tourist transport – the bus. Generally bus (78%), cars (17%) and other
types of the motor transport (5%) carry out tourist automobile transportations. Tourist buses
possess with a high maneuverability and mobility and are out of competition on short and
average (to 500 km) routes. High-comfortable tourist buses are using as well on the long routes.
Thus, rest of tourists spends the night, as a rule, in hotels or motels (roadside hotels). In The
North Caucasus region this transport branch is most developed, however it isn’t organized with
the general organizational format. Thus, many tourists should abstain from services of the small
private bus enterprises.
We suggest creating thought and accurately debugged infrastructure which could be
available to all types of tourist streams for the solution of a transport problem in tourism of The
North Caucasus region.
The main feature of the tourist-recreational complex of The North Caucasus region is the
convenient geographical arrangement of resorts and their availability to the tourists of the major
countries of the world and the other Russian regional centers. Besides, in The North Caucasus
region it is possible to develop the air and land traffic due to modernization and, thereby, to the
increasing of the transport loading and the changing of tourist streams. Further development of
the transport network is included the international and domestic airports, high-speed highways
and the safe railroads which will allow tourists to reach objects of a new tourist complex in the
minimum terms.
We suggest making the international airports in Krasnodar and in Mineralnye Vody as the
central transport knots of a tourist-recreational complex of The North Caucasus region. They are
completely reconstructed at the moment and have the flights from Moscow, St. Petersburg,
Yekaterinburg, Kazan, Krasnoyarsk, Murmansk, Novosibirsk, Khabarovsk and other large cities
of Russia, and also work with the international carriers from Germany, Azerbaijan, Armenia,
Kazakhstan, Uzbekistan and Georgia. Moreover, additionally it is possible to create airfield
platforms directly near new resorts.
The railway communication plays large role in the transport service of the tourist-
recreational complex of The North Caucasus region. Today the region stations are in Beslan (15
km from Vladikavkaz), Prohladnoye (54 km from Nalchik), Ust-Dzhegute (15 km from
Cherkessk), Cherkessk (the capital of the Karachay-Cherkess Republic), Hadzhokhe (26 km
from the regional Tulskiy center in the Maikop region of Adygea), Alagir (54 km from
Vladikavkaz). We suggest adjusting the trip messages between large railway stations and the
main resorts.
7
It is required to develop the automobile routes with the purpose to increase the freight
traffic and passenger traffic. We suggest expanding considerably the motor transportation
network of a tourist- recreational complex of The North Caucasus region due to reconstruction of
the existing highways, due to construction of new roads and due to attaching to the basic railway
and to air-messages. It will allow adjusting safe and comfortable multi transportation connection
to deliver of bulk of tourists from the airports, railway stations to the tourist- recreational macro
complexes of the North Caucasus region. For the best interaction of all means of transport it is
necessary to consider prospect of construction of large transfer knots. In addition, we suggest
constructing parking for tourists who will prefer to reach resorts on an individual transport, to
organize a transfer in the airports and to stations.
References:
1. Almukhamedova, O., Vilenskaya M. Perspectives of Development of Tourism in
Russia. Modern Knowledge-Intensive Technologies, 245–246.(2013)
2. Amendment in Federal Low N 12-FL, The termination of licensing of tourist and
tour operator activities from February 5, 2007
3. Belak I., Ivolga A. Problems of development and perspectives of tourism potential in
Caucasian mineral waters. Collection of articles I international scientific-practical
conference: Sustainable development of the tourist market: international practice and
experience of Russia, Stavropol, 2013, 68–74.
4. Erokhin V., Ivolga A. Tourism as an Approach to Sustainable Rural Development:
Case of Southern Russia, Journal Economics of Agriculture – № 4 (689 – 950).
2013. – p. 789-800.
5. Jelochnik M., Ivolga A.G. International approaches to analysis of regional
agricultural potential: cases of Stavropol region and Republic of Serbia / В
сборнике: Устойчивое развитие туристического рынка: международная
практика и опыт России Ставропольский государственный аграрный
университет. Ставрополь, 2014. С. 194-198.
6. Ivolga A. Tourism in Russia and Eastern Europe as a contemporary factor of national
economic development, Agricultural Bulletin of Stavropol Region, 2014. – № 1 (13).
– p. 27-31
7. Ivolga A., Chaplitskaya A. Rationale approach to the concept of sustainable
development of the economy of the region, Life and Environmental Sciences ISSN
2078-9912, Volume 6, №1-2, 2014. – p. 151-154.
8. Ivolga A., Mihailova K. Approach to sustainable economic development of the
region through the implementation of the tourism potential, Collection of articles I
International Scientific-Practical Conference "Sustainable development of the tourist
market: international practice and experience of Russia "(Stavropol April 24 2013.).
– Stavropol, 2013. – p. 39-46.
9. Ivolga A. Approaches to sustainable economic development of the region through
the implementation of the tourism potential, Agricultural Science of the XXI century.
Actual research and perspectives: Proceedings of the Materials of the International
Scientific and Practical Conference. – St. Petersburg, 2013. – p. 287-289.
10. Karnauhova E., Sidelnikova K., Ivolga A. Influence of tourism on employment at
KMV, International Scientific-Practical Conference "The strategy of sustainable
development: current issues and trends." – Stavropol, 2013. – p. 87-89.
11. Korovina I., Ivolga A. Ecotourism as a basis of environmental conservation,
Collection of articles I International Scientific-Practical Conference "Sustainable
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Stavropol, 2013. – p. 75-78.
12. Law of the Russian Federation of February 7, 1992 N 2300-I “On Protection of
Consumers' Rights”
8
13. Law of the Russian Federation of December 27, 1991 N 2124-1 "On the Media"
14. Marinin M. Tourist formalities and security in tourism, Finance and Statistics,
Moscow, 2002. – p. 144.
15. Ministry of Culture of the Russian Federation. Federal Agency for Tourism.
Statistics of regions of the Russian Federation, Available at:
http://www.russiatourism.ru/
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17. Трухачев А.В. Кавказские минеральные воды/Трухачев А.В., Михайленко
А.В., Лебедев А.Ю., Лебедев Ю.А., Поволоцкая Н.П. В ВОПРОСАХ И
ОТВЕТАХ / Ставрополь, 2012. – 144 с.
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19. Federal Law "About the basis of tourist activity in the Russian Federation",
November 24, 1996
STRUCTURE OF CONCEPTOSPHERES OF J.W. GOETHE’S NOVEL «THE
SORROWS OF YOUNG WERTHER» IN CORRELATION WITH THE CONTEXT OF
SOCIAL CONSCIOUSNESS
СТРУКТУРА КОНЦЕПТОСФЕР РОМАНА И.В. ГЁТЕ «СТРАДАНИЯ ЮНОГО
ВЕРТЕРА» В КОРРЕЛЯЦИИ С КОНТЕКСТОМ ОБЩЕСТВЕННОГО СОЗНАНИЯ
Bakhmat E.G.
Stavropol State Agrarian University, Russia
Бахмат Е.Г.
Ставропольский государственный аграрный университет, Россия
Abstract: The article is devoted to one of the most urgent issues related to the study of
the novel of J.W. Goethe «The sorrows of young Werther». The conceptual fields, the structure
of the novel as well as the correlation in their changes are analyzed. The article proposes to
examine the novel considering the precedent works of J. Herder, F. Klopstock and G. Milton for
sufficient justification of the study.
Keywords: concept, emotive concept, concept field, individual consciousness, social
consciousness.
Аннотация: Статья освещает один из актуальных вопросов, касающихся
исследования романа И.В. Гёте «Страдания юного Вертера». Анализу подвергается
концептуальное поле, структура произведения, а также корреляции в их изменениях.
Статья предлагает рассматривать роман в совокупности с предшествующими ему
произведениями И. Гердера, Ф. Клопштока и Дж. Мильтона для достаточного
обоснования исследования.
Ключевые слова: концепт, эмотивный концепт, концептуальное поле,
индивидуальное сознание, общественное сознание.
9
The Goethe’s novel was written on the mark of two epochs – Classicism and the «Sturm
und Drang» – as a kind of marker. The interest to this product is still shown by many
sociologists, psychologists, linguists and literary critics.
Adhering to the European tradition of the epistolary genre, which originates in the
sentimental novels of the 1740s [14], the Goethe’s novel at the same time overcame it. On the
side of composition a significant originality of «Werther» is that instead of mutual
correspondence Goethe gives only the protagonist’s letters, addressed to an unknown friend.
Through this monological novel by Goethe, reaching a maximum concentration on the inner
world of the hero [1, p. 237], becomes a lyrical coloration: the world is shown through the prism
of subjective experience, which prompted some researchers to consider the «Werther» as a
lyrical diary letters, where the lonely «I» comes into the conversation with himself [3].
The main communicative function of the product has empathetic character reflected in
the changing conceptual field of the novel. In this article we propose to divide the concept
universum into three fragments: 1) a fragment of «initiation»; 2) a fragment of the «conflict»; 3)
a fragment of «defeat». A sufficient justification for such a classification requires a historical
commentary.
Linguistic personality of J.W. Goethe was significantly exposed to affect of Ossian’s
epic, lyric of F. Klopstock and philosophy of G. Milton and J.G. Herder [4]. We will consistently
illustrate the correlation of conceptual orientation of the author of «Werther», introduced by the
dependency of the conceptual fields on works of mentioned writers and philosophers.
The works on linguistics repeatedly expressed a fair opinion that language and society
develop inseparable from each other [6], so it would be incorrect to consider the conceptual field
of the novel by J.W. Goethe in isolation from this dichotomy. The integrity of the analysis in this
article is provided by the consideration of Milton’s tractates and concepts of J. Herder. Allusions
to «Ideas for the philosophy of mankind history» by J. Herder are traced in the conceptual field
of dual orientation of linguistic personality of the author: the man as the image of God, endowed
with «the most difficult and delicate organic structure» [7], and as an animal, driven by instinct.
In these examples, we can see a clear link with the philosophical views of J. Milton that gave a
ground for a shift in consciousness of leading bands of the German bourgeoisie. In the context of
German realities the philosophical duality could not be understood fully, but the German
thinkers still perceived a number of features of his thought: note of socio-political protest [3], the
need for the victory of reason over passion, the idea of unity of body and soul, and the difference
between animal and man «only in a degree». Enlightenment, refusal to fight, propagated by in
the «Paradise regained», were more consistent with the situation in Germany of XVIII century
[11]. By entering into the consciousness of the recipient the idea of education of humanity,
Goethe deals with abstract concepts «Hohes und Vornehmes» and a particular name
«Bauerbursch». The author proposes to the audience the concepts, that are different not only in
terms of semantics, but also the concepts of different discharge. Improvement, cultivation of
“ability to humanity” [9] (which includes compassion, sympathy, friendly communication) is
embodied in the descriptive units: «…reine Neigung, die Liebe und Treue dieses Menschen…».
Johann Gottfried Herder rightly suggested that «everything should be considered from the
point of view of the spirit of appropriate time» and expressed the opinion that every nation has
and must have a literature and language imbued with the national spirit [8]. Following Herder
Goethe’s protagonist introduces to the recipient’s consciousness the folk images: «Da kommen
die Mädchen aus der Stadt und holen Wasser, das harmloseste Geschäft und das nötigste, das
ehemals die Töchter der Könige selbst verrichteten»; «…fand ein junges Dienstmädchen, das ihr
Gefäß auf die unterste Treppe gesetzt hatte…»; «Sie sind vertraut, erzählen mir allerhand…». In
his treatise J. Herder suggested that the «noble duty of man consists in the preservation of life
and the participating in lives of others, participating in dialogue with them»: «Wenn ich mich
manchmal vergesse, manchmal mit ihnen die Freuden genieße, die den Menschen noch gewährt
sind, … das tut eine ganz gute Wirkung auf mich…». Werther, as a reflection of personality of
the author, forms an image of not cultivated but the natural, close to the nature man, actively
10
using the concepts «Leidenschaft» (ardency), «Offen- und Treuherzigkeit» (openness and
frankness), «... mein Herz die Natur umfaßt ...» –«the communion of heart with nature»,
integrating concepts and from the adjacent field: «Traum « (dream),»Ahnung» (premonition),
«dunkle Begier» (vague desire). In each letter of the novel, along with these concepts «ruhiges
Dasein» (rest), «ewige Wohne» (eternal bliss) are mentioned.
Thus, the first fragment and the stage of development of linguistic personality is the
antithesis of «Leidenschaft» (as not restrained passion, wildness, vivid imagination) that can be
interpreted as Herder’s idea of life preserving, and «Ruhe» (peace), mortality, that is inherent to
animal component of human [15]. This part of the conceptual field of the novel corresponds to
one of the «layers» of Ossian’s poetry – to the early one, which is characterized by abrupt
transitions from freedom mood to sentimentality, realism, barely touched by the fabulous
mythological elements. In the conceptual field of protagonist’s linguistic personality the central
positions belong to freedom mood, yet little touched by the process of class mood [12]: «Wie oft
lull' ich mein empörtes Blut zur Ruhe, denn so ungleich, so unstet hast du nichts gesehn als
dieses Herz».
In the allusions chain also F. Klopstock is included, who is directly mentioned in
Goethe’s novel: a concept universum integrates the idea of humility, creating a tragic situation
by the problem of self-will: «…dann sehne ich mich oft und denke: ach könntest du das wieder
ausdrücken, könntest du dem Papieredasein hauchen, was so voll, so warm in dir lebt, daß es
würde der Spiegel deiner Seele, wie deine Seele ist der Spiegel des unendlichen Gottes! ...aber
ich gehe darüber zugrunde, ich erliege unter der Gewalt der Herrlichkeit dieser
Erscheinungen». Klopstock was also exposed to philosophical irrationality and duality of Milton.
Impulse and obedience – «Ich will nun suchen, auch sie ehstens zu sehn, oder vielmehr, wenn
ich's recht bedenke, ich will's vermeiden».
Goethe, as a representative of the elite stratum of his era, considered Herder’s concept of
the highest humanity as a fair one («Religion is an exercise in moral perfection of the heart»),
which is reflected in the whole conceptual field: «Paradiese», «Dasein», «die innerste Seele»,
«die ängstlichen Gebete», «Vergötterung», «Heilige». We can assume that the tragic outcome of
the novel was inspired by the final statement of Herder that «every mistake should be followed
by a retribution» – for injustice, inertia and sloth. In this point the author already reveals his
German originality [4] by opening the audience the particular features of realities of Germany.
German pietism, which gave rise to Romanticism and dominated in the works of German
authors of the XVIII century, is embodied in the concept of «helpless humility», surrounded by
the concepts of humility to the highest wisdom, that is inaccessible to man, and passivity [5]:
«…wenn ich die Einschränkung ansehe, in welcher die tätigen und forschenden Kräfte des
Menschen eingesperrt sind; wenn ich sehe, wie alle Wirksamkeit dahin ausläuft, sich die
Befriedigung von Bedürfnissen zu verschaffen, die wieder keinen Zweck haben, als unsere arme
Existenz zu verlängern…». The first fragment of the conceptual field of the novel is the final
stage of the Age of Enlightenment and it prepares the recipient to the next step - conflict, social
and political protest. According to researchers, pietism and passivity of heroes of Klopstock [10]
could not satisfy burgher audience (and its particular representative, Goethe) permanently, which
also is reflected in the conceptual «reservoir» of «The sorrows of young Werther»: the opposite
concepts of «creativity», «force», «fantasy» and «restriction», «helplessness» are faced within a
single sentence, what indicates an extreme degree of tension [13]: «…alle Beruhigung über
gewisse Punkte des Nachforschens nur eineträumende Regignation ist, da man sich die Wände,
zwischen denen man gefangen sitzt, mit bunten Gestalt enundlichten Aussichten bemalt…»;
«Wie oft lull' ich mein empörtes Blut zur Ruhe…», «…so eingeschränkt er ist, halt er doch
immer im Herzen das süße Gefühl der Freiheit, und daß er diesen Kerker verlassen kann…».
Conceptual field of the novel reflects the result of immaturity of materialism of social
consciousness in XVIII century: the allusive connection Goethe-Klopstock-Milton integrates
conflicting thoughts about the freedom of the human will and admissible almightiness of God
[6]. The second layer of concepts of «The sorrows of young Werther» correlates with changes in
11
the nature of the content of the poems of Ossian: realism is replaced by fiction, past events are
given in fabulous haze, element of lyricism is strongly expressed: «Wie ich mich unter dem
Gespäch ein den schwarzen Augen weidete – wie die lebendigen Lippen und die frischen,
muntern Wangen meine ganze Seele anzogen – wie ich, in den herrlichen Sinn ihrer Rede ganz
versunken, oft gar die Worte nicht hörte... ich stieg aus dem Wagen wie ein Träumender, als
wir vor dem Lusthause stille hielten, und war so in Träumen rings in der dämmernden Welt
verloren, daß ich auf die Musik kaum achtete...». Goethe uses a favorite technique of Klopstock
- Werther «freezes» in ecstasy and tells about the events in the form of praise: «…ich weiß weder
daß Tag noch daß Nacht ist, und die ganze Welt verliert sich um mich her». The recipient
receives the increased tension through increasing the frequency of short exclamation designs and
expanded emotive concept of the novel. The share of the narrative unit increases because the
orientation of consciousness is directed outward and fixed on the «present» [10]. Conflict and its
inevitability are embodied in comparisons «love – the element»: «Ich ziehe zurück wie vom
Feuer…», «ich glaube zu versinken, wie vom Wetter gerührt…». Conceptual field expands
toward escapism: «…ich habe manchmal so einen Augenblick aufspringenden, abschüttelnden
Muts, und da – wenn ich nur wüßte wohin, ich ginge wohl», and antithesis
«Leidenschaft/Trunkenheit – vernünftigen, sittlichen Leute». It is noteworthy that the «impulse,
passion» are compared with «drunkenness» – Herder's image of the natural human in its
manifestations is criticized by «reasonable», «sober people». The concept of «drunkenness»
(«aus dem schäumenden Becher des Unendlichen jene schwellende Lebenswonne zu trinken»)
can be interpreted as an impulse to the endlessness in ''Der Messias «of Klopstock and a burst of
energy in the second reservoir of Ossian’s poems [6].
Replacing enthusiasm and thirst for the grandiose («die herrlichen Gestalten der
unendlichen Welt bewegten sich allbelebend in meiner Seele»,) «sadness» opens up a new area
of the conceptual field and systematically integrates fragment of «defeat». Note that the portion
of the «defeat» refers the consciousness of the recipient to the beginning of the novel, but the
same concepts are enriched with a completely different context and meaning: if in the first block
of the novel admiration for the nature was surrounded by concepts «Allmächtige», «ewige
Wonne», «Seele … der Spiegel des unendlichen Gottes», which could be combined as
«reverence», the formation of «conflict» conceptual field replaces the shade to «frustration»:
«die unergründlichen Kräfte», «unzugänglich», «eingeschränkte Kraft». Precisely in the latter,
the final formation of the concept «life» is opposed to «death», «grave»: «Es hat sich vor meiner
Seele wie ein Vorhang weggezogen, und der Schauplatz des unendlichen Lebens verwandelt
sich vor mir in den Abgrund des ewig offenen Grabes», the concept of suicide as the only the
feasible action of protest is first mentioned. Closed structure of the novel, isolation of conceptual
field is provided, as we’ve already mentioned, by the historical context [7] – the futile efforts
leading representatives of the bourgeoisie to the inertia of the German public consciousness. A
long «suppression» and «humility» are replaced by «alarming apathy», «confusion» and then
«emptiness», «death»: «Ich schaudre nicht, den kalten, schrecklichen Kelch zu fassen, aus dem
ich den Taumel des Todes trinken soll!».
In conclusion, we note that the novel of J.W. Goethe is multi-layered valuable material
for the multidimensional research not only in the field of linguistics, but also psychology.
Individual consciousness in terms of the historical context of the XVIII century could not absorb
the setting of social consciousness, as evidenced by the deployment of conceptual fields not only
of «The Sorrows of Young Werther», but also of the predecessors of Goethe, with whom the
novel is closely related by many allusions – Ossian, Milton, of Klopstock and Herder
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Вестник АПК Ставрополья. Ставрополь: СтГАУ. 2014. С.244-247.
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3. Гердер И. Г. Идеи к философии истории человечества. М.: Наука, 1977. 704 с.
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Deutscher Taschenbuch Verlag, 2011. – 582 S
CULTURAL ROUTES – THE DEVELOPMENT OF NEW TOURIST DESTINATIONS
IN SERBIA
КУЛЬТУРНЫЕ МАРШРУТЫ – РАЗВИТИЕ НОВЫХ ТУРИСТИЧЕСКИХ
НАПРАВЛЕНИЙ В СЕРБИИ
Bjeljac Ž., Terzić A., Petrović M.D.
Serbian Academy of Sciences and Arts (SASA), Geographical Institute ''Jovan Cvijić'', Republic
of Serbia
13
Бьеляц З., Терзич А., Петрович М.Д.
Академия наук и искусств Сербии (SASA), Географический институт «Йован Цвийич»,
Республика Сербия
Abstract: Cultural routes can become interesting tourist destinations because of their
connections to renown places, events and personalities. The process of forming cultural routes as
tourist products is considered a new principle of protection, revitalization, use and presentation
of cultural heritage. In Serbia, the concept of cultural routes is in its development. The scope of
this article is to examine the interrelation of cultural routes in Serbia with European cultural
routes. The main goal is to determine to what extent their connection to the existing European
cultural routes contributed to the tourism promotion of Serbia.
Keywords: cultural routes, tourism, destinations, Serbia.
Аннотация: Культурные маршруты могут стать интересными туристскими
достопримечательностями из-за своей связи с известными местами, событиями и
личностями. Процесс формирования культурных маршрутов как туристских продуктов
подразумевает новый принцип защиты, возрождения, использования и презентации
культурного наследия. В Сербии концепция культурных маршрутов находится в стадии
развития. В данной статье исследуются взаимосвязи культурных маршрутов в Сербии с
европейскими культурными маршрутами. Основной целью является определение степени
их взаимосвязи с уже существующими европейскими культурными маршрутами и вклада
в развитие туризма в Сербии.
Ключевые слова: культурные маршруты, туризм, направления, Сербия.
Discussion
Cultural and natural attractions in last two decades become a very important component
in constituting the attractiveness of tourism destinations. The concept of cultural routes1 that is
already widely applied in Europe and the world is still in the initial phase in Serbia. In scientific
literature there is a considerable number of tourist studies that have been carried out in diverse
cultural and natural geographic attractions (Apostolakis, 2003; Meyer, 2004; Moscardo, Pearce,
1999; Richards, 2000, 2007; Chhabra et al., 2003; Stanojlović et al., 2011; Timothy, 2007;
Terzić et al., 2014, 2014a, Бьеляц и др., 2014a; 2014b). Since cultural routes appeared, in
1980s, as an example of well-connected, specially designed and thematically envisioned tourist
products. Their popularity is constantly growing. They are placed into a context of a visit to a
greater number of destinations, expanding to whole regions, countries and even international
space. Combination of the cultural exchange and social values are creating the recognizable
identity for each cultural route. Even though their main concept is not primarily focused on the
tourist use, they are, beside the cultural, representing the tourist product as well. Cultural routes
had proven to be an extraordinary opportunity for the tourism development in underdeveloped
regions that have valuable cultural or natural resources (Meyer, 2004). Tourism based on cultural
routes is the form of heritage promotion. It is a tourism method often used with the goal of
exploitation of heritage along with its conservation, protection, tourist use, as well as initiation of
local social-economic development. Under the term cultural route usually we consider the
determined way of travel, consisted of roads and paths with a specific landscape, natural, cultural
or historical values. It includes the sightseeing and the interpretation of sites that are incorporated
into the cultural route. The basic concept of cultural route is the linking of a series of tourist
1These culture based tourism products are different in their themes, but bare the same principles in scope of heritage protection, tourism
promotion and sustainable development. Some statistical data show that these specialized tourist products are attracting more and more tourists
every year (www.coe.int/routes).
14
attractions. It has a goal to promote tourism in the region and encourage tourists to travel from
one location to another (Terzić, 2014).
However, there is a need in establishing the sustainability and finding the proper ways in
the creation of such cultural products. They should enable the cultural heritage to be revived and
experienced by both, residents and tourists. This can be achieved through the incorporation of
scientifically developed methods and implementation of specific measures. These must be
supported by the government, with an aim of putting the heritage into public use and profit
making. It must be done in terms of sustainable development, followed by ensuring the proper
management and protection of cultural assets (Terzić, 2014).
Cultural routes in Europe
Based on global trend the number of cultural routes, cultural districts (Di Pietro et al.,
2013) in the world is growing. These concepts were developed in Western Europe (Italy,
France), considering that Europe has the richest cultural heritage and is the most visited
destination of so-called “cultural tourists (Terzić et al., 2014a). The Cultural Routes Programme
was launched by the Council of Europe in 1987 (www.coe.int/routes). Routes requesting the
certification should meet some basic conditions:
focus on a theme representative of European values and common to several
European countries;
follow a historical route or a newly created thematic route;
give rise to long-term multilateral co-operation projects in priority areas (scientific
research; heritage conservation and enhancement; cultural and educational exchanges;
contemporary cultural and artistic practices; cultural tourism and sustainable development);
be managed by one or more independent, organized networks (in the form of an
association or a federation of associations) (www.coe.int/routes).
In 1998, the Council of Europe entrusted to the European Institute of the Cultural Routes
the task of monitoring the Cultural Routes program as a whole. Since 1987 until 2014 the 29
Pan-European cultural routes were established. European cultural routes can be classified based
on geographical model: national, regional and pan-European. According to the dominant theme
of route they can include pilgrim routes, dedicated to the renowned personalities from European
culture, architectural and artistic heritage from different epochs of Europe's history, etc. Some of
the established European cultural routes are mass-visited, with several million tourists every year
(e.g. The Santiago de Compostela Pilgrim Route).
Cultural routes in Serbia
The presentation of cultural heritage through cultural routes and itineraries is in line with
the preferences of the Strategy of the tourism development in the Republic of Serbia. Cultural
(thematic) routes are presented as the priority axis of the national strategy of tourism
development. They are represented in a long list of proposed, preliminary and completed projects
based on the creation and promotion of cultural and thematic routes in this region. Strategies for
valuation of cultural heritage in line with the cultural route development and revitalization of
cultural in the Republic of Serbia, demand the acknowledgment of their specific importance
(Terzić, 2014). The cultural routes within the Republic of Serbia begin to form in the last few
years. They are usually promoted by the Department of Tourism under the Ministry of Trade,
Tourism and Services and the Ministry of Culture of the Republic of Serbia, as well as by the
National Tourist Organization. Cultural routes constitute a significant element of tourism offer
and tourism promotion of Serbia. The cultural routes in Serbia are usually created within defined
theme, extracted from the historical or nature-based context of the region they cover in their
scope. Most local and regional cultural routes in Serbia were developed in the cross-border areas
and are the result of the tourism initiative developed under the CBC IPA programme on national
level and are financed from European funds (Bjeljac et al., 2014). In recent years the focus of
15
numerous development projects funded by the European Union are relating to the Danube. These
are specially defined by the recently created EU Strategy for Danube region.
On national level, several studies and pilot projects on creation of cultural routes „Roman
Emperors Path“ (Ministry of Trade, Tourism and Services), „Fortresses along the Danube“
(Ministry of Culture, under the patronage of UNESCO), Transromanica (Ministry of Culture and
Council of Europe) and „Valley of the kings in Ibar valley“ (Tourist Organization of Serbia).
There are several thematic programmes developed by National and local tourist organizations
based on wine tourism (Wine routes of Serbia and Vojvodina), several thematic routes in DKMT
region (“Happy times of peace” secession routes, „Folklore without borders“, „Wandering in the
pantry of the Monarchy“ industrial, agricultural and water management memorials, „Recreation
without borders“ wellness tourism, etc.). In implementation phase are the creation of cultural
route „Roman emperor's path“ which include the whole territory of Serbia (historical province of
Iliric) where 17 Roman emperors were born. A great number of Roman remains are located in
the Danube region of Serbia, where Roman Danube Limes was created. This route presents
ancient roman towns, roads and archaeological remains, such as: Sirmium (Sremskа Mitrovicа);
Singidunum (Belgrade); Viminacium; Trajan's road (Iron Gate, Danube); Felix Romuliana;
Naissus (Niš); Mediana; Via Militaris (Niš-Sofia); Justiniana Prima (Terzić et al., 2014b). The
Danube is one of the most important waterways of Europe. Because of the geographic location
of the Danube valley, the Roman, Bizantium, Hungarian and Ottoman empires built great
fortifications along the banks of the river. The cultural route „Fortresses along the Danube“
represent very important element in the process of the development of the tourist offer of the
Danube region om Serbia. The route includes seven large fortresses (Bač, Petrovaradin,
Belgrade, Smederevo, Ram, Golubac and Kladovo), dating from different historical periods,
which are proclaimed to be the cultural monuments of exceptional or great national importance.
The other tourist route with great scope is The Danubean Wine Route, that includes 12 wine
regions in Europe, and in Serbia it covers Central and Eastern Serbia, spreading over Sava river
and Danube river (Belgrade – Požarevac).
Certain branches of pan-European cultural routes are spreading over the Serbian territory:
Transromanica, Atrium, on the architecture of totalitarian regimes of the 20th
century, The
Réseau Art Nouveau Network, and The European Route of Jewish Heritage. Cultural route
Transromanica represents a tourist route with the most important Serbian cultural, historical and
religious monuments from the Middle Ages (the period of formation of Serbian medieval state).
The route consists of several monasteries Žiča, Studenica, Gradac, George Pillars and Sopoćani
(12th
and 13th
century), representing the so-called Raška Artistic School of Architecture
(www.serbia.travel/culture/the-cultural-route). These historical monuments have immense
national importance and are the important element of Serbian national identity. Moreover, they
have a significant impact on tourism promotion of Serbia. Secession route and The European
Route of Jewish Heritage are passing through the Northern parts Serbia, especially focusing on
Subotica and Novi Sad, that are multi-ethnic and possess specific architecture.
In 2013, the cluster of cultural routes in Serbia was founded (cluster-culturalroutes.org).
It is a non-profit organization with a goal to promote Serbia and the Balkans as a cultural tourism
product through specific routes such as The Valley of the Dragons that present the route of the
mythological heroes of Serbian epic culture. The Institute for the Study of Cultural Development
has mapped out two industrial cultural routes whose future could become very significant for the
sustainability of industrial cultural heritage in Serbia. These are The Nikola Tesla and Stanojević
Ways (which includes places where the great inventors stayed and worked in Serbia) and The
Mining Route – The Balkans as a Cradle of Metallurgy (Graf, 2013).
Conclusions The concept of the cultural route is based on the representation of the hierarchical system
of goals. On the top there is the goal of conservation and protection, which is a key objective: it
is consistent with modern economic and environmental goals of sustainable development. The
16
inclusion of significant funds in the development of cultural routes in Serbia, demands for
cultural heritage to be incorporated into the route and by its revitalization to become more
appealing to tourists. The economic benefit of the investment in the evaluation of protected areas
and cultural monuments can be found in the planned inclusion of these areas into the national
tourism promotion. When it comes to a complex tourism products such as cultural routes, it an
absolute necessity to incorporate different institutions (engaged in the field of culture,
education), public associations and organizations in the process. Different initiatives and
activities that would advance the cultural life of a local community and by that also enrich the
tourist offer occur in various places. Such results can be achieved only with cooperation on
multiple levels. It takes a lot of effort to carry out the initial research and define the investments
needed for the establishment of a cultural route. Even bigger effort is needed for its maintaining
and flexible adaptation to new development opportunities.
Acknowledgement
This research is a part of project “Geography of Serbia”, No: III 47007 and part of project
Serbs and Serbia in Yugoslavian context, No: III 47027 financed by Ministry of Education,
Science and Technological development of Republic of Serbia.
References:
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рекреационного туризма в Юго-восточной части Европы и модели
трансграничной кооперации. Рекреационная география и инновации в туризме,
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географии им. В.Б. Сочавы СО РАН; ст.137-139.
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p. 1-17.
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Tourism Research, Vol. 26(2), pp. 416–434.
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Research, 25 (1), 9-18.
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Haworth Press.
11. Stanojlović, A., Lukić, T., Ćurčić, N. (2011): The initiative for cultural tourism
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nouveaux territoires en Val de Loire, Comparaisons Europeennes”, July 2011,
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18. Cluster of cultural routes in Serbia www.cluster-culturalroutes.org
TOURISM COMPETITIVENESS AND TOURISM DEVELOPMENT IN THE BORDER
REGIONS OF HUNGARY
КОНКУРЕНТОСПОСОБНОСТЬ ТУРИЗМА И ЕГО РАЗВИТИЕ В
ПРИГРАНИЧНЫХ РАЙОНАХ ВЕНГРИИ
Bujdosó Z.
Károly Róbert College, Institution for Tourism, Regional Development and Foreign Language,
Hungary
Pénzes J.
University of Debrecen, Department of Social Geography and Regional Development Planning,
Hungary
Буйдосо З.
Колледж Кароли Роберт, Институт туризма, регионального развития и иностранных
языков, Венгрия
Пензес Й.
Университет Дебрецен, Кафедра социальной географии и планирования регионального
развития, Венгрия
Abstract: Following the changes of regimes in Central Europe, research into border
regions has been increasingly adverted. On the estimation and development of borders and
border regions were impacted to the highest degree. In our research, we intended to explore, by
applying statistical indicators, to what extend the situation of border micro-regions is different
from other micro-regions and the national average. As a next objective, our research focused on
how, from the point of view of tourism, the micro-regions studied can be distinguished beyond
the significant spatial differences represented above as well as on to define the most relevant
groups and the differences among them. In this paper, on the one hand, by applying the approach
by this latter author and, on the other, similarly by applying the method of desaggregation, the
authors intended to study tourism competitiveness and its components in the tourism regions of
Hungary. According to the results of our surveys, countries wiling to gain access were not
18
blocked from each other by Schengen borders as they received facilitations in cross-border
tourism. In the field of cross-border cooperation, within the tourism industry, a west-to-east and
north-to-south gradient can be detected that, by the present logic, can be explained by the
changes of economic circumstances and the succession of European Union accession.
Keywords: border; tourism; regional development; theories; cluster analysis.
Аннотация: В связи со сменой режимов в Центральной Европе исследования,
касающиеся приграничных регионов, стали привлекать к себе повышенное внимание. В
нашем исследовании мы намереваемся изучить, посредством применения статистических
показателей, в какой степени ситуация в приграничных микро-регионах отлична от
прочих микро-регионов и средней по стране. В качестве другой цели наше исследование
фокусируется на том, как, с точки зрения туризма, изучаемые микро-регионы могут быть
различны, кроме существенных пространственных различий, представленных выше, а
также на том, как определить наиболее соответствующие группы и различия между ними.
В данной статье, с одной стороны, путем применения последнего подхода и, с другой
стороны, использования метода дифференциации, авторы намеревались изучить
конкурентоспособность туризма и его компоненты в туристских регионах Венгрии. В
соответствии с результатами исследования, страны, желающие получить доступ, не были
разделены друг от друга шенгенскими границами, что способствовало развитию
трансграничного туризма. В сфере трансграничного сотрудничества в туристской отрасли
выявлен акцент на направления «с запада на восток» и «с севера на юг», что, в
соответствии с современной логикой, может быть объяснено изменениями экономических
обстоятельств и последовательностью вступления в Европейский Союз.
Ключевые слова: граница, туризм, региональное развитие, теории, кластерный
анализ.
Discussion
Almost one-third of the territory and 21.9 percent of the population of Hungary could be
regarded as borderland in January 2009 (Figure 1). In general, these LAU-1 (former NUTS-4)
microregions are backward areas in the light of the most important statistical indicators, because
they are characterised by low population density and low level of enterprising spirit, significant
out-migration and unfavourable income situation (Kozma 1995, Bujdosó et al. 2011).
Figure 1: Border microregions in Hungary
(Source: edited by Bujdosó et al. 2011)
19
Lots of ideas came to light in order to resolve the peripheral situation, but most of them
remained unsuccessful. At the same time, tourism and tourism development were regarded as a
possibility to break out in every concept (Kozma, G.-Asworth G, 1993, Süli-Zakar, I. et al. 1999,
Dávid, L. - Baros, Z. 2007, Kozma, G. 2007, Kozma, G. 2008, Kozma, G. 2009). The Regional
Operational Programmes (ROP) might be viable from the concepts due to the financial resources
added to them. Two operational objectives were outlined within the priority of tourism; on the
one hand, the prolongation of the touristic season, and on the other hand, the extension of the
target areas of tourism (with the involvement of the less preferred settlements).
The following preconceptions were composed on the basis of the previous statements: the
touristic supports – according to the ROP objectives – concentrated on two fields, namely on the
frequented touristic target areas and the less preferred territories.
We had a threefold goal, as the analysis of the per capita touristic supports of the border
microregions were aimed from territorial point of view besides the investigation of touristic
competitiveness and the calculation of correlation between the touristic competitiveness and the
distribution of touristic supports.
The investigation of static and dynamic competitiveness was carried out (for the year
2008 and for the interval 2000–2008) using the Hoover index and correlation calculations. The
database is from the HCSO TSTAR and the EMIR (HSCO – Hungarian Central Statistical
Office; EMIR (Unified Monitoring and Information System) database.
Results
Competitiveness in the border microregions
The international literature of regional competitiveness is expanded as a result of Michael
Porter’s activity (see Porter, M. 1996; 1998; 1999). In the recent years, articles were published
about touristic competitiveness (Schroeder, T. 1996; Enright, M. J. - Newton, J. 2004) but in the
current study – in contradiction to their work – we mainly focus on the possibilities of
measuring.
In the last few years, remarkable studies appeared about the measuring possibilities of the
concept of regional competitiveness in Hungary as well and we tried to utilize the results of these
(Kozma, G 2002, Pénzes, et al., 2008). These studies represented the quantitative decomposition
of the relative personal incomes into the adaptable and clear social-economic factors (Lengyel, I.
2000; Nemes Nagy, J. 2004). The method of decomposition was carried out by the study of
József Nemes Nagy in order to investigate the competitiveness and its components of the border
microregions. The multiplication became more easily treatable summary after the logarithmic
transformation, using the formula below:
)log()_
log()_
_mod__log()
_mod__log(
Population
Capacity
Capacity
nightTourism
nightTourism
feeationaccomfromIncome
Population
feeationaccomfromIncome
In our study, the total income from accommodation fee, the number of tourism nights and
the capacity of the public accommodation establishments, and the number of population for the
microregions were applied. The total income from accommodation fee per capita expresses the
tourism development of microregions, the income from accommodation fee per tourism night
refers to the effectiveness, the number of tourism nights per one bed of accommodation
establishments means the occupancy rate of capacity and the number of accommodation
establishments could provide reasonable estimation about the importance of tourism in the
microregions.
The current typology was based on the relative values of microregions compared to the
national average in the case of the specific income from accommodation fee and its three
components. According to the definition of competitiveness, the microregions with above
average income per capita level were regarded as advantageous and those with below average
were classified as disadvantageous. If a given microregion represented an above average level by
20
three of the income components then it was labelled with complex competitiveness. In the case
of two or two components with above average, multi-factored advantage and single-factored
advantage was pointed out. The concept of disadvantageousness was created by similar analogy.
The map of border microregions represents the categories separated by the static analysis
of competitiveness (Figure 2). Six microregions could be regarded as competitive in Hungarian
comparison by the tourism, however five microregions from this group are located in the western
part of Hungary – the Gyula microregion constituted an exception. Complex touristic advantage
could not be found in any of the border microregions, multi-factored advantage appeared in four
cases and single-factored advantage was detected in two cases. Most of the microregions (43
microregions) were disadvantageous in this respect, complex disadvantage could be found in 29
microregions and multi-factored disadvantage was observed in 14 ones (Bujdosó et al., 2011).
Figure 2: Types of tourism competitiveness in the border microregions of Hungary, 2008.
(Source: edited by Bujdosó et. al. 2011)
Dynamic analysis was carried out in order to investigate the changes between 2000 and
2008. (This definition was applied by József Nemes Nagy in his study – Nemes Nagy, J. 2004).
However, this kind of analysis cannot be regarded as dynamic in its terms, as only the data for
the first and the last years are compared to each other instead of the investigation of the whole
period.
Figure 3: Types of tourism competitiveness in the border microregions of Hungary, 2000-2008.
(Source: edited by Bujdosó et. al. 2011)
21
It is clearly seen that the situation of the border microregions is not so unfavourable at all
by the dynamic investigation, as it was discovered by the static analysis previously (Figure 3).
More than half of the microregions represented better dynamism than the national average and
these 27 microregions can be regarded as competitive. Complex advantage appeared in the case
of five microregions and moreover only one is located in the western part of Hungary. Multi-
factored advantage could be detected in 21 microregions and single-factored in one. Five
microregions out of the 22 units with disadvantage were characterised by single-factored, 12 by
multi-factored and five by complex disadvantage in the touristic competitiveness (Bujdosó et al.,
2011).
The competitiveness of the Hungarian microregions and the spatial distribution of the
touristic supports2
Correlation calculation was the second phase of the current investigation between the
competitiveness of the microregions and the distribution of the touristic supports. The aim of this
survey was to discover the statistical relationship between these indicators. First of all, the
distribution of the touristic supports was completed. The database of this analysis was based on
the EMIR that contained the accepted touristic development supports of the NFT (National
Development Plan), the ÚMFT (New Hungary National Development Plan) and the ÚSZT (New
Széchenyi Development Plan).3
The Gyula microregion – and the touristic developments of the town Gyula – received the
largest amount of development support (more than one billion HUF) from the NFT between
2004 and 2006. More than half billion HUF financial support was approved in the case of the
microregions of Csurgó, Tata, Baja, Szob, Siklós and Esztergom. 12 border microregions did not
receive any support during the period of NFT.
Eleven microregions were missing on the list of the supported microregions during the
ÚMFT and the highest total amount of developments reached 7 billion HUF. Each of the
Szegedi, the Sopron-Fertődi, the Siklósi, the Edelényi, the Nyírbátori and the Mohácsi
microregions received more than 2 billion HUF supports.
The summarized supports per capita values of the two periods are illustrated by Figure 4.
Polarized distribution of the resources can be seen that tends to represent significant spatial
differences. Four border microregions had no kind of supports from these applications. Most of
them are backward along the eastern border of Hungary (the Csengeri, the Hajdúhadházi and the
Sarkadi microregions). However, at the same time, the largest values of support can be found in
this part of the borderland (the Sátoraljaújhelyi, the Edelényi, the Gyulai, the Mórahalomi and
the Szobi microregions).
Figure 4: The total value of the touristic supports per capita in the border microregions of
Hungary, 2011, HUF (Source: edited by the authors) 2This paper was supported by the János Bólyai Research Scholarship of the Hungarian Academy of Sciences.
3 These development plans fitted to the principles of the European supports in different financial periods (the New Széchenyi Development Plan
launched by the Orbán Government in 2011).
22
The correlation calculation might discover the relationship between the types of
competitiveness and the approved supports. The high level of correlation coefficient would
primarily represent the dominance of developed microregions that might strengthen their
touristic profile even more. This fact might mean the further increase of the significant level of
inequalities. Weak-medium – and significant – correlation was calculated in the case of the
touristic supports per capita and the categories of competitiveness (correlation coefficient = -
0.42). The other indicators – in spite of the calculations – did not show significant coefficients.
Table 1: Border microregions categorized by the supports per capita and the types of static
competitiveness (Source: edited by the authors)
categories multi-factored
advantage
single-factored
advantage
multi-factored
disadvantage
complex
disadvantage
without
support – – Csengeri
Hajdúhadházi,
Sarkadi, Sellyei
<20,000 – Mosonmagyaróvári
Fehérgyarmati,
Győri,
Kiskunhalasi,
Komáromi, Lenti
Bajai,
Balassagyarmati,
Berettyóújfalui,
Bodrogközi,
Derecske-
Létavértesi, Encsi,
Kapuvár-Beledi,
Kazincbarcikai,
Körmendi,
Letenyei, Makói,
Mátészalkai,
Mezőkovácsházai,
Nagykanizsai,
Ózdi,
Szentgotthárdi,
Szombathelyi,
Záhonyi
20,000-40,000 Sopron-Fertődi –
Abaúj-Hegyközi,
Esztergomi,
Szegedi,
Vásárosnaményi
Barcsi,
Salgótarjáni,
Szécsényi
40,000-60,000 Tatai – Kőszegi,
Őriszentpéteri
Csurgói, Mohácsi,
Nyírbátori
>600,000 Gyulai, Szobi Siklósi Mórahalomi,
Sátoraljaújhelyi Edelényi
The results of the correlation calculation between the total values of supports in each
period separately tended to represent a weakening but negative correlation. The correlation
between the approved supports during the NFT and the static categories of competitiveness
showed a medium strong relationship (-0.53) that was weaker during the era of ÚMFT (-0.33).
More competitive microregions received higher amount of development supports by these
calculations, however the correlation became weaker between the two periods.
The investigated microregions were categorized by the approved supports per capita and
by the competitiveness besides the correlation-calculation. The unfavourable situation of the
microregions with complex static disadvantage can be clearly seen in Table 1 as only one
microregion – the Edelényi microregion – was in the highest category of supports. And what is
more, this outstanding value appeared as a result of only one large-scale investment, namely the
reconstruction of the L'Huillier-Coburg castle in Edelény (the total budget of the project
23
amounted to 2.2 billion HUF) (http://edelenyikastelysziget.hu). 18 microregions with complex
disadvantage belonged to the lowest category of per capita supports, while three similar
microregions did not receive any kind of financial support. All of the four microregions with
multi-factored static advantage received at least 20,000 HUF support per capita.
Table 2: Border microregions categorized by the supports per capita and the types of dynamic
competitiveness (Source: edited by the authors)
catego-
ries
complex
advantage
multi-
factored
advantage
single-
factored
advantage
single-
factored
disadvantag
e
multi-
factored
disadvantage
complex
disadvantage
without
support – – – Csengeri Sellyei
Hajdúhadház
i, Sarkadi
<20,000 Encsi
Berettyóúj-
falui,
Fehérgyar-
mati,
Kiskunhalasi
, Komáromi,
Körmendi,
Makói,
Mátészalkai,
Mosonma-
gyaróvári,
Lenti,
Szombathely
i
Kazincbarci
-kai
Balassagyar
-mati, Ózdi,
Záhonyi
Bácsalmási,
Bajai, Győri,
Kapuvár-
Beledi,
Letenyei,
Mezőkovács-
házai,
Nagykanizsai
,
Szentgotthárd
i
Bodrogközi,
Derecske-
Létavértesi,
20,000-
40,000
Abaúj-
Hegyközi,
Vásárosnamé
-nyi
Esztergomi,
Sopron-
Fertődi,
Szegedi
– Szécsényi Barcsi,
Salgótarjáni –
40,000-
60,000 Csurgói
Nyírbátori,
Őriszentpéte
-ri, Tatai
– – Kőszegi Mohácsi
>600,00
0 Mórahalomi
Edelényi,
Gyulai,
Sátoraljaúj-
helyi,
Siklósi,
Szobi
– – – –
The dynamical categories of competitiveness provide a more mosaic-like pattern than the
previous categorisation (Table 2). Microregions with competitive advantage received financial
support for their touristic developments. It is an interesting fact that most of the microregions
with complex or multi-factored advantage were in a backward situation. The touristic dynamism
of these microregions arose from the low level of basic data in 2000 however the developments
of the touristic indicators by 2008 were not significant which is reflected by their moderate
positions of static competitiveness. On the other hand, the tourism of these peripheral territories
can be characterised by the higher participation of inland tourists that are less sensitive to the
economic recession than the foreign visitors. Tourism is highly responsive to the changes of the
macroeconomic environment because the effect of the narrowing income of individuals and
companies can be especially destructive on the touristic expenditures. The result of this negative
24
process mainly affected the territories with developed tourism (e.g. by the absence of orders
from the business sector) (ÁSZ 2010).
The current investigation contained the analysis of spatial inequalities of the approved
supports by the Hoover-index. The Hoover-index is one of the most frequently applied methods
to measure inequalities (for the detailed description of the method see Nemes Nagy, J. 2005)
In order to calculate the index, the distribution of the summarised accepted supports (and
personal incomes4) in the microregions and the population number were compared to each other.
The results of the Hoover-index was extremely high – hNFT=57.7% – for the period of NFT. This
value decreased in the next – ÚMFT – period (hÚMFT=45.3%), however it is many times higher
than the income inequality among the border microregions in 2010 (hINCOME=11.6). The results
proved the more unequal and concentrated distribution of touristic supports, however the process
of convergence tends to appear in time.
These results are not in contradiction with the objectives of the Regional Operational
Programme, but the flowing of the largest touristic supports into the most developed and
competitive touristic microregions fulfilled only one part of the previously aimed principles. This
process was more spectacular in the case of the NFT (this statement was confirmed by the study
of the National Audit Office) (ÁSZ 2010).
Conclusions
The border microregions of Hungary can be regarded as heterogeneous from a touristic
aspect and can be characterised by significant spatial disparities. These specific features were
represented quantitatively by our static competitive analysis for 49 microregions and the
characteristics became more detailed by the dynamic analysis for the period between 2000 and
2008. The macroeconomic impacts affecting the touristic trends (terror attack in 2001, financial
cutting downs in 2006, and the global economic recession from 2008) had negative influence
mainly on the territories with developed tourism. Underdeveloped areas are primarily orientated
towards the inland tourism and this fact with the low level of basic data resulted in larger
dynamism in their case.
The investigations carried out represented the concentration of supports during the NFT
period with the flowing of resources into the microregions with developed tourism. This process
caused pushing one of the operational objectives – the development of areas with
underdeveloped tourism – into the background and the increase of inequalities. The homogeneity
of supports did not decrease effectively by the end of the investigated ÚMFT period, but the
concentration of resources preferring the developed areas partly melted. However, it has not still
accomplished the determined objectives of the regional operational programme. The resource-
absorption capacity of the underdeveloped microregions is much lower than in the developed
ones and most part of the backward territories primarily concentrate on the development of basic
physical and human infrastructure (Radics, Zs. - Pénzes, J. - Molnár, E. 2011).
Calls for applications and the system of supports should be smaller scaled, should take
the local characteristics into consideration and should compensate for the lack of local additional
financial resources in order to effectively decrease the significant disparities among the
microregions.
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21. http://edelenyikastelysziget.hu
SPECIALIST’S THESAURUS AS A BASIS OF COMMUNICATIVE COMPETENCE
ТЕЗАУРУС СПЕЦИАЛИСТА КАК ОСНОВА КОММУНИКАТИВНОЙ
КОМПЕТЕНЦИИ
Chaplitskaya A.A.
Stavropol State Agrarian University, Russia
Чаплицкая А.А.
Ставропольский государственный аграрный университет, Россия
Abstract: this article discusses the role of the expert in forming the thesaurus
professional communicative competence; it clarifies the definition focuses thesaurus approach as
the most topical direction in the study of a foreign language, which will allow future specialist to
participate fully in intercultural communication.
Keywords: thesaurus, communicative competence, thesaurus approach, language
personality, professional thesaurus.
Аннотация: в данной статье рассматривается роль тезауруса специалиста при
формировании коммуникативной компетенции, уточняется его определение, особое
внимание уделяется тезаурусному подходу, как наиболее актуальному направлению в
изучении иностранного языка, которое позволит будущему специалисту принимать
полноценное участие в межкультурной коммуникации.
Ключевые слова: тезаурус, коммуникативная компетенция, тезаурусный подход,
языковая личность, профессиональный тезаурус.
In the process of integration of the domestic professional education in the global
education system one of the main directions of its further development should be to improve the
efficiency of learning foreign languages in which foreign languages are a means of creating a
new type of specialist - a professional who owns the tools of professional activity,
communicative competence and foreign language culture, capable of implement intercultural
communication for effective professional interaction [3].
Readiness of students to professional work is characterized by a degree of formation of
linguistic, semantic, interpretive, textual and intercultural competencies that are professionally
relevant [12]. These competences are the main condition for the formation of the language
person economist. Specialization, in turn, determines the specific requirements for a language
student's personality. Thus, the characteristics of the economic sphere due to the following
features skilled in the area:
− Knowledge of the laws of functioning and development of economic systems (national,
foreign, global), the ability and willingness to mobilize this knowledge to the solution of
(intercultural competence) [7];
− willingness and ability to extract and understand the information in the texts of the
native and foreign languages based on key words, descriptions, concepts (semantic competence);
27
− ability to adequately use specific terminology in the native and foreign languages,
given the characteristics of the grammatical organization of scientific economic text in oral and
written form (linguistic competence);
− the ability to process the information received, to paraphrase, to give a definition, to
summarize; possession of nominalization and verbalization skills in a foreign (hereinafter FL)
and native (NL) languages (interpretive competence)[9].
Analysis of the professional activity of future specialists in economics has shown that
insufficient systematic work on the formation of foreign language communicative competence
leads to the fact that most of the students are experiencing serious difficulties in foreign language
communicative activities. They have received professional (terminology) knowledge is not
properly implemented in practice foreign language communication in typical situations specific
professional activities.
In the pedagogical theory and practice linguodidactics teaching foreign languages
gradually develops an approach that can be defined as thesaurus. This approach allows a certain
theoretical and conceptual positions to deal with key components of foreign language
communicative competence – professionally oriented foreign-language thesaurus structure
defined by logic-substantive and instrumental and technological basis of specialist training for
professional communication [3].
The central concept of this approach is a thesaurus. In ancient Greece, a thesaurus
(thésaurós) called treasure treasury stock. In scientific terminology of our time – in linguistics,
semiotics, computer science, artificial intelligence theory and other fields of knowledge – a
thesaurus represents a special way decorated accumulation. In linguistics emphasizes the fullness
of the thesaurus as a special type of dictionary in which exhaustively presented lexical units in its
entirety of the values. There is another interpretation of linguistic thesaurus, going from P.
Roger, English linguist middle of the XIX century, and has adherents among modern philologists
(in particular, in the face of a prominent Russian linguist N. Karaulova). Here is understood as a
thesaurus, which shows the semantic relations (of generic, synonyms, etc.) between the lexical
units. It is this characteristic of the thesaurus was the basis of the content of this concept in the
humanities thesaurus approach: a thesaurus - a structured presentation and the overall image of
that part of the world culture that can master the subject [4].
The concept of the thesaurus and more specifically thesaurus approach to learning a
foreign language is closely related to the concept of linguistic identity. Y.N.Karaulov described
and identified three levels in the structural model of linguistic identity: verbal – semantic,
cognitive (thesaurus), motivational (pragmatic) [1].
The focus of our attention is the linguistic personality specialist economist, which can be
represented as a set of linguistic resources that are modified under the influence of social status,
language training, and language mode in the sphere of economic activity. These various social
factors are under the constant influence of situational aspects of professional communication [2].
Language is known as phenomenon not only thinking and communicating, and storing
information. In connection with the function of language is now widely used concept thesaurus
which is understood here as a set of knowledge accumulated by some person or team. Reflecting
knowledge of the external world, thesaurus, apparently reflects the division of the world and, in
particular, social life to those or other spheres, including the sphere of professional activity.
Therefore, we can speak of partial thesauri containing knowledge relating to a particular
profession, and components, as already mentioned, the basis of professional competence.
Then the process of theoretical training can be described as the process of formation in
the linguistic consciousness of the student's partial professionally oriented thesaurus.
The contents of each field of knowledge corresponds to a certain minimum set of lexical
and grammatical categories and items necessary for communication in a narrow field of activity
and description of a particular object activity [11].
Students' knowledge of the linguistic means of expression of semantic relations between
concepts and based on this knowledge the ability to determine the location of the concept in the
28
conceptual system of a science in its composition and location term-elements in the term, in our
opinion, may be a factor significantly influencing the effective assimilation of theoretical
knowledge, and, consequently, the success of their learning activities in general.
To intensify the learning process of future economists in terms of the formation of
foreign language communicative competence is of particular interest is the second level of
language thesaurus personality that many linguistic and methodological work is revealed through
the concept of the individual thesaurus (system of word meanings, serving as a repository of the
collective knowledge of the world of a given society).
The major component of the secondary language student's personality is his personal
professionally oriented thesaurus. The main source of its formation is terminological lexicon
chosen specialty. It indicates special scientific concepts, concepts that form the professional
linguistic picture of the world of the student, and the name of the concept, the term appears.
Term feature is its commitment to precise, unequivocal, and systematic. From this
perspective, a special role in the process of mastering new vocabulary gains semantics stage for
the implementation of which, in our opinion, it is advisable to use the method of semantic fields.
For the successful formation of the professional thesaurus linguistic identity of the
student must take into account the following conditions: 1) special vocabulary should be grouped
with the generality of concepts in the semantic field; 2) based on the semantic field of
terminology appropriate to allocate basic term- unit having major categories in the language and
have text-function; 3) requires an elaborate system of exercises and activities aimed at the
recognition, understanding and enhancing terminology [5].
Possession professionally meaningful vocabulary is a significant part of professional
skills and foreign language communication [10]. Knowledge about the use of authentic,
collocations, registers the application and discrimination synonymous units at the time of their
use in the professional foreign language communication constitute the "mode of communication
security," which must be followed in order to protect themselves from possible communication
failures, associated with the appearance of improper use of linguistic units, entailing professional
failures and mistakes. This circumstance is particularly important in those areas of
communication, where the inaccuracy of cognitive matching is critical so that may affect the
quality of professional solutions.
Formation of professionally significant foreign language thesaurus and learning lexical
units, their filling is a consolidation of the relevant associative connections in the mind of the
student, when the use of a single element thesaurus entails remembering the next, and then the
whole repertoire of verbal means, involved in communication [14].
Actual problems of formation of professional thesaurus students, of course, closely
related to the formation of the future specialist. This person must not only be able to
communicate in the language of their profession, but also to develop professionally oriented
communicative competence [6]. You can highlight some of the principles of formation of
professionally focused thesaurus modern students: continuous self-education, focusing on
students' personal qualities and the principle of formation of linguistic personality.
Language training has contributed greatly to the formation of the social and professional
aspects of the personality of the future specialist to meet the requirements of modern society, and
thereby promotes better quality control, and through it – the strengthening of social stability [8].
In order to successfully and efficiently be able to communicate in the language of their specialty,
each student must have a certain vocabulary in a specific discipline. Moreover, he must have a
deep and broad knowledge in their specialty. Formation of professional thesaurus is closely
linked with the development of communicative competence through professional skills such as
reading texts in specialty, translation, listening and speaking, the development discourse. All this
is a source of professional thesaurus student. Formation of the thesaurus is certainly closely
connected with the problem of formation of the personality of the future specialist.
Thesaurus approach to learning a foreign language involves the study of a system of rules
governing the use of native speakers in the speech units of phonological, morphological and
29
pragmatic levels, as a result of the process of perception of reality through the prism of the
language and the global picture of the world and the formation of the active dictionary –
thesaurus student, which will future specialist to participate fully in intercultural communication.
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языковой личности» иностранных студентов – филологов в процессе обучения
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MAIN THEORETICAL ASPECTS IN SELF-TRAINING TO FOREIGN LANGUAGES
AT HIGHER SCHOOL
ОСНОВНЫЕ ТЕОРЕТИЧЕСКИЕ АСПЕКТЫ САМОСТОЯТЕЛЬНОГО
ИЗУЧЕНИЯ ИНОСТРАННЫХ ЯЗЫКОВ В ВУЗЕ
Chudnova O.A., Zorina E.B.
Stavropol State Agrarian University, Russia
Guaquinta R.
University of Udine, Italy
Чуднова О.А., Зорина Е.Б.
Ставропольский государственный аграрный университет, Россия
Джуакуинта Р.
Университет Удине, Италия
Abstract: In the article it is considered the main aspects in self-training to foreign
languages at the higher school, self-training role as independent scientific direction in the field of
pedagogical and methodical researches.
Keywords: self-training to foreign languages, autodidactics, self-training object,
cognitive activity, self-organizing personality.
Аннотация: в статье рассматриваются основные аспекты самостоятельного
изучения иностранных языков в высшем учебном заведении, роль самостоятельного
изучения как независимого научного направления в области педагогических и
методических исследований.
Ключевые слова: самостоятельное изучение иностранных языков, автодидактика,
объект самостоятельного изучения, когнитивная деятельность, самоорганизующаяся
личность.
Entry of Russia into the Bologna Agreement, realization of basic provisions of the
Bologna Declaration, first of all requirements of the academic freedom assuming vigorous and
autonomous activity trained in the conditions of individual educational programs, using credit
and modular system of training and mark and rating system of assessment, conducts to increase
in a share of independent work in educational process and expansion of its functions. Increasing
responsibility for result of training, development of skills in self-training and self-checking,
stimulation of independent educational and research activity becomes an important pedagogical
component of high school education. Today's reality demands change of the existing didactic
31
paradigm focused on traditional reproductive training. It is necessary to search of the forms and
methods of training promoting an individualization of educational process, modern technical
means and applications of new technologies in training focused on independent individual work
during the study process. John Dyue (the representative of the American school) and group of
the Russian teachers under the leadership of S. T. Shatsky spoke about formation of the
personality able "to adapt to various situations".
The need for mass learning foreign languages was caused by high development of cross-
cultural communications in the world and made actual a self-training problem on foreign
languages. Self-training on foreign languages plays the increasing role in educational process of
the higher school that is caused by many reasons – globalization, transition to a new educational
paradigm and development of self-training theory.
Globalization involves rapid development of cross-cultural communications in the world
that causes growth of needs in society for mass knowledge of foreign languages, and in this case
self-training acts as a way of realization of this requirement for separate individuals.
Necessity for mass learning of foreign languages makes actual problems of self-training
of them. Self-training to the foreign languages has increasing role in educational process of the
higher school. The main reasons for increase of its role and value are globalization, transition to
a new educational paradigm and development of the self-training theory.
In recent years self-training or autodidactics gradually began to be made out as the
independent scientific direction in the field of pedagogical and methodical researches. However
the theoretical judgment of this problem fully haven't occurred yet, complete idea of self-training
hasn't formed, so far there is no consensus concerning object of self-training.
Development of any theoretical direction demands finding the own object of research
which in modern gnoseology it is defined to resist to the learning subject (to the researcher in
this case) in his cognitive activity. It is known that objects of pedagogical research are always in
the field of educational process. The theory of self-training isn't an exception in this regard.
The analysis of publications on problems of self-training shows that two main tendencies
outlined in self-training interpretation as research object: its consideration in broad and narrow
plans.
In the broad plan the object of self-training acts as the training principle of future
specialists in higher education institution which realization "depends on organization for students
independent cognitive activity, i.e. doctrines. For this purpose it is important that the student is
able to acquire independently knowledge from different sources; to work with information; to
select and design the necessary ways of cognitive activity adequate to the purposes and tasks of
the doctrine; to apply the acquired knowledge in practice; to interact with the teacher". The
object of research in this case is independent cognitive activity of student at the higher school.
One of independent cognitive activity forms is self-education. Exact interpretation of research
object in the theory of self-training can be found in the monograph written by YU.G. Repyev
"Interactive self-training" where this object is defined as "processes of the doctrine" where
everyone understood "own, independent, self-governed educational and informative and
educational practical activities of the object on broadening knowledge and development of
actions and skills".
In this definition the emphasis is placed on autonomous educational practical activities of
the self-training subject. The term "self-training" is used in Russian literature to foreign language
defines as independent educational activity. This activity is controlled by educational and
informative motivation. It is also important for students to form self-motivation ability of their
activity (to become interested, convince themselves in need to carry out it, to see importance of
activity and its results personally). Besides, to carry out self-training to foreign language, it is
necessary to regulate the cognitive activity, i.e. to define the purpose, to carry out a choice of
conditions according to an immediate task, to select ways of transformation of an initial
situation, to estimate results and to correct the activity in some ways. Scientific approaches in
modern pedagogical science differ in variety. It is possible to distinguish the following of them:
32
humanistic, personal, activity, anthropological, culturological, systemic, complete, complex,
paradigmatic, poliparadigmatic, contextual, synergetic, cognitive and information,
communicative and many others. The fundamental idea of these approaches direct the research
procedure. So there is a question: what approach or what complex of approaches requires to be
chosen for research of self-training processes?
If we choose the object as independent, autonomous educational activity of self-training
subject, obviously, the research object has to be considered from position of such approaches, as
personally- focused (to the center of educational process in this case rather independent
personality is moved forward) and activity (when studying languages it is actual educational,
communicative and other kinds of activity of student). We cannot forget about one of the major
general scientific approaches – systemic. In modern science all existing systems conditionally
are subdivided into closed and opened. The traditional science for long time gave preference to
studying closed systems, accenting attention to their linearities, stability and uniformity which
provide stability of similar systems. Existence of logiko-conceptual and methodological
continuity between traditional system researches and synergetrics allows to have the following
conclusions:
development and updatings of technique as science can happen further due to
research of the systems in different types both closed, and opened, and also being in crisis,
transition state which coexist and supplement each other;
Russian educational system, including language education, was considered in our
country from positions of uniformity and egalitarian idea when all students were considered
equal since the birth, and represented the closed educational system. Now it is in condition of
transition from closed system type to open, inherent in democratic society;
in the open, personally-focused educational system the subject of educational
process is an element of this system and gains the most important property of system, that is acts
in this case as the self-organizing personality;
the self-organizing personality accepts all responsibility for organization and
results of self-training, that is its educational activity has not simply independent, but to greater
or less extent autonomous character.
in conditions of open educational system the research object in the theory of self-
training is self-organizing, autonomous educational activity for student.
The new educational paradigm at the higher school puts in the center of educational
student process as "the active subject getting education in the form of "personal knowledge"" (1,
page 53). One of key competences for student is the knowledge of foreign language, and in its
formation self-training takes an important place. Planning of independent work in the course of
self-training is one of important components of this process. When planning independent work it
is necessary to proceed, first, from three levels of formation of the concept "independent",
namely: as forms for organization training, as qualities of knowledge process and as qualities of
the personality. Secondly, it is necessary to differentiate the concepts "independent work" and
"autonomous training". The following can act as the defining signs of "independent work":
existence of the specific didactic goal in each concrete situation defined training and put in an
educational task; determination of necessary volume of knowledge, abilities, skills at each step
of cognitive activity of the pupil (from ignorance to knowledge); development at the student of
mental set on independent systematic replenishment of knowledge; creation of conditions for
self-organization and self-discipline trained in mastering methods of professional and cognitive
activity; use as the daily instrument of pedagogical influence and management in the course of
training.
Strengthening the role of independent work in system of the higher school demands
change of accents in the existing concept of training, development of the new rules governing the
relations between the student and the teacher namely: providing systematic growth of share in
student independent work during the course of training; giving students more freedom in a
choice of subjects and types of work; contribution to formation at the student language
33
competences and cognitive, intellectual (search and selection of material, extraction from the
text of necessary information, the critical analysis of the text, annotation, summarizing,
structuring, estimation, argumentation, presentation, etc.), and also extralinguistic (ability to
goal-setting, planning, organization, definition of responsibility, etc.) competences; introduction
in educational process of new forms and methods directed on self-improvement of language
preparation, including such as connected with development of information technologies (web
projects, web presentation etc.); development of the accurate are transparent criteria of control
and evaluation of the student work. The increase of share in independent work of the student and
reduction of classroom work of the teacher doesn't mean reduction of work volume of the teacher
and respectively reduction of academic hours at all. In new conditions work of the teacher
becomes even more labor-consuming so it includes: providing the student with the developed
information base; development of new pedagogical scenarios; search and preparation of training
materials for out-of-class work, including development of electronic training courses and tests;
diagnostics of language competence level; help in choice of correct educational trajectory; check
of the tasks done by the student; calculation and analysis of the points in rating system of
assessment.
The research object in the self-training theory of foreign language – is the self-
organizing, autonomous educational activity of student aimed on mastering foreign language.
The research object in self-training of foreign language is difficult systemic education which
essence from position of synergetic approach represents self-organizing, autonomous educational
activity of student, aimed on mastering foreign language. The main condition of implementation
such activity is open education directed to support priority of personal free development,
possibility of creative self-expression within functionally focused environment providing
optimum realization of an individual self-educational trajectory of personality.
References:
1. Баркова Е.Г. Индивидуальное языковое сознание Германии XVIII в. (на
материале романа И.В. Гёте «die leiden des jungen werthers») Филологические
науки. Вопросы теории и практики. 2013. № 8-1 (26). С. 25-28.
2. Волкогонова А.В., Красса С.И. Каламбур – языковая игра –
карнавализация//Гуманитарные и юридические исследования. – № 3. – 2014. –
С. 133-136.
3. Калугина Е.Н. Когнитивные деривационные маркеры в номинациях гендерных
концептов субстандарта английского языка // Вестник Южно-Уральского
государственного университета. Серия: Лингвистика, 2011. – №22. – С. 10-13.
4. Крусян И.Э., Дуб Г.В. Применение новых технологий, как фактор повышения
мотивации студентов при изучении иностранных языков. В сборнике: Наука и
образование в XXI веке. Сборник научных трудов по материалам
Международной научно-практической конференции: в 34 частях. 2013. С. 53-
55.
5. Михайлова А.В. Концептуальный базис семантической репрезентации
терминологических и профессиональных наименований денежных средств (на
материале англоязычного финансово-экономического дискурса). // Вестник
Пятигорского государственного лингвистического университета. – Пятигорск:
ПГЛУ, 2013. – № 3. – С. 89-94.
6. Тамбовкина Т.Ю. Самообучение иностранному языку как основная
составляющая языкового самообразования // Иностранные языки в школе.
2005. № 5. С. 76 – 80; Взаимоотношение компетенций самообразования и
самообучения иностранным языкам // Язык. Человек. Общество:
Международный сборник научных трудов. Санкт-Петербург; Владимир, 2005.
С. 359–366.
7. Репьев Ю.Г. Интерактивное самообучение: Монография. М.: Логос, 2004.
34
ECOLOGY AS A BASIS FOR SUSTAINABLE RURAL TOURISM DEVELOPMENT IN
SERBIA5
ЭКОЛОГИЯ КАК ОСНОВА УСТОЙЧИВОГО РАЗВИТИЯ СЕЛЬСКОГО ТУРИЗМА
В СЕРБИИ
Cvijanović D., Vuković P.
Institute of Agricultural Economics, Republic of Serbia
Čavlin M.
University of Novi Sad, Republic of Serbia
Цвийянович Д., Вукович П.
Институт аграрной экономики, Республика Сербия
Чавлин М.
Университет Нови Сад, Республика Сербия
Abstract: Environmental pollution, alienation from nature, standardization and
uniformity that provides life in cities caused rising demand for holidays in rural areas. A large
number of different geographical areas with preserved ecosystem, rich gastronomic offer, as well
as a number of different activities that can be performed in nature, represent a basis for planning
development of sustainable rural tourism development in Serbia. Paper focuses on the ecology
and sustainable rural tourist development, having in mind, good preservation of the natural
environment resources which Serbia has. This can be basis for the construction of rural tourism
planning Serbia as a country with preserved biodiversity where visitors can enjoy in a "healthy"
and active rural holidays.
Keywords: ecology, sustainable development, tourism, rural areas.
Аннотация: Загрязнение окружающей среды, отдаленность от природы,
стандартизация и единообразие, которые дает жизнь в городах, вызывают растущую
потребность в отдыхе в сельской местности. Большое число различных географических
территорий с охраняемыми экосистемами, богатым гастрономическим предложением, а
также разнообразными видами деятельности, которыми можно заниматься на природе,
представляют собой основу для планирования устойчивого развития сельского туризма в
Сербии. Статья фокусируется на экологии и устойчивом развитии сельского туризма,
имея в виду хороший уровень сохранности естественных ресурсов в Сербии. Это может
служить основой создания планирования сельского туризма в Сербии как стране с
сохранившимся биоразнообразием, где туристы могут насладиться «здоровым» и
активным отдыхом в сельской местности.
Ключевые слова: экология, устойчивое развитие, туризм, сельские территории.
Introduction
Government of Serbia defined rural development as an economic, social and
environmental priority. The diversification of the rural economy in a socially, economically and
environmentaly sustainable way is need order to improve the quality of life, to reduce the
5This paper work is result of the project No. 46006 – III „Sustainable agriculture and rural development in function
realizing strategic goals of the Republic of Serbia in framework of Danube region“, financing by the Ministry of
Education and Science of the Republic of Serbia in period 2011 – 2014.
35
poverty level, as well as to fight against social and environmental degradation. Tourism has been
identified as key sector which can drive to the diversification of the rural economy.
In „Strategy of the development of tourism in the Republic of Serbia“ under the notion
rural tourism it is emphasized that "rural tourism includes spectrum of activities, services and
additional contents which organizes rural population on family households in order to attract
tourists and to make additional profit respecting the principles of sustainable development and
preservation of natural resources".6
1. Concept of sustainable rural tourist development
Document "Agenda 21"7 signed at the Rio conference in 1992represents one of the most
comprehensive with sustainable development issue.This document was signed by 178
Government of the UN member states. It contains 40 chapters in 500 pages. Full name of the
document is "The Rio Declaration on Environment and Development, and the Statement of
principles for the Sustainable Management of Forests". Among the other things, this document
discusses about interaction of tourism and agriculture in the fourteenth chapter when explains the
concept of multifunctional agriculture. Full title of thechapter is „A. Agricultural policy review,
planning and integrated programs in the light of the multifunctional aspect of agriculture,
particularly with regard to food security and sustainable development.“
Sustainable rural tourist development should recognize rights and needs of local residents
(farmers), respecting their resources (natural, social, anthropogenic), lifestyle, culture, and taking
account that these factors can have influence on exploitation of local resources, touristic, natural
and all the other.8
The aim of researching sustainable development is to be taken of the impact of economic
and social growth in the overall ecological processes and the very quality of the environment.
Sustainable tourism represents a way to meet the needs of present generations, both
tourists and residents, without arrogant interpretation ability of future generations to meet the
needs of soybeans.9
2. Serbian resources for sustainable tourist development
As it is well known, rural areas cover more than 80% of the Serbian territory and on these
areas according to the Register from 2002. lives 43,6% of the total number of population. Serbia
doesn't have an exit to the sea coast and there is only one real ski resort centre "Kopaonik" (if
we, based on the circumstances, leave out Brezovica, located in Kosovo and Metohija).
According to these data it could be concluded how big potential Serbia has for the
development of rural tourism and how big importance of rural areas is for the whole life.
Currently 10% of Serbian territory covered protected areas.10
From the aspect of quality
of preservation the environment, Serbia on the whole has largely preserved natural environment.
Serbia has 5 national parks with high quality of the environmental protection Fruškagora,
Djerdap, Kopaonik, Tara, and Sharplanina.
In Serbia, a number of laws regulating the relationship to environmental protection.
Certainly in the first place among the most important are the Law on Environmental Protection11
,
as well as numerous bylaws, such as, for example, the Regulation on Protection of Natural
Rarities12
, Regulation on putting under control the use of trade in wild fauna and flora13
as well
as numerous other by-laws that directly regulate the relationship to the environment.
6Strategy of the development of tourism in the Republic of Serbia, first phase report, Ministry of Trade, Tourism and
Services of the Republic of Serbia. November, 24. 2005 р. 69. 7Web link: https://sustainabledevelopment.un.org/content/documents/Agenda21.pdf (05th March 2015)
8Bakic, O. (2003): „Marketing at tourism“, Faculty of Economics, Universtiy of Belgrade р.33.
9Baum, T., (1996): “Managing Human Resources – in the European Tourism and Hospitality Industry”, Thompson
Business Press, London, p.9. 10
Data from Institute for nature converstation of Serbia. 11
Official gazette RS, no.135 /2004, 36/2009, 72/2009. 12
Official gazette RS, no. 50/93.
36
From the aspect of tourism and its role in the preservation and protection of the
environment as the most important legal document emphasizes the Law on Tourism14
, and then
there are numerous bylaws that accompany this important document.
The Government of the Republic of Serbia adopted a number of strategic documents
related to environmental protection. Some of them are:
National Strategy of the Republic of Serbia for the approximation of
environmental (December2011);
National Strategy on the sustainable use of natural resources;
Strategy of management mineral resources in the Republic of Serbia by 2030
years.
Strategy and Policy industry Development of the Republic of Serbia for the period
from 2011 to 2020.
Strategy of Biodiversity the Republic of Serbia for the period from 2011 to 2016.
Draft Waste Management Strategy for the period 2010-2019.
National Strategy for the inclusion of the Republic of Serbia in the Clean
Development Mechanism of the Kyoto Protocol to the sectors of waste management, agriculture
and forestry.
The strategy for introducing clean production in Serbia.15
A detailed review of protected natural heritage in Serbia is given in Table 1.
Table1. Protected natural heritage of the Republic of Serbia
Republic
of
Serbia
Central
Serbia
AP
Vojvodina
APKosovo
andMetohija
Total 1.106 - - -
National Parks – total 5 3 1 1
Nature parks – total 14 4 9 1
Landscapes – total 17 14 2 1
Area of exceptional importance 11 8 2 1
Reserves – total 73 45 21 7
Special Nature Reserve 15 4 11 -
General Nature Reserve 1 1 - -
Monuments of nature-total 312 192 85 35
Natural Monument botanical character 257 152 83 22
Natural Monument geological and
hydrological character 55 40 2 13
Areas of cultural and historical
significance – total 43 32 6 5
Total protected the native goods 464 - - -
Natural rarity plant species – total 215 - - -
Natural Rarities species – total 427 - - -
Source: Institute for Nature Conservation of Serbia –
http://www.zzps.rs/novo/index.php?jezik=sr&strana=zastita_prirode_zasticena_prirodna_dobra
(05th
March 2015)
3. Sustainability and competitiveness of tourist destination
13
Official gazette RS, no. 31/2005 and 45/2005. 14
Official gazette RS, no. 36/2009; 88/2010; 99/2011, 99/2011 and 93/2012. 15
All strategies can be taken at official web of Serbian Government:
http://www.srbija.gov.rs/vesti/dokumenti_sekcija.php?id=45678
37
The characteristic of the modern tourist restructuring is installation of efficient
environmental components in the overall tourism product and its promotion, treating it as a very
important link for the achievement of competitive position and condition for attracting new
tourist demand. Even more mounting environmental components is a priority task for the
reintegration process in Serbia contemporary tourism flows, i.e. its repozicionranjae in the
tourism market and strengthen its competitiveness.
Based on the model of tourism competitiveness is made by Vengesayi S., (2003)16
,
popularization tourist destinations can be enhanced by appropriate combination of factors of
competitiveness and attractiveness. On this basis can ask questions:
How to make the brand in a rural area, as well as
What are the factors of attractiveness and competitiveness of destinations crucial
(responsible) for the creation of a new rural brand? In process of answering this question, it should bear in mind what concept of modern
tourism approach particularly recommended, it is ecology and sustainable development.
The answer is more than justified, since it is obvious that the urban environment every day
more and more polluted. Tourists today want ecologically clean environment in which they can
spend their free time and be able to consume organically produced "healthy" foods. Continuously
strengthen the requirements for the environmental quality of products and services on the one
hand, but also it strengthens needs of local residents to preserve their own natural environment
on the other. Therefore, these dual interests meet in sustainable tourism development. That's the
key how to achieve the complementary development of rural and sustainable tourism.
Principles of sustainable development focus on:
Understanding the value and level of influence of many different factors on the
environment;
Preserving, protecting and improving the quality of existing natural and
anthropogenic sources, insisting on the regional aspect of development planning;
Insistence on strict standards in the construction of tourism infrastructure;
Providing a good balance of economic, social, environmental and other objectives.
Implementation principles of sustainable tourism development in the primary focuses put
questions:
Understanding of the value and power of influence of numerous factors on the
environment;
Preservation, protection and improvement of the quality of the natural, cultural,
historical and other resources;
Emphasizing the regional aspect of development planning;
Establishing rigorous standards for the construction of tourist infrastructure.
A good balance of economic, social, environmental and other aims.
From the strategic point of view, the development of tourism needs to emphasize the issue
of the environmental, health, recreational value and specificity of receptive space.
4. Tourist destination management model through concept of sustainability
Regardless of the type of tourist destination, surely that the main value of destination is its
environment, and that is also for what is primarily directed tourism demand. When it comes to
rural tourism, it is a rural area. People from urban centers visit rural areas to get "rural tourist
experience" in the interactive relationship.
Both components (the tourist product and rural ambience) must contain a strong
environmental component to help tourists to get the full "rural tourism experience". Only if it has
been complying with all environmental standards about the way how to protect natural
16
Vengesayi S., (2003) A Conceptual Model of Tourism Destination Competitivness and Attractivness, ANZMAC
2003, Conference Proceedings Adelaide, 01-03 Decembre 2003. p. 637-647, Retrieved July 11, 2010, web link:
http://anzmac.org/conference/2003/papers/CON20_vengesayis.pdf (на дан 01.03.2015).
38
environment, it can be concluded that the destination has a tourist attraction in terms of tourism
demand, i.e. tourism is competitive from the aspect of tourist attractions. For that reason, it is
priority to protect and develop quality of environment, because only if it is protected, i.e. fulfill
standards which are prescribed by law, it represents value and tourist attractiveness, and it is also
a subject of tourist demand and interest. In that sense priority question is management of tourism
influence on environment, and quality of rural area.
Figure 1. Components of rural tourist experiences
+ =
Source: „Master plan for sustainable rural tourism development in Serbia (2011), p. 115 –
116. UN Joint Programme “Sustainable Tourism for Rural Development”, Minstry of Economiy
and Regional Development, Minstry of Agriculture and Water Management, National Tourism
Organization.
In destination exist conflict of interest between those who seek to preserve the natural
environment and those which nature of business leading to its jeopardizing. Task of tourist
destination management is to generate all interests in one "Local Agenda 21 for Tourism"
(Program for Sustainable Tourism Development) and realizing a plan that should cause that
Local Agenda 21 become part of the integral strategy for tourist destination development.
In the model, known by the acronym VICE (Visitors, Industry, Community, Environment) the
point is that in a unique way make connections of interests of all stakeholders who will have benefit
from the decisions on sustainable development of tourist destination.
UNWTO (2007)17
define that the VICE model (figure 1) presents destination
management as the interaction between the visitors, the industry that servers them, the
community that hosts them and the environment where this interaction takes place. The last of
these, the environment, can be understood in its broadest sense to include built and natural
resources on which many tourism products are based.
Figure 2. VICE model
Source: UNWTO (2007): „A Practical Guide to Tourist Destination Management“,
Madrid, p. 13.
According to this model, it is the role of destination managers to work through
partnership and joint destination management plan in order to:18
Welcome, involve and satisfy Visitors;
Achieve a profitable and prosperous tourist industry;
Engage and benefit host Communities;
Protect and enhance the local Environment and culture. 17
UNWTO (2007): “A Practical Guide to Tourist Destination Management”, Madrid, p.13. 18
UNWTO (2007), same, p. 13
Rural tourist
experiences Tourist
product
Rural
ambience
Tourism
industry
Visitor
Local
community
Environment
and
culture
39
The „Master plan for sustainable rural development“19
presented:
Ecological strategy,
Strategies to protect natural and cultural resources and management,
The inclusion of rural area in regional waste management system,
The introduction of renewable energy and support in their use,
Minimizing environmental risks and their management,
Social awareness and community involvement,
Improving nature tourism.
These proposals (Strategies) actually represent the same time the condition and the
"need" how to develop rural tourism and in the same time protect natural and anthropogenic
sources for future generations.
Conclusion Making tourism more sustainable, means to take into account the economic, social and
environmental impacts and needs in planning and development, and applies equally to tourism in
the cities, "resorts", mountains, rural, sea side, and protected areas. Without proper planning and
tourism management at destination, it may cause compromising the natural environment; also
can cause social and cultural conflicts and can lead that residents will be alienated from tourism.
Sustainable tourism manage with impacts of tourism on the environment, the economy and the
local community, it maintains and improves destination resources for current and future needs,
both for tourists and local community. These are the important basis on which must be based
tourism development in rural areas of the Republic of Serbia. That is imperative in process of
preserving natural and social resources for the future generations of tourists and residents.
References:
1. Bakić, O. (2003): „Marketing at tourism“, Faculty of Economics, Universtiy of
Belgrade р.33.
2. Baum, T., (1996): “Managing Human Resources – in the European Tourism and
Hospitality Industry”, Thompson Business Press, London, p. 9.
3. Master plan for sustainable rural tourism development in Serbia (2011), p. 115 – 116.
UN Joint Programme “Sustainable Tourism for Rural Development”, Ministry of
Economy and Regional Development, Ministry of Agriculture and Water
Management, National Tourism Organization.
4. Official gazette Republic of Serbia no. 135/2004, 36/2009, 72/2009
5. Official gazette Republic of Serbia no. 50/93
6. Official gazette Republic of Serbia no. 31/2005, 45/2005
7. Official gazette Republic of Serbia no. 36/2009, 88/2010, 99/2011, 93/2012
8. Protected Natural Heritage of the Republic of Serbia, Institute for Nature
Conservation of Serbia – web link:
http://www.zzps.rs/novo/index.php?jezik=sr&strana=zastita_prirode_zasticena_priro
dna_dobra
9. Strategy of the development of tourism in the Republic of Serbia(2005), first phase
report, Ministry of Trade, Tourism and Services of the Republic of Serbia.
November, 24th.
10. UNWTO (2007): “A Practical Guide to Tourist Destination Management”, Madrid,
11. Vengesayi S., (2003) A Conceptual Model of Tourism Destination Competitiveness
and Attractiveness, ANZMAC 2003, Conference Proceedings Adelaide, 01-03
December 2003. p. 637-647, Retrieved July 11, 2010, web link:
http://anzmac.org/conference/2003/papers/CON20_vengesayis.pdf 19
Master plan for sustainable rural tourism development in Serbia (2011), p.115 – 116, UN Joint Programme
“Sustainable Tourism for Rural Development”, Ministry of Economy and Regional Development, Ministry of
Agriculture and Water Management, National Tourism Organization.
40
12. http://www.srbija.gov.rs/vesti/dokumenti_sekcija.php?id=45678
13. https://sustainabledevelopment.un.org/content/documents/Agenda21.pdf
ECOTOURISM DEVELOPMENT IN LITHUANIA: STRENGTHS AND WEAKNESSES
РАЗВИТИЕ ЭКОТУРИЗМА В ЛИТВЕ: СИЛЬНЫЕ И СЛАБЫЕ СТОРОНЫ
Daubarienė J.
Utena University of Applied Sciences, Lithuania
Даубариене Й.
Утенский университет прикладных наук, Литва
Abstract: Ecotourism is among the most important trends of the tourism development.
The paper aims at analyzing the development of ecotourism in Lithuania. Accordingly the paper
discusses the peculiarities of the ecotourism. The carried out research on development of the
ecotourism in Lithuania encompasses of analysis of the strategic documents as well as expert
assessment. As a result, are conducted SWOT analysis of Lithuanian ecotourism.
Keywords: ecotourism, ecotourism development, SWOT analysis of ecotourism.
Аннотация: Экотуризм является одним из наиболее важных направлений развития
туризма. Статья нацелена на анализ развития экотуризма в Литве. В связи с этим в статье
рассматриваются особенности экотуризма. Проведенное исследование развития
экотуризма в Литве охватывает анализ стратегических документов, а также экспертных
оценок. В результате проведен SWOT-анализ экотуризма в Литве.
Ключевые слова: экотуризм, развитие экотуризма, SWOT-анализ экотуризма.
Introduction
The growing local and international tourism gives a good opportunity to develop the
tourism market in Lithuania. However, the increasing nature tourism involves inevitable negative
environmental impacts. The popularity of ecotourism in the world is constantly growing,
suggesting the possibilities to extend this activity in Lithuania.
The paper aims at analyzing the development of ecotourism in Lithuania distinguishing
the strengths and weaknesses.
Methods. The article is based on the scientific literature, the Republic of Lithuania
Government Resolution Information (National Tourism Development Program for 2014-2020).
General research methods were used – systematic, logical and comparative analysis of scientific
literature, synthesis. In this literature search the main search criteria were ecotourism. SWOT
analysis was used to analyze the problems and the opportunities for development of ecotourism
in Lithuania. This analysis identified strengths, weaknesses, opportunities and threats to
development of ecotourism in Lithuania.
Ecotourism definition and opportunities
The term ecotourism was coined in 1983 by “Hctor Ceballos Lascurain” a Mexican
environmentalist, and was initially used to describe naturebased travel to relatively undisturbed
areas with an emphasis on education. Ecotourism guarantees the sustainable use of
environmental resources, while generating economic opportunities for the local people.
41
The (International) Ecotourism Society in 1990: responsible travel to natural areas that
conserves the environment and improves the well-being of local people in 1996 by the World
Conservation Union (IUCN) which describes ecotourism as: environmentally responsible travel
and visitation to natural areas, in order to enjoy and appreciate nature (and any accompanying
cultural features, both past and present) that promote conservation, have a low visitor impact and
provide for beneficially active socio-economic involvement of local peoples (Joshi, 2011).
The ecotourism theory suggests that economic development and natural resources
conservation are compatible goals. Accordingly, recent definitions of ecotourism have centered
on conservation, education, ethics, sustainability, impacts and local benefits as the main
variables.
Weaver (2008) underscored that ecotourism is a form of tourism that fosters learning
experiences and appreciation of the natural environment, or some components thereof, within its
associated cultural context.
Ecotourism is now defined as "responsible travel to natural areas that conserves the
environment, sustains the well-being of the local people, and involves interpretation and
education" (TIES, 2015)
Ecotourism has six characteristics (Kiper, 2013): a) ecotourism involves travel to
relatively undisturbed natural areas and/or archeological sites, b) it focuses on learning and the
quality of experience, c) it economically benefits the local communities, d) ecotourists seek to
view rare species, spectacular landscapes and/or the unusual and exotic, e) ecotourists do not
deplete resources but even sustain the environment or help undo damage to the environment, and
f) ecotourists appreciate and respect local culture, traditions, etc.
Natural and cultural landscape values form a basis for ecotourism. These values are
geographical position, microclimatic conditions, existence of water, natural beauties, existence
of natural vegetation, existence of wildlife, surface features, geomorphologic structure, local
food, festivals and pageants, traditional agricultural structure, local handicrafts, regional dress
culture, historical events and people, heritage appeals, architectural variety, traditional music and
folk dance, artistic activities and so on. (Kiper, 2013).
Ecotourism operates for one or more of the eco-friendly alternatives for the economic use
of natural resources compared with mining, hunting, farming and so on (Li, 2006). Ecotourism
promotes an enhanced appreciation of natural environments and environmental education by
exposing visitors and locals to nature and conservation (Bob et al., 2008).
Figure 1 presents three main elements which influence ecodevelopment:
1. Respect for the ecotourism integrity. Stefanica and Vlavian-Gurmeza (2010) aims at
empfasizing “the importance of the environment in supporting tourism, maintaining the level of
development at a small scale under the control and under the local management”.
Figure 1. The elements involved in the ecotourism development (Source: Barkauskiene,
Snieska, 2013)
Ecotourism
Economic
opportunities for the
local population
Local participation
Respect for the
ecotourism integrity
Ecodevelopment
42
2. Local participation is also an important element in the ecotourism development which
“aims at promoting the local participation as much as possible, creating opportunities for the host
population, the transfer of property to the local community and its administration, creating
opportunities for the group projects and local population as regards the control and
administration of natural valuable resources, stipulating some alternative local measures”
(Stefanica & Vlavian Gurmeza, 2010).
3. Economic opportunities for the local population. This element deals with “the benefits
of the local economy, creating jobs for the host population, guaranteeing and protecting the local
population, including the communities’ ideas in the political decisions, the equitable distribution
of the economic benefits, recognizing the local efforts/services, using the local materials and
working force to keep the money into the local economy” (Stefanica & Vlavian-Gurmeza, 2010).
After going through these various aspects of ecotourism which were mentioned above, it is true
to say that a development of ecotourism could be an effective way of building a sustainable
community development and also could contribute to achieve sustainable development with
better conservation of ecosystem and perfect community development
Ecotourism development in Lithuania
In order to ensure the success of ecotourism development in Lithuania, it is necessary to
create the appropriate political, legal, economic assumptions (Nature Heritage Fund, 2008): 1.
ecotourism developed as a sustainable development tool, bringing the long-term social,
environmental and economic benefits, and is given appropriate priority in the country's economic
development; 2. validated the term „ecotourism“ and regulated its use; 3. created an
organizational unit to coordinate the development of ecotourism; 4. implemented system of
ecotourism certification, control and monitoring; 5. created legal presumptions that promote a
development of ecotourism; 6. created financial mechanisms to develop products of ecotourism;
7. organized trainings about ecotourism for representatives of municipalities, administrators of
protected areas, tourism operators; 8. created the national marketing system of ecotourism,
pointed the main interest in online marketing.
Table 1. SWOT analysis of Lithuanian ecotourism
(adapted by the author with reference to National Tourism Development Program for
2014-2020 and Barkauskiene, Snieska, 2013).
Strengths Weaknesses
The favorable geographical position
Great natural and cultural potential
The rich historical heritage
Few urban landscape
A variety of ecological products
A well-developed system of national
parks
Cultural traditions, customs,
celebrations
Wide selection of local food, drinks
Large variety of ecotourism products
and strong authentication
Lithuania has the objects included in
the UNESCO World Heritage List
Population’s hospitality
The relatively low pollution of soil,
water, air
Less pollution in most rural areas
Legal environment does not encourage
the development of ecotourism
Insufficiently developed infrastructure
in rural areas
Lack of ecotourism marketing
Lack of financial resources, unclear
developing and supporting system of
ecotourism business
Not implemented national information
system of ecotourism
Underdeveloped infrastructure of
tourism
Limited variety and diversification of
leisure activities according to the tourists'
income
Strong seasonal effect
Lack of skilled labor
43
The growing desire of city residents
to rest in nature and a quiet place
Opportunities Threats
Increasing demand of ecotourism
services and flows of eco tourists
Strengthening international relations
of Lithuania
Routes formation of new recreational
and cultural tourism
The increase of the number of tourists
who have ecotourism as motivation
The possibility to develop sales of
ecological agricultural products
Improvement of investment
environment (attractiveness)
Improvement of the ecological
environment
Support of EU structural funds
Loss of Cultural-historical, natural
heritage and recreational resources potential
Low population awareness about the
environment, ecology
Lithuanian regional economical and
social differences increase
Increasing international competition
The possibility of environmental
worsening
Decline purchasing power of
population
unimproved availability of country
High labor migration to EU countries
Not decreasing number of crimes
Potential loss of rural tourism
Lithuania's natural and cultural conditions, developed sector of services allow to produce
ecotourism products, which can form attractive image of tourism in the country, to compete in
international tourism markets, while satisfying expectations of tourists and business. To achieve
these goals, it is important to adapt the cultural heritage and natural objects for tourism
infrastructure, to maintain principles of environmental and ecological balance, to improve quality
and diversity of recreation, entertainment and leisure services, build more active marketing of
Lithuanian ecotourism. (National Tourism Development Program for 2014-2020).
Favorable and negative factors have to be considered to achieve development of
ecotourism in Lithuania. Weaknesses force to find the methods to eliminate or reduce the
negative effects, while strengths are required to provide perspectives of developing ecotourism.
For this purpose, there was prepared SWOT analysis of Lithuanian ecotourism (Table 1).
Conclusions
Ecotourism is a growing tourism industry in Lithuania, which has many advantages and
strengths, starting from favorable geographical position, rich and unique natural, cultural and
historical heritage of potential resources and et cetera. However, despite all of the strong sides of
ecotourism, SWOT analysis identifies a number of weaknesses that disturb an image of
Lithuanian ecotourism, but also creates opportunities for ecotourism to develop in the future.
One of the main tasks achieving development of ecotourism is the promotion of consumers'
environmental education, applying ecotourism to rural tourism. Municipalities which develop
tourism and accommodation providers should also take into account environmental
considerations
References:
1. Barkauskiene K., Snieska V. 2013. Ecotourism as an integral part of sustainable
tourism development. Economics and management: 18 (3).
2. Bob, U., Swart, K., Maharaj, B. and Louw, P. 2008. Nature, People and
Environment: Overview of Selected Issues. Alternation, 15(1): 17-44.
3. Joshi, R.L. 2011. Eco-tourism Planning and Management On Eco-tourism
Destinations of Bajhang District, Nepal. M. Sc. Forestry (2010-2012), p.11. Access:
http://www.forestrynepal.org/images/publications/ Ecotourism %20 destination
%20bajhang.pdf.
44
4. Kiper T. 2013. Role of Ecotourism in Sustainable Development. Access:
http://cdn.intechopen.com/pdfs-wm/45414.pdf.
5. Li, W.J. 2006. Community Decision-Making Participation In Development. Annals
of Tourism Research, 33(1): 132-143.
6. National Tourism Development Program for 2014-2020. Access:
http://www3.lrs.lt/pls/inter3/dokpaieska.showdoc_l?p_id=467460&p_tr2=2.
7. Nature Heritage Fund. 2008. Methodical recommendation on ecotourism. Access ne:
http://www.gpf.lt/lt/leidiniai/rodyti/45.
8. Stefanica, M. & Vlavian-Gurmeza, M. 2010. Ecotourism – model of sustainable
tourist development. Studies and Scientific Researches - Economic Edition, 15, 480-
486.
9. TIES. The international ecotourism society. 2015. Access:
https://www.ecotourism.org/what-is-ecotourism.
10. Weaver, D. 2008. Ecotourism. 2nd ed. John Wiley and Sons.
DEMOTIVATION CAUSES AT THE FOREIGN LANGUAGE CLASSES IN A HIGHER
EDUCATION ESTABLISHMENT
ФАКТОРЫ, ОПРЕДЕЛЯЮЩИЕ ДЕМОТИВАЦИИЮ СТУДЕНТОВ НА УРОКАХ
ИНОСТРАННОГО ЯЗЫКА
Dub G.V., Krusian I.E.
Stavropol State Agrarian University, Russia
Дуб Г.В., Крусян И.Э.
Ставропольский государственный аграрный университет, Россия
Abstract: The article deals with the problem of the causes of students’ demotivation in
foreign language learning and explores the main factors influencing the development of
demotivation with the technical students. The authors emphasize the main demotivation aspects,
as well as the main sources of demotivation.
Keywords: demotivation, demotivated student, external demotivation causes, internal
demotivation causes, factors, demotivation sources, motivational requirements, demotivation
aspects.
Аннотация: Статья раскрывает причины демотивации студентов в изучении
иностранных языков и анализирует основные факторы, влияющие на развитие
демотивации у студентов неязыковых ВУЗов. Основное внимание в работе авторы
акцентируют на основных аспектах демотивации, а также основных источниках
демотивации.
Ключевые слова: демотивация, демотивированный студент, внешние
демотивирующие причины, внутренние демотивирующие причины, факторы, источники
демотивации, мотивационные потребности, аспекты демотивации.
Issues of student motivation and methods used by teachers to improve it are discussed
everywhere. In this article we will look at the phenomenon of demotivation, which has only
recently become the object of attention. We will also try to establish a relationship between
teacher expectations and student achievement in mastering a foreign language, we will define the
45
scope of demotivation processes, which participants are both students and teachers, as well as
will draw the line between demotivation and amotivation processes.
There is no doubt that there are phenomena that have a significant effect on students'
motivation. Along with this, it is possible to identify a number of phenomena that may have a
demotivating effect on students; these include public humiliation, negative results of tests or
examinations, conflicts with parents. Practice shows that demotivation is not a rare occurrence in
higher education and the number of demotivated students is constantly growing.
By definition, a “demotivated” student – is the one who previously used to be a motivated
student, but lost his interest in the subject studied for one reason or another. Thus, we can talk
about the motives negatively affecting learning, as opposed to “motives positively affecting
learning”. Demotivation indicates that the intensity of an activity is becoming weaker. (1с.4)
As mentioned above, various factors may cause demotivation in foreign language
learning. We can distinguish two groups of demotivating reasons: (I) internal causes and (2)
external causes. Internal causes include: the personal attitude of students to a foreign language,
their experience of failure and lack of success, as well as the unpleasant cases of self-
disparagement;
External causes include factors related to the personality of the teacher, the educational
environment and other factors. As foreign language teachers have a direct impact on the external
attributes demotivating students, a strong concern for us is the awareness of the trappings.
Moreover, the behavior of teachers affects student behavior and, therefore, the result of
learning. Numerous factors influence the motivation of students, some of them are related to the
activities a teacher does (as a teacher structures the course, how he/she behaves in the
classroom), and some of which are not under the control of a teacher (expectations and attitudes
that students bring with them to class). (7,с.140) In order to effectively hold the students
'motivation, you need to give serious consideration to the preparation of the course structure.
Motivating students' behavior is an important task for foreign language teachers, although there
is a limit with regard to the ability of the teacher to maintain student motivation.
Teachers determine demotivated students on the following grounds:
A student is not making any effort to learn; does not show any interest; has poor
concentration; does not do fully his homework or does not do it at all; he does not bring study
materials to school or claims to have lost them;
A student does not believe in their own abilities;
Responds negatively or does not respond to praise;
Is not willing to cooperate, is distracting other students, throwing things, shouting
something.
However, often the cause of demotivation can become a teacher’s behavior:
Explanation of the material, not realizing that students do not listen to the teacher;
Use of unclear instructions;
Use equipment of poor quality;
Insufficient explanation;- criticism of the students; raising voice for those students
who do not understand the material;
Use of outdated materials for teaching others.
We can define the following demotivating factors:
1. Teacher (personality, dedication, competence, teaching methods);
2. Inadequate learning environment (the group is too large or the student was in a
group which does not correspond to its level, frequent changes of teachers);
3. Low self-esteem (experience of failure or lack of success);
4. Negative attitude to learning a foreign language;
5. Obligation to learn a foreign language;
6. Intervention of other foreign language learners;
7. Negative attitudes toward the target language culture of the country;
8. Attitude of other members of the group to a given student;
46
9. Boring textbooks.
We should understand that there is a variety of strategies to help enhance motivation in
learning a foreign language. (3,с.39) There are some ways to motivate students learning a foreign
language:
1. Recognize the complexity of motivation.
2. Remember how to initiate the motivation and hold it.
3. Discuss with students the usefulness of performing a articular activity.
4. Involve students in decision-making related to the study of a foreign language.
5. Involve students in setting goals in learning foreign languages.
6. Recognize the individuality of students.
7. To build confidence in the students in themselves.
8. Develop inner convictions.
9. Assist in the development of students’ own style of language acquisition.
10. Strengthen internal motivation.
11. Build a supportive educational environment.
12. Give informative assessment of students' knowledge.
Demotivation does not mean that the student completely lost his motivation. On the
contrary, the positive impact of the motivational behavior may still occur. (8, с. 90) For example,
a student may be highly motivated to learn English because English is still an important language
of international communication, despite the fact that the actions of the teacher, for example, were
not very competent and professional. (2, с. 260) When a student loses motivation, it can be
defined by the term "amotivation". The difference between these two concepts is that amotivated
student discovers that his expectations are unrealistic for any reason, and a demotivated student
is the student whose motivation has decreased due to some external factor. (5, с. 258)
However, demotivation may eventually develop into amotivation. As an example, we can
consider the student who is intentionally offended by a teacher at foreign language lessons. (6, с.
40) Perhaps because of the long experience of discouragement the student may lose interest in a
foreign language. (4, с. 6) But if the demotivators cease to exist, the level of motivation can go
back into the framework of the normal and the student will regain his lost interest in a foreign
language, for example, if the student will have a new teacher.
Thus, many factors influence the demotivation of students learning a foreign language in
a University. However, with the skilful use of certain mini-strategies to increase motivation, the
teacher can increase the motivation of students and thus help students learn a foreign language,
without which it seems impossible to train modern highly qualified specialists.
References:
1. Абазова А.Р., Чаплицкая А.А., Ерёмченко В.В. Обучение иностранному языку
на неспециальном факультете в системе вузовского обучения. В сборнике:
Актуальные философские и методологические проблемы современного
научного познания 2013. С. 3-5.
2. Баркова Е.Г. К вопросу о проблематике индивидуального сознания на срезе
двух языковых культур: юниорский этап. В сборнике: Моделирование
производственных процессов и развитие информационных систем 2012. С. 259-
261.
3. Волкогонова А.В. Подходы к представлению карнавализации в тексте//Вестник
АПК Ставрополья. 2014. № 2(14). С. 244-247.
4. Калугина Е.Н., Красса С.И. Основания гендерологии языкового субстандарта.
Сборники конференций НИЦ Социосфера. 2013. № 29. с. 005-009.
5. Касьянова Н.В., Ломтева Т.Н. Акцентуализация ценностных установок
лингвокультуры в корпоративной блог-коммуникации (на материале
английского и русского языков). Мир науки, культуры, образования. 2014.
№ 2 (45). С. 257-259.
47
6. Кирина Л.В. Механизм самоконтроля как компонент процесса овладения
иноязычными компетенциями.// Вестник СевКавГТИ. 2010. № 10. С. 39-41.
7. Михайлова А.В., Белянская Ю.С. Языковая подготовка специалистов в
туристической деятельности. В сборнике: Устойчивое развитие туристского
рынка: международная практика и опыт России I Международная научно-
практическая конференция. 2013. С. 140-142.
8. Серебрякова-Шибельбейн Е.М. Оcобенности метапоэтики драматического
текста Фридриха Дюрренматта. // В мире науки и искусства: вопросы
филологии, искусствоведения и культурологи. 2013. № 27. С. 84-91.
FORMING AND DEVELOPMENT OF TOURIST AND RECREATIONAL
COMPLEXES IN THE REGION
ФОРМИРОВАНИЕ И РАЗВИТИЕ ТУРИСТСКИХ КОМПЛЕКСОВ В РЕГИОНЕ
Elfimova Y.M., Radishauskas T.A.
Stavropol State Agrarian University, Russia
Елфимова Ю.М., Радишаускас Т.А.
Ставропольский государственный аграрный университет, Россия
Abstract: the article discusses the process of formation and development of tourist-
recreational complex of the region, as well as the main directions of development taking into
account the influence of negative factors.
Keywords: tourism, tourist activities, tourist and recreational complexes, principles of
steady tourism, direction of tourism development.
Аннотация: в статье обсуждаются процессы формирования и развития туристско-
рекреационного комплекса региона, а также основные направления развития с учетом
влияния негативных факторов.
Ключевые слова: туризм, туристская деятельность, туристско-рекреационный
комплекс, принципы устойчивого туризма, направления развития туризма.
The modern industry of tourism is one of the largest, high-profit and most dynamic
industries of the world economy. It is known that in all countries the industry of tourism is part
of economy. Its development provides inflow to the country of foreign currency, expansion of
communication opportunities (acquaintance to other cultures, traditions), promotes employment
of local population. Thus, the advanced tourist industry is a notable source of replenishment of
the income of the state that in turn leads to increase of level of living of the population [1].
One of the forms of organization of tourism and recreational activities are tourism and
recreation complexes. In modern economic literature has traditionally considered the concept of
a tourist complex as a set of elements: economic relations and institutions that determine the
nature of the function, interaction management, ensuring the production and implementation of
tourist-recreational services [2].
Tourist-recreational complex as a method of combining tourism and recreation in the
region is the most complex economic socio-economic system, which is the highest degree types
of tourist facilities, as well as the high number of receiving tourists and a high degree of
complexity and integration of the tourism industry, where tourist-recreational complex has a
48
significant impact on the economy of the region, changing its economic structure and social
aspects of life.
With all its variety of definitions of the formation and development of tourist-recreational
complex depends on two components: first, from a variety of tourism and recreational resources
that are fundamental when planning or constructing a package tourist product, and secondly,
fully developed from socio-economic structure of tourist-recreational services recreant. Socio -
economic system of the region forms a single tourist and recreational space, whose elements are
the natural environment; the monuments of history and culture; the objects of collective
accommodation; catering; entertainment and sports facilities; travel Agency; trade;
infrastructure, transport, financial, informational, social, etc. organized in the framework of the
common goal of enhancing the development of tourist-recreational complex.
There is a strong dependence between the structure of tourist-recreational complex and its
current orientation (classification), which determines the further development of the entire
system of tourist-recreational space in the region.
In modern economic literature, tourism and recreation complexes are classified according to the
main profile of their activities:
Health resort;
Tourism and recreation;
Health-tourism and recreation;
Hunting and fishing;
Concentrated.
Practice shows that the classification of tourist and recreational complex is constantly
expanding and modified, and new classification under the influence, first, focus the tourist and
recreation areas, and secondly, developed by type of tourism.
The purpose of the formation and development of tourist and recreational complex in the
region's economy – is to create competitive regional tourist product, which is formed
systematically and purposefully, to determine the stage of development of the complex
classification and types of tourism.
The achievement of this goal is constrained by several factors hindering the development,
and in some cases, and the creation of a tourist and recreation complexes in Russia, such as:
1) the imperfection of the regulatory framework and system of legal regulation in the
sphere of tourism;
2) the deterioration and instability of the criminogenic situation in some regions of
Russia;
3) low solvent demand of the population in some regions of Russia;
4) legal risks associated with the complication of allocation of land plots for
construction and investment projects, especially in the coastal and border areas of Russia;
5) changes in external market conditions and economic constraints (state trade and
migration policy);
6) lesser known regions of Russia and its tourist product brands in the international
tourism markets;
7) lack of tourism products that meet international standards;
8) lack of complex tours that bind similar or neighboring public and private tourist
centers of the regions;
9) insufficient use of existing tourism potential of the regions;
10) undeveloped tourist infrastructure and low level of service.
11) environmental degradation in several cities and regions of Russia [4].
In our opinion, namely, environmental degradation in the region is one of the basic and
main problems in the development and further improvement of tourist activity. Particularly
relevant is the question related to the sustainable development of tourism in the country and the
region as a whole. Sustainable tourism – the youngest concept of environmentally friendly
tourism. Is inherently private application of the concept of sustainable development implies the
49
integration of social, economic and environmental aspects in decision-making and action. The
need for sustainable development of tourism in the regions every year is becoming more
pronounced, as it becomes increasingly apparent negative aspects of the impact of tourism and
the positive effects are not as high as they were before. The development of tourism in the world
has a significant impact on the natural environment. From the visual impact of the architecture of
hotels and resorts to noise and air pollution from increasing traffic, water pollution and loss of
natural habitats [6].
Management of a sustainable development of the sphere of tourism in the region – a
complex, many-sided problem, its component is search, formation and rational use of resources
among which the important place is taken by objects of tourist appeal. Despite of Russia
including Stavropol Krai, tourist resources, they it is used irregularly and no more than for 40-
50% of opportunities [3].
Therefore, in order to carry out activities to promote tourism and recreational activities
need to pay more attention to the ecological condition of some natural components, such as an
aqueous medium, air, soil, etc. To do this, environmental monitoring and observing systems for
the natural environment, to identify strengths and weaknesses. The data obtained should be taken
into account as a result of work on the development of tourist and recreational facilities in the
region, based on the principles of sustainable development, including energy and resource
saving, conservation of biodiversity and the entire environment, taking into account the cultural
and social needs of society.
For realization of these directions of development it is necessary to support them with
strategic reference points which will become fundamental at strategic and operational planning
of development of a tourist and recreational complex, namely, a long-term sustainable
development tourist and recreational complexes, with the priority direction on rational use of
natural resources and environmental protections.
Thus, development and deployment of above-mentioned actions will allow to organize
effectively the mechanism of management of a complex of tourism and a recreation, and also can
become incentive of creative searches of the best way of development of regional tourism.
References:
1. Адигюзелова Н.Ю. Современное развитие туристско-рекреационного
комплекса в республики Дагестан // Вестник Челябинского государственного
университета. – 2012. – №8(262). – С. 94-98.
2. Бойко А.Е. Формирование кластеров как инструмент повышения
конкурентоспособности туристских услуг: автореф. дисс. канд. экон. наук. –
Новосибирск, 2011. – 24 с.
3. Денгаев А.М. Условия развития туристско-рекреационного комплекса
республики Дагестан / А.М. Денгаев // Молодой ученый. – 2012. – №3. – С.
161-163.
4. Лобанов А.С. Развитие туристско-рекреационного комплекса России // Вестник
Восточно-Сибирского государственного университета технологий и
управления. – 2013. – № 1(40). – С. 118-121.
5. Радишаускас Т.А. Принципы устойчивого развития туризма // В сборнике:
Теоретические и прикладные аспекты современной науки, 2014. С. 144-147.
6. Елфимова Ю.М., Хорошилова Е.А. Основы конкурентоспособности
российского гостиничного бизнеса // Стратегия устойчивого развития:
актуальные вопросы и тенденции: сб. науч. тр. по материалам Междунар.
науч.-практ. конф., 2013. С. 85-88.
7. Елфимова Ю.М., Прилипко М.А. Перспективы развития рекреационного
комплекса Ставропольского края// Стратегия устойчивого развития:
актуальные вопросы и тенденции: сб. науч. тр. по материалам Междунар.
науч.-практ. конф., 2013. С. 83-85.
50
8. Elfimova Yu., Chudnova O., Zorina E.Prospects of ecological tourism in Russia //
Вестник АПК Ставрополья. 2014. № 1S. С. 62-64.
9. Мовсесян Г.Г., Елфимова Ю.М. Экологический туризм: мировой опыт и
перспективы развития в России // Устойчивое развитие туристического рынка:
международная практика и опыт России Ставропольский государственный
аграрный университет. Ставрополь, 2014. С. 131-135.
10. Елфимова Ю.М. Земля и воля. Становление и развитие фермерства в России:
проблемы землепользования // Российское предпринимательство. 2006. № 9. С.
172-174.
11. Селеванова Е.В., Трухачев А.В., Иволга А.Г. Государственно-частное
партнерство как один из факторов эффективного развития туризма в России /
Вестник АПК Ставрополья. 2014. № 4 (16). С. 284-287.
12. Трухачев А.В. Кавказские минеральные воды/Трухачев А.В., Михайленко
А.В., Лебедев А.Ю., Лебедев Ю.А., Поволоцкая Н.П. В ВОПРОСАХ И
ОТВЕТАХ / Ставрополь, 2012. – 144 с.
LINGUISTIC APPLICATIONS OF THE FRAMES THEORY
ЛИНГВИСТИЧЕСКИЕ ПРИЛОЖЕНИЯ ТЕОРИИ ФРЕЙМОВ
Golovanova N. I.
Stavropol State Agrarian University, Russia
Голованова Н. И.
Ставропольский государственный аграрный университет, Россия
Abstract: This article describes the basics of the theory of frames, frames and ways to
present methods for constructing a frame script.
Keywords: Frames, theory of frames, linguistic applications of the frame theory,
subframes, linguocultural code, metalanguage.
Аннотация: В данной статье рассмотрены основные положения теории фреймов,
способы представления фреймов испособы построения фрейма-сценария.
Ключевые слова: Фреймы, теория фреймов, лингвистические приложения теории
фреймов, субфреймы, лингвокультурный код, метаязык.
The theory of frames [2, 4, 5] has been widely accepted in certain areas of linguistics, and
in this article we will discuss some of its applications, which seem to us the most typical.
One of these applications can be considered work of I.V. Dukalskoy "Frame – method of
describing the English linguocultural code "Artifacts". Metalanguage ARTEFACTUM» [1]. In
this paper, the author aims to formalized knowledge representation of linguocultural using the
method of frame modeling, which is used to describe the lexical semantics of artifacts from the
corresponding specific subject areas. I.V. Dukalskaya attempts to represent the value of words
not as a set of sem values, or semantic features, but in the form of expanded text on the semantic
metalanguage in which the word is presented as a kind of "story", which highlighted the mutual
relationships between the characters. Just say that in this case we have a metaphorical description
of the frame scenario, as outlined in his famous work M. Minsky [2].
51
Artifacts as a product of human activity, according to I.V. Dukalskoy, can be assigned the
following semantic roles: tool, object, product creation, commodities, building material for
framing describe artifacts author developed metalanguage ARTEFACTUM, while the
construction of frame model higher-level node takes the concept of "state of affairs", suggesting
the existence of a subject the presence of his existential signs, its ontological relationship with
other objects, their specific position in space, in time, participation in any action, situation,
process, etc.
For a unified view of objects or classes are used lowercase letters, representing an initial
grapheme words designating the corresponding classes of objects: «i means" instrument, tool
"from the Latin. (Instrumẽntum), term v is the "value" from the Latin. (Valere), term m is the
"material, semi-finished product" from the Latin. (Materia)» (1, 60). For submission toanimate
participants of the events are used Latin lowercase letters x, y, z, non-naming objects or classes.
Predicates and logical operators are denoted by the corresponding Russian words in uppercase
beeches. Semantic data for their formal submission in frame model were taken, as follows from
the text of the analyzed articles from phraseological dictionaries, i.e. frame model is built on the
basis of the codified language units, and not on the basis of actual text data.
As an example, the paper gives a formalized representation of the superframe- scenarios
CONFLICT, which includes frames (or subframes) ARMED PRESSURE, CONFRONTATION
and RECONCILIATION. Consider the frame script ARMED PRESSURE, as it is presented in
the language ARTEFACTUM:
SCENARIO № 1. ARMED PRESSURE
То turn one’s arms against smb., to get one’s knife into smb., to unsheathe the sword, to
cross sword with
INITIAL STATUS: x HAS i;
IF (x APPLIES i TO z) then (z SUFFERS INDIVIDUAL DAMAGE ) t0
INTENTION x: x GOING (x CAUZE (z
SUFFERS INDIVIDUALDAMAGES)) t1
POTENCY x: x CAN (x APPLIES i TO z) tl
ACTION x: x APPLIES i TO z t2
RESULT: z SUFFERS INDIVIDUAL DAMAGE t3
As we can see, immediately after the name of the frame script is a list of English
phraseological units, which has served as a source of data for the formal presentation of the
situation (event) ARMED PRESSURE. This is followed by a sequence comprising a top-level
node STARTING POSITION OF INTENT and terminals INTENTION, POTENCY. ACTION.
COROLLARY. This sequence in this model is iconic in relation to the deployment types of
events in a situation of ARMED PRESSURE: in the first stage there is the baseline situation, the
initial position indicated by the symbol in time t0; followed by the intention at a given
opportunity (potency) of persons – participants of the situation, starting position in time
designated by the symbol tl; followed by action (time – t2), entailing a consequence of this
action (time – t3).
The semantic content of each of the terminals is a schematic representation of
propositions, including basic predicates – verbs, logical operators – unions, syntactic operators –
prepositions terms (actants) – refer to the situation of participants and subjects (lowercase letters)
and sirkonstants – indications of relative times of events. Thus, the expression x is i; IF (x
APPLIES i TO z) then (z SUFFERS INDIVIDUAL DAMAGE) t0 can be "read" as follows ":
Someone has a gun (weapon). If one applies this instrument to another one, then the other one
will suffer physical damage (injured). Time reference – zero (i.e., before the development of the
situation).
As we can see, the construction of a frame is based on lexicographical data significantly
limits its properties as a universal model of a typical situation, or a typical deployment scenario
this situation: for example, the use of gun (weapons) are not necessarily the result of physical
52
damage to the second part, and the conflict is not necessarily completed as reconciliation; The
ACTION x would be better to present as the event x, z, as in proposition rightly designated two
members. This frame model with an unambiguous interpretation of a situation that is far from the
real situation, and, in addition, we must remember that I.V. Dukalskaya describes frame
CONFLICT with the purpose to illustrate only theoretical propositions of his research, and
probably was not aimed at building a complete linguistic frame.
Frame model can also be used to describe the semantic structure of linguocultural
concepts, as it is done in the work of M.A. Terpak "frame model as a way of structuring and
analysis of concepts" [3]. The main theoretical basis of this research is the provision according to
which the frame can be seen as linguistically-oriented concept, ie a concept that has found
expression in the linguistic structure. Accordingly, the source material for the construction of
frame model of the English linguocultural concept "Family" in M.A. Terpak, like I.V.
Dukalskaya, speak English words, phrases, phraseological units, proverbs and aphorisms,
somehow embody this concept. The difference is that in order to illustrate the theoretical data
M.A. Terpak draws examples from classical texts of English literature.
In contrast to previous work as the basic units of frame semantics, occupying its terminals
and slots are not propositions describing typical events and activities, but the nomination – and
expressions of opposition, indicating the relationship between family members (Parents and
children – parents and children ), as well as the category, denoting the ratio of family members
to our home (Home / Family – house / home / family).
We believe that this difference is the main difference between the frame and the concept:
the first is a propositional nature, acts as a cognitive model, as a rule, the situation, the events
that have a time length, the second has a nomination structure, because acts as a cognitive model
consisting rather from static, timeless entities, groups at its core and around concepts related
syntagmatically not as propositional model of reality, and paradigmatic – as the ratio of linguistic
units in the lexical-semantic system of language.
As the name of the frame in the structuring concepts linguocultural always speaks the
language or speech units by "which updated the central point of the concept of" its nuclear
region, the value of accentuated point of consciousness [3, 133]. According to M. A.Trepak the
name "Family", the name of one of the key values of the English linguistic culture.
M.A. Terpak doesn't display schematized propositions with certain predicates and
variables of terminals in the frame, as it does I.V. Dukalskaya and limited by the creating of
names of terminal frame "Family" as the type of Patriarchal family – patriarchal family and
names of slots Home / Family- house / home / family and provides a textual description of the
filling of the terminal using the data from the smart and phraseological dictionaries. As
mentioned above, to illustrate his positions M.A. Terpak uses examples from classic English
literature, but the actual frame model concept is based on lexicographical data.
The analysis led to the conclusion that the fundamental difference of frame, arranged
according to lexicographic data, according to I.V. Dukalskaya and M.A. Terpak and frame
building, for example, to journalistic texts, is that the formal representation of the semantic
structure of the vocabulary is the first presentation of thematic vocabulary, that is, from
potentially-valentnostny properties of the slots as they are defined in the language system in
general, while as a formal representation of the structural semantic properties of the second
comes from the actual journalistic text, ie it is a discursive representation of the frame, discourse
– in the appropriate meaning of the term "discourse", as in the construction of the frame
according to the most urgent journalistic texts and their supposed involvement in a specific
historical and cultural context, and assignment to a particular type of discourse.
References:
1. Дукальская И.В. Фреймовый метод описания английского лингвокультурного
кода “Артефакты”. Метаязык Artefactum // Вестник ВГУ. Серия: Лингвистика и
межкультурная коммуникация. – 2008. – №2. – С. 59-62.
53
2. Минский М. Фреймы для представления знаний. – М.: Энергия, 1979. – 151 с.
3. Терпак М.А. Фреймовая модель как способ структурирования и анализа
концептов // Вестник СамГУ. – 2006. – №5/1 (45). – С. 132-137.
4. Филлмор Ч. Основные проблемы лексической семантики // Новое в зарубежной
лингвистике. Вып. XII. – М., 1983. – С. 74-122.
5. Филлмор Ч. Фреймы и семантика понимания // Новое в зарубежной
лингвистике: Когнитивные аспекты языка. – Вып. XXIII. – М., 1988. – С. 52-92.
6. Грудева Е.А. CONCEPT ОСЕНЬ/AUTUMN IN ENGLISH AND RUSSIAN
IDIOMS // Вестник АПК Ставрополья. 2014. № 4 (16).С. 172-174.
FOREIGN LANGUAGE KNOWLEDGE AS A KEY TO PROFESSIONAL SUCCESS
ЗНАНИЕ ИНОСТРАННОГО ЯЗЫКА КАК ЗАЛОГ ПРОФЕССИОНАЛЬНОГО
УСПЕХА
Grudeva E.A., Chvalun R.V., Chepurnaya A.I.
Stavropol State Agrarian University, Russia
Грудева Е.А., Чвалун Р.В., Чепурная А.И.
Ставропольский государственный аграрный университет, Россия
Abstract: The article is devoted to the issue of the competency-based education and
training of foreign language learning and gives some conclusions about importance of cultural
and linguistic interrelation in cross-culture communication. Learning English for Specific
Purposes is described and discussed.
Keywords: professional competence, communication, interculture, foreign language
mastering, English for Specific Purposes.
Аннотация: Статья посвящена исследованию вопроса основанного на
компетенциях подхода к изучению иностранного языка, и содержит некоторые выводы о
значении культурных и лингвистических взаимоотношений в кросс-культурной
коммуникации. Описано и обсуждено изучение английского языка для специальных
целей.
Ключевые слова: профессиональные компетенции, коммуникация,
межкультурный, овладение иностранными языками, английский для специальных целей.
In the context of dramatic technological advancements, increasing dependence of society
on information systems, and the global economy, it became imperative that our nation's
education systems prepare students to be engaged and competent citizens in a new age in the
XXI century. From public officials to educators, for purposes ranging from public accountability
to quality assurance, educational systems have been transformed from a traditional curriculum
focus to one of educational outcomes assessment, consistent with an increased emphasis on
competency-based education and training. This was as true for higher education institutions as it
was for pre-school, elementary and secondary schools. This has entailed a greater appreciation of
how people learn, taking into account key findings from Pedagogy, Cognitive and Social
Psychology, Methodology development, processes of effective learning, environments in which
learning best takes place.
54
This movement also has required a re-thinking of educational objectives at each level of
learning, not only in terms of subject matter but also in meta-cognitive terms such as creative and
critical thinking; analytical problem-solving capabilities; integrity, moral development, and
responsibility; and self-reflection on learning. These objectives became especially salient in the
curriculum reform of professional education and remain so today, for they are the competencies
that employers want and that will be needed by the leaders of our nation and communities in an
ever more complex world.
Knowledge of foreign language is very broad and multidimensional concept. First of all,
that means linguistic knowledge, i.e. knowledge of the language system and the ability to use it
for communication purposes. The basis of any foreign language knowledge is the ability and
willingness to assess the situation of communication, to take the appropriate decision regarding
speech behavior. This is impossible without subject knowledge, knowledge of social
relationships and the conditions of their realization. In other words, it is impossible without the
knowledge and possession of extralinguistic and paralinguistic elements of speech.
Most people understand the fact that mastering a foreign language is not simply the
acquisition of another psychological tool and an introduction to a different culture, but learning a
new socio-cultural content. Thus, learning a foreign language is included in the socio-cultural
paradigm and is seen as a dialogue of two cultures in the general format of intercultural
communication.
In solving the problem of improving the quality of technical education, special attention
has been paid to the development of engineers' professional competence, consisting of cultural,
social, linguistic and humanities components. In this context, learning English for Specific
Purposes became necessary because it enables students to adapt quickly to new challenges of
academic and professional communities.
Currently the qualifying standards made by employers of engineering graduates directly
refer to their ability to work in a diversified team; the possession of methods of effective
argumentation; realization of professional communication; comprehension of professional and
ethical liability of engineering decision-making; and critical analysis of decisions made, with
flexibility in a variable economic, social and political environment .
In view of the above, it becomes obvious that in educating a highly qualified engineer,
the university shall develop and introduce such training courses which would promote
development of the extra professional-orientated abilities of the students. Among these abilities
can be, for example: self-education, critical or lateral thinking, self-discipline, professional
communication.
Nowadays the principle of professional orientation as well as the issue of due regard to
specialization becomes really actual. The world economy has left behind the industrial era and
entered a new age of knowledge work in the information society. Industrial age organization
models are no longer effective and they are being replaced with networks in which decision-
making and responsibility are decentralized and distributed.
According to the New European Space for Higher Education, teaching and learning
methodologies must ensure the acquisition of professional competences. Students should develop
the skills, academic contents and attitudes necessary to get an adequate accomplishment in the
labour market.
Realizing the requirements of modern life more and more students have a common
professional interest in learning English, so English for Specific Purposes approach is the most
motivating and effective. The core competences of future specialists include terminology of the
field, networking, practicing scientific tasks and professional contacts. So, English for Specific
Purposes course is aimed at the formation of basic professional competences, such as:
development of English language proficiency;
cross-cultural training and development self-education skills in the professional
field;
creative professional interaction with colleagues instilled;
55
reflective approach towards professional development trained;
ability to discover problems and arrange professional activity.
Considering the fact that students have different motivations for learning English it is
impossible to use a single strategy in teaching identical to everyone. So a specially designed
model of the English for Specific Purposes course for students’ needs and interests, satisfying
domestic and international requirements can increase the professional competence of specialists
in technical and engineering field. The development of the course should be based on strong
collaboration between the subject specialists and the language teachers. The English teachers
need to gather information about a student’s subject course, how English fits into their course
and what the department and students see as priorities.
Students’ focused professional skills can be formed and developed on the basis of
general-purpose skills. The efficiency of their development will depend on the organization and
the content of the courses offered to study. Taking into account the aforesaid, ESP is considered
a foundation for professional skills development.
Taking into account the relevant experience of English for Specific Purposes study in
domestic and foreign methodology, the attempt here was made to design a model of an English
for Specific Purposes course and its content that meet, optimally, students’ needs; the
characteristics of the professional field; the requirements of the state educational standard of the
Russian Federation and the standards of international accreditation engineering boards
mentioned above.
However, English for Specific Purposes teaching should not be considered a separate
subject-content study. As mentioned above, the professional activity of the railway specialists
includes oral and written communication, participation in international projects, and formation of
self-work strategies that can be a tool in acquiring professional up-to-date knowledge. Therefore,
it was proposed that the alternative approach to English for Specific Purposes course
development was carried nut, when the focus was on the English for Specific Purposes tasks
(project and research exercises, text-analysis, discourse and genre analysis, technical vocabulary)
but the English for Academic Purposes components (academic writing, reference skills, listening
and note-taking) were also included as a parallel course nr as a part of the whole course, so each
subject-content unit could be integrated with English for Academic Purposes components
according to needs, lacks and wants the students feel.
This approach to teaching English for Specific Purposes allows the building up of
individual paths of learning that enable students to construct professional knowledge and
develop the academic and study skills on their own.
A specially designed model of the English for Specific Purposes course for students’
needs and interests, satisfying domestic and international requirements can increase the
professional competence of specialists in technical and engineering field. The development of
the course should be based on strong collaboration between the subject specialists and the
language teachers. The English teachers need to gather information about a student’s subject
course, how English fits into their course and what the department and students see as priorities.
The material may not run in parallel with the subject course. So the content should be
revised but can include new knowledge and ideas not taught in the subject course. This article
states the position that the English for Specific Purposes course should be compulsory for
technical students and needs both its general components (English for Academic Purposes)
selected individually by students ac cording to their lacks and needs, and its specific component
reflecting the actual way the language is used in the professional sphere.
References:
1. Голованова Н.И. Использование интернет-ресурсов в обучении английскому
языку как средства формирования коммуникативной компетенции //
Психология и Педагогика: методика и проблемы практического применения.
2011. № 19-2. с. 162-167.
56
2. Голованова Н.И. Формирование коммуникативной компетенции студентов
агроинженерного вуза на занятиях иностранного языка // в сборнике:
современное общество, образование и наука сборник научных трудов по
материалам международной научно-практической конференции: в 9 частях.
2014. с. 41-44.
3. Грудева Е.А. Смысл культурной составляющей в изучении иностранного языка
// Теоретические и прикладные вопросы науки и образования: сборник научных
трудов по материалам Международной научно-практической конференции: в
16 частях. Ч. 6. – Тамбов, 2015. С. 36-38.
4. Зорина Е.Б. Классические и инновационные технологии в преподавании
иностранного языка студентам гуманитарных специальностей // Социально-
гуманитарные знания. 2010. № 7. с. 164-167.
5. Зорина Е.Б. Технология формирования профессионально-речевой культуры у
студентов аграрного университета. Диссертация на соискание ученой степени
кандидата педагогических наук / Ставропольский государственный аграрный
университет. Ставрополь, 2004.
6. Чуднова О.А. Психологическое сопровождение личностно-профессионального
самоопределения студентов агроинженерного профиля. Автореферат
диссертации на соискание ученой степени кандидата психологических наук /
Южный федеральный университет. Ростов-на-дону, 2008.
7. Didley-Evans T., StJohn M. Developments in English for Specific Purposes.
Cambridge University Press, 1998. pp. – 1-10, 19-21, 122-128.
8. Howatt A. A History of English Language Teaching. Oxford: Oxford University
Press, 1984.
ROMANIA. LANDSCAPE AND TOURIST ATTRACTIVENESS – FAVOURABILITY
AND RESTRICTIVENESS
РУМЫНИЯ. ЛАНДШАФТНЫЕ И ТУРИСТСКИЕ ДОСТОПРИМЕЧАТЕЛЬНОСТИ
– ПРЕИМУЩЕСТВА И ОГРАНИЧЕНИЯ
Ielenicz M.
University of Bucharest, Faculty of Geography, Romania
Nedelcu A.
Petroleum-Gas University of Ploiesti, Faculty of Economic Sciences, Romania
Иеленич М.
Университет Бухареста, Географический факультет, Румыния
Неделку А.
Нефтегазовый университет Плоешти, Факультет экономических наук, Румыния
Abstract: The various environmental components are highly important when it comes to
the tourist destination of a region. Some are immediately successful (those related to landforms)
while others are the exact opposite, which makes it that, as far as the necessary arrangements for
the development of civilized tourism is concerned, the scope of the various types of tourist
activities varies both spatially and temporally. Landscape plays a major role as regards the
favouring or restriction of certain tourist activities. In Romania, it has generated the most
57
numerous landforms (geomorphosites) and vistas that have promoted tourism since ancient
times.
Keywords: tourism, geosites, geomorphosites, landscape, tourist attractions.
Аннотация: Различные природные компоненты крайне важны для туристских
направлений региона. Некоторые имеют непосредственный успех (те, которые относятся к
ландшафту), тогда как другие наоборот, что говорит о том, что, когда учитываются
необходимые мероприятия для развития цивилизованного туризма, спект различных
видов туристской деятельности различается как по пространственному признаку, так и по
территориальному. Ландшафт играет главную роль по отношению к благоприятствованию
или ограничению определенных видов туристской деятельности. В Румынии имеется
большое число ландшафтных форм (геоморфозитов) и ландшафтных видов, которые
содействуют развитию туризма с древних времен.
Ключевые слова: туризм, ландшафтные места, геоморфозиты, ландшафты,
туристские достопримечательности.
Introduction
Tourism can be defined as an activity entailed by natural or social environments,
especially those characterised by uniqueness and fragility, some authors seeing tourism as a
“barometer of the environment’s quality” (Dinu M., 2002).
Landscape represents the most important resource ofthe environment. Individually or in
association with other natural or anthropic components, landscape acts as an outstanding tourist
attraction because of its genetic complexity, morphological configuration, main morfometric
indicators, spatial repartition, etc. (Nedelcu A., 2010).
Figure 1. Tourist attractions related to relief in Romania
1. Alpine and sub-alpine glacial and periglacial forms; 2. Volcanic mountains (craters, plates, key
epigenetic peaks; 3. Plates and calcareous karst peaks; 4. Plates and calcareous karst peaks; 5. Relief
dunes; 6. complex karst; 7. Relief of dissolution; 8. Keys and gorges.
Source: Ielenicz M., Comănescu L., 2006
58
Research on the close relation between tourism and the most attractive resource of the
natural environment, i.e., the landscape, is not a novelty and has already been tackled in the
literature by researchers such as: Krippendorf J. (1977), Michaud J.-L. (1983), Debarbieux B.
(1995), Lozato-Giotard J.-P. (2003), Pralong J.-P. and Reynard E. (2005), and in Romania,
theoretical and practical approaches can be attributed to: Posea Gr. et al. (1969), Ielenicz M.
(1992), Olaru M. (2000), Ciangă N. (2002), Cocean P. (2010), Mihai B. et al. (2009, 2014).
Romania’s landscape represents a complex system that is the result of a continuous
interaction between the dynamic internal agents and countless external factors which, through
processes, have led to the creation of a multitude of forms of various shapes and sizes. The
system is unified, but highly structured so that each form group belongs to a distinct
morphological stage that renders the groups unique as far as their landscape is concerned.
The orographic system consists of varying landscape forms – the Carpathian chain (an
extensive “crown”) surrounded on the inside and outside by lower units (hills, plateaus and
plains). Their interconnectivity imposes four fundamental features – concentric development,
proportionality (28% mountains, 42% plateaus and hills and 30% plains), symmetry of
distribution and overall participation in an extensive orographic amphitheatre. Ranging from 0 m
to over 2,500 m, out of which 12% represent complex mountainous forms over 1,000 m (the
highest combination of shapes relevant for tourism), 46% represent hills, plateaus, high plains
but also low mountains (below 1,000 m), and 12% represent plains and structural plateaus (the
last category amounts to a diversity of geosites and anthroposites that associate in order to
provide valuable tourist potential (Fig.1).
Figure 2. Types of geosites
Source: Ielenicz M., 2009
59
Capitalising the orographic theatre for various tourism activities requires several steps –
identification and capitalisation (quantification) based on certain indicators (with hierarchical
sizes) of geomorphosites, assessment of existing facilities and forecast of tourism activities
necessary for the basic tourism potential of a place, area, etc. (Figure 2).
It must not be omitted that landforms, through their characteristics, constitute not only
significant opportunities for taking up certain occupations in tourism, but may negatively
influence their dynamics, situation tackled by programme management under the call signs of
favourability and restrictiveness.
Geomorphosite suitability for tourist activities
Geomorphosite favourability for tourist activities relies primarily on the level of
attractiveness exercised over a large mass of tourists and, secondly, on accessibility.
Attractiveness is related to several features including: physiognomy (the more bizarre, of
scientific interest and unique in landscape, the more the landform will be a stimulating factor of
demand), size (the bigger the size, the more attractive it is), variety of composition and genesis
and degree of individualisation in the regional landscape assembly. Despite the risks and
potential human and material loss, spectacular development of landform creative processes can
sometimes interfere (e.g.: volcanic eruptions, severe landslides, etc.). There are several types of
landforms whose characteristics grant them unique suitability: Among these are the following:
- Peaks and ridges (crests) of the main mountain ranges or those relatively isolated from
the hilly units (Figure 3).
Figure3. Fagaras ridge
The higher a peak is, the more attractive it is. Hence, many tourists cross mountain routes
seeking to climb the main peaks and crests (in the Bucegi Mountains those on the eastern and
northern sides; in the FăgărașMountains the 6-peaked crest that exceeds 2,500 m; in the Ciucaş
Mountains – Bratocea and Zăganu with its Ciucaşpeak in Rodnei Mountains, the north crest and
pikes; in the Ceahlău Mountains – peaks Toaca, Ocolasul Mare; in the Giumalău-Rarău
Mountains – crests of over 1,600 m, in the Semenic Mountains – the three pyramid peaks beyond
1,400 m, in the Meridional Carpathians, west of Olt – all glacial crests and peaks among them,
etc.) which offer, beyond the satisfaction of the climb, that of admiring unbelievably beautiful
scenery and vistas. Secondly, there is the attraction of the physiognomy’s uniqueness as a result
of petrographic formation or genesis. Hence, many a trail in the Arieșul Mic basin leads to
Detunata Goală and Detunata Flocoasă peaks that are 200 m taller that the rest of the ridges
found at 1,000 – 1,100 m, but which, as a result of their unique formation (basalt columns and
60
relatively steep slopes covered by masses of parallelepiped slides), dominate Țăra Moților’s
landscape.
Figure 4. Basalts from Racoş
Another example is related to the beautiful basalt columns from Racoş, Olt Valley Basin
(Figure 4). Massive crests that dominate through their altitude, physiognomy, uniqueness and
grandeur are Piatra Craiului, Vânturarița-Buila, Făgăraș, which are partially or fully explored by
countless tourists more than 6 months a year.
In the hilly regions, this type of objective does not have the same attractiveness, but still
applies if said regions feature glades and offer large vantage points. Hence, in North Dobrogea,
from Beștepe crest (200 – 242 m) a sightseeing tour can be takenwhich grants the opportunity of
seeing both a large part of the Danube Delta, and the plains north of Razelm lake; from
Denistepe peak (270 m) the Nalbant depression can be seen along with its entire adjacent frame
hill.
Footpaths lead the way towards all of these attractions and only seldom can one find
forest roads, not to mention asphalt roads (the Transfăgărășan and the Transalpina roads – Figure
5). In some fortunate situations there are cable installations (Bucegimountains, Postăvaru
mountains, Făgăraș mountains, etc.). Naturally, main tourist activities are supported by a
minimum of facilities (lodges, retreats, and, to a lesser extent, even hotels). Hiking is the
predominant type of tourist activity, occasionally followed by rest and recuperation for several
days and, rarely, scientific or eco-oriented outings.
Figure 5. Transalpina Road
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- Gorges and canyons, as a result of their physiognomy (narrow valley sectors with steep
slopes or high slopes, river beds with rock thresholds but also boulder or block accumulations),
large size, scenery, morphological variety, where spectacular elements abound (steeps of tens of
meters, several level overhangs, water rapids, waterfalls, caves) are some of the landforms most
sought after by tourists. The majority of them are natural reservations or belong to different
national parks. Access is possible via fully modernised roads (when upon main roads – gorges:
Dunării, Prahovei, Mureșului, Oltului, Jiului; Bicaz keys) or partially (gorges and keys of the
three Criș rivers, Cerna from Banat), forest roads (Bâsca Mare, Bâsca Mică, Jaleș, Galbenului,
Aiudului, Oltețului), pathways (Turda Keys, Tureni, Galda, Corcoaia – Figure 6).
Besides hiking and valley crossing by car (applicable when there are tourist
accommodation structures that provide food and shelter) they are related to other forms of
tourism, such as climbing, speotourism, ecotourism, week-end recreation, recreational fishing
and scientific research. In the villages situated in the depression basins of gorges there are
opportunities for parking and even resting for extensive periods (some locations practising
agrotourism).
- Carst landforms are related to rocks where dissolution plays an important role. Among
these limestone is primarily responsible for the creation but also preservation of most carst
landforms, while salt and plasters – for limestone conglomerates and sandstones, which are,
however, in limited number and less spectacular. The most attractive carst regions correspond to
the limestone plateaus and mountains (Bucegi Mountains, Șureanu, Aninei, Cernei, Mehedinți,
Parâng, Almăj, Pădurea Craiului, Padiș-Cetățile Ponorului, etc.). These regions feature exocarst
(ditches, sinkholes, uvalas, carst and polye depressions) as well as significant endocarst with
large caves (tens of kilometres long and hundreds of meters deep), many with special concretion,
some having glaciers of variable volumes. The most visited caves are the electrified ones
(Urșilor, Muierii, Meziad, Polovragi, Ialomiței, Râșnoavei, Voșlobeni, etc.), but also the ones in
the vicinity of main roads or forest roads (Ponicova, “Gaura cu muscă” of the Danube Gorge,
etc.) – Figure 6.
Figure 6. Corcoaia Gorge (left); Polovragi Cave (right)
The carst forms are not solely tied to the Carpathian mountains, which also feature
limestones and dolomite, but also to the lower regions (Mehedinți, Casimcea, South Dobrogea
plateaus), which feature already popular caves (especially for their scenery, scientific research –
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e.g.: the Ponoare, Topolnița, La Adam, La Movile caves, the last one being unique for its life
forms in sulphurous environment).
- Glacial landforms – found in the Carpathian ridges and valleys over 1 800 m (Figure 7).
There are cirques, valleys, glacial thresholds of various sizes and complexity that reflect in
unique landscapes abounding in sharp slopes, masses of slope, sharp crests, towers, avalanche
corridors on the slopes, waterfalls thresholds of tens of meters (Bâlea, Capra, Lolaia, Ialomiței,
Cailor).
Figure 7. Carpathian massive glacial relief – elements of importance for tourism
Source: Ielenicz M.,Comănescu L., 2006
Almost all mountain trails leading to glacial landforms cut across these sectors through
the most significant and accessible points. They mainly follow foot trails, although there are
some that follow forest roads; Transfăgărășan and Transalpina are the only asphalt roads present.
There are lodges and retreats that allow prolonged hiking, and in some places even winter sports
(Bâlea, Babele, Rânca, Parâng, Șureanu, etc.).
- Volcanic landforms can be found predominantly in the west of the Eastern Carpathians,
in Metaliferi Mountains and isolated in several other regions. Of tourist interest are also the cone
and crater of mount Ciomatu, the large plateaus west of Gurghiu and Harghita mountains, the
caldera peaks of Călimani-Harghita mountains, certain lava crests (CreastaCocoșului, Șatra) that
tower the surrounding regions with hundreds of meters, the basalt and andesite columns of tens
and hundreds of meters (Gutâi, Igniș, Perșani mountains) or featuring unique physiognomy
(Sfinxul of Oaș, Moșul and Apostolii of Călimani), gorges and slopes, the basalt columns of
Detunate, Perșani, Firiza (Figure 8). Furthermore, the isolated mounds resulting from the
degradation of certain volcanic formations are a part of the previous category. They represent, in
most cases, necks, some of them still retaining their medieval constructions (Deva Castle).
Most of them feature forest roads and asphalt roads having different degrees of
modernisation. Interest is associated with scenery and landform uniqueness. Some of them
feature spas, hence facilitating longer stays (Harghita Baths, Tușnad, Izvoarele, Mogoșa) as well
as recreational resorts or winter sport centres (Harghita Mădăraș, Cavnic, Roșia Montană, etc.).
63
Figure 8. Romania - national and natural parks
Source: Ielenicz M.,Comănescu L., 2006
- Landforms along the coast of the Black Sea. There are three types of tourist demand.
First of all, there is the Danube Delta – an array of canals, river arms and lakes that separate river
from the maritime grinds and feature sand dunes, all of them surrounded by luxurious vegetation
and specific fauna. The Danube Delta is deemed unique in Europe, hence its inclusion in the
category of “Biosphere Natural Reservation” offering a wide plethora of tourism activities
(travel, recreation, fishing, hunting, beaches at Sulina and Sfantu Gheorghe, photosafari, etc.)
stimulated by numerous facilities that diversify from one season to another, some of them
offering hotel services as well as typical boats of mixed functionality depending on the season.
The second type of demand is related to the river-lagoon plain in the south of the delta that has a
low shore, interrupted by a rocky top (Doloșman). Of tourist importance are also the lakes of the
Razim-Sinoe complex, featuring sandy beaches outfitted with summertime facilities. The last
type of demand focuses on the southern seaside of the Black Sea that features abrupt seacoasts of
5–20 m eroded by waves into loess and Sarmatianlimestones, and on the strips of natural or
developed beaches which house the array of tourist resorts from Năvodari to VamaVeche. Here,
outstanding scenery blends with highly favourable climatic conditions as well as the existence of
healing waters and sludges, hence leading to the blooming of complex tourism forms that are
extremely active from May to October.
There is a modern and complex infrastructure that satisfies all needs, including:
accommodation, catering, treatment and entertainment for the various forms of tourism such as:
rest and recuperation, spas (permanently in resorts featuring spas – Eforie, Techirghiol, Neptun,
Mangalia, etc.) business tourism, sports, extreme water sports, etc.
- Romania’s wind created landforms are less spectacular, relatively small and mostly full
of vegetation. They are mostly visited for scientific purposes (some are natural reservation – The
Dunes of Carei) and seldom out of tourist curiosity. Conversely, tourists are drawn to the dunes
on the Danube Delta grinds (Letea, Caraorman), or in some regions of the country (Carei, Reci)
where there are even some facilities for conducting cultural activities (the “Nufărul” festival of
Reci), rest, recreation, recreational fishing, etc.
- Other types of landforms that are of interest occupy small areas, are local in character
and are sought by a small number of tourists, mostly when their occurrence involves processes
that produce varied scale disasters – massive slides (Pârcovaţ, 2002, Dealurile Vâlcei, 2004),
64
suffusions which create unique complex shapes, but are also extremely damaging (the high loess
banks of the Danube, Siret and Prut as well as the Black Sea’s shore and south of Cape Midia)
when associated with landslides, crashes and wild fires (Mierea in 1976, Andreiașu, Terca –
Figure 9). Unique landforms of the tor type must also be mentioned, resembling spheres (Măcin
Mountains) surrounded by rocky slopes set apart in several ancient granite mountains (Hercinic).
They dominate through their unique physiognomy and genetic make-up (weathering).
Therefore, the overall landscape, especially the mountains, covers a variety of types that,
as a result of their characteristics, arouse the interest of tourists and determine various tourist
activities that do not just focus on one objective but on several and thus group into a network of
tourist itineraries that have as departure – destination points numerous centres, areas or tourist
lodges (Figure 9).
Figure 9. Romania - national and natural parks
Source: Ielenicz M.,Comănescu L., 2006
Figure 10. Mud Volcano –Pâclele
65
Ease of access – towards any tourist objective (including landscape ones) is influenced
by several factors including those imposed by the general or local features of the terrain. Among
them, of crucial importance are the following:
- Valley ways and depressions in mountainous, hilly and plateau regions that feature,
especially in the case of terrace bridges, road networks of varying modernisation. Furthermore,
these areas feature settlements that offer or provide the possibility for accommodation,
recreation, leisure and tourist information points. They represent the most important tourist axes
that fall into an extremely favourable system of tourist activities but are also linked to isolated
areas that are unique in landscape (Ielenicz M. et al., 2013).
- Gorges and ravines facilitate the crossing of many a mountain or hilly peak via the
different types of communication channels. Since ancient times (antiquity) these landforms have
been used especially to cross the Carpathians from Moldova and Wallachia to Transylvania and
Banat; currently these routes lie at the foundation of the most important modernised roads
(Transilvania’s “Poarta de Fier”, “Poarta Orientală”, Giuvala, Predeal, Oituz, Pângărați, Prislop,
Tihuța, Gutâi, Mestecăniș and Uz gorges as well as Cozia, Turnu Roșu, Bicaz and Buzău
ravines).
- Side slopes below 20° facilitate easy access to sightseeing via paths, while those below
10° via roads. In many cases access to high slopes is facilitated either by structural ledges or
arms as well as steps excavated directly into the rock (Bucegi, Piatra Craiului, Făgăraș
mountains).
The capitalisation restrictions of certain tourist objectives
Capitalisation restrictions of certain tourist objectives are determined by several factors,
the most significant ones being connected to the features of the landscape. Restrictions are
relative as, with time, they can diminish all the way to a complete removal, but they can also be
amplified as a result of human activities.
They are frequently imposed by landforms or specific morphogenetic processes that may
affect access to tourist attractions.
- Slopes and high crests only facilitate difficult access to the landforms beyond them; the
quest fronts of mounts Bucegi, Ciucaş and Ceahlău are extremely difficult to cross – access is
possible only via extremely difficult pathways that impose time restrictions and are only
recommended for experienced travellers; the collapse of a portion of Slănic’s “Muntele de Sare”
Mountain has reduced its level of attractiveness. Oftentimes special arrangements (cables, cable
cars, lifts) have to be implemented in order to reduce restrictions via the laying down of lacet
roads that require complex and expensive operations.
- Access over canyons and gorges, rapids or waterfalls located along valleys (Dâmbovița,
Olteț, Ialomița, Bicaz, Criș, Cernea, Lotru Keays, etc.) is generally difficult and requires various
facilities (paths dug into the slope, high bridges, etc.). In recent decades, because of economic
considerations, trails were replaced by roads; however, their laying down required slope cutting
which, in the end, affected the beauty and physiognomy of the landscape, and, more importantly,
led to local collapsing processes, such as landslides, etc.
- The occurrence of cavings, massive landslides on the valley slopes of mountains and
hills (e.g.: Olt valley gorge in 2004, 2005, 2011 or Lotrului valley in 2000) of large floods,
avalanches on alpine and sub-alpine, etc. slopes led to the destruction of road access points to
the various sights and to the subsequent implementation of costly special arrangements (e.g.:
Transfăgărăşan, Brezoi-Vidra, Transalpina roads, etc.).
- Steep slopes prevent access to some caves that feature high entries. Hiking on steep
slopes becomes inaccessible for the elderly or tourists with different health problems.
- The attractiveness of various tourist objectives may be limited by the presence of
compact and dense flora formations that limit observation and access (a high but heavily wooded
peak does not constitute an important landmark; a sector of keys loses its value and becomes
66
partly interesting if it is heavily wooded; Rarău Mountains’ cave-pit that is surrounded by dense
forests is rarely included in sightseeing tours, etc.).
Conclusions
A thorough analysis of the relation between tourism and the environment reveals that, in
most cases, the impact of tourism on the environment and society is not quantified, but, on the
contrary, what is quantified are the economic benefits of tourism.
Landscape represents the foundation of all geographic components, including society and
the various human activities. Consequently, a tourist sight occurs only where nature (the prime
“raw material”) provides environmental-friendly conditions facilitating curative and recreational
means or spectacular elements capable of arousing tourist curiosity (keys, gorges, waterfalls,
limestone landforms, coast, volcanic, glacial forms, etc.). Furthermore, landscape “supports”
tourism activities as a result of high favourability and attractiveness potential, but also dictates
development opportunities to construct accommodation structures or other facilities that allow its
tourist exploitation.
Taking into consideration that the qualitative and quantitative value of the natural
component is vital for tourism potential and development, it is safe to say that, in time, irrational
exploitation may lead to the destruction of the main pillar on which tourism has always relied on
and will always depend on.
References:
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Napoca.
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București.
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Mainline Infrastructure Impovement. A case study from Romania, Géomorphologie:
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Romania, Proceedings of the Symposium of Geography of Tourism, Bucharest.
AGRITOURISM AS A RAISING DRIVER OF MULTIFUNCTIONAL DEVELOPMENT
OF RURAL AREAS IN RUSSIA
АГРОТУРИЗМ КАК СТИМУЛ МУЛЬТИФУНКЦИОНАЛЬНОГО РАЗВИТИЯ
СЕЛЬСКИХ ТЕРРИТОРИЙ В РОССИИ
Ivolga A.G.
Stavropol State Agrarian University, Russia
Zawadka J.
Warsaw University of Life Sciences (WULS-SGGW), Poland
Иволга А.Г.
Ставропольский государственный аграрный университет, Россия
Завадка Я.
Варшавский университет естественных наук, Польша
Abstract: The paper presents the issue of multifunctional development of rural areas and
agriculture in Russia. It analyses potentials, challenges and problems of the agritourism from the
point of view of its impact on multifunctional rural development, explores alternative sources of
income for rural people by means of tourism and investigates effects of the agritourism on
agricultural production in local rural communities. The paper shows the most important
economic and non-economic benefits associated with the development of agritourism, as well as
the threats arising from it for the rural areas. The aim is to identify the existing and potential
tourist attractions within the rural areas in Russia on the case of the Southern Russia and to
provide solutions to be introduced in particular rural settlements in order to make them attractive
for tourists. The paper concludes with a substantiation of the tourism models to be implemented
to ensure a multifunctional and sustainable development of the considered rural areas.
Keywords: agritourism, tourism potential; sustainable development; rural territories;
agricultural production; diversification; alternative sources of income, multifunctional
development.
Аннотация: В статье рассматривается вопрос мультифункционального развития
сельских территорий и сельского хозяйства в России. Анализируются потенциал,
68
трудности и проблемы агротуризма с точки зрения его влияния на мультифункциональное
развитие сельских территорий, исследуются альтернативные источники получения дохода
жителями сельской местности за счет туризма, а также рассматривается влияние
агротуризма на производство сельскохозяйственной продукции в местных сельских
сообществах. В статье показаны наиболее важные экономические и не-экономические
выгоды, связанные с развитием агротуризма, а также угрозы, возникающие в связи с этим
для сельских территорий. Целью является выявление существующих и потенциальных
туристских аттракций в сельских регионах России на примере Юга России, а также
выработка решений для внедрения в конкретных сельских поселениях в целях повышения
их привлекательности для туристов. Статья завершается обоснованием туристских
моделей, рекомендуемых для внедрения в целях обеспечения мультифункционального и
устойчивого развития рассмотренных сельских территорий.
Ключевые слова: агротуризм, туристский потенциал, устойчивое развитие,
сельские территории, сельскохозяйственное производство, диверсификация,
альтернативные источники дохода, мультифункциональное развитие.
Introduction
In the majority of the developed countries, rural communities do not make a critical
impact on the gross domestic product (GDP), but at the same time they concentrate essential
volumes of resources, which are lacking in other industries. After the change of the political and
economy system during early 1990s, in Russia emerged features that showed its maladjustment
to the new state model and market economy. Main features of farming and rural areas were the
result of realised over the years development model, which fundamental goal was agricultural
production.
Development of rural areas is understood as a process of improving the economic
situation and living conditions of people residing in these areas. However, sustainability for rural
areas is more than just a sustainable economic growth. The concept of sustainability in rural
areas should integrate environmental, economical, cultural and social factors. Here is where
sustainability transforms into multifunctionality.
According to Erokhin, Heijman, and Ivolga [6], one of the most valuable competitive
advantages of rural areas over urban ones is that they harmoniously combine natural and cultural
values into a unique mixture of attractions. The increasing trend of last decades in the developed
countries is agritourism. Tourism is an effective tool to attract investments and promote interest
in rural ways of life, traditions and local identities of rural areas. As an alternative source of
income in addition to the traditional agricultural production, rural recreation is especially
important in developing countries and economies in transition, where investments in agriculture
and volume of state support are lower in comparison to the developed countries of the EU and
the USA [16]. The diversity of rural culture in various countries (and even in particular rural
areas within a country) provides opportunities to build attractive and competitive tourist products
[17]. Potentially, agritourism provides alternative employment opportunities, which give rural
inhabitants a sustainable income that is competitive in comparison to that of urban territories.
The approach implemented in the paper is the application of the principle of sustainable
development to tourism. Sustainable tourism seeks to sustain the quantity, quality and
productivity of both human and natural resource systems over time, while respecting and
accommodating the dynamics of such systems. Drawing on the OECD, research suggests that
rural regions need to address the particular challenges of business capacity infrastructure, human
capital, innovation and services [18]. Tourism represents an important share of the service
economy, both domestically and internationally, and the growth sector. According to Erokhin
[5], the development of rural tourism increases employment in rural areas, helps to retain people
in rural areas (and even attract them from cities), improves the quality of life by the development
69
of rural infrastructure and related industries. Development of rural tourism also has an essential
social impact, since it supports historical-cultural diversity and traditions on the regional level.
Approaches to Multifunctional Development of Rural Areas and Agritourism
Agritourism is considered as dedicated travels to rural areas with relatively undisturbed
ecosystems and ethno-cultural complexes, which have a direct impact on the rural development
and are subjects for control in the purposes of sustainable rural development [12]. The given
concept includes two major definitions. Firstly, agritourism is referred to as an environmentally-
oriented tourist product on the domestic and international tourist markets. Secondly, agritourism
is expected to act as one of the tools for sustainable rural development [10]. Following this idea,
agritourism may be defined as a kind of activity, related to organization of dedicated travels to
rural areas, which provides tourists with a complex tourist product (accommodation, meals,
excursion services and entertainment), reflects and preserves the natural and cultural identity of
regions and ensures economic benefits for hosting communities through the development of
employment opportunities and alternative sources of income for local population.
Multifunctional development of rural areas by means of agritourism may be considered
on two levels – the socio-economic and spatial. The first aspect concerns the rational use of
production factors available to the village, while the second refers to the proper distribution of
socio-economic activities in economic space and results from the process of planning and area
spatial management.
The idea of multifunctional development is the way to solve many problems of
agriculture and rural areas, and the implementation of this model is based primarily on the
creation of new, various sources of revenues for non-agricultural and agricultural population,
who is not able to find a full employment in their own farms. For the purposes of the current
research the issues of unemployment and depopulation in rural areas, and perspectives of
alternative income opportunities are addressed in the works of Kundius and Chermyanina [15],
Jelocnik and Ivolga [14], and Bondarenko [2], along with the issues of intensification of
economic initiatives in the rural areas through the development of special economic zones of
tourist and recreational type. International practices and success stories concerning the sphere of
sustainable rural development by means of tourism are borrowed from the works of Cvijanovic
and Vuković (investigations of perspectives of rural tourism in separate localities of Serbia and
other Danube countries) [3], Vuković, Kljajić, and Arsić (research of the role of rural tourism in
the promotion of multifunctional agriculture) [23], Zawadka [24-26] and Erokhin et al.
(comparative analysis of various practices of rural tourism and rural development in Russia and
countries of the Eastern Europe) [8].
The above listed approaches to the problem of rural areas multifunctionality were
primarily focused on the issue of the rural economy diversification. But this is not a sufficient
interpretation range of the analysed category. The concept of multifunctionality can not be
identified solely with the process of creating new workplaces. This is a much broader concept,
related to local development, entrepreneurship, strategic planning, diversification of agriculture,
infrastructure development, improvement of demographic resources, etc.
It should be emphasized that beyond functions of an economic nature, more and more
recognised and appreciated are social functions performed by rural areas. The basic activities
realised in rural areas, such as agriculture and forestry, fulfill important natural and cultural
functions. Understanding the multifunctionality of rural areas wider than as the socio-economic
activities and taking into account their natural and cultural functions is consistent with the
principle of sustainable development, understood as achieving simultaneous progress in three
areas, i.e. economic, social and environmental.
According to Sillignakis [21], the concept of sustainability integrates environmental,
economic, cultural and social considerations. In rural areas, population numbers may conceal an
ageing population, with younger people moving to the cities for highly rewarded employment
opportunities. This means that fewer people work locally and traditional rural industries continue
70
to lose qualified and effective labor force. Attractiveness of rural areas and effectiveness of
agricultural production cannot be increased with just a bigger amount of investments into
agricultural complex. Rural areas need more than farmer-based development, because the rural
way of life is like a social paradigm, which is developed under an influence of a whole set of
non-economic factors: social, cultural, historical, ethnic, etc.
Local communities are becoming increasingly important in terms of actions taken to
ensure their own sustainability, and are also forming part of wider alliances to preserve the
environment globally. There is the recognition that to be sustainable, the preservation of local
identities (environmental, cultural, social, historical, etc.) must be grounded in the communities
and societies, which exploit those identities [21]. That is why stakeholders in rural areas
(policymakers, community authorities, producers, rural dwellers) have increasingly turned to
tourism as an alternative means of achieving economic growth and sustainable development
through diversification [5].
Contributions of Agritourism to Multifunctional Development of Rural Areas
Economic and social consequences of agritourism development, as an alternative form to
mass tourism, provide opportunities for its harmonious inclusion into socio-economic life of the
community. The most frequently mentioned features and benefits associated with the
development of agritourism are those with an economic character (Figure 1).
Incomes derived from tourists are possible from selling them products, meals, handicraft,
hiring sports equipment, teaching horse-riding, providing rehabilitation services and many more.
Due to the presence of tourists in the borough also its dwellers have benefits financially. At this
point it should be mentioned about the so-called multiplier effect, stimulating local economic
situation. Arrival of tourists triggers increased demand for other products and services, which
may not have anything in common with tourism. Therefore, in many countries, much store is set
by the development of tourism as a field allowing for an economy revival in a relatively short
period of time
Source: author’s development
Figure 1 – The most important contributions of agritourism to multifunctional
development of rural areas
Arrivals of tourists to farms and profits of farm owners may be a source of inspiration for
many rural residents to start receiving guests in their own farm or providing additional services
71
for visitors, which will diversify their stay and rest. The essence of entrepreneurship in a market
economy is searching for new fields of activity or creative imitation of the existing ones.
Depending on the local natural and cultural values, as well as the resources of their own farms,
active citizens wishing to take advantage of the presence of tourists often decide on the provision
of food, recreation, sports or cultural services, as well as manufacturing and selling traditional
food and souvenirs.
A common problem of the countryside in Russia is a high unemployment rate and labor
surplus in agriculture. Starting from 2008, there has been an accelerated shortage of rural
population, which has been worsened by active migration outflow. Depopulation is one of the
main threats to sustainable rural development, as it brings about the loss of historically
developed areas, degradation of small rural settlements, and depletion of the rural economy.
Moreover, it threatens regional and national food security because of agricultural land
withdrawal.
During the past 20 years (from 1990 till 2010) the proportion of rural inhabitants within
the total population of Russia has decreased by 2.9 percent (from 45.7% to 42.8%). The
dynamics of the main social and economic indicators of rural development in Russia (Table 1)
confirms that small rural settlements are declining, while the population is becoming more
concentrated in larger communities.
Table 1 – Social and demographic indicators of rural development in Russia from 2010 to
2013
Indicator 2010 2013
Average size of settlement, people 1700 1650
Proportion of population below active working age, % 22.8 22.4
Proportion of population over active working age, % 21.2 21.0
Average size of household, people 2.1 2.2
Life expectancy, years 66.6 66.8
Share of population with higher and secondary education, % 31 33
Source: author’s development based on [6]
The labour market in rural areas of Russia is characterised by two divisive tendencies: a
decreasing population in general and an increasing proportion of the population of an active
working age. The growth of the population at an active working age is faster than economic
expansion rates, which drives unemployment up in rural areas. Despite the slowly growing
employment level (Table 1), rates of unemployment in rural areas of Russia are still very high
(above 30% in 2011). Moreover, growth rates for employment are slower than those for the
economically active population, which forces people seeking jobs to migrate from rural
settlement to urban areas.
Rural areas need a wide range of associated services positively influencing the creation of
new work places in branches indirectly related to tourism services, which to a large extent may
have an effect in the mitigation of the above mentioned problem. What is more, the chance of
finding an employment in a place of residence is an inhibitor to migration of young people who
can not see their prospects in the countryside.
Diversification of rural economics and expansion of income opportunities for rural
inhabitants are the key tasks on the way to increasing the sustainability of rural areas in Russia.
For rural territories, diversification means going above traditional agricultural activities, which is
currently a vital necessity.
Diversification has to be based on local infrastructure improvements. The improvement
of the existing facilities and creation of new infrastructure are the essential actions of local
government and entities interested in developing tourism, undertaken in order to create a positive
image of the town, indespensable in effective development of this and also other forms of
tourism. In order to strengthen the preconditions for sustainable rural development and utilise the
72
existing competitive advantages in rural areas, the Government of the Russian Federation
accepted the Federal Target Program “Sustainable Rural Development in 2014-2017 and for the
period until 2020”. Among the prior directions of that Program, those currently applicable for the
Stavropol Region are:
1. the satisfaction of needs of rural people, including young families and young
specialists, in suitable dwellings;
2. the development of integrated facilities in rural settlements, and their social,
transport and engineering infrastructure;
3. grant support for local initiatives coming from rural inhabitants.
Investments, undertaken by boroughs, focused on development and modernization of the
local technical infrastructure which contributes to improving the quality of services for tourists,
concern: local roads, parking lots, sidewalks, street lighting; waterworks and sewerage system,
local sewage treatment plants; landfills, separate waste collection, etc.
Agritourism is mainly seen through the prism of economic benefits achieved by hosts and
the local community, and also the prosperity of the local economy. Currently, it is hard for rural
settlements to compete with urban and suburban areas for investments. Income gap between urban
and rural territories is permanent over the referred period of 2000-2013– about 150% (Figure 2).
Source: [5]
Figure 2 – Dynamics of average per capita disposable income in rural and urban areas of
Russia in 2000-2013 and liner trends to 2015, euro per month.
Overcoming differences between urban and rural areas in income level in particular and in
economic, technological, and social development in general should become the strategic trend of rural
policy in Russia. People will migrate back to rural areas from cities only in case they are aware of
certain level of income, as well as infrastructure, comparable to urban conditions.
As of today, almost a half of regions in Russia (47%) are not favourable for sustainable rural
development. Some of the regions are even considered as depressed ones, with various symptoms of
economic downturn and social depression. Those regions concentrate about 64% of rural population of
Russia.
Thanks to the arrival of citizens to agricultural farms deeper understanding of two
different communities (urban and rural) is possible. Tourists, who pleasantly and efficiently
spent their free time in rural environment, made closer relationships with their hosts and other
members of rural society (which often become long-term acquaintances and friendships) change
73
their vision of rural residents. Having a rest at such a farm provides an opportunity for: gaining
or expanding knowledge about agricultural practices, getting to know and taking part in
production processes, learning about problems of animal husbandry and other issues related to
the foodstuffs manufacturing. Staying at a farmland is also a great occasion to meet folk culture
and learn about still cultivated rural customs and traditions which are often different from those
of urban residents, and to taste local food and drinks.
A considerable part of residents, living in regions where agritourism is being developed,
is characterised by great activeness in self-organisation and ability to cooperate. An evidence of
this fact is at least presence of numerous agritourism associations and local tourist organisations.
Hosts aware of the benefits associated with tourist stay, who aim at attracting greater number of
tourist, strive for an increase in quality of services they provide and its diversification. That is
why, many times they undertake cooperation with other owners of agritourism farms, disposers
of gastronomic infrastructure and diverse tourist attractions, and also the rest of rural residents
who may contribute to enrichment of the offer and making it more attractive.
Rural residents cultural activity is extremely important for tourism development. Tourists
presence gives an argument for folk bands to work, local culture and religious traditions to be
supported, organisation of feasts, church fairs, harvest festivals and other common amusements
uniting local population and visitors. Tourist interest in regional attractions also allows rural
residents to look at their surroundings from other perspective and value it. Thanks to tourism
influence increases tolerance for distinctness of behaviours and differences in customs.
Agritourism development, which one of the greatest trump is contact with non-polluted
environment and its resources. However, agritourism realised in accordance with conception of
sustainable development may occur to be a form of valuable terrains protection, which also does
not exclude their simultaneous economical utilisation. Agritourism contributes to creation of so
called "green workplaces", integrating development of tourism and principles of environmental
protection, which is conducive to sustainable development of rural areas. A way of natural value
areas protection against degradation and pollution caused by tourism exploitation is to increase
an ecological consciousness of local governments, communities and people who should be the
most interested in preserving natural habitat values, that is tourists.
It is impossible to predict all the benefits which may arise from starting an agritourism
business. Many of them have incommensurable character or does not reveal oneself in material
form, but simply embodies in better living conditions. Agritourism causes that the local economy
gets multifaceted, becoming less susceptible to market unsteadiness, which is important in
typically agricultural areas. Thanks to tourism business farm families acquire new skills and
learn entrepreneurship, which can pay off in other disciplines. Mere contact with visitors and
exchange of views bring immeasurable, but significant benefits. For example, in case of foreign
visitors tourism mobilises foreign languages learning.
However, it should be noted that in a number of benefits associated with the development
of agritourism may also occur risks and negative consequences. Agritourism, as well as other
forms of agritourism may become a threat to the environment, especially in case of over-
concentration of tourist attendance. Practicing various forms of active recreation, such as:
downhill skiing, horseback riding, rock climbing, bike racing and hiking expeditions can cause
degradation of the rural landscape, pollution and excessive noise. Just as an excessive number of
tourists may harm the natural environment, so their stay in the rural areas can destabilise the
local socio-cultural environment and disrupt the rhythm of rural life and work, and also raise
conflicts between tourists and residents due to transferring of urban lifestyle and a different
system of values to the village.
Agritourism can also cause irreversible changes in the rural area through its
accompanying intense urbanization processes. Uncontrolled infrastructure development often
destroys a traditional architectural layout of the place. A village sometimes loses its identity – a
unique color and special atmosphere. Tourist destinations offer more commercialised and often
74
counterfeited version of its customs and folklore, tailored to the tourists’ expectations and
imagination.
Conclusion
The implementation of such a multi-sided and complex approach to agritourism as a
driver of sustainable and multifunctional development of rural areas in Russia involves the
completion of a range of tasks. Among the top-priority tasks, we emphasise:
1. development of theoretic and methodical issues of sustainable rural development
by means of rural tourism;
2. assessment of the current and long-term sustainability of the economic
development of rural territories in Russia;
3. development of mechanisms for implementing the Strategy for sustainable rural
development through particular kinds of tourism and action plans for short-, medium- and long-
term perspectives;
4. elaboration of social, economic, legal, administrative and managerial measures
which drive the touristic and recreational complex of Russia to a brand new qualitative level and
provide complex sustainable solutions through economic, social and environmental tasks along
with the preservation of the natural resources and historical and cultural potential of the country.
Prerequisite for success in agritourism is i.a. positive attitude of the main stakeholders
towards tourism. Undertaking actions for the development of tourism requires carrying out a
meticulous account of the benefits and risks. Tourism, beyond the benefits of raising money and
economic recovery, also requires long-term investment aggravating all the inhabitants of a
certain village, so not only those who will directly benefit from the influx of tourists. Tourists
will not come to the village which lacks basic infrastructure related to recreation and leisure.
Room rental, guest services, organizing their leisure time often requires a significant financial
investment, related not only to the renovation of the house, but also to equipping it so as to
provide visitors the appropriate standard.
To increase revenues from tourism, municipalities and local communities should concern
about the largest possible number of tourists visiting a particular place, simultaneously taking
into account the tourist capacity. It is lucrative not only to extend the length of tourists stay, but
also to extend the tourist season by introducing new functions independent of weather
conditions. Increased visitors expenditure can be achieved not only by raising prices, but also by
the introducing variety of additional attractions, suitably managing the area. Often reservation
arouses the fact of indifference or jealousy of the rural population which does not gain the
financial benefits from tourists’ presence. Meanwhile, all residents may get some profits from
the development of tourism in the municipality. Making the community and the authorities of
territorial units aware of this fact and incorporating it during masterminding the municipality
development strategy is an important factor in aiming at diversification of the municipality
incomes and increasing revenues from tourism.
However, a particular attention should be paid to the fact that agritourism is only one of
the elements of rural areas multifunctional development. Placing too much hope in agritourism is
risky for the municipalities which are deprived of any tourist values. Researches concerning
agritourism market, including existing and potential customers, are therefore necessary. Future
of agritourism depends largely on good orientation in groups of services in which tourists are
interested and also in segmentation of tourists.
Taking into account the unique resort resources of Russia, we consider the development
of the regional recreational sector as one of the tools with most perspective to provide alternative
sources of income to rural people and to ensure the sustainability of rural areas. The key factors
which may promote sustainability are health and treatment tourism in rural areas, excursion and
ethnographical tourism, educational and recreational rural tourism, and gastronomy tourism. The
most important expected effects from the development of rural tourism are the growing
75
involvement of rural people in new employment opportunities, a better quality of life of rural
population, the development of rural areas, and the sustainable growth of agricultural production.
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NONSTANDARD LANGUAGE THROUGH THE GENDER VIEW
НЕСТАНДАРТНЫЙ ЯЗЫК С ГЕНДЕРНОЙ ТОЧКИ ЗРЕНИЯ
Kalugina E.N.
Stavropol State Agrarian University, Russia
Калугина Е.Н.
Ставропольский государственный аграрный университет, Россия
Abstract: The theoretical model of a science includes description of its parameters such
as definition, object, subject, aims, problem, structure, interaction with other fields of science,
methods and methodology of the research, location in the scientific paradigm, initial background
and the possibility of application. The aim of the paper is gender nonstandard linguistic image
construction, the problem is study of man and woman manifestations of semantics in the
nominative linguistic units, features of male and female communicative behavior with the use of
nonstandard language units.
Keywords: theoretical model, genderology, nonstandard speech, social linguistics,
cognitive linguistics, cultural linguistics.
Аннотация: The theoretical model of a science includes description of its parameters
such as definition, object, subject, aims, problem, structure, interaction with other fields of
science, methods and methodology of the research, location in the scientific paradigm, initial
background and the possibility of application. The aim of the paper is gender nonstandard
linguistic image construction, the problem is study of man and woman manifestations of
77
semantics in the nominative linguistic units, features of male and female communicative
behavior with the use of nonstandard language units.
Ключевые слова: теоретическая модель, гендерология, нестандартная речь,
социальная лингвистика, когнитивная лингвистика, культурная лингвистика.
Studying of nonstandard subsystems of the language is a rather difficult task, as there is
no single point of view in determining the nature of the uncodified language among linguists,
there is no also unique view on its structure and function, role in the life of social groups, and
society. Meanwhile, its impact on the literary language, which is language standard, can not be
underestimated. As well as the fact that the periphery of language largely simulates the processes
that may subsequently occur in its nuclear activities. At the present stage of linguistic
development there are a lot of dissertations and monographs devoted to the problems of
nonstandard language.
The term "nonstandard", adopted by Bloomfield in the 30s of the last century has a firm
position in foreign linguistics. In domestic linguistics, it is still has no generally accepted
definition, there is also a single view on what nonstandard language units are, and where the
boundary between the literary norm, locale and language nonstandard is. Researchers consider
differently this phenomenon and the elements of its components. [8]
In this paper, nonstandard language is defined as a heterogeneous linguistic continuum
characterized by a non-normative, oral form of existence, the manifestation of sub cultural
values, fuzzy boundaries between its varieties, the lexical level of existence. Marked set of
features has considered nonstandard as a phenomenon in general opposed to the literary
language. Despite the presence of the contrast between "standard" - "nonstandard", the unit shall
represent these phenomena, actively interact and can act as a regulatory or non-regulatory when
certain social and psychological conditions. [1]
Modern science makes extensive use of gender studies in various fields. They have
become one of the most important cultural phenomena of the late twentieth century. The study of
gender is interdisciplinary. This is due to the fact that gender relations affect many spheres of
human activity. That is why the linguistic description of gender requires the use of information
obtained disciplines such as psychology, philosophy, culture and other sciences, human-oriented.
In different societies there is an accumulation of certain ideas about each of the sexes, formed by
various social groups [3], [2]. On the formation of these concepts will affect not only specific
social groups, but gender stereotypes and cultural traditions.
Linguistic component of gender studies attracts a large number of scientists, but gender
studies in linguistics still do not have fixed the scientific name. In the scientific literature can be
found terms such as "gender linguistics", "linguistic genderistika", "gendergetika" and "linguistic
genderology". In the most general terms of linguistic study of gender concerns several problems.
The earliest research related to the problems of gender inequality in contemporary society. This
direction has been called feminist critique of feminist language or linguistics, which is
characterized by a pointed statement of the problem, targeted search of androcentric language
structures. The seminal work in this area began in researches of S. Tremel-Ploetz, J. Kristeva and
other scientists. This phenomenon is called the gender asymmetry. This theme in details is
developed based on the English and German languages, and in the scientific description of
gender introduced the concept of the degree of androcentrism. [4]
Gender studies of nonstandard language attract many scientists; study of this
phenomenon is carried out in several directions.
One of the problems of sociolinguistic research is to examine gender communication
styles between the sexes. Promising areas of research in this aspect is also studying gender
personification in the art of speech. One of the works in this area is devoted to lexical and
stylistic variation of language in social and gender on the material of literary texts [5]. This study
showed that the status-role and gender characteristics of the communicants affect stylistic
78
variation in language, and social status prevails over the floor more often defining the nature of
stylistic variation in spoken lexical units and other levels.
The next approach is to review the language and that it reflects gender, the way in which
language is manifested in the existence of people of different sexes, as well as imputed estimates.
Last direction associated with the cumulative properties of linguistic (lexical) system, developed
in one of our studies. This work is devoted to the analysis of concepts of man and woman formed
by certain social groups and enshrined in the dictionary. In a study of the characteristic of
substandard as peripheral linguistic continuum in the context of gender conceptology, describes
the parameters of gender nominations in substandard, explicated cognitive markers revealed
signs of cognitive structuring concepts under study, conducted cognitive analysis of
metaphorical names of men and women in substandard, presented lingvocultural interpretation
and comparative analysis manifest concepts. [7]
A gender approach can significantly move forward not only description of
anthropocentric system of language, but also in the study of the relations of its subsystems
associated with the two essences of human existence: masculinity and femininity.
With ambiguous understanding of the nature of gender a large variety of methods and
techniques are connected, but in a relatively short period of time there were systematized concept
of foreign scholars to compile, were synthesized researches of domestic research concerning
gender problems, was formulated general principles of gender studies. [6]
For example, when modeling gender concept area in modern Russian language was
revealed quantitative and qualitative asymmetry of language means the nomination. Meanwhile,
the study of Russian phraseology and gender metaphors were found opposite results.
Simultaneously researches on the study of masculinity appeared. In the current research a
new type of mature masculinity reflects the concept "man" - a serious, family, moderately
patriotic man. Scientists note that there is a decrease gradually the frequency of use of the word
"man".
In the study of conceptual space "man - woman" verbalization in Russian language, a
large role in the objectification of ideas about men and women have a gender stereotypes, which
is associated with the existence in dictionaries is not entirely ethical and tolerant of linguistic
units. The same study identified some specific features of nonstandard: a high degree of
androcentrism of this phenomenon, atypical for the Russian literary language metonymic.
Some researchers aim not only to reveal the gender-specific language substandard, but
also to carry out its comparative analysis, for example, comparing this phenomenon in Russian
and English. In one such study, we investigated the semantics of unconventional vocabulary, its
stylistic variation from a gender perspective; consider convergence and divergence of the
English and Russian language unconventional, showing gender and national preferences in the
use of this vocabulary. In addition to comprehensive studies have been conducted and those
whose purpose is the study of individual features substandard. For example, holding a
contrastive analysis of nonstandard anthroponyms in English and Russian languages, which are
defined as surnames and nicknames, which are elements of vernacular and characterized by
ethical and stylistic decline, with marking of different levels: gender, age, socio-historical,
professional and performing different functions: nominative-communicative, identifying,
characterizing, and others, while acting as official names. The study identified the main private
and typological features, determined the specificity of English and Russian subprime
anthroponyms highlight trends in the development nonstandard anthroponyms in English and
Russian.
In conclusion, it is worth mentioning that the study of gender component nonstandard is a
rather complicated task, despite the urgency of this problem among linguists. After analyzing the
various works, we conclude that the researcher is faced with some problems, one of which is the
problem of terminology. Other problems are caused by mobility and non constancy of study
object, as even in a short time much obsolete and goes out of use, something new appears, these
79
processes accelerate changes in substandard. Nevertheless, nonstandard phenomena is a part of
the language, they contribute to its enrichment as a source of new words.
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понятийной области «Экономика и финансы» // Язык и культура. 2013. №8. С.
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международная практика и опыт России: сб. науч. тр. по материалам
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коммуникативной компетенции // Стратегия устойчивого развития: актуальные
вопросы и тенденции: сб. науч. тр. по матеариалам Международной научной
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SOCIAL NATURE AND LANGUAGE FUNCTIONS
СОЦИАЛЬНАЯ СУЩНОСТЬ И ФУНКЦИИ ЯЗЫКА
Kirina L.V.
Stavropol State Agrarian University, Russia
Кирина Л.В.
Ставропольский государственный аграрный университет, Россия
Abstract: Speaking as a way to implement the potential language functions provides life
of society and every individual. Language functions are defined and classified according to the
language essence perspective. It is challenging to classify and discuss language functions,
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because it is difficult to identify similar functions mentioned in different studies and named
differently as the grounds of these classifications are not always obvious. The aim of this study is
to examine the major classifications of socially significant language functions and carry out a
comparative analysis of classifications based on different principles and approaches in order to
elicit generally accepted functions. The analysis of numerous studies shows that in the works on
general linguistics and philosophy of language the unity of opinions on the following language
functions is observed: the communicative function, the information or message function, the
emotive function, the function of thought formation and phrasing.
Keywords: language functions, social essence, means of communication, language,
speech, thinking, cultural values.
Аннотация: Речь как способ реализации потенциальных функций языка
обеспечивает жизнь общества и каждого человека. Функции языка определяются и
классифицируются в зависимости от того, как понимается его сущность. Естественная
сложность классификации и обсуждения функций языка состоит в том, что не всегда
удается даже отождествить две сходные функции, упомянутые в разных работах и
названные по-разному, поскольку не всегда очевидны основания той или иной
классификации. Целью данного исследования является рассмотрение основных
классификаций общественно значимых функций языка и компаративный анализ
классификаций, основанных на разных принципах и имеющих различные подходы, с
целью выделения общепринятых функций. Как показал анализ многочисленных работ в
трудах по общему языкознанию и в философско-лингвистических концепциях
наблюдается единство по следующим функциям языка: коммуникативная функция,
функция сообщения или информационная, эмотивная функция, функция формирования и
выражения мысли.
Ключевые слова: функции языка, социальная сущность, средство общения, язык,
речь, мышление, культурные ценности.
Considering language functions it is necessary to evaluate the role of language and
speech in relation to humanity as a whole, apart from the age, place and other specific conditions
of communication. Language is an important means of communication and bringing people
together; language regulates their interpersonal and social interaction, coordinates their practice,
participates in the formation of philosophical systems and national images of the world, ensures
the accumulation and storage of information, classifies and consolidates concepts, forms human
consciousness and self-consciousness. Speaking as a way to implement the potential language
functions provides life of society and every individual. Language functions are defined and
classified according to the language essence perspective. It is challenging to classify and discuss
language functions, because it is difficult to identify similar functions mentioned in different
studies and named differently as the grounds of these classifications are not always obvious. The
aim of this study is to examine the major classifications of socially significant language
functions and carry out a comparative analysis of classifications based on different principles and
approaches in order to elicit generally accepted functions.
In the basic philosophical and linguistic concepts of domestic and foreign classics of
philosophy and linguistics two main groups of language functions are mentioned 1) world –
people, 2) people – people [6]. In the first group the language functions in relation to the world
of external phenomena and the inner world of man and his thinking are implemented; in the
second - language functions in relation to man and society.
Let’s consider language function in relation to the world of external phenomena. Since,
by definition, von Humboldt, language is an intermediary between the world and man,
combining reflection and sign; and according to Edward Sapir and Emile Benveniste the primary
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function of the substantive aspect of the language reproduction and reflection of reality with its
subsequent representation in symbolic form, ie. in the representation of the phenomena of reality
symbolically, it can be concluded that the language provides a subjective image of the objective
world [8]. Language is a means of understanding the world; with it help the selection,
compilation, classification of the observed phenomena, as well as the ordering of reality are
made.
According to E. Benveniste, a separate language reproduces the world, subjecting it to its
own organization, imposing on him its own model. Von Humboldt argues that language offers its
vision and interpretation of the world. Language is a means of learning and knowledge, not only
because of the unity with thinking. Language is a special form of knowledge about the world that
is different from other forms of knowledge – intuitive, contemplative, on the one hand, and
scientific, theoretical – on the other (I.A. Baudouin de Courtenay). Von Humboldt, E. Sapir and
B.L. Whorf unanimous in their opinion that inherent in the language world view affects the
human perception of reality and its behavior. Based on the above it can be concluded that
language in its relation to the world appears as: 1) the shape of the reflection of the world; 2) a
means of knowing; 3) form of knowledge about the world; 4) form of human behavior in the
world.
Analyzing the language function in relation to the inner world of man and his thinking,
attention should be focused on the fact that for a long time it was thought that the language is not
involved in the formation of thought, and it is only a means of expression, of objectification and
materialization [1]. The function of the thought expression was regarded as perhaps the only
mental function of language. This function allocates almost constantly. But there are some
exceptions: according L. Bloomfield concept language is considered only as an instrument of
communication, rather than a means of expression of thought processes, and the doctrine of
Ferdinand de Saussure, who saw in the language only a link between thought and sound. Over
time, the discrepancy between thought and its linguistic expression in speech communication is
detected more often.
Gradually, it becomes increasingly clear that the comprehension and interpretation of the
essence of things depends on the subjects perceive the world, from the warehouse of their mind,
inclinations, interests, emotions, feelings, impressions. Subjective role of the human element
was realized, and as a result the ideas about the nature of thinking were changed [5].
By definition, E.B. Condillac, Herder, von Humboldt and AA Potebni language is a
means of formation of ideas and concepts, and A.A. Potebnya and E. Benveniste view language
as a means of creation of general philosophical categories of thought. In the opinion of E.
Benveniste and B.L. Whorf, the structure of language, grammar and morphological structure
shape thoughts, and in each language in different ways.
In the second opposition language functions in relation to man and society are discussed
[11]. Since language plays a crucial role in the formation of conscious mental activity and, in
particular, abstract thinking, in the development of self-awareness and creative learning
activities, it can be concluded that the language performs a fundamental function –
anthropogenic [7].
Representatives of the Prague linguistic school (R.O. Jacobson, N.S. Troubetzkoy, S.O.
Kartsevsky) considered language as a functioning system that performs particular functions in
the process of communication. According to the theory it is very important not only what is said,
but how it is said. R. Jakobson allocated six language functions [6].
1. Emotive function. This function is used to express the emotional and evaluative
characteristics.
2. Conative function. It is usually expressed by grammatically-vocative forms and
imperative.
3. Metalinguistic function is necessary when you need to check whether the speaker
and listener use the same code.
4. Phatic function helps to establish, maintain, or eliminate socio-mass and
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individual contacts.
5. The poetic function.
6. Referentive function focuses on context, content statements.
A.V. Sokolov represents the most complete classification of the language functions [9].
He identifies four types of application language-speech functions that are implemented in the
social space and individual mental space: 1) socio-linguistic functions (national, cultural); 2)
individual-language functions (function of intelligence, emotive, cultural and regulatory
function); 3) individual-speech function (socialization, worldview, the instrumental function,
self-determination and self-expression); 4) socio-speech functions (regulatory, magic, contact).
After analyzing all fifteen functions, it is easy to observe that mainly the communicative
function is manifested, and the thinking function is closely related to the ideological function, the
function of self-determination and self-expression [4].
As noted earlier, the problem of classification of language functions and their realization
in speech is viewed differently, depending on the approach to the issue [12]. Thus, the German
linguist and psychologist Karl Buhler applied the semiotic approach. On the basis of this study
K. Buhler has identified three functions of language, manifested in every speech act: 1)
expressive, which corresponds with the speaker; 2) appellative, which corresponds to the
listener; 3) representative, which is related to the subject under discussion [3].
Interesting classification is proposed by the American psychologist Eric Berne [2]. It
identifies the following types of verbal interaction: pastime (coincides with the phatic function),
ritual (overlaps with the contact function), the game and the procedure (implemented
communicative function).
As the analysis shows there is no unity in determining language functions. However, in
the works on general linguistics and philosophy of language concepts unity is observed in the
following language functions:
1. Communicative function. This function is generally recognized, in accordance
with this function language is a means of people communication with each other.
2. Function of the message or information. This function is sometimes called a
function of storing information or contact function.
3. Emotive function. This function is also called emotional or expressive. This
function is based on the understanding of language as a tool for self-expression.
4. Function of the formation and expression of thought. The function in question
expresses a mental activity, i.e. the activity of consciousness. This function can be considered the
most important, as without it the implementation of the first three functions is impossible.
Based on this analysis, it is concluded that the language being the most important means
of people communication regulates interpersonal and social interaction, coordinate their practice;
it is involved in the formation of philosophical systems and national images of the world, ensures
the accumulation and storage of information, classifies and reinforces concepts, generates
consciousness and self-consciousness [10]. It should be noted that any of these classifications
cannot be considered as complete and satisfactory. It is obvious that the different language
functions are combined, intertwined and different variants, modifications and new significant
language functions are generated.
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150.
POSSIBILITIES FOR RECREATIONAL FISHING TOURISM DEVELOPMENT IN
PROTECTED ZONES OF NPFG20
ВОЗМОЖНОСТИ РАЗВИТИЯ РЕКРЕАЦИОННОГО РЫБОЛОВНОГО ТУРИЗМА
В ОХРАННЫХ ЗОНАХ НАЦИОНАЛЬНОГО ПАРКА ФРУШКА ГОРА
Kuzman B., Jeločnik M., Subić J.
Institute of Agricultural Economics, Republic of Serbia
Кузман Б., Йелочник М., Субич Й.
Институт аграрной экономики, Республика Сербия
Abstract: Organization and management of tourism in rural areas is complex activity
that additionally becomes more complicated if it is conducted in protected areas – national parks.
National park Fruška gora (NPFG) is the oldest national park in Serbia, and which has on
disposal considerable potentials for different types of tourism. In paper are examined
20
Paper is part of project III 46006, funded by Ministry of Education, Science and Technical Development of Republic of
Serbia. Project period 2011-2015.
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possibilities of touristic potentials networking in the segment of fishing and rural tourism within
the borders of National park Fruška Gora.
Keywords: rural areas, fishing tourism, fish fund, NPFG.
Аннотация: Организация и управление туризмом в сельской местности
представляет собой комплексную деятельность, которая дополнительно становится более
сложной, если ведется в охранных зонах – национальных парках. Национальный парк
Фрушка Гора является старейшим национальным парком в Сербии, в котором имеются
существенные возможности для различных видов агротуризма. В статье анализируются
туристские возможности в сегменте рыбной ловли и сельского туризма в границах
Национального парка Фрушка Гора.
Ключевые слова: сельские территории, рыболовный туризм, фонд рыбы,
Национальный парк Фрушка Гора.
Introduction
National Law on nature protection is defining seven categories of natural protected areas
(resources), as are: national parks (Đerdap, Šara, Tara, Kopaonik and Fruška gora); nature parks
(Golija, Stara planina, Šargan – Mokra gora, Palić, Sićevačka gorge, etc.); protected landscapes
(Lepterija – Sokograd, Miruša, gorge of river Mileševka, Subotica sands, Vlasina, etc.); strict
nature reserves (Gazimestan, Omoljica island, Kukavica, etc.); special nature reserves (Goč –
Gvozdac, Brzanska Moravišta, Zasavica, etc.); protected habitats; and natural monuments (botanic
garden Jevremovac, Pionirski park, oak at Cvetni square, Risovača, Ripaljka, Lisine waterfall,
Resavska cave, Mlava well, plane tree at Milošs’ dormitory, etc.).
Law on national parks defines national park as wider territory that by its ecologic, bio-
geographic and other characteristics represents natural environment of great importance together
with ecosystems and landscapes of special value in term of originality and diversity of flora and
fauna, or if possesses one or some of following characteristics: representative biological, geo-
morphological, geological, hydrological and other occurrences and processes with cultural-historical
value appeared in interaction of man and its natural environment. Closer defining each of five
national parks is done by their individual legislation.
National park Fruška gora (NPFG) is the oldest national park in Serbia, which was
established in 1960. By larger part is connected for the eponymous island mountain, positioned in
Pannonian Plain. It directly relies to the right bank of the Danube River, and it extends in direction east-
west for around 78 km. Territory of active protection covers 25.525 ha. Great diversity of flora, fauna
and fungi, production potential of orchards and vineyards in foothill, and dense deciduous forests in
higher areas of mountain, nearness of Danube, potential of lakes and fishponds, row of orthodox
monasteries, number of archaeological localities, closeness of Novi Sad, etc., are basic assumptions to
NPFG in order to organize different types of tourism, before all hunting, fishing, recreational, eco,
religious, etc.
Rural tourism offers to guest „rural environment” so it can experience on unique way
pervasion of nature, culture and local population. Visitor has to enjoy in authentic and original
experience, as well as in return to roots or essence of rural way of life. Rural tourism is based on
principles of sustainability, considering row of activities and services that characterized certain rural
areas. Offer in rural tourism does not cover just visible nature, specificity of architecture, folklore and
gastronomy, but also intangible things as are hospitability, customs, culture in relation to nature,
communication, beliefs and legends of local population (Kuzman, Kovačević, 2014).
Fishing as touristic product has many specificities. Usually it’s a part of rural tourism, as it
leans to certain agro activities and natural recourses. Certainly, according to Bauer and Herr (2004),
not all fishing falls under tourism, but many of them involves following elements of tourism:
travelling to/from particular destination; presence of a tourism service industry (outfitters, tour
85
guides, fishponds/artificial lakes); exchange of money and paying for services; overnights at
destination; service industry; aspects of leisure and recreation; etc.
From the aspect of number of attractive location, fishing tourism potential in Serbia is huge.
Unfortunately, often not so good or lack of any marketing approach, brings to situation that from
mentioned type of tourism and accompanying activities we are achieving minimal incomes.
According to some estimations just in sphere of selling of equipment for fishing in EU annual
turnover is around 5 mld EUR, and in package with accommodation and accompanying services,
fishing tourism values almost five times more.
Process of recreational fishing organization within the all zones under the state protection
considers many activities in function of this area biodiversity protection. Planned management of
fishing zones considers: estimation of biomass and fishing pressure on fish fund (according to quantum
of annual catch), and determination of allowable annual/daily fish catch per present species; dictating
the dynamics of fish stocking; establishing of sustainable use of fish fund; permanent education of
recreational fishers; etc.
From the other side, irrational fishing (overexploitation) threatens balance within the sensitive
ecosystem of some protected area. Touristic potentials of National park Fruška Gora, in sphere of
fishing tourism are not inexhaustible, especially with regard to rare fish species (desired trophies of
sports fishermen – potential tourists). Sensibility of area is also recognizable in existence of risk of
environment pollution caused by uncontrolled stay of tourists.
Research results
Fishing capacities of NPFG – Organization of tourists group visits (recreational fishers)
significantly revives rural tourism too, how most of fishing destinations within the zones of NPFG
are defined as rural. In coastal part of Danube that is under jurisdiction of NPFG, fishing is possible
(segment of fishing zone from 1297-1233 km). The wealth of fish species diversity in observed
location is the best described by fact that from total registered fish fauna of Danube River (about 70
species), in this segment of Danube is registered appearance of even 44 fish species, where over 25%
of fish species have primary importance in organization of economic or recreational fishing (14
species from 4 families: Acipenseridae, Cyprinidae, Siluridae and Percidae). Number and
representativeness of fish species impose the necessity of determining of basic fishing indicators
important for management process and sustainable use of fish fund as natural resource (Table 1).
Table 1. Quantitative composition of ichthyofauna on the segment of Danube River
1297–1233 km (B – relative biomass, M – relative weight share, P – production)
Species B (kg/ha) M (%) P (kg/ha)
Acipenser ruthenus – Starlet 7.06 2.3 2.36
Leuciscus idus – Ide 16.2 5.3 3.42
Aspius aspius – Asp 2.82 0.9 0.96
Blicca bjoerkna – Silver Bream 11.8 3.9 1.22
Abramis brama – Common Bream 117.0 38.5 37.2
Abramis sapa - White-eye Bream 6.0 1.98 1.24
Vimba vimba – Vimba Bream 4.2 1.4 1.28
Pelecus cultratus - Sabre Carp 0.28 0.09 -
Barbus barbus – Common Barbel 39.0 12.8 16.92
Cyprinus carpio – Common Carp 22.6 7.4 7.22
Carassius gibelio – Prussian Carp 4.6 1.6 0.70
Hypophthalmichthys molitrix – Silver Carp 7.0 1.5 3.24
Silurus glanis - Wels Catfish 56.6 18.6 13.0
Stizostedion lucioperca – Zander 8.46 2.8 3.14
Total 303.62 100 91.9
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As in focus is use of fish fund in purpose of fishing, previously presented indicators are
referring only to the age categories allowed for fishing. According to weight share dominate Common
Bream, Wels Catfish and Common Barbel.
Beside mentioned, significant potentials for the development of fishing tourism within the
territory of NPFG are embodied in artificial fishing water accumulations: Moharač (60 ha), Bruje (15
ha) and Sot (22 ha). Mentioned lakes can be used in many ways for sports and recreation tourism, but
current tourism offer is based only on sports fishing. In plan is tourism networking of Fruška gora lakes
with system of cycle paths as a part of European cycle route (Vujko, Plavša, 2011).
In water of aforementioned accumulation, appearance of 19 fish species is registered, where
over the 50% of fish species is marked as fishing significant species. Species with primary fishing
importance include Common Carp, Zander, Wels Catfish and Prussian Carp, and existing fish
communities are generally formed by fish stocking of established accumulations.
Estimation of relative abundance and weight share, as well as estimation of fish fund
biomass and production in accumulations Moharač and Bruje are given according to
experimental catches of fish species, where data covers just significant species for fishing (Table
2).
Table 2. Accumulation Moharač and Bruje (estimated relative abundance and weight
share, biomass and production of main fishing species)
Accumulation Moharač
Species Abundance
(%)
Weight
share (%)
Biomass
(kg/ha)
Production
(kg/ha/god)
Common Carp 13.31 29.79 91.07 83.63
Prussian Carp 54.37 43.98 134.46 78.52
Common Bream 11.79 2.23 6.82 4.32
Common Roach 4.18 0.39 1.19 0.67
Silver Bream 3.42 0.85 2.60 1.40
Common Rudd 2.28 0.92 2.81 0.43
Zander 9.13 12.93 39.51 32.71
Wels Catfish 1.52 8.94 27.34 18.06
Total 100 100 305.8 219.74
Accumulation Bruje
Species Abundance
(%)
Weight
share (%)
Biomass
(kg/ha)
Production
(kg/ha/god)
Common Carp 3.45 20.74 57.59 35.01
Prussian Carp 15.51 22.11 61.40 26.89
Common Bream 5.17 2.43 6.75 5.41
Common Roach 56.9 18.39 52.49 29.71
Bleak 6.9 0.20 0.56 0.35
Zander 10.34 9.94 27.60 17.14
Wels Catfish 1.72 26.2 71.31 37.55
Total 100 100 277.7 152.04
From the aspect of potential fishing tourism development accumulation Sot has relatively small
importance, considering low pressure (number of arrivals) of recreational fishers (small number of
arrivals was primarily caused by generally poor coast accessibility). Besides that, complex of
accumulation is followed by public beach (swimming season late spring – early autumn) with
accompanying infrastructure (restaurants), what also affects on fishing organization. As in quantitative,
as well as in qualitative aspect, relation between major fish species is similar to previous
accumulations, but with slightly reduced values.
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According to weight share of fish age categories allowed for catching, at the accumulation
Moharač dominate Prussian Carp, Common Carp and Zander, while at the accumulation Bruje
dominate Wels Catfish, Prussian Carp, Common Carp and Common Roach.
In order to preserve water quality and fish fund on accumulations, sustainability of financial
support of mentioned activity requests within the process of organization of sports-recreational
fishing, selling of fishing licences to all tourists (recreational and sports fishers). It can be interesting
how to solve the problem of expressed low correlation between recreational fishing and advancement
of touristic offer, as significant investments for modernization of accommodation capacities close to
water resources affects the increase of total number of tourists, but parallel with decrease in number
of issued licences for recreational fishing. Also, negative impact on further development of
recreational fishing is potentially recognized in closeness of hunting area.
Allowable catch of fish in recreational fishing – After analysis of records of professional
and recreational fishers is shown that achieved quantum of catches is far below allowable one on
annual level, what reinforces the assumption that mentioned results for biomass and production are
around estimated level (researches about state of fish fund were done during 2008).
Recreational fishing is conducted in accordance to Regulation on the method, tools and
resources for commercial fishing, then Regulation on the method, tools and resources used in
recreational fishing, as well as special measures and limitations defined for certain localities under
jurisdiction of public company National park Fruška gora.
Structure and size of catch, from the aspect of primary fish species for the segment of Danube
River 1297 – 1233 km, is given according to estimation of fish fund state, where sustainability of fish
fund use is based on next assumptions: research results from 2008; estimation of number of fishers
and fishing pressure intensity (size of daily catch, catch composition, seasonal variability in fishing
intensity); estimation of fish fund production; etc. In line with previously mentioned, next table
shows allowable frame for recreational fishing in 2015 on observed territory.
Table 3. Estimation of daily allowable fishing in recreational fishing for the segment of
Danube River 1297-1233 km
Fishing species daily catch
Brown Bullhead unlimited
Sunfish unlimited
Prussian carp unlimited
Silver and Bighead carp unlimited under special conditions
Catch of autochthonous quality fish and whitefish
Limitation for the mass of daily catch is established for the recreational fishers on maximally
5 kg for the catch of all autochthonous fish species
Starlet, Common carp, Pike, Wels Catfish,
Zander, Volga Pikeperch, Asp
maximally 3 pieces in allowable fishing size -
summary
Ide, Common Nase, Common Barbel,
European Chub, Common Bream
maximally 10 pieces in allowable fishing size -
summary
In case that one caught fish exceeds the mass of 5 kg (for all autochthonous fish species),
daily catch limit in pieces is not valid, so it is considered that maximal mass of daily catch
have been done
Sustainable management on three accumulations under the jurisdiction of NPFG requires the
creation of plan for fishing on these locations, in other words estimation of fishing pressure height for
primary fish species for the next fishing season (Table 4 and 5).
Table 4. Accumulation Moharač (estimation of total annual fish harvesting)
Accumulation Moharač
Species Structure of fish harvesting
(in %)
Quantity for catch (kg)
Common carp 38 4,000
88
Prussian carp 38 4,000
Zander 14 1,500
Wels catfish 10 900
Total 100 10,400
Table 5. Accumulation Bruje (estimation of total annual fish harvesting)
Accumulation Bruje
Species Structure of fish harvesting
(in %)
Quantity for catch (kg)
Common carp 27 500
Prussian carp 22 400
Zander 8 150
Wels catfish 27 500
Common bream 2 40
Common roach 14 250
Total 100 1,840
As was earlier mentioned, according to fishing activities, accumulation Sot currently has small
importance. Planned fishing pressure on other two accumulations is in relation 1:6, where in structure
of planned fish harvesting in accumulation Moharač will dominate Common Carp and Prussina Carp,
while in accumulation Bruje will be forced harvesting of Common Carp and Wels Catfish.
Sustainability of recreational fishing, from the aspect of natural resources (fish fund)
preservation, on accumulations in jurisdiction of NPFG will be achieved just in conformity with
the principles of daily allowable fishing that was previously defined for the segment of Danube
River.
Conclusion
There are undeniable potentials for organization of recreational fishing within the territory of
National park Fruška gora (NPFG), where for sustainability of natural resources (fish fund and water
accumulations) it is necessary that fishers (tourists) have to respect national legislative and defined
principles established by the body to which the national park is assigned to management.
Sustainability of financial support of recreational tourism is recognized in additional selling of time
licences to all fishers. As the analysis of annual fishing results show that achieved catches are far
below allowed (projected), there is justified reason for more expressed marketing appearance in
attraction of potential fishers through promotion of NPFG as desirable touristic destination.
Of course, it must be respected all natural limitations related to the concept of a protected
area, respectively, it has to be respected all principles of sustainable tourism development that will
not endanger the available natural resources.
Development of recreational tourism, hunting and fishing can and have to represent a leading
activity within the NPFG, according to their more and more expressed attractiveness for tourists, as
well as from the aspect that these activities with well established control system minimally endanger
the natural resources of some protected area.
References:
1. Law on nature protection, Official Gazette of Republic of Serbia, no. 36/09, 88/10,
91/10-corr.
2. Law on national parks, Official Gazette of Republic of Serbia, no. 39/93, 44/93 -
corr., 53/93, 67/93, 48/94, 101/05.
3. National park Fruška Gora, official portal of NPFG, available at:
www.npfruskagora.co.rs/cir/o-nama/zastita-prirode.html
4. Bauer, J., Herr, A. (2004): Hunting and fishing tourism, Chapter IV, in:
Higginbottom, K. (Ed.) Wildlife tourism: impacts, management and planning, CRC
89
for Sustainable Tourism Pty Ltd, Australia, pp. 57-77.
5. Kuzman, B., Kovačević, M. (2014): Perspectives for development of rural tourism in
Republic Serbia, proceedings, International scientific meeting of IAE, Belgrade, June
2014, pp.138-154.
6. Annual program of management on the segment of fishing territory „Serbia-
Vojvodina” for the fishing zone on Danube River from 1297 km to 1233 km and
accumulations Moharač, Bruje and Sot for 2015, JP NP Fruška gora, 2014, Sremska
Kamenica, Serbia.
7. Regulation on the method, tools and resources for commercial fishing, as well as
regulation on the method, tools and resources used in recreational fishing, Official
Gazette of Republic of Serbia, no. 73/10.
8. Vujko, A., Plavša, J. (2011): Networking of Fruška Gora Lakes Tourist Offer
through System of Cyclepaths – Case Study Sot, Bruje and Moharač (Serbia),
Turizam, vol. 15, no. 1, pp. 1-10.
THE APPROACHES TO ESP COURSE DESIGN FOR TOURISM
ПОДХОДЫ К РАЗРАБОТКЕ КУРСА «АНГЛИЙСКИЙ ДЛЯ СПЕЦИАЛЬНЫХ
ЦЕЛЕЙ» ДЛЯ ТУРИЗМА
Matviyenko D.A., Chaplitskaya A.A.
Stavropol State Agrarian University, Russia
Матвиенко Д.А., Чаплицкая А.А.
Ставропольский государственный аграрный университет, Россия
Abstract: at the end of the XX century there was a real "revolution" in the approaches
and forms of teaching English. Earlier, teaching used a classic approach that has paid much
attention to grammar, reading and translating texts. That approach worked, but was not enough
efficient, therefore the classical approach was slowly replaced by a new approaches. The cause
of "revolution" was the intensive development of international business relations and as a
consequence of the growing demand for English for special purposes, including for tourism.
Demand for specialists who can speak foreign languages is great at the moment.
Keywords: international tourism, English language, university education, English for
specific purposes, communicative approach, system approach, audio-linguistic approach,
complex approach.
Аннотация: в конце XX века произошла настоящая «революция» в подходах и
формах преподавания английского языка. Ранее, преподавание использовало
классический подход, в соответствие с которым большое внимание уделялось грамматике,
чтению и переводу текстов. Данный подход являлся действенным, однако не достаточно
эффективным, в связи с чем классическихй подход был постепенно заменен на новые.
Причиной «революции» стало интенсивное развитие международных деловых отношений
и, как следствие, рост спроса на английский язык для специальных целей, включая
туризм. Потребность в специалистах, владеющих иностранными языками, в настоящее
время крайне высока.
90
Ключевые слова: международный туризм, английский язык, университетское
образование, английский язык для специальных целей, коммуникативный подход,
системный подход, аудио-лингвистический подход, комплексный подход.
Nowadays English is the language of international communication, trade, and
cooperation. English firmly entrenched in our daily life through television, internet, music, chats,
etc. English is a native language for about 370-400 million, it is the second language for about
400 million and as a foreign language for 600–700 million. English is an official language of
more countries than any other language (Figure 1).
Figure 1 — Top of the most popular languages
English received wide popularity in Russia in the 1990s, when a business cooperation
roughly developed with other countries. English learning in Russian Federation usually begins at
school and then at university. There are many language programs for students abroad to improve
communication skills of a foreign language (English), this is usually European countries (for
example UK, Germany, Malta, the US and others.).
Some large and prestigious companies require knowledge of English language (including
ESP) and conduct job interviews in a foreign language.
ESP (English for special purposes) is sphere of the teaching English language that
including Business English, technical English, Scientific English, English for tourism and so on
[1].
ESP for tourism is designed for students who are needed in developing English language
skills for working, a professional internship or a career in the tourism industry. The course
focuses on developing English language skills through topics of general interest as well as
through themes related specifically to the tourism industry.
The knowledge of the English language is needed for international tourism (outgoing and
incoming). It is related to a variety of factors that determine the importance of foreign language
knowledge.
Firstly, tour operator has to conclude a contract with service providers (airlines, hotels,
transport companies, consulates etc.) for organization of a tourist travel. This contract may be in
English language.
Secondly, to get a latest information about tourist travel (for example, time of departure,
send request for rooms in the hotels). Also, more than half of the technical and scientific
periodicals are published in English.
91
Thirdly, he has to work using software in English. 80% of the computer data in the world
is in English.
For practical English proficiency in a professional environment, learning English for
special purposes is necessary, because the General English language will not be enough to
understand professional terms.
English for special purposes is needed for tourism specialist for the most effective
cooperation with business partners and better understanding provided of the information,
particularly in the case of international tourism.
Knowledge of English is needed to specialists in tourism sphere at different levels –
whether it is a travel agent, tour operator or service provider (hotel staff, the host companies,
etc.).
When designing of English language course for special purposes is necessary to identify
the tasks facing the course:
1. students have to know how keep the conversation about tourism and general
business topics;
2. to learn independently participate in business meetings, negotiations,
presentations in English and take responsibility for the success of linguistic communication;
3. to conduct business correspondence in English;
4. to participate in professional trainings and seminars about tourism in English;
5. to read professionally and understand the documents, articles, information
materials on a legal and economics topic.
It is important to note that it is necessary to identify a number of factors that hinder the
improvement of the quality of teaching foreign languages:
– abstract nature of foreign language teaching;
– high quality standards meanwhile the reduction of classroom hours allocated for
the study of foreign language;
– a low level of foreign language preparation of school graduates (test for freshman
in a foreign language shows that just about 25% confirm their assessment of school leaving
certificate in a foreign language);
– there is no pragmatic approach to the problem of foreign language teaching, the
inability to clearly set the goals and objectives of a particular course;
– contradictions between traditional and new modern theories, methods and
requirements of how to teach;
– the problem of teaching materials - what to teach;
– to focus on the learning a foreign language and ignoring the native language
(learning language should also be accompanied by the study of the culture of speech in their
native language).
At training the English language is necessary to follow a number of principles and rules:
1. Systemness for provided material and coverage of all the base sections of the
language;
2. Compactness of the material. If the information will be too volumetric —
important information will not be accepted by listeners;
3. Demonstrativeness. Uses a very clear and simple diagram-images that let student
to quickly understand the many difficult areas of grammar that hard to explain by words
(prepositions, times etc.);
4. The flow rate of the information.
For achieving success in teaching English for specific purposes, there are a number of
different approaches, consider four the most popular and effective of them.
Communicative approach is based on the interaction between the participants in the
communication process, tries to explain your point of view, also expanding competence of
participant communications through communication with other participants. Unlike the
traditional forms of teaching in this approach attention is paid to communication more than the
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study of grammar, literary translation and memorization of the English text. This approach
focuses on the practice of the learning language, which is the development of speech skills [2].
Figure 2 — Exercises and tasks communicative approach to English for specific
purposes.
Next approach is systematic. Systematic approach to the study of English for special
purposes implies three stages:
– the first stage (1-2 course) – the primary goal – mastering by students the
European level B1;
– the second stage (3-4 year) – perfection professional communication in the
framework of tourism sphere and English for special purposes;
– third stage (Master) – consolidation of previously got knowledge of English for
special purposes for the specialty "Tourism".
Audio-linguistic approach – is suitable for people having a pronounced auditory
perception. It is based on memorizing phrases by their regular repetition. The purpose of audio-
linguistic approach is perfection diction, vocabulary enrichment by special terms.
Complex approach for the study of a foreign language — course consist of reading
foreign literature, translation and interpretation and lively conversations and games that will help
overcome the language barrier and to open a new ability.
Earlier this topic was described by Alex Case in his article "The ESP approach - Theory
and reality of needs analysis and course design". He is analyzed this problem and marked
expectation and reality to course ESP. He made a list of unexpected things that interfere to
teaching like was planned:
– Things taking more or less time than planned;
– Students missing classes, arriving late, leaving early, having questions that take a
long time to answer (e.g. bringing in something to proofread together), and not doing homework;
– The mix of the class changing, e.g. a student leaving;
– The students being too tired, bored or unmotivated to cover or take in the work-
related materials that have been prepared [7].
Majlinda Miftari has suggested in the article “Tips in Teaching English for Specific
Purposes (ESP) for Tourism” the teaching English through activities such as: posters and fly
swatter, video clips, role play, teacher presentation, interview, group work, debate, corpora,
giving advice, dialogues.
This article discusses four the most effective approaches to the English for special
purposes. Every of these approaches have advantages and disadvantages, so the choice of
approach is depend of purposes and abilities students.
References:
1. Hutchinson, T. & A. Waters. English for Specific Purposes: A learning-centered
approach. Cambridge: Cambridge University Press. 1987
2. Passov E.I. Communicative approach in teaching English speech [text]/ Passov E.I. //
93
Moscow.: Prosveshcheniye, 1991. – 223p.
3. Milrud R.P., Maksimova I.R. Modern conceptual principles of the communicative
teaching // Moscow.: Foreign languages #4 - 2000. 156p.
4. Pavlovskaya I.Y. Method of the teaching foreign languages (lectures in English
language): Review of a modern methods of teaching - 2nd publication // SPb.: Un-ta.
2003. – 211p
5. Matushkin A.M. Problematic situation in intellection and teaching // A.M.
Matushkin. – Moscow.: 1972. - 208p.
6. Yalden, J. Principles of Course Design for Language Teaching. Cambridge:
Cambridge University Press. 1996
7. Electronic resource "Using English” [Collection articles] -
http://www.usingenglish.com/articles/esp-approach-theory-reality-needs-analysis-
course-design.html
ACTUAL PROBLEMS OF WORD-FORMATION
АКТУАЛЬНЫЕ ПРОБЛЕМЫ СЛОВООБРАЗОВАНИЯ
Mikhaylova A.V.
Stavropol State Agrarian University, Russia
Михайлова А.В.
Ставропольский государственный аграрный университет, Россия
Abstract: The article presents the key word-formation issues, one of the most essential
has always been the problem of model productivity or word-building method. The most popular
ways of lexis analysis and word formation processes is a traditional approach. It seems possible
to define a common and most productive perspective for solutions of several word-formation
processes problems and nominative positions from a perspective of cognitive linguistics.
Keywords: word-formation, cognitive aspect, concept, morphological structure, semantic
representation.
Аннотация: Статья освещает ключевые проблемы словообразования, одной из
наиболее актуальных всегда являлась проблема продуктивности модели или способа
словообразования. Вплоть до сегодняшнего дня наиболее популярным способом анализа
лексики и процессов словообразования являлся традиционный поход. Нам представляется
возможным определить общую и наиболее продуктивную перспективу решения ряда
проблем словообразования и номинативных процессов с позиций когнитивной
лингвистики.
Ключевые слова: словообразование, когнитивный аспект, концепт,
морфологическая структура, семантическая репрезентация.
Language development is determined by the progress of its formative system, the
emergence of new word-building models, change of the existed ones, increase or decrease of
their productivity and many other word-formation process factors. Any modern living language
is in constant change and dynamics. Lexicon as the mobile layer of language, the most sensitive
to changes in the social, cultural and other spheres of speaking population’s life because the
word is "the mirror of life"[13].
94
Up till now the most popular way of vocabulary analysis and word formation processes is
a traditional approach. The lexicon was combined in a thematic, functional area, or other
characteristics, to identify and analyze a variety of word-formation models (usually the most
productive in a particular segment) and corresponding word structure types. This is due to the
fact that new lexical units production occurs on certain word-formation models, historically in a
particular language. In this case, one of the key problems of word formation is always a problem
of model productivity or method of derivation.
There are different opinions comparative to the number of word-formation ways. For
example, in modern English 5 to 11 ways are distinguished. These differences are explained by
the fact that different ways change their activity and for a long time may exist more or less
productive or even die. Anyway, it is generally accepted that presently 6ways of word formation
are the most productive for English language:
1) affixation (model "stem + affix"), for example, ecological;
2) the word composition (model "stem + stem"), for example, earthday, to kneecap;
3) conversion (model V> N and N> V), for example, to rubberneck;
4) reversion (model "stem – a quasi-affix"), for example, chocoholic;
5) blending (here we speak of a model conditionally as the fragments are
compounded as bases), such as, spooktacular;
6) reduction, for example, acronyms E.V.A. (extra vehicular activity) - work in outer
space; R.E.M. (rapid eye movement) - eye movements during REM sleep.
Other methods, such as:
1) alternation, for example feed on food;
2) doubling (murmur), as well as unmodeled ways -
3) onomatopoeia (cuckoo; splash) and
4) rhymed repeat, with or without alternation, for example tip-top; hocus-pocus.
Other methods are not productive in the same degree that the above six methods. In
addition, presenting ways of word formation typology, we should mention about the so-called
lexical-semantic derivation (the terms-synonyms – "semantic innovation" or "rethinking"
(usually word-formation mechanism which has a metaphorical or metonymic nature)), which is
also sometimes included in the classification but it rather refers to a change of the finished word.
[3]
As it was previously noted, not all of these methods are used to the same extent, and the
weight of each of them varies in the word-formative process. Traditionally, three groups of word
formation methods are highlighted depending on the result –
1) derivation, which includes affixation, conversion and reversion (the result – a
derivative of the word)
2) the word composition (result – a compound word) and
3) reduction (result – reduction, the acronym).
We can also select a particular type of mixed and intermediate derivation method that
combines the properties of compounding and contraction. This so-called blending or
portmanteau or – when this method for forming single lexical units asymmetrically
contaminating word basis of two or more words. This method is extremely popular and
productive, as satisfies several requirements of modern English-language discourse in any field:
lexis formed in a similar way is semantically ergonomic (concise form and capacious content),
image-bearing and stylistically original, which in turn determines its emotiveness. [4]
The rapid nature of formative dynamics and non-trivial methods of forming as new words
and new meanings in modern language system requires new approaches to solve research
problems. At present, the study of word formation processes in different segments of the modern
languages lexical fund and English in particular, is carried out, usually at the junction of several
areas of linguistic analysis, which include sociolinguistic, psycholinguistic, typological,
pragmatic and other approaches. [5]
95
However, the most promising and actively developing modern lexicological research is
rapidly developing cognitive direction, which makes the inevitability of a new interpretation of
traditional linguistics objects, including derivation. This has led to numerous studies on the
cognitive aspect of word formation in the local and in the foreign language schools. [14]
Guided by the need to define a common and most productive term solutions to several
problems of word-formation processes and nominative positions of cognitive linguistics, we
consider in more detail some of the works.
Quite an extensive research with an emphasis on cognitive analysis of word-formation
process was conducted in German. [2] In this study, derivation of the German language was first
introduced as a prototypical cognitive system, consisting of a certain limited set of preformative
concepts that allowed the author to identify their specific cognitive function – namely, the
"function subcategorization of the world", which is expressed in a complex nature and properties
of decoding data concepts included in onomasiological processes. [6]
This cognitive-lexicological research is based on a detailed analysis of many
linguistically reflected reality fragments of any ontology allocated on the basis of universal
cluster and additional features, presented as complex derivational concepts for the three key parts
of speech – nouns, verbs and adjectives. The result of this study was developed by the author
with an extensive cognitive prototypical system consisting of such categories as "Event", "Face",
"Process", "State", coupled with the basic parts of speech and then – with their formative
paradigm (with means of word formation, characteristic for nouns, verbs, adjectives).
Thus, the derivation is inextricably linked with the concept of the word, which from the
perspective of cognitive science is seen as a concept, as it is linguistic unit and the main carrier
of the conceptual value. This is true not only for the derivation of word models, as mentioned
above, but also for compounding (syntactic derivation) and portmanteau (contamination,
blending), or such on the controversial method of word formation as a semantic reinterpretation.
The latter method is considered by some researchers as a mere modification or existing values
expansion words rather than the emergence of a new word, by metaphorical or metonymic
"transfer" of the concept from a single thematic sphere to another one. [7]
These word-formation models generate different in their morphological structure lexical
composites and attribute collocation with clear and idiomatic, darkened semantics, and "deliver"
a new language, usually with a metaphorical component, highly specialized in the sphere of use
of the common conceptual areas. Lexicon of this type because of its structural and semantic
complexity is of particular interest among researchers in the field of linguistics and cognitive
tools allows to conduct a deeper and more comprehensive analysis of the actual material. In
endocentric or subordinating words grammatical and semantic dominant is the second
component of compound nouns (door-knob, blackbird), while in exocentric compound words the
grammatical semantic dominant is not clearly expressed, as these composites are formed by
metaphorical or metonymic mappings ( (in) apple-pie (order) «in a strict manner»; butterfingers
«awkward person") [1].
The second exocentric type composites is sometimes defined as idiomatic as well as the
general meaning of complex words can not be inferred on the basis of the sum of their meanings.
For example, in the case of composite representation of idiomatic language a problem of
determining the value of a compound word motivation is rather acute. The main reason for this
problem is the fact that in the process of going through a composite idiomatic so-called
"frazeologisation", which can be defined as "special cognitive process differences between the
conceptual essence of lexical meaning and integrative conceptual framework morphemic
syntagma, resulting in the loss of their morphemes content (conceptual, functional, semantic)
properties, or acquisition of new" [8]
And in this case, the use of cognitive concepts and structures makes it possible to identify
at what stage is the formation of a lexical complex – frazeologisation or idiomaticity. Under
idiomaticity we understand a complete fusion of morphemes, resulting in a "blackout" of the
96
internal word form and the word acquiring properties of inseparability. The term of
“frazeologisation” is used to refer to the process which is preceded by idiomaticity. [9]
In the words with frazeological morphemic structure in contrast to the already fully
formed lexical idioms - all morphemes or at least one of them retain the ability to transmit
information (linguistic or extralinguistic) associated with the lexical meaning of the word. Thus,
such a morphemic structure can be analyzed as a systemic linguistic phenomenon caused by
integrative meaning of the whole and what should be considered as morphemic structure
(ordered formal semantic unity of morphemes). [10]
In this sense, motivation as the basic concept of traditional derivation is quite compatible
with cognitive attitudes. One of the main problems of cognitive approach is the structure study of
knowledge representation and motivation is the result of motivation as a cognitive process.
Using the cognitive approach, the motivation is interpreted as the ability of morphemic structure
correlated with lexical meaning in various aspects: semantic, word-formative, conceptual. [11]
In modern linguistics there is no unified theory of the internal form of the word. The
status of the internal form of the word is not uniquely defined: language category, mental image,
meaning, duplex unit, sign, cognitive structure, etc. The prevailing view is, in which the inner
form is identified with the process representation of the word or motivated sign. [12] Therefore,
the development of the theory of the internal form from the standpoint of cognitive linguistics
can be considered as one of the most effective ways to solve the above described problems.
References:
1. Блумфилд Л. Язык. – Москва, 1968. – 608 с.
2. Борисенкова Л.М. Когнитивные аспекты словообразования (на материале
немецкого языка). – Москва: Ин-т языкознания РАН, 2005. – 248 с.
3. Елисеева В.В. Лексикология английского языка. – Изд-во СПбГУ, 2003. – 44 с.
4. Бахмат Е.Г. Дуальная направленность семантического пространства концепта
«экотуризм».// Устойчивое развитие туристского рынка: международная
практика и опыт России: сб. науч. тр. по материалам Междунар. науч.-практ.
конф./ СтГАУ. Ставрополь, 2013. С.119-123.
5. Волкогонова А.В. Подходы к представлению карнавализации в тексте //
Вестник АПК Ставрополья. 2014. № 2(14). С. 244-247.
6. Дуб Г.В., Крусян И.Э. Причины демотивации студентов на уроках
иностранного языка в высшей школе. // Теория и практика общественного
развития. 2012. №12. С. 170-172.
7. Калугина Е.Н. Основания гендерологии языкового субстандарта.// Сборник
конференций НИЦ Социосфера. 2013. №29. С. 005-009.
8. Касьянова Н.В. Акцентуализация ценностных установок лингвокультуры в
корпоративной блог-коммуникации (на материале английского и русского
языков) // Мир науки, культуры, образования. Горно-Алтайск, 2014. – № 2
(45). – С. 257-259.
9. Кирина Л.В. Контроль как неотъемлемый компонент процесса обучения
иностранным языкам. // Вестник СевКавГТИ. 2010. №10. С. 41-43.
10. Крусян И.Э., Дуб Г.В. Инновационные технологии как фактор повышения
мотивации студентов при обучении иностранным языкам. // Стратегия
устойчивого развития: актуальные вопросы и тенденции: сб. науч. тр. по
материалам Междунар. науч.-практ. конф./ СтГАУ. Ставрополь, 2013. С. 170-
172.
11. Михайлова А.В. Концептуальный базис семантической репрезентации
терминологических и профессиональных наименований денежных средств (на
материале англоязычного финансово-экономического дискурса). // Вестник
Пятигорского государственного лингвистического университета. 2013. № 3. С.
91-97.
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12. Серебрякова-Шибельбейн Е.М. Metapoetics of Friedrich Durrenmatt’s dramatic
text and his attitude to Switzerland.// Устойчивое развитие туристского рынка:
международная практика и опыт России: сб. науч. тр. по материалам
Междунар. науч.-практ. конф./ СтГАУ. Ставрополь, 2014.С. 184-189.
13. Чаплицкая А.А. Обучение иностранному языку на неспециальном факультете в
системе вузовского обучения. // Актуальные философские и методологические
проблемы современного научного познания: сб. науч. тр. по материалам
Междунар. науч.-практ. конф./ СтГАУ. Ставрополь, 2013. С. 3-5.
14. Nesset T. The Art of Being Negative: Metonymical Morphological Constructions In
Contrast // Oslo Studies in Language: Russian in Contrast. Lexicon. 2 (2), 2010. – P.
261 – 280.
STRATEGIC FACTORS OF THE SUSTAINABLE DEVELOPMENT OF THE
REGIONAL TOURIST CLUSTER
ПРИОРИТЕТНЫЕ ФАКТОРЫ УСТОЙЧИВОГО РАЗВИТИЯ РЕГИОНАЛЬНОГО
ТУРИСТСКОГО КЛАСТЕРА
Molchanenko S.A.
Stavropol State Agrarian University, Russia
Молчаненко С.А.
Ставропольский государственный аграрный университет, Россия
Abstract: specific character and priority factors of stability and sustainable development
of tourist sector in a regional production cluster are investigated.
Keywords: tourism, tourism stability, sustainable development, region, tourist cluster.
Аннотация: исследуется специфика и приоритетные факторы устойчивости и
устойчивого развития туристской отрасли в региональном производственном кластере.
Ключевые слова: туризм, устойчивость туризма, устойчивое развитие, регион,
туристский кластер.
At the present time tourism is considered as multisectoral and interdepartmental mixed
economy by most of authors and at the same time as the unique social phenomenon available to
the population of any age as means of health improvement, communication with the nature and
attainment of a peace of mind and also as the environment of harmonious development and
improvement of society. The tourist cluster represents the complex structured formation
including the following functional components: economic, ecological, social, legal. They are
based on such strategic elements of development as labour, land and environmental conditions in
general, and also the capital and entrepreneurial business [5, page 19]. The tangible embodiment
of the listed elements are: employment of the population as a basis of municipal territories
existence and development of the recreational and nature protection sphere.
In our opinion, the economic content of the category "sustainable development of
tourism", in contrast to the existing treatments, consists of the following. First, "stability" in a
broad sense is a major objective and necessary property of a tourist cluster to keep parameters of
its functioning on rather long time interval, despite the influence of the internal and external
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factors that influence on change inenvironmental situation, including the change of ecological
and social and economic processes.
Secondly, stability allows to keep ability of any object of research as social and economic
system to be stabilized in the conditions of the disturbing changes of environment [1, page 54].
In this sense, stability of a tourist cluster is its organizational rigidity leading eventually to some
recession and stagnation as far as stability itself, according to definition, constantly returns
system of managing to the initial level of functioning.
Therefore, in the system of social and economic transformations the important role has to
belong to the development – as how the process of positive change, as objective regularity of an
exit from the condition of stability, symbolizing continuous improvement of the commodity and
social and labor relations in split-level system of reproduction processes. Development of
tourism branch is a process of expansion of economic activity of the organizations serving
directly this branch and at the same time it is increasing of the attained level, an improvement
element in progression to a better state.
Within this framework the category "sustainable development" as derivate of the
concepts "stability" and "development" is constantly focused on an irreversible
optimizedincrement of economic and social and labor potential of a tourist cluster and efficiency
of reproduction processes at the level of the definite region in the long-term period. In other
words, the sustainable development is self-supported, inexhaustible (including the future
generations), constantly renewable and reasonable use of natural, production, social and labour
resources of a tourist cluster – mainly on an expanded basis.
That is to say, sustainable development provides, eventually, accumulation of productive
social, ecologic and economic capacity of the territory. Therefore, the sustainable development
of tourist branch has to be considered currently not simply as economic category, but in a greater
degree – as the strategic direction of social and economic policy of the region and the state in
general.
In the system of factors of increasing of a tourist cluster sustainable development the
fundamental role is played by employment of able-bodied population as system of the economic
relations between inhabitants of the region (the local territory) on creation of optimum conditions
for realization of necessity and opportunity to work in various spheres of productive and non-
productive activity at the level of definitesubnational entity [4, page 67].
It is obvious that higher employment rate of the population is characterized by
development of extent of labor participation in socially useful activity, growth of income level,
life quality and predetermines more sustainable development of a tourist cluster, irreversible
growth and efficiency of social, ecologic and economic processes. Increase of productive
employment is the most important condition of providing and improvement of development of
the economic complex satisfying the needs of the present and future generations in various
goods, services and forms of labour activityin branches of regional economy without breaking
the existing society life environment.
Characteristic properties and features of a sustainable development allow to formulate the
main regularities of their further positive change, as well in aspect of social and labour
orientation (a priority of human potential development and a sustainable development of
employment, overcoming of differentiation of territories taking into account risks of their
sustainable development and labour support, diversification of production and development of
nonagricultural employment, etc.) [3, page 2].
Priority factors of a sustainable development of a tourist cluster should be subdivided:
firstly, into organizational and economic (the state support of tourist sector; institutional system
of support of tourist clusters, etc.), secondly, into social and labor, as well considering an
employment factor (income level and quality of life of the population; development of social
infrastructure) and, thirdly – into ecologic-preventive (environment and environmental
management protection, ecological safety of the territory, formation of system of eco-farms,
development of organic agriculture, agrotourist business).
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In particular such classification allows to estimate the problem under study most
adequately, including the concentration of attention on the organizational moments of
development of a tourist cluster (number of settlements, existence of projects and programs of a
sustainable development, level of public financing of tourist sector, etc.). On the other hand, in
order to increase the importance of problems of employment and the human capital as factors of
a sustainable development of tourism branch we allocated a separate group of social and labor
indicators. We gave the name “ecologic-preventive” to the third group of components,
proceeding from those prerequisites that the main attention should be paid to precautionary
measures of protection of territories, increase of harmony of tourist sectordevelopment,
ecologization of the territory in general.
Fundamental factors of a sustainable development of a regional tourist cluster can
objectively influence not only on each other, but also to promote decrease (or increase) of the
level of stability or instability of social, ecologic and economic processes. Thus, the level of
labor activity and employment of the population in many respects can promote the
transformation of trajectories of stability and a sustainable development as it is a fundamental
element in a structure of production relations and in the organizational mechanism of
development of local territorial formations of the region.
Sustainable development of the tourism cluster in the region – is the strategic direction of
a stable, effective and optimal functioning of the socio-economic sphere of this territory with the
system of touristic service and its permanent ability to resist constant external and internal
influences, where employment in the sphere of regional tourism is the imperative of positive
transformations procurement.
Appropriate and well-timed assessment of the condition and dynamics of socio-economic
development of the recreational sphere and tourism market should be based on system research
of the passing processes taking into account key factors that open the opportunities of the
regional economy condition improvement and enhance living standards.
The following measures are recommended to government agencies of regional and
municipal levels in order to improve the validity of administrative decisions on the sustainable
development of recreational sector and local tourism markets:
to form socio-economic policy of municipalities with regard to the type of their
development, including the tourism sector;
to diagnose the potential opportunities for sustainable development of recreational
areas through the use of techniques of determination of potential reserves of the tourism market
development;
to develop target programs for the adaptation of rural and urban population to
rapidly changing conditions of the tourism market in order to increase employment and
sustainable development of territories of the region.
The above mentioned directions will contribute to the further sustainable development of
the recreational and tourism cluster in the system of agrarian and natural complex of the
regionon the basis of socio-economic improvement of rural areas and increasing of non-farm
employment level in the municipal units.
In our opinion, as the main directions of sustainable development of the recreational
sector and tourism cluster in the region should be recognized the following: the formation of
optimal socio-ecological-economic policy of municipalities with regard to the type and level of
their development; the creation of municipal databases on sustainable tourism sphere
development and employment of population; the priority development of processing industries of
regional and municipal economy, construction and trade industry; the formation of sustainable
system of small and private entrepreneurship in the rural areas; the formation of stable
employment system in the field of agro-tourism, recreational and environmental activities.
Creation of regional municipal rural centers on issues of sustainable development and
employment, design and usage of socio-economic maps of tourism clusters sustainability and
employment can have certain positive role. In general, management of recreational activity and
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sustainable development of touristic local tourism markets and employment involves
implementation of a set of measures of organizational and economic, social and labor,
environmental and legal and socio-psychological nature.
References:
1. Иволга, А.Г. Обоснование подхода к понятию устойчивого развития экономики
региона / А. Г. Иволга, А.А. Чаплицкая // Биоресурсы и природопользование
ISSN 2078-9912, Том 6, №1-2, 2014 – с. 151-154.
2. Молчаненко С.А. Синергия вспомогательных сервисных служб совместного
предприятия // Научно-технические ведомости Санкт-Петербургского
государственного политехнического университета. Экономические науки.
2008. Т. 4. № 61. С. 149-154.
3. Молчаненко С.А. Повышение занятости в аграрном секторе как фактор
устойчивого развития сельских территорий // Вестник Института дружбы
народов Кавказа. Теория экономики и управления народным хозяйством. 2013.
№ 1 (25). С. 130–134.
4. Молчаненко С.А. Факторный анализ социально-экономической эффективности
совместного предпринимательства // Фундаментальные и прикладные
исследования: проблемы и результаты. 2015. № 17. С. 177-181.
5. Молчаненко С.А. Методология статистического учета и анализа рынка труда //
Актуальные вопросы экономических наук. 2014. № 41-1. С. 153-157.
6. Молчаненко С.А., Шуваев А.В. Научный подход к устойчивому эколого-
экономическому развитию сельских территорий // Экономика и
предпринимательство. 2014. № 12. С. 79-84.
7. Шуваев А.В. Личное подсобное хозяйство – дополнительный источник
увеличения продукции АПК // Аграрная наука. 2001. № 7. С. 2.
8. Шуваев А. В. Детерминанты сельской занятости // Человек и труд. – 2003. №
11. С. 67.
9. Шуваев А.В. Экологический менеджмент в аграрных системах // Вестник
Института дружбы народов Кавказа. – Ставрополь: Изд-во ИДНК. 2011. № 4
(20). С.18–21.
10. Vasily Erokhin, Anna Ivolga Tourism as an Approach to Sustainable Rural
Development: Case of Southern Russia // Journal Economics of Agriculture – № 4
(689 – 950). – 2013. – p. 789-800.
THE ROLE OF SZAMOS MARZIPAN IN THE HUNGARIAN TOURISM AND
GASTRONOMY
РОЛЬ МАРЦИПАНОВ САМОШ В ВЕНГЕРСКОМ ТУРИЗМЕ И ГАСТРОНОМИИ
Nagy A., Káposzta J., Nagy H.
Szent István University, Faculty of Economics and Social Sciences, Hungary
Наги А., Капошта Й., Наги Г.
Университет Жент Иштван, Факультет экономики и социальных наук, Венгрия
Abstract: In today’s busy and rushing world, people tend to forget about the importance
of food or confectionery.Sometimes we even forget to have some food. For 21st century people,
it is difficult to manage the time to have a cup of coffee with a friend or relative or just to meet
somebody in a confectionery. Confectionery products have somehow lost their intimacy. Since
traditions in confectionery industry go back to the 1700s, a lot of recipes and traditions have
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been lost during the wars. The strengths of this sector are the power to link different groups of
the society as well as its potential in cultural and economic development. Many think that the
wide range of confectionery do not contribute to tourism at all, however, we have to argue with
that statement. Just a few examples from Hungary: if you walk along Andrássy avenue in
Budapest, you can find Művész cukrászda (Confectionery of Artists) where the role of cafés and
confectioneries are shown in the Hungarian culture. The Szamos Marzipan Museum in
Szentendre can also be mentioned where several tourists go in each season to buy figures made
of marzipan. Therefore, it can be stated that this sector contributes to the boost of tourism as
well.
Keywords: Marzipan, cakes, tourism, gastronomy.
Аннотация: В современном занятом и стремительном мире люди зачастую
забывают о важности пищи или кондитерских изделий. Иногда мы даже забываем
перекусить. Для человека XXI века сложно выделить время для чашки кофе с другом или
родственником, или просто для встречи в кондитерской. Кондитерские изделия как бы
утратили свою загадочность. Поскольку традиции кодитерской отрасли уходят своими
корнями в 1700-е гг., множество рецептов оказались утраченными в время войн. Сильной
стороной данной отрасли является возможность связи различных групп общества, а также
потенциал культурного и экономического развития. Многие уверены, что кондитерская
отрасль никак не влияет на туризм, однако мы вынуждены оспорить это утверждение. Вот
только несколько примеров из Венгрии: если вы пройдете по проспекту Адрасси в
Будапеште, вы найдете Кондитерскую художников, которая показывает роль кафе и
кондитерских в венгерской культуре. Также можно упомянуть Музей марципана Самош в
Сентендре, ведь туристы едут туда каждый сезон, чтобы купить фигурки из марципана.
Поэтому, можно сказать, что данный сектор вносит свой вклад в развитие туризма.
Ключевые слова: Марципан, пирожные, туризм, гастрономия.
Introduction
Almost everybody likes sweets. Who does not like chocolate cake or sponge cake with
fresh fruits or lemon ice cream on a hot summer day? Not to mention the marzipan specialties
which are not exclusively confectionery products but pieces of arts as well. Since the history and
the traditions had important role in the development of the Hungarian confectionery industry, in
the first part of our paper such issues are detailed.
The history of sweets
Our ancestors collected roots, fruits, berries in the forests and hunted for animals. Women
found out that berries, fruits had different flavor than the other plants in the forests, so they
discovered the joy of sweet flavor. They also took the honey of wild bees which lead to the
development of honey industry, which is still a significant sector of the Hungarian economy.
In the beginning, honey making and confectionery industry could not live separately,
since the sweet flavor of the cakes was provided by honey. Old chronicles mention that some
food was also sweetened by honey. Ancient Greeks made bonbons and candies from honey
which was a huge development in catering industry. In ancient Greek houses and the Roman
Empire, people often had sweets. The joy of sweets was the part of rich, hedonistlifestyle, so it
was common in the rich manor-houses. We can often hear the expression, Lucullus-orgies.The
reason is that in the time of Roman patricians there was an emperor, called Lucullus, who was
famous for his great feasts with special and various flavours, including sweets. Later, there was a
group of servants whose job was to make confectionery, whose owners could even free and
release, so it might not be far from the truth that such ex-servants became the firth sellers of
confectionery. The Bible also tells us that possessing milk and honey was the privilege of the
rich „Canaan with milk and honey”. Moreover, the hieroglyphs of Egypt refer to the fact that
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various fruits were dried in honey. In addition, the tales of the “Arabian nights” also talked about
sweet almond, nut with honey and dried plum. The use of sugarcane was also common in the
households.
Earlier, it was only the wives and chefs who prepared sweets. It was long time later when
it became an individual industry and mass-production. The first step to mass-production was the
availability of raw materials in the required quality and quantity that needed wheat fields,
orchards, sugarcane plantations. This boosted the agricultural production, since the higher was
the demand for the confectionery, the more farmers were employed. It is proved that in the early
crop processing, millers baked bread and milk-loaf. After bakers divided into branches, the
confectionery sector was created. Fruits have often been used in dried form to get richer taste.
Even in the early 1900s, home-made syrups and jams were used for sweets sold in shops, thus
less additives have been used.
The first marzipan was made in the Republic of Venice. It was named after the patron of
Venice, Saint-Marcus. According to the legends, marzipan was against diseases and bad things,
thus believers often had marzipan in the time of plague. According to an existing tradition,
bread-shape marzipan is given to people on the day of Saint Marcus. The Italian origin of the
marzipan is also proved by the fact that when Matthias king married Beatrix from Naples, there
was also a chess-board sweet served made of almond and sugar. It is assumed that it was the
marzipan made by the confectioners in Naples (Rózsa, 1959).
The short history of the Hungarian confectionery industry
Due to the immigration of confectioners from Switzerland, the Hungarian confectionery
industry started to develop in the 19th
century. At the beginning, cakes for daily consumption or
preserved cakes were not competitive, but it has changed to the second half of the 20th
century.
Chocolate production requires machinery thus it belongs to a different category than tea desserts
or marzipan sweets. Chocolate makers used to sell only chocolate drinks, confectioners only
used the chocolate as a raw material. Mr. EmilGerbeaudmade a revolution in the use of
chocolate in 1884, when he started to prepare bonbon and dessert from chocolate. Later on,
confectioners also started to produce such products.
Significant persons in the Hungarian confectionery industry
The name of József Dobos C. (Figure 1) might be familiar to a lot of people and many
may know the famous Dobos-cake, which was named after him. Nowadays, he is known as one
of the largest founders of confectionery industry of his age, since the confectionery in Budapest
that was founded by him when he was 31, offered various cakes including even some
extraordinary ones for local consumption or for delivery. He found out the recipe of the Dobos-
cake in 1884 which both Hungarian and foreign confectioners starved for. In 1906, when he
retired, Mr. József Dobos C. discovered the secret of the recipe of Dobos-cake. Since then it has
been one of the most popular cakes in every confectionery.
Figure 1: Mr. József Dobos C. and the Dobos-cake named after him Source: http://nepszava.com/2011/03/featured/ennivalo-hiressegek.html/attachment/dobos-c-
jozsef-torta-hires-etel-sl-d000250a1ab86afa74dd6
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Mr. Emil Gerbeaud was also an important person in the confectionery industry. He was
very talented and he learnt the expertise from his father. He gained a lot of experience in
confectioneries of Europe e.g. in Germany, France and Great Britain. He moved to Hungary in
1884 and he started to work in the confectionery named after Mr. Henrik Kugler. Mr. Emil
Gerbaud brought numerous innovations to the confectionery industry (Dobos, 2009).
Figure 2: Mr. Emil Gerbeaud
Source: http://konyakmeggy.com/?page_id=27
How the marzipan rose arrived in Hungary?
Szavits Mladen, a Serbian boy came to Hungary for repair, hoping for a better future. He
might have inherited the sophisticated creativity and expertise in sweets from his ancestors. At
that time he was a trainee in the confectionery of the famous Mr. József Auguszt E. In the early
30s, there was a turning point in his life, because a Danish confectioner joined the company, who
was famous for his handicraft and patience for the marzipan roses made of sugar and almond.
Szavits Mladen watched carefully the “art of roses” that was made by the Danish confectioner
(Figure 3).
Of course, later on the Serbian boy got married and this family link still exists. He
developed his business and the “marzipan art” still amazes us with new and creative creatures.
Figure 3: Szamos marzipan rose
Forrás:
http://www.szamosmarcipan.hu/hu/product_groups/view/207/R%C3%B3zsad%C3%ADsz+heng
erben+35g
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Szamos Marcipán Ltd., the business
Szamos Marcipán, as a business was created in 1935. The amovementioned Serbian man
Szavits Mladen (Szamos Mátyás) established and it is still a for-profit company. There was
another phase of development in the 80s, when the first shop was opened in Budapest, which
allowed segmentation in larger volume. The power of the family lies in the cooperation and the
commitment and loyalty to the profession as well as investing in innovations. In addition, we
need to mention the wish to maintain the high quality. Their success and profitability are due to
the establishment of their network.
Figure 4: The logo of Szamos Chocolate Workshop
Source: http://www.szamosmarcipan.hu/hu/
The business employs 250 people and 400-500 additional workers. It has 150 employees
in 25 franchise shops (9 confectioneries and 16 sweet shops).
Szamos Marcipán had 2.1 bn HUF income in 2009, out of which 400 million was from
export trade. Since the year of 2004, it has the title of SUPERBRAND21
, and the confectioneries
bear the title “Best of Budapest”since 2005. In addition, due to its strong marketing activity, it is
increasingly popular among the customers (Szamos, 2009). The Szamos Marcipán Ltd. has
enriched our country with its special sweetsfor a long time. It is not a hungaricum though, many
people consider it as, since it has long-term traditions in Hungary. It can be traced back to the
beginning of the 1900s. However, the public thinking about the marzipan hindered its
development and making it more popular. Marzipan was thought to be only an ornament on
cakes. This opinion was confuted in the early 1990s and since that time the marzipan became
much more popular product. The Szamos Marcipán managed to achieve in a few years that its
products have become „luxury” products and spread even in abroad. More and more shops were
opened especially in the second half of the 1990s because they recognized that there is high
demand. Today it accounts for one-third of the business income. It has significant export activity
as well, since its products are sold in Austria, Germany and England as well. However, the crisis
in 2009 was a great challenge for the company, the demand stagnated. That small group of the
society which was not affected by the crisis, continued to visit the shops and cafés, like earlier. It
saved the company, since they were the target group of the business. After 2011, due to the
innovations and the changes in customer habits, the market started to recover. New sweets
occurred on the shelves, the demand increased, thus the supply needed to be expanded. In
addition, the Marzipan Museum was also opened in Szentendre, next to the confectionery, where
several pieces of arts made of marzipan can attract the tourist and visitors.
21
Superbrand title, i.e. top brand award in Hungary. (http://www.superbrands.hu/, 2014)
105
Figure 5: The House of Parliament in the Marzipan Museum
Source: http://www.hungarybudapestguide.com/parliament-best/
The Marzipan Museum is the first museum for marzipan work of arts, displaying
beautiful wedding cakes, cartoon figures and other famous people. In the shop, not only
marzipan products can be bought, but hungaricum, special Hungarian products e.g. goose liver
pasta, red pepper, Unicum, Tokaj aszú and pálinka as well. Therefore it is a perfect place to
allow the visitors to learn much more about Hungarian culture and cuisine in addition to the
marzipan.
Due to its success, the business managed to open a confectionery in Vienna, named as
Mathias Szamos Konfiserie at the end of 2014. It was opened in collaboration with the Haderer
confectioner-dynasty. Ádám Kelényi, the financial director of the Szamos Marcipán Ltd. said
that the market in Budapest is saturated, so a new shop would decrease the income of the
existing ones. That is why a close, easily achievable market with high purchasing power was
targeted. Based on their experience, one or two years will be necessary to establish the market.
He also emphasized that they adapt to the local needs, i.e. teatime in the afternoon, wide range of
hot breakfast in the morning.
The Austrian branch of the Hungarian Tourism shareholding company in collaboration
with the newly opened confectioners, promote the Hungarian café culture and Budapest, as a
tourism targetin Vienna. Cakes are served in Zsolnay-porcelan, which is also a Hungarian
specialty. The head of the branch emphasized that Austria is the second most important sending
country to Hungary; Austrian tourists annually spent approx. 120 bn HUF in Hungary in the past
few years, with a huge sum on tourism. Through the value added tax, they contribute an average
daily 80 million HUF to the Hungarian budget. He also added that Austria is the only
neighboring country where the number of Hungarian people increases
(http://hvg.hu/kkv/20141203_A_Szamos_tenyleg_cukraszdat_nyitott_Becsb).
References:
1. Dobos C. József: Magyar-franczia szakácskönyv Nélkülözhetetlen kalauz minden
háztartásban, Budapest, Grafo Könyvkiadó és terjesztő Kft., 2009
2. Rózsa Miklós: A budapesti cukrászipar fejlődése (Különlenyomat a Tanulmányok
Budapest múltjából XIII. kötetéből), Budapest, 1959
3. http://hvg.hu/kkv/20141203_A_Szamos_tenyleg_cukraszdat_nyitott_Becsb
4. http://nepszava.com/2011/03/featured/ennivalo-hiressegek.html/attachment/dobos-c-
jozsef-torta-hires-etel-sl-d000250a1ab86afa74dd6
5. http://konyakmeggy.com/?page_id=27
6. http://www.szamosmarcipan.hu/hu/
7. http://www.superbrands.hu
8. http://www.hungarybudapestguide.com/parliament-best/
106
AGRICULTURAL INVESTMENTS – BETWEEN PROFITABILITY AND
SUSTAINABILITY
ИНВЕСТИЦИИ В СЕЛЬСКОМ ХОЗЯЙСТВЕ – МЕЖДУ ПРИБЫЛЬНОСТЬЮ И
УСТОЙЧИВОСТЬЮ
Panait M., Andrei J., Voica C.
Petroleum-Gas University of Ploiesti, Romania
Панаит М., Андрей Ж., Воика К.
Нефтегазовый университет Плоешти, Румыния
Abstract: The agricultural investments are often a controversial topic, caught in the
middle of fierce debate between economic profitability and the rural sustainability. During the
last decade the rural communities has faced with a dramatic drop in living standards accentuated
mainly by the lack of financing and financial support for a sustainable rural economy.The paper
contains a short analysis regarding the role of agricultural investments in achieving a competitive
rural economy, in a larger context of the debate concerning the sustainable and profitable
investments in agriculture. Also the paper presents some of the main concerns of the inland
organizations and public authorities regarding the improvement of the agricultural investments
level in rural economies.
Keywords: investment, sustainability, food security, land acquisitions.
Аннотация: Инвестиии в сельское хозяйство зачастую являются противоречивой
темой, находясь посередине спора между экономической прибыльностью и
устойчивостью сельского развития. В течение последнего десятилетия сельские поселения
столкнулись с драматическим падением уровня жизни, связанным, главным образом, с
недостатком финансирования и финансовой поддержки устойчивого развития сельской
экономики. Статья содержит краткий анализ роли сельскохозяйственных инвестиций в
повышение конкурентоспособности сельской экономики, а также в более широком
смысле – в спор относительно устойчивых и прибыльных инвестиций в сельское
хозяйство. Также в статье содержатся некоторые основные вопросы местных организаций
и органов власти относительно повышения уровня сельскохозяйственных инвестиций в
сельской экономике.
Ключевые слова: инвестиции, устойчивость, продовольственная безопасность,
проибретение земель.
1. Investments in agriculture – a new challenge for farmers and undertakings
The agricultural investments represent a defining component for increasing the result in
valuing the inland agricultural potential.At first glance, the issue of investment in agriculture
seems to be only the interest of farmers, local authorities and communities, but the effects are
more durable for the domestic economy, as a whole. If we follow the implications of
investments or lack of investment on agriculture, then, many stakeholders can be detected, and
the consequences of investment programs in this field is multiple and the effects can be detected
at both the micro and the macroeconomic level.
The interest of undertakings to make investments in agriculture has been quite low over
time. The world food price crisis of 2007–08 generated investments in this area, but positive
effects are overshadowed by the negative consequences that have some form of investment,
especially large-scale investments for land acquisition.
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As it was already proved in literature (Zaman, 2012; Ene and Njegovan, 2012; Liu, 2014;
Karlsson, 2014), the benefits of investment in agriculture are multiple for local communities and
for the rural economy in general, as:
employment creation,
higher productivity,
improvement of food availability and food security,
poverty reduction,
technology transfer, access to new farming technology and practices,
access to finance and markets,
provision of social services like education, health, rural and farming
infrastructure,
local water provision schemes,
improvement of livelihoods for out growers.
In addition, the investments in agriculture and food system can multiply the effects on
complementary sectors like service or manufacturing industries.
In fig.1 is presented the evolution of the Gross fixed capital formation in agriculture in
some EU-27 countries during 2007-2011.
Fig. 1. Evolution of the Gross fixed capital formation in agriculture in some EU-27
countries, 2007-2011
Source: authors based on (European Commission, 2014).
As it can be noticed from the fig.1, the agricultural investments in EU-27, analyzed form
the gross fixed capital formation perspective, measured as percent of GVA in agriculture, has a
quite irregular evolution. If starting from 2007 the agricultural investments describes an
evolutionary trend, after the 2009 the level of is decreasing. This trend is describing the
dubitative interest in achieving a rural competitive economy. The lack of investments, especially
after 2009, accentuates the dependent character of rural economy from the state or EU`s financial
support for development and the rural communities failure in promoting green and
multifunctional agriculture. The evolution of the agricultural investments in EU-27 is the effect
of the PAC measures outcome, which has mainly based on promoting and diversifying rural
activities more than assuring agricultural sustainable development. From neither another
perspective, nor the EU-27 agricultural investments, or the domestic financing support for
108
promoting a competitive agricultural sector were not functional. For an illustrative example, in
fig. 2 is presented the evolution of the Romanian agricultural net investments during 2009-2012.
Fig. 2. Evolution of the Romanian agricultural net investments, 2009-2012
Source: authors based on (INS, 2013)
During the period, the evolution of the Romanian agricultural net investments had a quite
stable general trend, with small varies.
The studies carried on at the international level by reputable institutions like World Bank
and United Nations Conference on Trade and Development revels the existence of negative
outcomes for agricultural investments (WB 2014, p.18). The major drawbacks are: disputes over
access to land, lack of transparency regarding the land`s acquisition, lack of consultation and
inclusion of local communities, negative impact on environment, inadequate use of the land.
The analysis performed for agricultural investments reveal the major role played by the
smallholder farmers, but in the last ten years, we remark the increase of corporate investments
generated by strategic concerns of food-importing countries, commercial opportunities and the
rise of commodity prices. The corporate investments are made by different actor like
agribusiness enterprises, energy companies, state-owned enterprises, sovereign wealth funds,
private equity funds, pension funds and transnational corporations. Some studies (FAO 2013, p.
6) highlight the strengthening of trend regarding the involvement of governments (in developing
countries) in agriculture field through state-owned companies. In order to promote a risk
reduction strategy, the public authorities prefer not to invest directly in agriculture but to fund
state-owned companies and, most often, establish public-private partnerships.
The contributions of these investments depend on the local conditions (natural and
institutional), the investment contract, the type of business model, the type of investment (local
or foreign direct investment) and the relations with smallholders. For example, some specialists
(FAO 2013, p. 335) have raised concerns regarding the possible negative effects of foreign
direct investment (FDI) in agriculture, if taking in account large-scale land acquisitions. The
acquisition of agricultural land on a large scale have many economic, social and environmental
implications like displacement of smallholder farmers, reduced access to resources, degradation
or depletion of natural resources, decrease of grazing land for pastoralists, the loss of incomes of
rural people.
The interest of foreign investors for agriculture is doubled by the interest of national
authorities from host countries. According with UNCTAD experts, (UNCTAD, 2012-2014) a
survey conducted at international level revealed that the agriculture is the second target
industry for investment incentive policies, after IT and business services, but before hotels and
restaurants (WIR 2014, p. 112).
109
Taking in account the negative effects of agricultural FDI on host countries, some states
have modified their investment policy and have introduced new entry barriers or reinforced
screening procedures (WIR 2012, p 79). These new approaches are based on the strategically
importance of agriculture for food security and the consequences of overexploitation for the rural
economic development and for environment. The efforts made by public authorities in order to
monitories the access to land by foreigners must be accompanied by the creation of a modern,
harmonized registration and cadastre system that can measure the foreign presence in an
appropriate manner (WIR 2012, p 82).
2. Concerns of international organizations and public authorities regarding the
agricultural investments
The poverty and food insecurity affects a large proportion of the world population, which
is concentrated mainly in rural areas from developing countries. Investments in agriculture can
contribute to poverty alleviation and raising living standards for the population in rural areas.
The millennium development objectives include halving the number of hungry and people. This
may seem easy to achieve, but if we consider the complexity of the problem (world population
growth, the changes in consumption patterns, climate change and resource constraints), we
realize that major efforts must be made at regional, national and international level.
According with FAO estimations, in developing countries, the agricultural investment
needs to increase by at least 50 percent. This figure was calculated taking in account the
necessity to meet projected increased demand by a world population that is expected to pass 9
billion in 2050 (Karlsson, 2014, p 5)
The FAO experts recommend making annual investments of over US$80 billion in order
to meet targets for reducing poverty and the numbers of malnourished.
The FAO reports on The State of Food and Agriculture revealed, most often, the
importance of public authorities in planning, directing and stimulating investments in agriculture.
The international financial crisis affecting the ability of governments to play a primary role in
making investments in agriculture. The international donors were confronted with the problem in
catalyzing and channeling investments in this area. At present, the experts consider that private
investors and primarily farmers are the main actors in this field (FAO 2012, p.3).
The role of governments cannot be reduced given the responsibility of public authorities
to provide an investment climate and to ensure that such investment is environmentally
sustainable. According with experts of World Bank (The World Development Report 2005, p.2),
the investment climate is vital to growth and poverty reduction. In developing countries, the
economy is highly dependent on agriculture if we take in account the agriculture`s contribution
on employment and GDP. So, the public authorities have greater responsibility to provide an
investment climate that is conducive to investment in the sector.
The effort made by public authorities must be associated with the behavior of private
investors. In order to improve the impact of domestic and foreign investors on local economy,
we note the effort made by international organizations (FAO, IFAD, UNCTAD and the World
Bank) to shape the investors actions in a sustainable manner through (UNO, 2008; FAO, 2013;
World Bank, 2014):
The Voluntary Guidelines on the Responsible Governance of Tenure of Land,
Fisheries and Forests in the Context of National Food Security (VGGT) ;
Principles for Responsible Agricultural Investment that Respects Rights,
Livelihoods and Resources (PRAI);
Principles for Responsible Investment in Agriculture and Food Systems.
In fact, these principles and guidelines should be used to underlie the actions and
decisions of other stakeholders like financial institutions and donors, small holders and their
organizations, workers and their organizations; local communities and consumer organizations.
110
So, the promotion of voluntary standards and good practices are essentials in this field,
too. Even the international standards are non-binding and cannot substitute for national legal
provisions, they can have a positive impact on investment`s decisions. (Karlsson, 2014, p.11)
The investment made by different economic agents must improve food security, respect
the rule of law and best practices, and meet principles of social sustainability and environmental
sustainability. In this way, the agricultural investment must be economically, socially and
environmentally beneficial.
Conclusions
The agricultural investments are one of the tools that can be used in order to achieve at
least one of the sustainable development goals – “end hunger, achieve food security and
improved nutrition and promote sustainable agriculture”.
The agricultural investments must be re-designed taking in account the following
considerations (FAO, 2013; Liu, 2014; World Bank, 2014):
in developing countries, the agriculture is the main promoter for development,
food security and poverty reduction;
the small holder farmers are the main agricultural producers, but they have many
vulnerabilities because of resource- constraints (small capital available for investment, lack of
access to additional financing, agricultural inputs and markets);
the implications of foreign investors in agriculture field;
the multifunctional character of agriculture;
the competition for land and water resources among some land uses industries like
tourism, agriculture and mining.
trade restrictions at international level.
The universe of agricultural investments are very complex, taking in account the
stakeholders implicated in regulation, financing, conduct and operation of a business in
agriculture field: small scale food producers, transnational corporations, investment funds,
international organizations.
In order to improve the agriculture productivity and incomes of agricultural producers,
some measures must be considered (FAO, 2013; Committee on World Food Security, 2014;
World Bank, 2014):
improve the market information regarding aspects like food reserves in order to
ensure proper functioning of food commodity markets and to limit the distortions form
derivatives markets; in this way, food price volatility could be controlled;
implement resilient agricultural practices;
increase investment in related fields like rural infrastructure, agricultural research;
fosters gender equality and women’s empowerment.
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112
TOURISM IMPACT ATTITUDE SCALE (TIAS) AS A TOOL OF
CONTEMPORARY ANALYSIS IN AGRITOURISM
ШКАЛА ВОЗДЕЙСТВИЙ ТУРИЗМА (TIAS) КАК СОВРЕМЕННЫЙ
ИНСТРУМЕНТ АНАЛИЗА В АГРОТУРИЗМЕ
Petrović M.D., Bjeljac Ž.
Serbian Academy of Sciences and Arts (SASA), Geographical Institute ''Jovan Cvijić'', Republic
of Serbia
Demirović D.
University of Novi Sad, Republic of Serbia
Петрович М.Д., Бьеляц З.
Академия наук и искусств Сербии (SASA), Географический институт «Йован Цвийич»,
Республика Сербия
Демирович Д.
Университет Нови Сад, Республика Сербия
Abstract: Тhe paper deals with the examination of the attitude of residents in the village
settlements in Vojvodina Province (Northern Serbia), which represent the most developed in
terms of agritourism in Serbia. To achieve that, authors of the paper used Tourism Impact
Attitude Scale (TIAS). Exploratory factor analysis is used for the analysis of the gathered data
about interconnections of the sets of variables. Eventually, all 23 items of TIAS scale grouped
into four factors which explain the total of 47.467% of the variance. The factors are titled in the
following way: Personal and community benefits; Negative impacts of tourism development;
Concern/support for local tourism development; and General opinion about tourist development.
All the four factors defined in this paper have a theoretic, empiric and scientific background, and
the grouped items have shown insignificant deviations from the prevailing scientific results and
conclusions of the theorists who have tested the same scale. Thanks to the obtained results, the
similarity and support to items grouped in factors obtained according to the original research
results in this paper can clearly be noticed.
Keywords: agritourism, TIAS scale, exploratory factor analysis, Vojvodina Province,
Serbia.
Аннотация: В статье приводится анализ положения жителей сельского поселения
в провинции Войводина (северная Сербия), являющегося одним из наиболее развитых в
стране в смысле агротуризма. Для достижения результата авторы статьи использовали
шкалу воздействий туризма (TIAS). Факторный анализ использован для анализа
собранных данных о взаимосвязях наборов переменных. В конечном счете, все 23
показателя шкалы TIAS сгруппированы в четыре фактора, которые в целом объясняют
47,467% вариации. Факторы названы следующим образом: персональные и общественные
выгоды; негативное влияние развития туризма; поддержка местного развития туризма;
общее мнение о развитии туризма. Все четыре фактора, выявленные в данной статье,
имеют теоретическое, эмпирическое и научное основание, а сгруппированные показатели
имеют незначительние отклонения от превалирующих научных результатов и выводов
теоретиков, которые тестировали аналогичную шкалу. Благодаря полученным
результатам, схожесть и поддержка показателей, сгруппированных в факторы,
полученные в в ходе оригинального исследования в данной статье, являются очевидными.
113
Ключевые слова: агротуризм, шкала TIAS, факторный анализ, провинция
Войводина, Сербия.
Introduction
In modern research of tourism globally, agritourism is its very important and increasing
segment of travel industry. Agritourism includes tourism activities on farms, which provide
specific kind of agritourism products and services. Sznajder et al. (2009) suggest that agritourist
activities involve the following: farm-stay, (whether it is private accommodation or camping),
educational visits, recreational activities or selling agricultural and home-made products. On the
other hand, Stojanović (2007), states that agritourism is part of so-called alternative types of
tourism, which appeared in 1980s as a consequence of the so-called ‘green consumption’ trend,
as well as a consequence of the awareness of travelling in accordance with the environmental
protection.
In his paper on agritourism, Nilsson (2002) and in Petrović (2013; 2014) define this type
of tourism as a basic segment of rural tourism. According to Nilsson, rural tourism is based on
rural environment in general, while agritourism is based exclusively on farms and farmers.
Clarke (1996) explains that there are certain spatial differences in agritourism. Namely, if the
accommodation is not on the farm, then it is agritourism, while farm-stay means that the
agricultural environment and its offer are included in the product (e.g. being involved in
agricultural work, riding a tractor, processing products, etc.). The problems in agricultural
production have encouraged farmers and the creators of the agricultural policy to search for
alternative activities, so agritourism being one of them (Illbery et al., 1998).
In 1994, American professors Lankford and Howard (1994) wrote a scientific paper with
the title “Developing a Tourism Impact Attitude Scale” according to results of their field
research in the USA. Contrary to all the previous similar scales (Pizam, 1978; Milman & Pizam,
1988; Liu & Var, 1986; Ap, 1992), the authors’ intention was to overcome the previous
omissions by using a multidimensional or multivariate Likert Scale. Thus, in their work, they
designed and presented a unique model for measuring tourism impact on the attitude of local
population (most often in agritourism), called TIAS (Tourism Impact Attitude Scale). This scale
was created on the basis of several important methodologies suggested by eminent theorists such
as Likert (1967), Churchill (1979) and Parasuraman et al. (1988).
According to mentioned research, the aim of this study was to examine the attitude of
residents in the 17 village settlements in Vojvodina Province (Northern Serbia) which are the
most representative (the most ready) in terms of agritourism in Serbia. The selection of the
village settlement has been done according to the recommended settlements within the project
“Wealth of Diversity” of the Danube Tourism Cluster of Serbia “Istar 21”, supported by the
Government of Vojvodina Province (Map 1).
The data obtained by using a modified questionnaire made with the help of standardized
TIAS scale for measuring the impact of tourism development on the attitudes of local population
in the selected village settlements. The scale consists of 18 independent variables and 27
dependent variables grouped in four factors. The aim of the research was to describe the
characteristics of the population sample and to examine the attitudes of local population towards
tourism impact in the settlements they live in. The main problem issues of this work refer to the
analysis of data of poll research which was conveyed several times during 2013 and 2014 among
the most numerous target groups. The analysis should point to the significance of the impact of
agritourist development on the life of local population in the selected village settlements in
Vojvodina Province.
All the interested respondents in the researched villages participated in the poll. The
condition was that their domicile address was in the observed village. The examination of the
target groups was done by personal poll, i.e. with the technique “face to face” or they were give
some time to fill the questionnaire (not longer than two weeks). The research questionnaire
(TIAS) direct polling of the population in the analyzed villages; of 300 distributed poll papers in
114
total, 228 have been answered correctly, which represents the final number of the examinees
who participated in the statistical analysis (N=228), i.e. 76% of the response rate. According to
the theorist Babbie (1986), the response rate among the examinees which is on the level of 70%
and above that share, is considered to be a good indicator of the measurement scale acceptance.
Bagozzi (1981) states that the assessments using statistical methods will be good only when the
sample comprises the minimum of 51 observed units. According to these statements, it can be
noticed that the sample in all the presented researches is adequate for good statistical
assessments (N ≥51).
Map 1. Geographical location of analyzed villages in Vojvodina Province (Northern
Serbia)22
Ratio: 1cm ≈ 15 km; Source: Made by authors in 2014
(The basis of the map was taken from: http://www.moto-berza.com/str/mapa-srbije/)
Results and discussion
Exploratory factor analysis is used for the analysis of the gathered data about
interconnections of the sets of variables. Lankford and Howard (1994), the creators of TIAS
scale, got the items grouped in two factors in their results (research in the USA). Factor 1 was
titled “concern for local tourism development” (18 items), while Factor 2 interprets “personal
and community benefits from local tourism development” (nine items). However, in the same
year (1994), Lankford et al. tested TIAS scale in rural areas of the island of Taiwan, where he got
five factors in total, which were titled as: “positive promotion”, “negative promotion”, “tourism
impacts”, “public services” and “benefits from tourism” (p. 226). Three years later, theorist
Rollins (1997) applied TIAS scale for his research and got a four-factor structure.
Besides the fact that the items were grouped in separate factors “community benefits
from tourist development” and “personal benefits from tourist development”, in Rollins’s results
also the factors titled “general opinion about tourist development” and “negative impacts of 22 The villages which were chosen and which are analyzed in this work and listed in alphabetical order are the following: 1. Banoštor, 2. Bački
Monoštor, 3. Bezdan, 4. Belo Blato, 5. Velebit, 6. Golubinci, 7. Gudurica, 8. Donji Tavankut, 9. Kovilj, 10. Krčedin, 11. Ruski Krstur, 12.
Selenča, 13. Skorenovac, 14. Stapar, 15. Stari Slankamen, 16. Totovo Selo and 17. Turija. These 17 village settlements are distributed in 13 Vojvodina Province municipalities: Beočin, Sombor, Zrenjanin, Kanjiža, Stara Pazova, Vršac, Subotica, Novi Sad, Inđija, Kula, Bač, Kovin and
Srbobran.
115
tourist development” were obtained. It turned out that results of factors grouped in this way
showed statistical significance and that they could serve as an efficient modification of the
original two-factor scale. Schneider et al. (1997) got different number of factors with the
unchanged items, depending on the country where they conveyed their researches. So, in
Indonesia and Japan they got a three-factor, and in china and Jordan a five-factor analysis. In all
the researched countries, the scale results showed statistical significance and Cronbach’s α
coefficient – they got the largest one in China (0.90), and the smallest in Jordan (0.71).
Theorists Harrill and Potts (2003), in their results on the territory of South Carolina
(USA), got three factors: “negative impacts”, “economic benefit” and “cultural benefit” (p. 239),
and excluded eight original items, because of the low coefficient values of factor difficulties (19
items were accepted, which were previously used in the reference Lankford et al., 1995). The
first factor shows 22.38% of explanatory variance in the attitudes towards tourist development,
the second one shows 17.63%, and the third one 17.59%. As Wang et al. (2006) claim, TIAS
two-factor scale has proved to be a very useful model for measuring attitudes of the population
in rural areas of North Carolina (USA), where they left out seven items because of low
coefficient values of factor burden. Their results show that “gender”, “age” and “residents’
participation in tourist development” do not show great statistical significance in both of the
factors, while “education level” and “personal benefits from tourist development” show high
significance. The research was repeated two years later by the first two co-authors (Wang &
Pfister, 2008), leaning greatly on Factor 2 of TIAS scale, i.e. on the segment concerning
“personal benefits from tourist development”. More precisely, the authors wanted to find out
what the correlation was between the attitude towards tourism and personal benefits of
individuals from tourism and confirmed the expected hypothesis that the more individuals have
benefits from tourism, the more positive the attitude towards it is. At the same time, it should be
emphasized that those benefits are not only of financial nature, but they are also cultural, social
and psychological benefits. It is interesting to point out that Woosnam (2012) used a two-factor
TIAS scale with the total of 16 original variables taken and which showed high factor burden. He
titled the factors: “support to tourist development” (nine grouped items) and “tourist contribution
to the local community” (seven grouped items) (p. 322). The titled factors are counterparts to
original titles in the factor analysis results by Lankford and Howard. For such a decision an
explanation was provided: the taken items showed significance in previous scientific researches
(Wang et al., 2006; Wang & Pfister, 2008), and the other ten items which proved to be
inappropriate for the selected target examines were left out. Finally, the items with the lowest
values in the original research (Lankford & Howard, 1994) were also left out.
According to the presented previous findings, for the needs of the main components
analysis in this work, all the 27 original questions were taken. Kaiser-Meyer-Olkin measure
value was 0.741 which exceeds the recommended value of 0.60 (Kaiser, 1974). Also, Bartlett’s
test of sphericity has achieved the needed statistical significance (p=0.000) which confirms the
justification of the application of exploratory factor analysis.
The main components analysis has discovered the presence of four components with
characteristic values above 1 (one), which is explained by 17.175% (F1), 11.582% (F2), 9.698%
(F3) and 9.012% (F4) of the variance. After the forming of factors, the rotation was done by
using the method of Varimax rotation. The aim of the rotation is that each variable has to be
representative with as few factors as possible and with as good as possible spatial arrangement.
The reliability of the measurement instrument was checked by using Cronbach’s Alpha
Reliability Coefficient. This measurement instrument is among the most commonly used
indicators of closeness whit items which the scale consists of (Pallant, 2011). In an ideal case,
Cronbach’s alpha reliability coefficient should be above 0.7 (DeVellis, 2003), but the values of
this instrument are very sensitive to the number of items on the scale. As Pallant (2011) states,
short scales (fewer than 10 items) usually have quite small Cronbach’s coefficient (below 0.5) so
in that case it is more appropriate to calculate the mean inter-item correlation. In this case, the
recommended values are from 0.20 to 0.40 as optimal scope of inter-item correlation (Briggs &
116
Cheek, 1986). Even though the reliability coefficients are below 0.70 are generally considered
unacceptable, sometimes the coefficients above 0.60 are accepted. According to Lehman et al.
(2005), the ideal value of internal consistency value is in the interval from 0.80 to 0.90.
The coefficient value for the first, third and fourth factor exceeds the recommended
(ideal) value of 0.700, (F1=0.885, F3=0.709, F4=0.710), while the value of the second factor is
close to the recommended value (F2=0.693). Cronbach’s alpha coefficient for the whole scale of
23 items is F1-F4=0.863. The presented data point to the fact that the set model is reliable
(Nunnally, 1978) and the obtained results are scientifically supportable.
After the conveyed factor analysis, the pure factor structure has been obtained with high
coefficients. Four items have been excluded from the model due to their low values of factor
burden coefficients (below 0.40) and they are: “As a priority, the province should develop
tourism according to a plan” (0.37), “Benefits from tourism exceeds the negative impacts”
(0.31), “Long-term planning of municipal authorities could control the pressure of tourism on the
environment” (0.00) and “It is necessary to execute the tax payment for the tourism
development” (0.00).
Thus, a model with 23 items grouped into four factors which explain the total of 47.467%
of the variance has been obtained and the factors are titled in the following way:
Factor 1 (F1) – Personal and community benefits,
Factor 2 (F2) – Negative impacts of tourism development,
Factor 3 (F3) – Concern/support for local tourism development,
Factor 4 (F4) – General opinion about tourist development.
Table 1. Exploratory factor analysis for F1-4
Factor
s
Items (Variables) Factor
loading
Characterist
ic values
Explained
variance
Cronbach’s
coefficient α
F1
F1a - My village has better roads and
pavements thanks to tourism
development.
.729 6.130 17.175 .885
F1b – The quality of public services
(health care, cleanness, water supply,
protection from fire…) in my place
has been improved thanks to tourism
development.
.772
F1c – I have more money thanks to
tourism. .850*
F1d – Tourism has an impact on the
improvement of my life standard. .816
F1e – I have more possibilities for
recreation (new sports fields,
playground for children, swimming
pools…) since tourism developed in
my place.
.725
F1f – The jobs provided by tourism
are very attractive. .540
F1g – In my place the number of
shops has risen as a result of tourism
development.
.723
117
F1h – Tourism will have a leading
economic role in my place in the
future.
.558
F2
F2a – Settlements in this
municipality should not initiate the
attraction of a great number of
visitors.
.603 2.719 11.582 .693
F2b – Tourism has a negative impact
on the environment preservation. .549
F2c – The noise from the existing
tourist activities has a negative
impact on the life in my place.
.605
F2d – In my place the amount of
rubbish has risen due to a larger
number of visitors.
.513
F2e – Tourism reduces the
possibilities for the recreation
outdoors in my place.
.418
F2f – Tourism has influenced the rise
of crime rate in my place. .637*
F2g – Visitors have a positive impact
in my place. .612
F3
F3a – In my place, tourism
development should be actively
supported.
.689* 2.248
9.698
.709
F3b – My place has resources to
become an attractive tourist
destination.
.649
F3c – Tourism should become the
main economic branch in my place. .471
F3d – Tourism development in my
place will provide more opportunities
for employment of local population.
.590
F3e – I am against building of tourist
facilities which will attract a large
number of visitors to my place.
.633
F4
F4a – The community should
stimulate a more intensive building
of tourist facilities.
.792 1.719 9.012 .710
F4b – Tourism plays and important
role in the economy of the
community.
.677
F4c – Municipal authorities are right
if they support tourism development. .798*
*The marked figures represent the values with the highest burden within this factor.
Source: Created by the authors according to the data in SPSS 18.0
118
Conclusions
Even though many authors in their results got and interpreted factors with which they
separated “personal benefits from tourist development” (Rollins, 1997; Schneider et al., 1997 in
the case of Jordan) from “community benefits from tourist development” (Rollins, 1997; Wang
& Pfister, 2008; Woosnam, 2012), in the case of this paper, Factor 1 has been united and titled
the same as it was done in numerous previous works which used TIAS scale (Lankford &
Howard, 1994; Lankford et al., 1994; Schneider et al., 1997 in the case of all the four case
studies). Factor 1 comprises the total number of eight variables with factor burdens from 0.540
(the lowest burden) for the statement that the jobs provided by tourism are very attractive, to
0.850 (the highest burden), for the statement that the examinees have more money thanks to
tourism. Even though nine variables were grouped in this factor in the original research by
Lankford and Howard, in the case of this research, the variable “It is necessary to execute the tax
payment for tourism development” has been eliminated, since it has showed no value for factor
burden coefficient (0.000). All the other items in this research are identical to those in the factor
with the same name by Lankford and with similar factor burdens (e.g. the largest difference of
0.164 was noticed in the case of F2d). It can be explained by the fact that in the villages of
Vojvodina Province the shopping opportunities have not yet risen (new department stores,
boutiques and supermarkets) under the influence of tourist activities, as it is present in the
analyzed American villages, where agritourism is much more mass.
On the other hand, the research results from the island of Taiwan (Lankford et al., 1994)
have also grouped the items (seven) into the factor of the same name, and by comparing them
with the obtained results in this work, it can be noticed that six items are identical and with
similar factor burden. The greatest difference of 0.28 is noticed with item F1f, which can be
explained by the fact that the jobs which are provided by tourism in the analyzed villages of
Taiwan are more attractive than the jobs which are present in the observed villages of Vojvodina
Province. It leads to the conclusion that in rural areas of this east-Asian island agritourism is
more developed and that the local population considers the jobs provided via tourist development
very attractive, which is present on a much lower level in the analyzed villages of Vojvodina
Province. The only left-out factor in the case of this research it is F3d, which has been set in the
factor Concern for local tourist development in this paper. This statement is explainable by the
fact that local population in Vojvodina Province, having the opinion that tourism will affect a
large number of the employees in their settlement, at the same time has concerns about the
general well-being and the development of their community, which can be considered as a
justifying result.
Factor 2 includes the total of seven items. The factor burdens range from 0.418 (the
lowest burden) for the statement that tourism reduces possibilities for recreation outdoors, to
0.637 (the highest burden) for the statement that tourism has contributed to the increase of crime
rate in the local area. Even though in the original research of TIAS scale (Lankford & Howard,
1994) this factor was not defined, in this work Factor 2 has been titled according to the later
works by Rollins 81997), Schneider et al. (1997, in the cases of Indonesia and Jordan) and
Harrill and Potts (2003). Even though Rollins got five items within this factor (not including the
two which have been obtained in this work: F2a and F2g), all the items are identical with the
items grouped in this factor and with similar factor burden (e.g. the greatest difference of 0.25
has been noticed in the case of F2d). This difference can be explained with the fact that the
increase in the amount of rubbish is still not a big problem in the observed villages in Vojvodina
Province, due to the absence of mass participation in agritourism and the profile of visitors to
such tourist destination (so-called alternative types of tourists).
Like their predecessors, Harrill and Potts also got five items in this factor. However, item
F3e which, in this work, is within the factor Concern for local tourism development (the same as
in the original research by Lankford and Howard), in the case of these authors, it was comprised
in Negative impacts of tourism. Such a phenomenon is not worrying, since in Rollins this item is
in the factor General opinion about tourist development, so it can be interpreted in several ways.
119
In the case of this work, the objection to building tourist facilities which will attract a large
number of visitors to the rural areas of Vojvodina Province can certainly be considered a concern
for local tourism development by local population. Generally, agritourism, according to its
characteristics, does not include mass building of facilities or great tourist migrations, which is
more often the characteristic of destinations with swimming tourism on shores of oceans, seas,
lakes or with mountainous, skiing tourism.
Factor 3 comprises five items in which the factor burdens range from 0.471 (for the
statement that tourism should become the main economic branch in the observed settlement) to
0.689 (for the statement that tourism development should be actively stimulated in the
settlement). Concern for local tourism development is the title of this factor, which originates
from the title of the same name in the original study of TIAS scale (Lankford & Howard, 1994)
and in several other scientific references (Wang et al., 2006; Wang & Pfister, 2008; Woosnam,
2012). Even though in the original research 18 items were grouped in this factor, in this work all
the five items are identical with those in the mentioned research and with relatively similar factor
burdens. The greatest difference in the burdens is noticed in the variable F3c (0.288), which can
be explained with the fact that a large share of the number of examinees in Vojvodina Province
think that tourism should become the main economic branch, but together with agriculture, as a
traditional, vital and dominant economic activity in the analyzed settlements.
Like their predecessors, Wang et al. (2006) and Wang and Pfister (2008) have also got a
great number of items grouped within this factor (12 in total). From the five items within Factor
3 in this work, four match the research of the listed authors, since they eliminated item F3d
because of the low factor burden. All the other items have similar factor burdens, and the largest
difference of 0.173 is noticed in F3a. This can also be explained with the conclusion that the
residents in rural areas of Vojvodina Province may not have completely understood the meaning
of the statement that in their settlement tourism development should be actively stimulated, and
that is why the greatest difference in burdens has been noticed between the obtained results of
the two observed works.
In his work, Woosnam (2012) got nine items in total within this factor. Contrary to
previous comparisons, the defined F3d in the work belonged to the second factor in Woosnam’s
research (“Tourist contribution to the local community”), while the remaining four showed
similar factor burdens as in this research. The largest difference in burdens of 0.229 is also
noticed here in F3a, which leads to the same conclusion which has been presented in the
previous paragraph.
Factor 4 groups the smallest number of items on the scale, three in total. The title of the
factor General opinion about tourist development is formed according to the work by Rollins
(1997), who defined the total of four factors in his results. Within this factor, the author has
interpreted the grouped 18 items. All the three obtained items in the results of the work
completely match Rollins’s findings, as well as factor burdens where the differences are small.
The largest difference of 0.140 is noticed in F4a, which leads to the conclusion that the
examinees in both of the rural areas (the Island of Vancouver and Vojvodina Province), in a
relatively similar amount, think that their communities should stimulate an intensive building of
tourist facilities in their local areas, with the aim of a more successful tourist development.
According to the presented facts, it can be noticed that all the four factors defined in this
work are justifying, i.e. they have a theoretic and empiric scientific background. All the four
factor titles have been explained and the grouped items have shown insignificant deviations from
the prevailing scientific results and conclusions of the theorists who have tested the same scale.
Thanks to the obtained results, the similarity and support to items grouped in factors obtained
according to the original research results in this paper can clearly be noticed. According to
everything said, it can be concluded that agritourism in Vojvodina Province is becoming one of
the strategic and most efficient ways of scientific research and future development of rural areas
in this part of Europe.
120
Acknowledgment: The paper is supported by Ministry of Education, Science and
Technological Development, Republic of Serbia (Grant III 47007).
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SUSTAINABLE DEVELOPMENT OF THE TOURISM BUSINESS IN RUSSIA
УСТОЙЧИВОЕ РАЗВИТИЕ ТУРИСТСКОГО БИЗНЕСА В РОССИИ
Prilipko M. A.
Stavropol State Agrarian University, Russia
Прилипко М.А.
Ставропольский государственный аграрный университет, Россия
Abstract: This article explores the sustainable development of tourism in the Russian
Federation. For the sustainable development of tourist and recreational complex of the Russian
Federation, August 2, 2011 was approved by the Federal Target Program “Development of
domestic tourism in the Russian Federation (2011-2018).” This article presents the most
important indicators of the program, namely, the number of foreign nationals placed in collective
accommodation; area number fund of collective accommodation facilities; investment in fixed
assets of accommodation (hotels, temporary accommodation). Also highlights the most
important issues affecting the development of tourism in Russia. To minimize the problems
mentioned in the article, the state support of tourism development on the basis of public-private
122
partnership, the rational use of budget funds and maximize coordination among program
participants in the development of the most promising tourist and recreational clusters,
increasing domestic demand for tourism services, and create new jobs. Implementation of the
proposed scenario involves public institutions to find solutions to the design and development of
the most promising tourist and recreational clusters.
Keywords: tourism, sustainable development, the Federal Law “About the basis of
tourist activity in the Russian Federation”, inbound tourism, outbound tourism, domestic
tourism, Federal Target Program “Development of domestic tourism in the Russian Federation”,
prospects, problems.
Аннотация: В статье рассмотрено устойчивое развитие туризма в Российской
Федерации. В целях обеспечения устойчивого развития туристско-рекреационного
комплекса в Российской Федерации 2 августа 2011 г. была принята Федеральная
программа «Развитие внутреннего туризма в Российской Федерации (2011-2018 гг.)». В
данной статье представлены основные показатели Программы, в частности, количество
иностранных туристов, размещенных в коллективных средствах размещения; площадь
номерного фонда коллективных средств размещения; инвестиции в основные средства
размещения (отели, временное размещение). Также в статье выделены основные аспекты,
влияющие на развитие туризма в России. В целях минимизации выявленных в статье
проблем необходимы государственная поддержка развития туризма на основе
государственно-частного партнерства, рациональное использование бюджетных средств и
максимизация координации усилий между участниками программы в развитии наиболее
многообещающих туристских и рекреационных кластеров, повышение внутреннего
спроса на туристские услуги, а также создание новых рабочих мест. Применение
предложенного сценария подразумевает вовлечение общественных институтов для поиска
решений по разработке и развитию наиболее многообещающих туристских и
рекреационных кластеров.
Ключевые слова: туризм, устойчивое развитие, Федеральный закон «Об основах
туристской деятельности в Российской Федерации», въездной туризм, выездной туризм,
внутренний туризм, Федеральная целевая программа «Развитие внутреннего туризма в
Российской Федерации», перспективы, проблемы.
Introduction Tourism is one of the leading and most dynamic sectors of the economy and because of
the fast pace it recognized as the economic phenomenon of the century. In many countries,
tourism plays a significant role in the formation of the gross domestic product, the activation of
the foreign trade balance, creating jobs and providing employment. Tourism has a huge impact
on such key economic sectors such as transport and communications, construction, agriculture,
consumer goods and others, i.e., advocates a kind of stabilizer socio-economic development. On
the development of tourism in the world affect the scientific and technological progress,
improving the quality of life of the population, an increase in the duration of time off, vacations,
economic and political stability, and a number of other factors [3].
20 years ago in Russia the consumer did not think about the quality of services provided,
as in Soviet times the union vouchers were provided with big discount, so the poor level of
service smoothed low prices. Tourism enterprises were not interested in improving the quality of
services provided, as it did not affect the results of operations. By sales of tourist services former
USSR ranked 20th
place among the twenty-four European countries – members of the World
Tourism Organization [1].
But then, everything has changed and now for Russian tourism is particularly important
because the industry is a favourable environment for the operation of small businesses that can
123
be developed without significant budgetary allocations, and looking to attract foreign investment
in large scale and in a short time. Travel industry encourages the development of other economic
sectors: construction, trade, agriculture, consumer goods, communications, etc.
To start we should define what the sustainable development of tourism is. Sustainable
tourism development for every country is composed based on compliance with certain principles,
such as: optimal use of environmental resources, honor and respect social-cultural features of the
host country and ensure the long-term viability of economic processes [4]. All of these principles
are inseparably connected with each other; respect for one of them does not mean neglecting the
other. Therefore, only a comprehensive observance of these principles may lead to the
sustainable development of tourism activity.
We begin to disassemble, how the state is working on sustainable tourism development
with normative – legal base. The main law governing the rights of citizens in the field of tourism
in Russia is the Federal Law “About the basis of tourism activities in the Russian Federation”,
which came into force on November 24, 1996 [17]. Federal law defines the principles of state
policy aimed at establishing the legal basis of a single tourist market in Russia, and regulates
relations arising in the implementation of the rights of citizens and persons without citizenship
on vacation, freedom of movement and other rights in the commission of travel.
Namely a favorable legal framework, amendments and changes in the laws are able to
increase the inflow of foreign tourists in Russia, therefore, the interest of foreigners in our
country is growing every year [2].
To see how to change the number of foreign nationals in the last 5 years, we consider
dynamics of tourism from the official site of Federal State Statistics Service.
According to Federal State Statistics Service, in 2013, foreign tourists were committed 2
million 664,800 trips to our country, which is 3.7% more than in 2012. In 2012, the growth was
10% compared with 2011, and it was the best result in the last five years. In 2011, tourist flow
increased by 9%, in 2010 there was an increase of 2% in 2009 compared with 2008, the increase
is not significant, but there is – 1.6%. Thus, the tourist flow in 2009 increased by 24.8% overall
[8].
The greatest influx of foreign nationals is in Moscow and St. Petersburg, through
infrastructure development, a large number of accommodation facilities (80% of all over the
Russian Federation) [5], the availability of tour operators at a reception promoting tours
precisely in these cities. But other regions of the country unnoticed. This situation occurs for
different reasons [7]:
Firstly, there was a stereotype that travel within the country is not prestigious;
Secondly, domestic tourism is quite expensive, and the low level of service, all because
there is no competition, no transportation system, there is no support from the media, which
would have created the demand for domestic tourism. For these and many other reasons, inbound
tourism in Russia, is still much lower than the outgoing tourism [6].
To increase the interest of the Russian citizens to domestic tourism in the Russian
Federation developed, strategies, concepts of tourism development, as well as programs (target,
address investment at all.) at the federal and regional levels. One striking example of the
Government to consolidate the Russian tourism is the statement by the Russian Government
target program "Development of domestic tourism in the Russian Federation (2011-2018 years)",
which came into force on 2 August 2011. The objective of this program – improving the
competitiveness of the tourist market of the Russian Federation, would satisfy the needs Russian
and foreign citizens in the quality of tourist services.
According to this program by 2018, the area of the room stock is expected to increase by
49% compared to 2011, the number of foreign nationals placed in hotels and other
accommodation facilities, for 2011 was 4.1 million people, by 2018 this figure will rise to 23
million.
At the moment in Russia finishes construction of modern tourist infrastructure in
different regions of the country. In the active phase is complete the upgrade of infrastructure in
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the Caucasus (Sochi, Arhiz, Lagonaki Elbrus Mamison, Dombay), “Golden Ring of Russia”,
“Silver ring of Russia” in Vladivostok, on Lake Baikal (“Irkutsk Sloboda” Irkutsk, bay Turk).
Gradually updated transport infrastructure. In the most beautiful and popular tourist regions of
Russia were created tourist special economic zones, which suggest favorable conditions for the
organization of tourist business.
Conclusions
Russia has a huge potential for development of tourism industry. To date, tourism in
Russia is in the initial early stage of development, which in turn allows creating it based on the
principles of sustainable tourism development. It should be noted that the government makes
enormous support and creates a favourable atmosphere for both internal and external tourism.
Legal and regulatory framework is the key to solving most problems. For example, for 10 years
in the Federal Law “About the basis of tourism activities in the Russian Federation” [9] adopted
about 8 amendments. It should be noted the amendment of February 5, 2007 N 12-FZ [2], the
termination of licensing of tourist and tour operator activities. After the entry into force of this
amendment, it is observed that the number of small tourism enterprises, with the number of
employees, on average, 2 people (from 2007 to 2008) increased tenfold. This situation had
positively affected the development of outbound tourism.
To increase the interest of the Russian citizens to domestic tourism and to increase the
number of foreign tourists in the Russian Federation developed strategies, concepts of tourism
development, as well as targeted programs, both at the federal and regional levels. One striking
example of the government to strengthen the Russian tourism is the statement by the Russian
Government target program “Development of domestic tourism in the Russian Federation (2011-
2018 years)”. Total funding for the Programme for 2011-2018 years in the prices of the
respective years is 338.9 billion of rubles. With its help, has managed to increase the area of the
room stock in 2013 at 3,5% more than in 2011, in turn, the number of foreign nationals placed in
collective accommodation facilities increased by 1.3 million people (that is, 31,7%).
References:
1. Almukhamedova O., Vilenskaya M. Perspectives of Development of Tourism in
Russia. Modern Knowledge-Intensive Technologies, 245–246.(2013)
2. Ivolga A. Tourism in Russia and Eastern Europe as a contemporary factor of national
economic development, Agricultural Bulletin of Stavropol Region, 2014. – № 1 (13).
– p. 27-31
3. Ivolga A., Chaplitskaya A. Rationale approach to the concept of sustainable
development of the economy of the region, Life and Environmental Sciences ISSN
2078-9912, Volume 6, №1-2, 2014. – p. 151-154.
4. Ivolga A., Mihailova K. Approach to sustainable economic development of the
region through the implementation of the tourism potential, Collection of articles I
International Scientific-Practical Conference "Sustainable development of the tourist
market: international practice and experience of Russia "(Stavropol April 24 2013.).
– Stavropol, 2013. – p. 39-46.
5. Ministry of Culture of the Russian Federation. Federal Agency for Tourism.
Statistics of regions of the Russian Federation, Available
from:http://www.russiatourism.ru/
6. Trukhachev A., Ivolga A. Analysis of influence factors on the entry-exit tourist flows
at selected countries, Modern problems of science and education. – 2014. – № 5;
URL: http://www.science-education.ru/119-14790 (date accessed: 08/10/2014).
7. Federal Service of the State Statistics, Available from: http://www.gks.ru/
8. Federal Law "About the basis of tourist activity in the Russian Federation",
November 24, 1996
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HOTEL INVESTMENTS IN SPAIN
ИНВЕСТИЦИИ В ОТЕЛИ В ИСПАНИИ
Reus French A.B.
Skybusiness, S.L., Spain
Реус Френч А.Б.
Skybusiness, S.L., Испания
1. EL TURISMO EN ESPAÑA
1.1 Importancia del Turismo en España
España es un país turístico, acudiendo millones de viajeros todos los años atraídos por
sus playas, el abundante patrimonio artístico del país y la variedad de ofertas gastronómicas,
además de ser una de las naciones más ricas en patrimonio cultural del mundo.
Según el informe de 2014 de la Organización Mundial del Turismo, España es el tercer
país del mundo en número de turistas extranjeros, con 60,6 millones de turistas anuales en
2013, solo superado por Francia y Estados Unidos de América. En cambio, España es el
segundo país del mundo e ingresos por sector turístico, solo superada por Estados Unidos.
El turismo representa alrededor del 10% del Producto interior bruto del país, y hasta el
50% de comunidades o regiones de España como puede ser las Islas Baleares o las Islas
Canarias.
El principal destino turístico es Cataluña —siendo también Barcelona la principal ciudad
receptora de turistas— seguida por las Islas Baleares, Canarias y Andalucía, entre otras regiones.
1.2 Causas del éxito español en turismo
Su clima mediterráneo es cálido y con garantías de sol buena parte del verano.
Presenta una extensa zona litoral (mar cálido) con playas de calidad
Presenta un rico patrimonio cultural, histórico y artístico
La oferta turística española es amplia, variada y de calidad. Sobre todo de más
calidad que la de los países próximos a España y que ofrecen atractivos similares.
Un nivel de precios, que si bien es superior a los de los países mediterráneos no
europeos, es ligeramente inferior a los de los países europeos que pueden ofrecer un nivel de
calidad similar.
La situación de España, a unos pocos miles de kilómetros de los puntos de origen
turístico, la hacen atractiva porque el viaje hasta ella es relativamente corto y su precio es más
bajo que el de traslados a lugares más lejanos, aunque más exóticos.
España es un país europeo, con estándares de calidad y seguridad similares a los
del resto de los países de nuestro entorno.
1.3 Algunos retos para el turismo en España
Mantener el atractivo de “sol y playa”
Enriquecer la oferta: deportivos (golf, deportes acuáticos, etc.), culturales,
gastronómicos, de ocio (parques acuáticos, parques temáticos, etc.)
Generar otros atractivos: turismo de nieve, turismo cultural, turismo de congresos,
turismo gastronómico, etc.
Aumentar la calidad (hotelera, restauración, etc.)
Mejorar infraestructuras, atención…
Mejorar el medio ambiente y el paisaje
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En conclusión un nuevo modelo más variado, con predominio de sol y playa, pero
de calidad.
2. SITUACIÓN DEL TURISMO EN 2014 Y PERSPECTIVAS PARA 2015
El turismo ha sido locomotora de la recuperación económica española, presenta un
crecimiento real de la actividad turística (PIB turístico) del 2,9%. De los grandes sectores de la
economía española, el turismo se sitúa como la actividad con mayor capacidad de generación de
empleo junto al comercio. En 2014 llegaron unos 65 millones de turistas extranjeros, lo que
supone un incremento del 7,1% respecto a los niveles de 2013. En concreto, el turismo de sol y
playa registró un notable crecimiento 6.6%, favorecido por el mejor comportamiento de las otras
economías y de la inestabilidad de otras
España se ha beneficiado del mayor turismo de proximidad procedente de mercados con
economías más debilitadas en 2014, como francesa, la italiana y la portuguesa ante la
inestabilidad del norte de áfrica
Los buenos datos de afluencia son resultado igualmente del positivo comportamiento del
mercado alemán, en menor medida, del británico y nórdico.
No obstante, ha habido caídas del mercado ruso y países de su área de influencia por la
depreciación de su moneda y la inestabilidad geopolítica y el desplome del precio de petróleo
A nivel nacional, hay una recuperación de la demanda turística interna, que se espera que
se mantenga en 2015
Un 80% de las empresas turísticas de diversos subsectores cerraron el año 2014 con unos
resultados mejores que los registrados en 2013
Las comunidades autónomas con el mejor balance empresarial turístico 2014: Canarias,
Andalucía, Baleares comunidad valenciana, Murcia y en el caso de las de interior y cultural,
Madrid, Barcelona la rioja y castilla la mancha
3. RENTABILIDAD DEL SECTOR HOTELERO EN ESPAÑA
Recuperación de la mayor parte de los destinos urbanos españoles, con un
crecimiento medio de sus ingresos turísticos de + 6,8% respecto a los niveles de 2013. El
incremento medio de los ingresos es motivado por la recuperación de la demanda interna y
externa aunque los destinos urbanos aun sitúan sus niveles de RevPAR por debajo de los de
2008, a pesar de la mejora de este último año.
Por otro lado, los destinos vacacionales de costa han registrado un incremento de un
6,8% en su RevPAR hasta situarse en los 57,6€. El 2014 es el quinto año consecutivo con
mejoras en los ingresos de los hoteles costeras debido a la mejora de las tarifas y del aumento de
la demanda, tanto externa como interna con respecto a 2013.
Los que más han incrementado su RevPAR son los establecimientos de más categorías,
mientras que los de menos categoría presentan un incremento más moderado
4. EL SECTOR HOTELERO COMO BASE PARA TRANSACCIONES DE
COMPRA VENTA Y OPERACIONES EN RENTABILIDAD PARA INVERSORES
El negocio hotelero es un negocio que tiene un doble componente de caras a potenciales
inversores: Una parte de negocio para lo cual hay que saber gestionar y comercializar
adecuadamente el negocio hotelero y un componente de real estate, derivado de la propiedad del
activo hotelero en sí (“el edificio”).
Dada la importancia del sector turístico en España, la presencia de una planta hotelera
importante de diversa índole (tanto urbano como vacacional), la salida de la crisis que se está
produciendo, y el entorno de bajos tipos de interés (que permiten operaciones apalancadas / en
financiación que optimizan y apuntalan la rentabilidad obtenida en buenas inversiones), se está
produciendo, un movimiento importante en oportunidades de negocio industriales / financieras
para inversores / gestores, si bien hay que destacar que las buenas oportunidades derivadas de la
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crisis se están acabando, debiendo por tanto localizar adecuadamente las inversiones a través de
socios locales.
4.1 Perfiles inversores en hoteles:
Inversores industriales
Empresarios / personas /corporaciones que por cualquier motivo quieren aventurarse en el
negocio hotelero y desean comprar un hotel o varios para gestionar e introducirse en el negocio
hotelero
Idem que el punto anterior, pero contemplan España como una expansión de sus
operaciones hoteleras y desean expandirse a diversas zonas españolas, bien sea como gestión
hotelera urbana o vacacional (empresarios españoles o bien extranjeros)
Inversores financieros
Family offices / fondos de inversión o capital riesgo / vehículos inversores / empresarios,
que están interesados en invertir en algún hotel o conjunto de hoteles para la obtención de rentas,
cediendo por tanto la gestión a operadores turísticos de diversa categoría. Dentro de este perfil,
podríamos identificar a aquellos inversores cuyo interés está centrado en la obtención de rentas
en un tiempo prolongado, o bien aquellos que desean obtener unas rentas, unido a una plusvalía
derivada de una potencial venta en un tiempo más o menos cercano (4-5 años)
4.2 Tipos de operaciones de inversión
Centrándonos en el sector hotelero como objeto de inversión financiera, podemos
destacar algunos ejemplos que estamos trabajando o que se encuentran en el mercado.
Para ello es importante explicitar que hablamos de operaciones en las cuales el hotel está
alquilado a algún operador hotelero, lo cual implica el pago de una renta anual o mensual según
se pacte, con las garantías pertinentes, no implicando por tanto un riesgo de gestión del negocio.
(Nota: otra modalidad es la cesión de la gestión en la cual el inversor asume el riesgo del
negocio, así como los beneficios de la cuenta de resultados, pero el negocio está gestionado por
un operador en lo que se llama “contrato de gestión” cobrando un % sobre los ingresos y GOP
generados)
a) Compra de hoteles en ciudad (ej: Barcelona) en el cual los precios están casi
ajustados a su valor de mercado, pero cuyos operadores están dispuestos a ofrecer un alquiler en
contrato a largo plazo parte del cual sea de obligado cumplimiento, y con alguna garantía sobre
la renta. Las rentabilidades sobre el coste de inversión pueden oscilar entre el 6% y 7%.
b) Idem que el punto anterior pero comprar edificios urbanos vacíos susceptibles de
conversión hotelera y contratar a un operador hotelero para que lo alquile en unas condiciones
similares a lo mencionado en el punto anterior
c) Compras de hoteles vacacionales, en las cuales exista un operador que igual que
en los casos anteriores, exista una renta anual, pero detectando un potencial de incremento de
valor en el hotel de alguna de las siguientes formas: (i) bien sea porque se acometa una compra a
buen precio (ii) bien porque exista una elevada posibilidad de incrementar la gestión del hotel a
través del operador incrementado ingresos y GOP del negocio en sí. Ello permitiría en un
período de tiempo determinado la venta del hotel a otro inversor financiero o a un industrial que
desee comprar el hotel y obtener una TIR / IRR interesante. (o bien la compra, gestión cedida sin
alquiler asumiendo la cuenta de resultados, y posterior venta). En estos casos, las rentabilidades
anuales pueden variar entre el 5% y el 7,5%, y dependiendo del tipo de operación se pueden
llegar a TIR’s / IRR’s del 15% o más.
Por supuesto existen otras tipologías de inversiones, habiendo mencionado simplemente
algunas típicas
4.3 Localizaciones y otros factores a tener en cuenta
Los lugares de inversión en hoteles urbanos que están presentando más
movimiento son Barcelona y Madrid, además de capitales de provincia importantes. A nivel de
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hotel vacacional, realmente Canarias, Baleares (Mallorca, Ibiza, Menorca) y Costa brava y Costa
andaluza serían objeto de transacciones importantes
Destacar que las buenas condiciones de financiación, otorgadas siempre antes
buenos proyectos de inversión e inversores solventes, permiten optimizar y apuntalar todavía
más la rentabilidad del equity invertido realmente, pudiendo llegar a 10% de rentabilidad anual
bruto en según qué casos
Hay que tener en cuenta el efecto fiscal (no contemplado en las rentabilidades
mencionadas), para lo cual están apareciendo vehículos inversores en España, regulados, que son
las Socimi, que permiten la tributación de las sociedades de un tipo de gravamen del 0% siempre
que las rentas provengan de alquileres
Y considerar también, que para inversiones en activos superiores a 500 mil euros
o negocios de más de 1 MM de euros, existe la posibilidad de obtener el certificado de
residencia en España, lo cual ha promovido la compra de activos inmobiliarios diversos.
References:
Información contenida en La página web de Exceltur (www.exceltur.org)
Información práctica derivada de la actividad diaria de Skybusiness, SL
ROLE OF CONCESSION IN THE REALIZATION OF PROJECTS IN THE SPHERE
OF TOURISM
РОЛЬ КОНЦЕССИЙ В РЕАЛИЗАЦИИ ПРОЕКТОВ В СФЕРЕ ТУРИЗМА
Selevanova E. V.
Stavropol State Agrarian University, Russia
Селеванова Е. В.
Ставропольский государственный аграрный университет, Россия
Abstract: The paper deals with the essence, role and importance of concessions. It
outlines the advantages of concession development in the regions of the Russian Federation. The
paper points out that the concession is an effective mechanism for financing of capital-intensive
projects that stimulate the reduction of the financial burden on budgets of all levels and creation
of additional jobs. Special attention is given to the analysis of the reasons that prevent
concessions from developing in Russia in general and in the tourism sector. The main reasons
are: a lack of comprehensive and systematic approach, insufficient protection of concessionaire’s
rights, as well as shortage of experienced people dealing with concessions. The paper
emphasizes that the economic potential of concessions in Russia is high. The concessions are
targeted primarily to industrial and social infrastructure, but for further promotion of concessions
it is necessary to develop a number of by-laws, as well as the mechanism of compliance with the
obligations of the state and private business.
Keywords: Concession, concession agreement, infrastructure, tourism.
Аннотация: В статье отражены сущность, роль и значение концессий, выделены
преимущества развития концессий в регионах Российской Федерации. В статье
подчеркивается, что концессия является эффективным механизмом финансирования
капитало-интенсивных проектов, что стимулирует сокращение финансовой нагрузки на
бюджеты всех уровней и создание новых рабочих мест. Отдельное внимание уделено
анализу причин, препятствующих развитию концессий в России в целом, а также в
129
секторе туризма. Основными причинами являются: нехватка комплексного и
систематического подхода, недостаточная защита прав концессионеров, а также дефицит
квалифицированных кадров, способных работать с концессиями. В статье обращается
внимание на то, что экономический потенциал концессий в России является высоким.
Концессии ориентированы, в первую очередь, на индустриальную социальную
инфраструктуру, однако для дальнейшего развития концессий необходима разработка
большого числа нормативных актов, как и механизма соблюдения обязательств
государства и частного бизнеса.
Ключевые слова: концессия, концессионное соглашение, инфраструктура, туризм.
Discussion
At the present time such promising form of relationship between government and private
business as concession has become increasingly popular in Russia. The necessity of using
concessions is caused by the fact that as a result of the intense development of the Russian
economy takes place the insufficiency of public financing for large-scale projects in the field of
public health, housing and utility services, energy and transport infrastructure. At the same time
there is need for the government control over the quality of provided services, adherence to
tariffs and safety rules in each of these spheres and the mechanism of concession allows the
attraction of private capital and provision of control from the state.
Research carried out has shown that there are several interpretations of the concept of
concessions. According to V.G. Varnavsky concession is a system of relationships between, on
the one hand, government (concedent) and, on the other hand, a private legal or physical person
(concessionaire), that arises as a result of rights granted by the concedent to concessionaire to
use the publicly owned item specified in the contract for payment and for a limited period, and
also the right to participate in the kinds of activity which are the exclusive monopoly of the state
[5].
M.A.Deryabina defines the term “concession” as a form of public-private partnership that
allows the involvement of private business in the efficient management of public ownership on
mutually advantageous conditions [2]. For using public or municipal property the concessionaire
fulfills the conditions stipulated in the concession agreement. The right to produce by this
concession is transferred to the concessionaire.
The study of the scientific literature has allowed to distinguish the following
characteristics of concession:
the subject of concession is always public (municipal) property, and also
exclusive kinds of activity of the state or municipal unit;
one of the parties of the concession agreement is the state or municipality
(represented by the corresponding executive authorities);
the aim of the concession is the satisfaction of social needs and requirements;
concession always has a contractual basis (concession agreement);
concession is based on the ultimate return of the subject of the agreement.
There are three types of concessions. Concessions for already existing objects of
infrastructure, building or modernization of infrastructural objects, transfer of state-owned
objects to management of private operating company. Different variants of concession
relationship are possible within the framework of these types. These variants can be based on
various combinations of proprietary rights between the state and private concessionaires, and
also admissible limits of their specific entrepreneurial and investment activity (building,
operation, management).
The origins of concession legislation in the Russian Federation dates back to the adoption
of the Federal law of 21.07.2005 N 115-FZ «On concession agreements». The main objectives
are to attract the investments into the economy of the Russian Federation, to support efficient
130
utilization of a property which is state or municipal property on agreed conditions and to
improve the quality of goods, works and services provided to consumers [3].
According to the above-mentioned law on concession agreements one party
(concessionaire) undertakes to create at its own expense, and (or) to reconstruct the real estate
defined by this agreement with the property rights which belong or will belong to the other party
(concedent), and to operate the object of concession agreement. In turn, the concedent
undertakes to give the concessionaire the rights of possession and usage of the object for the
period established by the agreement. The Russian Federation, the subject of the federation or
municipal unit acts as the concedent. The concessionaire is an individual businessman or a legal
person, who by putting money into the project according to conditions stated in the agreement
contract, receives the object of the agreement in operation and a larger part of profit. The state,
for its part, can carry part of the expenses and guarantee the safety of the capital put in [1].
Concession development in the regions of the Russian Federation has the following
advantages:
attraction of extrabudgetary funds for construction, reconstruction and operation
of infrastructure objects in the absence of sufficient budgetary funds;
use of administrative experience, technologies of the private partner for
implementation of difficult infrastructure projects in the sphere of tourism;
share the risks of infrastructure objects development with the private partner;
improvement of investment climate in the regions and attraction of investments in
the development of regional infrastructure.
Research carried out has shown that in Russia transport, social, energy, housing and
utility are the key industries where concession projects are realized.
The greatest number of projects is realized in Russia in social and transport industries, the
smallest number of concession projects is realized in communal industry. A significant number
of concessions is realized in the field of public health. Approximately 10 projects are realized in
the field of construction and reconstruction of tourism objects. Today it is possible to identify
eight federal projects realized on the basis of concession agreements in the sphere of transport.
They include construction of the high-speed motorway Moscow – Saint Petersburg, northern
bypass around Odintsovo, construction of the central ring road of the Moscow region and others.
In the communal infrastructure the main concession projects are connected with recycling and
utilization of the municipal solid waste and development of water supply and water disposal
systems.
Results
The research that has been carried out has also shown that the main reasons for
preventing development of concessions in Russia are the following [5]:
1. Lack of comprehensive and systematic approach. The authorities are concentrated
mainly on legislative issues, not paying proper attention to the mechanism of the operation and
management of concessions.
2. Insufficient protection of concessionaire’s rights. Thus, the risks that he carries, high
expenses connected with the concession activity are increased by the need to pay a high
concession fee to the state. At the same time, the law does not stipulate the penalty for a breach
of obligations by the government.
3. The procedure for the selection of projects and allocation of funds for the concession
agreements from the Investment Fund of Russian Federation is imperfect. Concessions are
mostly aimed at the modernization and operation of existing proprietary complexes such as
airports, ports, railway stations.
4. The expectations of the state concerning the amount of private financing of projects are
overstated. World experience shows that in expensive, infrastructural projects the investment
share of state participation cannot be below 40-60% [4]. The practice of concessions indicates
131
that one of the essential conditions of concession agreements concluded by the government with
foreign private investors (legal and physical person) was a preferential tax regime.
5. Shortage of experienced people dealing with concessions. There are not enough
specialists in the field of public administration in Russia, who are capable of making long-term
concession contracts professionally. Russian educational institutions do not prepare such enough
specialists, there are no appropriate programs or special courses. There is no methodology of
drawing up investment agreements with a long payback period by state authorities. And if
according to the agreement public property is taken into the possession of a private company for
20-50 years, the burden of responsibility on the shoulders of the signatory for the state must be
taken into account.
Conclusions
To sum up, it should be noted that the economic potential of concessions in Russia is
high. The concessions are targeted primarily to industrial and social infrastructure provided that
the objects remain in public ownership and a regulatory body to supervise the activity of the
private company is created.
The adoption of the Federal Law “On concession agreements” in the Russian Federation
was an important step forward in the development of infrastructural industries in the economy of
Russia, but it is necessary to develop a number of bylaws to cover different situations, as well as
the mechanism of compliance with the obligations of the state and private business.
Thus, the legislative and executive authorities at the federal and regional levels must do a
lot in order to develop a normative-legal basis that will allow the implementation of the
concession mechanism most effectively in the Russian economy and tourism industry.
References:
1. Alpatov A.A., Pushkin A.V., Dzhaparidze R.M. Public-Private Partnership:
Mechanisms for implementation. M.: Alpina Publishers, 2010.
2. Deryabina M.A. Report at the Scientific Council of the sectional scientific direction
“Theory of Economics” “Theoretical and practical problems of public-private
partnership”. Site of the Institute of Economics of the Russian Academy of Sciences
http://www.inecon.ru/ru/index.php?go=Content&id=29 (date of access 25.02.2015).
3. Federal law of 21.07.2005 No 115-FZ “On concession agreements”.
4. Official site “Public-private partnership in Russia”. URL:
http://www.pppinrussia.ru/ (date of access 1.03.2015).
5. Varnavsky V.G. Public-private partnership: some methodological questions / Journal
of the Institute of Economics of the Russian Academy of Sciences. 2009. No. 3,
pages 17–33.
6. Трухачев А.В., Иволга А.Г. Анализ влияния факторов на въездные – выездные
туристские потоки на примере отдельных стран // Современные проблемы
науки и образования. – 2014. – № 5; URL: http://www.science-education.ru/119-
14790 (дата обращения: 08.10.2014).
LANGUAGE CHARACTERISTICS OF SPACE ORIENTATION IN THE DRAMA
ЯЗЫКОВЫЕ ПАРАМЕТРЫ ПРОСТРАНСТВЕННОЙ ОРИЕНТАЦИИ В ДРАМЕ
Serebryakova-Schibelbeyn E.M.
Stavropol State Agrarian University, Russia
132
Серебрякова-Шибельбейн Е.М.
Ставропольский государственный аграрный университет, Россия
Abstract: The article deals with linguistic characteristics of spatial orientation in the
drama. Space and time are in inseparable unity. Spatio-temporal models being theatrical space
have a multilayer structure and are set of basic attributes (length, solution, discontinuity,
extremity, infinity, dimension, and so on). The structure and relationship of parts in it depend on
what elements of the theatrical culture activated. The concept of border encompasses all
elements of theatrical space.
Keywords: space orientation, drama, dramatic space, text space, inner space, time.
Аннотация: В статье рассматриваются языковые особенности пространственной
ориентации в драме. Время и пространство являются двумя основными формами бытия,
разрывать и противопоставлять которые нельзя. Пространственно-временные модели
бытия театрального пространства имеют многослойную структуру и являются
совокупностью фундаментальных признаков (протяженность, прерывность,
непрерывность, конечность, бесконечность, размерность, и т. д.). Структура и
соотношение частей в нем зависят от того, какие элементы театральной культуры
активизируются. Понятие границы охватывает все элементы театрального пространства
Ключевые слова: ориентация в пространстве, драма, драматическое пространство,
текстовое пространство, внутреннее пространство, время.
The concept "space" has its history not only in theatrical theory, but also in other
«sciences» [15, с. 165]. Based on the structure allocated by P. Pavis [13, с. 258-259], it is
possible to identify six types of theater space.
Dramatic space. Space, referred to in the text, abstract space, created by the reader or
viewer with the help of imagination. Here we can say about interfusion of theatrical art with the
literature. Theatre is, first of all, the drama. Because of the dramatic works arises the world
picture. Each viewer creates his subjective image of dramatic space. The stage director also
selects only one of the possible specific embodiments of the stage. Dramatic space is in constant
motion, since the image is created from the dramatic structure of the «play» [3, с. 13], which
includes characters, their actions and relationships between characters during the action.
Stage space. This is a real space of the stage, where the actors act. Stage space is
determined by how the stage director visualized it when reading space drama. We can
distinguish several types of stage space:
Space of classical tragedy. It is characterized by its complete lack – it is neutral,
loop location, which does not give the characteristics of the environment, but also serves as the
intellectual and moral support character.
Romantic space. It is able to support the imagination of extraordinary worlds.
Naturalistic space. As high as possible simulates world which it represents.
Symbolic space. Dematerialized the scene, stylizes it as a subjective or
hallucinatory world where different logic acts.
Expressionist space. It is constructed as an allegorical scene.
Scenographic space. It follows from the stage space. This space inside which is a public
and actors during the performance. This is the connection of all spaces: organization of the
scene, audience, etc. It includes the atmosphere created by the set designer and stage director by
light, color, music, technical equipment, decorations, costumes, etc. In the theory of scenography
there are developed own artistic images that define the spatial orientation of the stage action:
paradise – earth – hell (vertical division of space),
motherland - foreign land (horizontal division) [7, с. 68],
133
past – present (deep division) [8, с. 151]. Scenographic space is the space of
conformity and the proportion between the text space and the space of the stage. Here we can see
a search for accurate, the most productive narrative situation, to read the text of the play and its
optimal implementation.
Player space. The space created by the gestural movements of the actor. It is created in
the process of game. Its boundaries are unpredictable. The player space is exposed to all the
conventions and changes. This is a stage tool at the disposal of the actor and director. Thus, in
this space through acting, gestures, movements, facial expressions and emotions is an artistic
image created.
Text space. This space is in its graphics, phonic and rhetorical materiality. Here we can
talk about the attitude of narrative text, how the phrases, monologues and replicas are deployed
in a certain place. Text space is realized when the text is used as the raw material provided for
visual and auditory perception. It is concentrated not on what the text is trying to portray (what it
represents in a dramatic way), but in its presentation and meaningful form.
Inner space. This is stage space, where the attempt of a vision of the playwright or one
of the characters is represented [11, с. 131]. There can be viewed connection with politics, as a
playwright can put in play some ideological content, and with social space. The inner space is
represented by the audience, stage director and actor, as the bearer of the specifics of the total
theatrical space. Theatre is the place where the self-projection of a viewer is happened. Stage
space is formed and painted with «I» viewer. The stage director, as well as the viewer sees his
«I» in the form of a character on stage, manipulates him. The inner space of the character
depends on the internal space of the director himself. All inner spaces are expressed through the
body of the actor who, by projecting the image of the character, revealing the hidden parts of his
consciousness, thus reveals the innermost essence of his being.
A feature of each of these types of «cultural» [6, с. 102] space is the empowerment of this
space with time, spatial extension and value bases. This determines the value attitude to the
spatio-temporal aspects of life culture. Space and time are in inseparable unity. Objective spatio-
temporal relationships exist as a structured, multi-level integrity as a conflicting unity of various
aspects of life. Theater art can not develop outside of historical time and space. The theater life
takes place in the framework of the social and historical evolution. Time and «space» [1, с. 122]
are the two main forms of life, which cannot be broken and contrasted. However, M.S. Kagan
notes that cultural space and time have an axiological meanings for an individual, as they are not
perceived as a form of “in-itself” and “for-itself” being, but as a form of being “for-us”,
addressed to our perception, experience, understanding, practice “[4, с. 30].
Spatio-temporal models of being of theatrical space have a multilayer structure and are a
part of basic attributes (length, solution, discontinuity, extremity, infinity, dimension, and so on).
This feature leads to the concept of the border. As any kind of cultural space the space of theater
has of course a clear line separating its specificity. Mix in the space of speech, gestural plastics
with a certain movable plot is the result of theatrical art and is called the theater.
If we consider the space as a text, which, according to Yu. Lotman, has a beginning and
an end, «frame» [10, с. 6], the boundaries of the theater are closed there where the creative
process ends with the creation and reproduction of theatrical product, i.e. behind the theater. But
the text is basic of semiotic duality: it is self-sufficient and at the same time included in the
cultural field, that is permanently beyond its borders.
Theater space at the same time is uniform and non-uniform. The structure and
relationship of parts in it depend on what elements of the theatrical culture are activated. The
concept of border comprises all elements of theatrical space. Theatre art is located on the border
of all arts, all kinds of cultural space. In the theater there are mixed borders between the event,
object or subject and place (space) in which the event occurs.
The border is always on the verge of spaces. Yu. M. Lotman noted that it is the line
separating the inner space from the outer one [9, с. 397]. The border is a binary notion, on the
one hand, it connects, on the other it separates. This implies a kind of paradox of theatrical
134
space: on the one hand it is connected with all the other arts, theater space still has a clear line of
separation from them. Theater space is a kind of cultural space, which is difficult to
communicate with other types of cultural space, if they are not adapted to its specific features.
The specificity of the theatrical text is that it has a clear line separating the external space
from the internal. Defining the features of scenic construction of theatrical space, the scientists
always isolate and contrast the two functions of the theater space. “In the theater interact two
complementary bodies: the stage action, which is projected in the visual space, and perceiving,
resonant, filled hall with the audience. Theater space respectively contains compositional unity
of both zones, where the literary text grows action drama and where is fundamentally important
correlation with actors and audience, their functional dependence “[8, с. 131]. The idea of
separating of theatrical space into two parts: the stage and auditorium is found in the writings of
C.S. Stanislavsky [14, с. 230].
In relation to the space of the theater the theatrical space is more massive. It is directly
connected with the implementation of the theater, as a space of direct birth and demonstration of
theatrical art. Theater space is outside the theater and can be related primarily to the audience as
a result of the process of perception that created the theater.
Structure of theatrical space make spaces, with whom the theater coexists, and without
whom it could not carry out its activities. These spaces have their own value, which can be
considered as a separate cultural phenomena unrelated to the theater, but within a theatrical
space, acquires additional meanings [5, с. 80].
We can distinguish the following spaces, which can be considered as separate
semiotically denoted phenomenon of culture: art, literature (theater, first of all, drama),
aesthetic (theater as art forms the concept of beauty and can only be viewed in terms of its
formal beauty); social (social significance of theatrical space is not disputed by any researcher)
[12, с. 53]; living space (including the theater in the world of life priorities [2, с. 34], problems,
their revaluation with artistic means); space of music, painting, architecture (the specifics of
these spaces is absorbed and processed by theatrical space); living space (there are cities of
theater and non-theater); political space (ideological orientation of theater space – historically
proven fact); religious space (the birth of ritual theater); and so on.
In conclusion it should be noted that the analysis of the theatrical space is impossible
without a clear idea of what is the theater, identifying its specific position with the culture, its
place in the structure of the arts, that is, in the feature space.
References:
1. Barkova E.G. Dual focus of the semantic space concept “ecotourism”. Ustoychivoe
razvitie turistskogo ryinka: mezhdunarodnaya praktika i opyit Rossii: sb. nauch. tr.
po materialam Mezhdunar. nauch.-prakt. konf. / StGAU. Stavropol, 2013. p. 119-
123.
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tourism market: donor countries and recipient countries. Ustoychivoe razvitie
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gosudarstvennyiy agrarnyiy universitet. Stavropol, 2014. P. 28-35.
3. Volkogonova A.V. Cognitive mechanisms of language game in substandard. Sbornik
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135
p. 100-104.
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10. Lotman Yu.M. Articles on the semiotics of culture and art. – SPb.: Akademicheskiy
dom, 2002. – 544 p.
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of sphere of concepts «money» (by the example of terminological and professional
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Voprosyi teorii i praktiki. 2013. № 12-2 (30). p. 130-134.
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13. Pavis P. Dictionary of theater: translation from French. – М.: Progress, 1991. – 504
p.
14. Stanislavskiy K.S. My life in the art. M.: Iskusstvo, 1983. – 424 p.
15. Cherkasova N.V. Linguoculturological characteristics of the blog as a genre of
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TOURISM AND WATER CONSUMPTION: THE CASE OF THE ISLAND OF
MALLORCA
ТУРИЗМ И ПОТРЕБЛЕНИЕ ВОДЫ: ПРИМЕР ОСТРОВА МАЛЬОРКА
Tortella B.D., Bennasar D.T.
University of the Balearic Islands, Spain
Тортелла Б.Д., Беннасар Д.Т.
Университет Балеарских островов, Испания
Introduction
Tourism is one of the main driving forces behind economic growth in several countries
and world regions (Capo Parrilla et al., 2007; Hyun Jeong et al., 2006; Neves-Sequeira and
Campos, 2005). Some of the world’s leading economies owe their high levels of income to the
tourist industry while other less developed countries rely on this sector to achieve a higher level
of economic development. Whatever the case, in recent decades there has been growing
recognition of the need to achieve long-term sustainable economic development all over the
world. In keeping with this new awareness, public institutions are being forced to develop
initiatives that will reconcile economic growth with the sustainable management of society’s
environmental and cultural resources. Sustainability is also becoming an increasingly important
concept for the tourist sector (i.e., Ecologic, 2007; Hamele and Eckardt, 2006; WTO, 2002a;
2002b; 2002c; WTO, 2004; WTO, 2005).
Literature Review
Whatever beneficial effects tourism can have on the environment by contributing to
protection and conservation, most literature and several international organizations alert us to the
136
possible negative impacts of tourism (Briassoulis, 2002; Davies and Cahill, 2000; Gunn, 1973;
Healy, 1994; Huybers and Bennett, 2003; Kousis, 2000; Sasidharan et al., 2002; Tisdell, 2001).
The UNEP classifies the main impacts of tourism as being: i) pollution (like any other industry),
air emissions, noise, solid waste, sewage, oil and chemicals and architectural/visual pollution, ii)
the degradation of ecosystems (beaches, lakes, riversides, mountains etc.), soil erosion, land
degradation, extensive paving, deforestation caused by both tourism-related land clearing and
construction activities (hotels, water supplies, restaurants, the development of marinas etc), and
tourism activities (through trampling, anchoring, snorkelling, scuba diving, yachting etc.) and iii)
the over-exploitation or depletion of both renewable and non-renewable natural resources (fossil
fuels, fertile soil, forests, wildlife, wetlands, and especially fresh water).
This mass tourism model, strongly focused on the summer months, has led to the
emergence of serious problems of sustainability, particularly with regard to water resources.
While there is extensive literature on water demands in other uses (public consumption,
irrigation, and industry), this is not the case with the tourist consumption. This is mainly due to
the complexity of quantifying water consumption by the tourist sector, since water consumed by
tourists (in accommodation establishments and through complementary activities and services) is
accounted for and incorporated in urban consumption. In addition, many water supply companies
refuse to provide information when it is requested, alleging confidentiality, the strategic nature of
the data etc. In the little literature that can be found in this field, several calls are made for further
research into the tourist water demand, particularly analyses of the factors that influence
different uses of water by the tourist sector (Ecologic, 2007; Lehmann, 2009; Gössling, 2001),
especially at tourist destinations with water supply problems, such as arid regions and small
islands.
Results
In recent years some mature destinations (like Mallorca) have introduced measures aimed
at changing the prevailing tourism strategy, moving away from the traditional sun and sand mass
model to higher-quality models. The results of this study prove that, whatever their positive
effects in reducing seasonality and pushing up profit margins, this new approach could have
relevant effects on water sustainability that must be taken into account. Hotels directed at the sun
and sand market are usually composed of high-rise rather than horizontal low-rise facilities, with
a huge number of rooms, and they usually offer a product with a low level of differentiation,
instead following a competitive cost strategy. These hotels tend to limit the number of months
they stay open to just the high season, resulting in higher occupancy rates. On the other hand,
high-quality hotels are usually planned on a horizontal level and they mainly focus on a
differentiation strategy, with lower number of rooms, proliferation of golf course and spa
facilities, low density of developed land, big gardens and private swimming pools. Usually these
hotels stay open for a higher number of months, with lower occupancy rates than hotels
concentrating on the typical sun and sand market.
From the results of our regressions, this new strategic approach could generate higher
levels of water consumption for several reasons. First, although empirical evidence reveals that
the reduction in the number of rooms, that any move toward a higher-quality hotel requires,
probably results in a lower total hotel water consumption, this effect is overcome by the effect of
the presence of swimming pools and golf courses. As a result, if we take into account the fact
that upgrading a hotel usually requires more swimming pools and golf courses, we can conclude
that it will lead to higher levels of hotel water consumption. Secondly, since high-quality hotels
(compared with those mainly focused on sun and sand tourism) usually stay open for longer but
with lower occupancy rates, basing in our results, we can expect an increase in the effect on
water consumption. Finally, since higher category hotels usually adopt a differentiation strategy,
a shift toward this strategy by hotels could generate a significant increase in water consumption.
Conclusion and Implications
137
The main objective of this study was to develop a global model aimed at analysing hotel
water consumption at a mature sun and sand destination with a strong seasonal pattern;
characteristics shared by some of the world’s top tourist destinations. Our model includes a set of
different variables associated with physical, seasonal and management-related hotel factors and
it improves on previous models’ capacity to explain hotel water consumption. Interesting
conclusions for both hotel managers and policy makers can be drawn from the estimated results.
References:
1. Bohdanowicz, P. & Martinac, I. (2007). Determinants and benchmarking of resource
consumption in hotels - case study of Hilton International and Scandic in Europe.
Energy and Buildings 39, 82-95.
2. Briassoulis, H. (2002). Sustainable tourism and the question of the commons. Annals
of Tourism Research, 29, 1065-1085.
3. Capo Parilla, J., Riera Font, A. & Rossello Nadal, J. (2007). Tourism and long term
growth: A Spanish perspective. Annals of Tourism Research, 34 (3), 709-726
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Islands Government, Palma de Mallorca.
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Islands Government, Palma de Mallorca.
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tropical island: Zanzíbar, Tanzania. Journal of Environmental Management 61, 179-
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U.S.A. 5, Report of the National Tourism Resources Review Commission,
Washington, D.C., pp. 25–34.
12. Hamele, H. & Eckardt, S. (2006). Environmental initiatives by European tourism
businesses. Instruments, indicators and practical examples. ECOTRANS, Germany.
13. Healy, R. (1994). The “common pool” problem in tourism landscapes. Annals of
Tourism Research, 21, 596-611
14. Huybers, T. & Bennett, F. (2003). Environmental management and the
competitiveness of nature-based tourism destinations. Environment and Resource
Economics, 24, 213-233
15. Hyun Jeong, K., Ming-Hsiang, C. & Soocheong, S. (2006). Tourism expansion and
economic development: The case of Taiwan. Tourism Management 27(5), 925-933.
16. Kousis, M. (2000). Tourism and the environment: A social movement perspective.
Annals of Tourism Research, 27, 468-489.
17. Lehmann, L. (2009). The relationship between tourism and water in dry land regions.
Proceedings of the Environmental Research Event, Noossa, QLD, May 2009, 1-8.
18. Neves-Sequeira, T. & Campos, C. (2005). International Tourism and Economic
Growth: a Panel Data Approach. Working Papers no 141. Fondazione Eni Enrico
Mattei
19. Sasidharan, V., Sirakaya, E. & Kerstetter, D. (2002). Developing countries and
138
tourims eco-labels. Tourism Management, 23, 161-174.
20. Tisdell, C. (2001). National gains from international tourism in the light of
environmental factors: Further considerations. In C. Tisdell (Ed.), Tourism
economics, the environment and development: Analysis and policy. Edward Elgar,
UK, 55-67
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Parliament and of the Council, published in the Official Journal (OJ L 327) of
22.12.2000.
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Development. World Tourism Organization, Johannesburg
http://www.un.org/jsummit/html/documents/summit_docs/2309_planfinal.htm
24. WTO (2002b) Voluntary initiatives for sustainable tourism: Worldwide inventory
and comparative analysis of 104 eco-labels, awards and self-commitments. World
Tourism Organization, Madrid
25. WTO (2002c). Québec Declaration on Ecotourism. World Tourism Organisation,
Québec http://www.un.org/News/Press/docs/2002/unep113.doc.htm
26. WTO (2004). Indicators of Sustainable Development for Tourism Destinations: A
guidebook. World Tourism Organisation, Madrid
27. WTO (2005). Making Tourism More Sustainable - A Guide for Policy Makers.
World Tourism Organization, Madrid
28. WTO (2009). Tourism highlights. 2009 Edition. World Tourism Organisation,
http://www.unwto.org/facts/eng/pdf/highlights/UNWTO_Highlights09_en_HR.pdf
THE IMPORTANCE OF PRAHOVA’S TOURISM IN SOUTH-MUNTENIA
DEVELOPMENT REGION
ЗНАЧЕНИЕ ТУРИЗМА В РАЙОНЕ ПРАХОВА ДЛЯ РАЗВИТИЯ РЕГИОНА
ЮЖНОЙ МУНТЕНИИ
Ungureanu A.
Petroleum-Gas University of Ploiesti, Faculty of Economic Sciences, Romania
Унгуреану А.
Нефтегазовый университет Плоешти, Факультет экономических наук, Румыния
Abstract: Importance of tourism is enormous both Prahova county economy and for
development of the region to which it belongs. As the region's economic development
components, tourism industry are taking into an active role which is played by the increasingly
manifest. The tourism resources within the region and scientific planning & development should
be the only way to achieve sustainable development of tourism industry within the region and
also an effective protection to promote this region's harmonious development.
Keywords: tourism, touristic accomodation, arrivals and overnights stays.
Аннотация: Значение туризма крайне велико как для экономики округа Прахова,
так и для развития всего региона, в котором он находится. Являясь компонентом развития
региональной экономики, индустрия туризма выполняет важную роль, значение которой
растет. Туристские ресурсы внутри региона и научно планирование и развитие должны
139
являться единственным способом достижения устойчивого развития отрасли туризма
внутри региона, а также эффективной защиты и гармоничного развития данного региона.
Ключевые слова: туризм, туристские средства размещения, прибытия и ночевки
Introduction
South-Muntenia region is located in the South Eastern of Romania bordering the north
with Central region, to the East with region South East, to the south with Bulgaria, the limit
being the date of natural border Danube river, and to the West with South-Western region. This
region in the south of the Danube river gives it an opportunity to carry out communications with
the 8 riparian countries, and through the Danube – Black Sea channel country outputs to the
Black Sea and access to Constanta port – main access gate sea of the country.
There is in the center region, but not part of this country's capital city, Bucharest, part of
the region Bucharest-Ilfov which constitute the social infrastructure and institutional a real
advantage and for the South-Muntenia region.
Region South Muntenia is composed of 7 counties, Argeş, Călăraşi, Dâmboviţa, Ialomiţa,
Giurgiu, Prahova şi Teleorman county.
Base analysis technical materials and of the supply of services
At the end of 2014, the South-Muntenia region, in the field of tourism were in operation
of tourist accommodation units 656 (accounting for 10.7% of the statistical observation).
Table 1. Establishments of touristic reception in South-Muntenia region – 2014 (number
of units)
Region/County South region AG CL DB GR IL PH TR*
Hotels 155 40 3 18 4 10 74 6
Hotels apartament/Motels 42 3 5 3 6 6 18 1
Hostels 24 4 1 8 1 2 7 1
Touristic inns 2 - - 1 - - - 1
Touristic villas 59 12 - 3 - 2 40 2
Touristic chalets 29 11 - 5 - 1 12
Bungalows 3 1 1 - - - 1 -
Campings and houselet – type
units 3 - - 1 - 1 1 -
Region/County South region AG CL DB GR IL PH TR*
Touristic halting places 1 1 - - - - - -
Touristic houselets 4 2 1 - - 1 - -
School and pre-school camps 9 3 - - - 1 3 2
Touristic boarding houses 149 34 3 10 1 - 99 2
Agro-touristic boarding houses 174 112 3 24 - 2 31 2
Ships accommodation spaces 2 - - - - - - 2
Totals 656 223 17 73 12 26 286 19
Source: author`s own processing based on: https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR101C
(* AG=Argeş, CL=Călăraşi, DB=Dâmboviţa, IL=Ialomiţa, GR=Giurgiu, PH=Prahova, TR=Teleorman)
By analysing statistical data of the of South Muntenia region you can see that in Prahova
county are developed most units of accommodation, the number of 286. Second position is
occupied by Arges county with 223 units of accommodation. Together, the two counties,
Prahova and Arges is 77,6% per employee percent of the total number of units of
accommodation in the region of development south Muntenia.
140
Numeric difference between these two counties and the remaining counties is obvious, so
that, although Dambovita county is 3rd in number of structures, the 73 units do not compete with
those in the Prahova county and Arges. Top 3 of the region is followed by greater distance of
counties of Ialomita (26 units), Teleorman (19 units), Calarasi (17 units), and Giurgiu (12 units).
Graph 1. The share accomodations units in South-Muntenia region - 2014
Source: author`s own processing based on: https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR101C
From the analysis carried out we can specify that in the year 2014, in the region of
development South Muntenia, within the framework of the accommodation establishments share
million Euro are meant for boarding and lodging is owned by tourism and rural tourism by
approximately 49,23 % as regards hotels, they are located in number, to position per second.
Within the region shall be separated in Prahova county with the 74 units of type
accommodation hotel (48% of the total 290 million euros in the region), mainly in mountain
resorts on the Prahova Valley.
Graph 2. The share of hotels on counties in South-Muntenia region - 2014
Source: author`s own processing based on: https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR101C
As regards the capacity of the accommodation availability at the level of 2014, no more
than seven questions have hotels -50,83% -, followed by tourism and rural tourism million Euro
are meant for boarding and lodging – 21,05% -, a result of accessibility (lower prices) and
development of rural tourism. The share held by large hotels may be explained by the fact that
141
these units have a profile complex, greater convenience and provides a wider range of services,
for a superior quality. By analysing the ability of existing accommodation at county level it can
be seen that counties of Prahova (41%) and Arges (28%), represent the strong points for this
region of development in relation to this indicator. The seats immediately neighboring counties
are Dambovita (11%) and Ialomita (11%).
Table 2. Tourist accommodation capacity in operation in South-Muntenia region - 2014
(places)
Region/County South region AG Cl DB GR IL PH TR
Hotels 14411 3046 406 1499 286 2210 6414 550
Hotels apartament/Motels 1615 38 233 70 264 208 770 32
Hostels 1377 272 84 474 20 42 467 18
Touristic inns 42 - - 22 - - - 20
Touristic villas 1382 359 - 92 - 50 855 26
Touristic chalets 1240 673 - 181 - 14 372 -
Bungalows 36 20 8 - - - 8 -
Campings and houselet –
type units 614 - - 244 - 342 28 -
Touristic halting places 30 30 - - - - - -
Touristic houselets 183 52 26 - - 105 - -
School and pre-school
camps 1114 720 - - - 90 154 150
Touristic boarding houses 2919 682 46 202 - 27 1924 38
Agro-touristic boarding
houses 3049 1937 40 479 - 26 533 34
Ships accommodation
spaces 336 - - - - - - 336
Totals 28348 7829 843 3263 570 3114 11525 1204
Source: author`s own processing based on: https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR102D
Graph 3. The share accomodation capacity on counties in South-Muntenia region – 2014
(places)
Source: author`s own processing based on: https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR102D
In conclusion, the offer of accommodation available in South Muntenia region must be
diversified, must be carried out further investment in this field on the basis of a strategy drawn
up on a regional basis. Tourism supply must be conceived in such a way as to respond as much
as possible existing tourism demand on the market.
Tourist traffic analysis in the South-Muntenia region
Number of arrivals of tourists recorded in the South Muntenia region, in tourist facilities,
in the year 2014, was 679 360, with May 107 603 higher than in 2003.
142
Graph 4. Arrivals of tourists in the establishments of tourists with tourists'
accommodation functions in South-Muntenia region, (2003-2013)
Source: author`s own processing based on: https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR102D
Under the aspect of weighting of tourists in the region arrival South Muntenia region in
total arrivals, It should be noted that this decline in known records. If, at the level of 2003 we
record a weight of 11.3 percent, 10 years later these decreases by 2.7 percentage points, reaching
minimum value of the analysis period (2003-2013), of only 8.6 %. World economic crisis and
fluctuations in exchange rates have affected arrivals from South Muntenia region. Number
arrival lounges foreign tourists in structures of receipt with tourist accommodation functions
have been directly affected by economic crisis.
Although in the year 2008, were arriving in this region 103,387 foreign tourists
(maximum value recorded), a year later, 2009 shall be recorded 78,816 arrivals (minimum value
recorded), the figure which is equivalent to a drop of 13,77 % as compared to the previous year.
Starting from the year 2010 we are witnessing a continuous increase in the number of foreign
arrivals in the region South Muntenia region, but the figures recorded are not able to reach the
values before the trigger economic crisis. Most arrivals have been recorded for tourists resident
in Romania (86,22 % of the total), the difference (13.78 in %) belonging to foreign tourists. The
types of units of tourist accommodation, most arrivals have been recorded in hotels (64,76 % ),
at the opposite pole namely bungalourile with only 0.08 percent of the total.World economic
crisis and fluctuations in exchange rates have affected arrivals from and powerful South
Muntenia region. Number arrival lounges foreign tourists in structures of receipt with tourist
accommodation functions have been directly affected by economic crisis. Although in the year
2008, were arriving in this region 103,387 foreign tourists (maximum value recorded), a year
later, 09 shall be recorded 78,816 arrivals (minimum value recorded), the figure which is
equivalent to a drop of 13,77 % in 1991 compared to the previous year.
Starting from the year 2010 we are witnessing a continuous increase in the number of
foreign arrivals in the region South Muntenia region, but the figures recorded are not able to
reach the values before the trigger economic crisis.
Graph 5. Arrivals of romanian and foreign tourists in the establishments of tourists with
tourists' accommodation functions in South-Muntenia region, (2003-2013)
143
Source: author`s own processing based on :https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR103B
From the point of view of the weighting of the counties, have been preferred units in
Prahova county (recording 53.9% of the total arrival lounges) and Arges (22%) - according to
Graph 6-, and from the point of view of comfort, were preferred units of 2 and 3 stars. It should
be noted that the two counties of the region groups 77,6 % per employee percent of the total
number of units of accommodation in the region and at the same time attract 75.9 percent of the
total arrival lounges. The figures supplied by the National Institute of economic statistics, very
clearly indicates that in the region foreign tourists have preferred all in Prahova county, with
approximately 51.9 %
Graph 6. The share arrivals on counties in South-Muntenia region, (2003-2013)
Source: author`s own processing based on :https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR104B
Number of overnights stays structures in tourist accommodation was in the year 2013 the
1715207 overnights stays, of which 1453731 of Romanian tourists (collected 84.8 %) and
261476 innoptari of foreign tourists (15.2%). As regards tourism in accommodation spaces in the
region South Muntenia region -the number tourists accommodated and innoptarile developed
ecotourism during the period 2003-2008 and significant decrease between 2008 and 2013.
Graph 7. Overnight stays in the establishments of tourists 'reception with tourists'
accommodation function in South-Muntenia region, (2003-2013)
Source: author`s own processing based on :https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR104B
Average length of stay have been reduced from 2.98 days in 2003 to 2.52 days in 2013
and the trend to share holidays and of the pursuit of itinerant tourism. That arrivals from tourists
in accommodation spaces and their innoptarile decreased represents a negative factor in the light
of the prospective dezoltarii tourism. For this trend to reverse it is necessary to create vacation
packages more attractive, increase quality of services rendered to modernize infrastructure
(access routes in the area - maybe even build the Comarnic-Braşov freeway), but also the
technical and material of tourism. With a view to assessing downward trend, for the period
144
immediately following (2014-2019), the number of arrivals of tourists in the South Muntenia
region, it has used the criterion based on changing average:
Table 3. The calculation algorithm needed to adjust the number of the arrivals through the
average growth method (yt), 2003-2013
Year yt Δt/t-1 t-1 Yt = y1 + (t-1)Δ ( yt-Yt )2
2003 571757 0 0 0 0
2004 575759 4002 1 582517.3 45674618.89
2005 573557 -2202 2 593277.6 388902064.4
2006 627320 53763 3 604037.9 542056180.4
2007 729221 101901 4 614798.2 13092577160
2008 750157 20936 5 625558.5 15524786202
2009 591251 -158906 6 636318.8 2031106597
2010 572912 -18339 7 647079.1 5500758722
2011 615931 43019 8 657839.4 1756313991
2012 692810 76879 9 668599.7 586138626.1
2013 679360 -13450 10 679360 0
Total 6980035
39468314162
Source: Calcule proprii ale autorului pe baza:
https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR101B
Source: author`s own processing based on :https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR104B
The value of 9,44 % of the coefficient of variation suggests that the arithmetic mean (ӯ)
of the series historical record - structures to receive tourist accommodation with functions, has a
high degree of representativeness.
Table 4. Previsions of the number of arrivals in South Muntenia region, 2014-2019 Year t-1 Yt = y1 + (t-1)Δ
2014 11 690120.30
2015 12 700880.60
2016 13 711640.90
2017 14 722401.20
2018 15 733161.50
2019 16 743921.80
Source: author`s own processing based on :https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR104B
In accordance with during preview of the table below, for the period 2014-2019, there has
been an upward trend, the dynamics of number of arrivals in the region March . Trend resulting
presents a favorable situation for tourism region analyzed as a whole and is due to both
investments, as well as realization of the potential in the Prahova county tourism.
Conclusion
In conclusion, tourism demand is concentrated, at present, very powerful in Prahova
county from a great distance in Arges county. This not only affects the revenue streams in the
region, but also the results of the use of existing infrastructure and personnel. After the analysis,
it might be asserted that the offer of accommodation available South Muntenia region should be
spiced up by investments in the field. These investments should be drawn up taking account of
existing tourism demand in the profile area and local. Another aspect that must be highlighted
when strategies are drawn up at the central level is decreasing negative effects of sezonalitatii for
supply of accommodation.
Δ 10760.3
ӯ 634548.6364
Standard deviation σ 59900.15493
Coefficient of variation υ 9.44%
145
Tourism South Muntenia region is made up of indigenous people's holidays. In the case
of region analyzed international tourism movement is represented in the greater part of European
tourists of provenance. Most of them foreign tourists come from the Republic of Moldova and
Bulgaria. Taking into account the situation in Romanian tourism industry in general, hotel
capacities, adaptation to needs can be hallowed by upgrading hotels built before 1980s, and by
the construction of new hotels, mainly those of great comfort. Modernization should be such as
to ensure alignment with international standards and resolve, in a timely manner, this is only
possible through participation foreign capital.
References:
1. Andreea Marin-Pantelescu, 2009, Diversificarea şi personalizarea serviciilor turistice
în contextul globalizării, Editura ASE, Bucuresti, pp.81-82;
2. Cristina Micu, Gabriela Stanciulescu, 2012, Managementul operatiunilor în hotelărie
si restauratie, Edit. C. H. Beck, Bucureşti, pp.90-92;
3. Gabriela Stănciulescu, Cristina Micu, 2009, Economie şi gestiune în turism, Editura
C.H.Beck, Bucuresti, pp.120-123;
4. Lee Timothy, Gabriela Stănciulescu, 2011, Special interest tourism for community
benefits, Editura. ASE, Bucharest, pp. 45.
5. Maria Ioncica, 2006, Economia serviciilor - abordări teoretice şi implicatii practice,
Editura Uranus, Bucuresti pp. 91-94;
6. Oscar Snak, Vasile Neagu, Denisa Stanescu, Ioan Done, 2011, Mic tratat de
economia turismului, Editura Performantica, Iasi, pp. 245
7. Anuarele statistice ale României, Institutul National de Statistică Bucuresti, 2003-
2014
8. http://statistici.insse.ro/shop/?lang=ro
9. https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR101B
10. https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR102B
11. https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR103B
12. https://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR104B
POTENTIAL AND PROSPECTS OF DEVELOPMENT OF SANATORIUM-RESORT
INDUSTRY OF THE STAVROPOL REGION
ПОТЕНЦИАЛ И ПЕРСПЕКТИВЫ РАЗВИТИЯ САНАТОРНО-КУРОРТНОЙ
ОТРАСЛИ СТАВРОПОЛЬСКОГО КРАЯ
Varivoda V.S., Dumenko V.M.
Stavropol State Agrarian University, Russia
Варивода В.С., Думенко В.М.
Ставропольский государственный аграрный университет, Россия
Abstract: the analysis of the current state of the sanatorium-resort industry of the
Stavropol region, was found the factors constraining the development of complex fnd challenges
and prospects of development of resorts of Stavropol region.
Keywords: sanatorium-resort industry, tourism, hotels, innovation, development,
sanatoriums, service, region, Stavropol region.
146
Аннотация: в статье проведен анализ современного состояния санаторно-
курортной отрасли Ставропольского края, выявлены факторы, ограничивающие развитие
данного комплекса, а также трудности и перспективы развития курортов Ставропольского
края.
Ключевые слова: санаторно-курортная отрасль, туризм, гостиницы, инновации,
развитие, санатории, сервис, регион, Ставропольский край
The provision of sanatorium-resort services to the population is one of the fastest growing
industries of tourism today. The activity of sanatorium-resort establishments plays an important
role in the economy of every developed state, as it provides stable income to the state`s budget
[1].
Russia was ranked the second place in the ranking of the world tourism organization
UNWTO by the growth in tourist` spending in the first three quarters of 2013. World-level
resorts accept over 700 thousands of Russians for treatment and rest each year. According to
statistics of the Federal Agency for tourism of the Russian Federation, the most popular countries
to travel are Turkey, Egypt, Greece, Spain, Thailand, Germany, China, Italy, UAE and Cyprus.
These results allow us to speak about Russia as one of the largest donors of the touristic traffic in
the world. However, it is necessary to pay special attention to the development of domestic
tourism in our country and increase its sanatorium potential in the modern realities of
international economic situation [5]. The most significant factors in selecting a travel route are
presented in figure 1.
Figure 1 – Factors that play a significant role in the choice of the travel route.
Pricing policy of resorts, availability of necessary recreational benefits there are
important factors which fluent for the choice of travel route of the modern man.
Tourists pay special attention to global trends in the hospitality industry as providing
guests with healthy food, SPA services, excursions, and quality sanatorium-resort services in the
process of relaxation play an important role in the selection of the tourist route that reflects the
increase of public demand for this type of service and is an important indicator of the prospects
of their development.
Development of sanatorium-resort potential of the North Caucasus region, which includes
the Stavropol region and unique area of the Caucasian Mineral Waters (CMW), is very active
today because it is one of the most important areas of domestic policy of tourism of the Russian
Federation.
147
On the territory of the North Caucasus region are unique climatic and landscape zones,
healing natural recourses, places of historical and cultural heritage, the region is particularly
attractive for domestic and foreign tourists.
Attractive pricing policy of the resorts of the North Caucasus and the Stavropol regions
allows citizens of different social categories to strengthen and improve their health in the best
medical health institutions and sanatoriums, total of which amounted to 122 institutions for 30
552 places by the end of 2013, as evidenced by table 1.
Table 1 – Specialized accommodation facilities. Institutions of sanatorium-resort
complex in the Stavropol region.
Item description 2005 2010 2011 2012 2013
Number of sanatoriums and recreation organizations 108 119 123 122 122
There are places (beds) 24685 30101 30432 31376 30552
The number of people having a rest 416.5 503.1 522.5 524.7 525.6
Of the total number
The number of sanatorium with treatment 96 106 108 108 108
There are places (beds) 24153 29097 29335 30342 29624
The number of people having a rest 404.0 480.0 490.8 506.5 506.5
The number of children's sanatorium and health resort
for children with parents
17 21 20 20 18
There are places (beds) 3689 4893 4829 5341 4544
The number of people having a rest 50.5 71.9 73.0 71.6 66.7
The number of sanatoriums 3 4 5 4 4
There are places (beds) 204 590 677 387 387
The number of people having a rest 2.7 9.0 13.0 6.6 6.3
The number of recreation centers 3 7 7 8 7
There are places (beds) 212 414 420 647 541
The number of people having a rest 2.7 14.1 12.2 11.6 12.8
Of these, 108 are sanatoriums and boarding houses with treatment. The growth of these
institutions amounted to 13% during the analyzed period. Most of sanatoriums specialized on the
treatment and prevention of some children` diseases of pre-school and school ages, however,
over the last 10 years their growth was only 6%. From the point of view of the capacity of the
sanatorium-resort complex, the obtained results indicate that, the Stavropol region is not able to
fully meet the public demand for therapeutic benefits. However, despite the slow pace of
development, there has been a steady increase in the number of people who want to be treated
and have a rest in the Stavropol region, which is one of the indicators of recreational
attractiveness of the region.
Large proportion of sanatorium-resort institutions of Stavropol region is situated on the
territory of CMW. The region is attractive for tourists due to the diversity, compactness and
complexity of natural therapeutic factors, but the main wealth of the CMW are the healing
mineral water. CMW has more than 40 varieties of natural climatic, medicinal and table water,
that fields are located in Kumsk, Kislovodsk, Pyatigorsk, Essentuki, and Zheleznovodsk [2].
The location of wells, drinking galleries and pump rooms have a direct impact on the
establishment of sanatoriums, rest houses, resorts and hotels on the territory of the CMW, as
shown in table 2.
148
Table 2 – Specialized accommodation facilities in cities and districts of the Stavropol
region. Item description
facilities in
Number of
accommodation
There are places (beds) The number of people
having rest there
Year 2011 2012 2013 2011 2012 2013 2011 2012 2013
All placements on
the edge, including:
123 122 122 30432 31376 30552 522,5 539,8 536,1
Izobilnensky 8 8 7 507 534 428 14,8 12,5 13,6
Shpakovskiy - 1 1 - 200 200 - 0,6 0,7
Stavropol 1 1 1 125 125 125 0,2 0,1 0,1
Georgievsk 1 1 1 - - - 6,5 6,5 6,5
Essentuki 25 26 25 7137 7493 7182 115,6 120,2 119,6
Zheleznovodsk 22 21 23 4714 4743 5207 81,9 92.2 90.2
Kislovodsk 42 41 40 11610 11924 11554 189.2 199.9 203.9
Mineral Waters 2 2 1 412 342 122 7.7 3.1 2.2
Nevinnomyssk 2 2 2 174 174 174 2.1 1.9 2.1
Pyatigorsk 20 19 21 5753 5841 5560 104.2 102.8 96.8
CMW Region 112 110 111 29626 30343 29625 505.5 524.8 519.6
Presented data indicate that the distribution of establishments of sanatorium-resort
complex in the cities and districts of the Stavropol region is extremely uneven. Leading resorts,
taking tourists for treatment and rest are Kislovodsk, Essentuki, Pyatigorsk and Zheleznovodsk,
the share of which in the sanatorium and resort sphere is more than 80% of the total volume of
the Stavropol region.
However, CMW has to overcome a number of problems that slow down the development
of sanatorium-resort complex in the region to ensure their sustainable development. First of all,
there is a need to increase the capacity of the sanatorium-resort complex through the construction
of specialized sanatoriums, boarding houses and hotels. Secondly, it is necessary to improve the
quality of mineral water and develop new fields of it. Also, the region needs to ensure significant
progress in the implementation and application of the latest scientific developments that occupy
a special place in the project of modernization and development of resorts of the CMW region.
The main institution for the development of new technologies and methods of sanatorium
treatment in region is the Federal State Budget Institution "Pyatigorsk State Research Institute of
balneology of the Federal medical-biological Agency". Scientific achievements of institution are
available to all sanatorium-resort facilities of CMW, many of the resorts in our country and
abroad. In order staff of the Institute regularly conduct research in the application of new
medical technologies, influence of mineral waters on the hormonal mechanisms of human rights
and develop innovative ways of treating the most common socially significant and occupational
diseases to solve the existing problems of the health resort complex of CMW.
One of the most popular techniques implemented in modern resorts, is aromatherapy.
Aromatherapy is a complex of measures on effects of natural essential oils on human behavior,
his emotional state and physical health. Clinical studies have shown that natural scents are good
for immune system and recovery means for the human`s organism [3]. Many resorts have
successfully enabled aromatherapy in the list of provided services for several years, including
sanatorium «Rodnik» in Kislovodsk and «Gallery Palace» hotel in Pyatigorsk.
Medical and health institutions of CMW actively implementing the idea of healthy and
active lifestyle - Wellness, which includes the mode of the day, balanced diet, normalized
physical activity and using of SPA - programs. The philosophy of Wellness is based on an
integrated approach, atmosphere of harmony and balance of services, which ultimately helps a
person to relax, fight stress and improve his health, thereby, fully satisfy customer needs in the
leisure and treatment [4].
149
Remote monitoring of patients or mHealth - mobile health is becoming more and more
popular today. The concept of the idea is ability for patient to share information with staff of the
medical institution in different time, through mobile phones. It saves a lot of free time and
simplifies the process of recording and receiving specialist. This approach to treatment is
developing in some sanatoriums of CMW [3].
Despite the challenges associated with the development of sanatorium-resort potential of
the Stavropol region, the regional authorities have set themselves the following tasks in
development of sanatorium-resort potential there:
Creation of new incentives of economic activity in the field of balneology;
Rational use of old sources and the development of new deposits of mineral
waters;
Training of new change of highly qualified specialists for the sanatorium-resort
complex of the Stavropol region and the region of the North Caucasus;
Implementation of innovative technologies in the work of sanatorium-resort
industry in the region.
To sum up, the Stavropol region has a powerful potential for the development of
sanatorium-resort industry in the future and ready to compete with the leading resorts in Europe
and abroad in the main resorts of modern Russia.
References:
1. Yesayan N.G., Zerkala L.S. Development of the Caucasian Mineral Waters (CMW)
as a resort of international importance: Scientific work, Mineralnye Vody, 2011. – 64
p.
2. Sheiko N.I., Manshina N.V. Caucasian mineral waters: textbook – Moscow: Veche,
2009. –188 p.
3. Hotel. Journal of hospitality and the hospitality industry. 2014, No. 7. P. 39-47.
4. Website Magazine about leisure, tourism and entertainment in Russia – access
mode: http://rustur.ru/article/zakon-o-razvitii-kavkazskix-mineralnyx-vod-
obsuzhdayut-v-stavropole
5. Website of the Federal Agency for tourism of the Russian Federation – access mode:
http://www.russiatourism.ru/
RURAL DEVELOPMENT THROUGH THE TOURISM IN TOKAJ WINE REGION IN
HUNGARY
СЕЛЬСКОЕ РАЗВИТИЕ ПОСРЕДСТВОМ ТУРИЗМА В ВИНОДЕЛЬЧЕСКОМ
РЕГИОНЕ ТОКАЙ В ВЕНГРИИ
Virág A.
Szent Istvan University, Faculty of Economics and Social Sciences, Hungary
Вираг А.
Университет Жент Иштван, Факультет экономики и социальных наук, Венгрия
Abstract: The European Union lays an emphasis on catching up of disadvantaged rural
areas and within that focuses the endogenous resources in improvements. The economic
diversity is a main priority and tourism is one of the most important elements of it. In the
agricultural areas tourism may be a tool for the revival and development. If a well-structured
organization coordinates the tourist and the economic participants' interests, assesses the
opportunities in rural areas, then a complex social, economic growth may begin in the
150
disadvantaged rural regions as well. In Hungary, one of the most important goals of the National
Tourism Development Strategy (2005-2013) was to achieve the creation and operation of an
institutional structure based on destination management. In recent years, several local and micro-
regional tourism destination management organizations were established to bring together
participants in tourist areas. The main task of these organizations is to offer valuable experience
for tourists and to help the economic, social and environmental development of the rural regions,
too. In my study I provide a short overview of Hungarian tourism destination management
system. After that I examine the wider rural development role of tourism destination
management organizations in Tokaj wine region.
Keywords: tourism, rural development, destination management organization, Tokaj
wine region.
Аннотация: Европейский Союз уделяет особое внимание развитию
неблагоприятных сельских территорий и фокусируется на внутренние ресурсы для
совершенствования. Экономическое разнообразие является основным приоритетом, и
туризм – один из наиболее важных элементов. В аграрных районах туризм может стать
инструментом возрождения и развития. Если хорошо структурированная организация
координирует интересы туристов и экономических участников процесса, оценивает
возможности сельских районов, тогда комплексный социально-экономический рост может
также начаться и в неблагоприятных районах. В Венгрии одной из наиболее важных целей
Национальной стратегии развития туризма (2005-2013) является создание и деятельность
институциональной структуры, основанной на менеджменте туристских направлений. В
последние годы несколько местных и микро-региональных туристских организаций
такого рода были созданы в целях объединения всех участников туристской сферы
деятельности. Осноной задачей данных организаций было предложение ценного опыта
для туристов и содействие экономическому, социальному и природному развитию
сельских районов. В моем исследовании я привожу краткий обзор системы управления
туристскими направлениями в Венгрии. Далее я исследую более широкую роль таких
организаций для сельского развития винодельческого региона Токай.
Ключевые слова: туризм, сельское развитие, организации по управлению
туристскими направлениями, винодельческий регион Токай.
Discussion
Stakeholders of tourism have to face a number of challenges including competitiveness,
quality requirements, infrastructural requirements and changes in tourism trends. Service
providers need to have a versatile but unique offer on the global market, if they are to persuade
the tourists to choose attractions of a particular area. Also, there are new quality demands from
tourists to be met. Special emphasis is to be given to the development of tourism infrastructure.
Furthermore, trends have to be taken into consideration because needs of present day tourists can
only be met by offering complex programs and tourism experiences (Virág, 2014).
The participant of tourism try to increase the number of guests, guest nights, incomes and
accommodations, but is not enough, it is necessary to focus on restructuring the tourism
institutional system in accordance with needs of our age. Creation of a Tourism Destination
Management (TDM) system which guarantees that tourism is controlled and managed by
competent professionals and local communities can be an adequate answer to these challenges
(Nagy – Virág, 2014).
In the early 2000s Tourism Destination Management appeared among the tourism
development opportunities in Hungary. Basic principles of the bottom-up approach system are
partnership, professionalism and support of financial background (Lengyel, 2008).
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The one most important advantages of development concept is that stakeholders may get
a role in the future shaping of the tourism sector. In Hungary, the creation of TDM system
received increasingly bigger attention, the new institution structure was/is built by the
cooperation of tourism professions and stakeholders in the last years. There are some domestic
examples which show that Hungarian tourism is going to the right direction.
The word, destination has latin origin and from tourism point of view it can be interpreted
as the (ordained) end-point of a journey. The destination can be a country, a city, a village or a
wine region. The destination is an essential, definable territorial unit in which different
participants work together in order to achieve a more successful tourism (Buhalis, 2000).
Tourism destination management is a long term, voluntary and organized co-operation of
partners (local governments, professional and civilian organizations, businesses) who manage
the products and services of the destination as a complex unit with the aim to optimize
experiences of tourists and effects resulting in tourism activities taking into account criteria of
sustainability (Víg, 2010). The aim is to achieve sustainable and competitive tourism.
The TDM system is a hierarchically structured organizational unit, its base is the
community-based organizations. The micro-regional alliances unite the local organizations. The
regional organizations are made of micro-regional alliances. The peak of the system is the
national organization. The TDM system consists of different levels of organizations (TDMO)
(Lengyel, 2008).
Figure 1. Structure of TDM system in Hungary.
Source: Own editing, 2013.
In Hungary there are 80 local, 6 micro-regional, 1 regional and 1 national destination
management organizations (Government portal, 2015). The Hungarian TDM system was built
gradually; the institutional reorganization receives increasingly bigger attention. The
development of tourism receives increasingly bigger attention in National Development Concept
and National Area Development Concept 2014-2020, the main aim of concept is the formation of
total TDM system, the creation of accurate legal and law regulation. The TDM organizations
have to face to several challenges, but the structure based on the partnership shows a positive
future vision.
In my research I tried to find the answer to how operate the destination management
organizations in Tokaj wine region, I examined what kind of the experiences are in
organizations, what kind of cooperation is in a closed wine region and how can these
organizations contribute to the complex development of this rural area in the future. In order to I
get to know the extensive tourist life of this region I analyzed some literary and professional
materials and I used qualitative research. I made some structured depth interviews with tourist
participants and representatives of rural economic organizations in Tokaj wine region. The
questions were directed first I inquired about the development of tourism services, the
cooperation, and the institutional structure in the region. Finally, I asked about the work and the
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rural economy role of the destination management organizations. The interviewers brought to my
attention to lots of useful information, I analyzed these conversations.
Results In the 1990’s came to the fore the tourist value of agricultural land, the pasture, the arable
land, the orchards and the vineyards raise the value of the countryside. Agricultural work is not
only useful for food production; there are other values that promote the development of rural
areas (Fodor – Gemma, 2011). The main agricultural products of the wine regions are the grapes
and wines, which can be treated prominent tourist attraction as well. The grapes and wines are
special endogenous resources, numerous additional services connected to them, which may
ensure a complex experience for tourists (Forman, 2010). The Tokaj wine region is a
multifunctional agricultural area where the sight of the vast vineyards, the grape and wine
traditions and services expects the tourist.
Figure 2. Tokaj Wine Region in Hungary.
The darker part is the area of the wine region.
Source: http://aborfesztival.hu/tokaj_73
The one of the most famous wine regions of Hungary is the Tokaj wine region, which
encompasses 27 settlements in the north-eastern part of Hungary (Figure 1.). The nearly 6,000
acres of wine region is located at the foot of the Zemplén Mountains. The microclimate, soil
conditions, the rivers, the grape varieties and the presence of noble mold are appropriate for the
quality wine production. The thousand-year history of viticulture and oenological culture
provides a very good basis for tourism. The Tokaj wine region was declared the world's first
controlled wine region in 1737, to which was accompanied by strict legislation, thus allowed to
retain the traditions of grape production in original form. The Tokaj wine region was declared
World Heritage Site by the UNESCO World Heritage Committee in 2002 which further
increased the tourist value of the region (Nagy, 2014). Hungarian grape production, wine consumption and wine tourism has undergone major
changes in the last years. Parallel to the increase of wine consumption every wine region
increasingly comes to the fore the endeavors to meet the demand for services which related to
wine tourism. TDM organizations may be the main leader of the complex development in wine
regions, may coordinate the marketing and tender activities and may help the development in
rural areas.
There are four local TDM organizations in Tokaj Wine Region. The Abaúj Tourist
Association and the Sátoraljaújhely-Hegyköz Tourism Association was established in 2008, the
Tokaj-Hegyalja, Taktaköz, Hernád Valley Tourism and Cultural Association was founded in
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2009, the Sárospatak and its surroundings Tourism Association was established in 2005, and
after with the amendment of the articles of organization turned into TDM organization in 2010.
The greatest value of the area of Abaúj Tourism Association is the Hernád River and the
Zemplén Mountains, territory of Association is only one settlement, Abaújszántó, where there
are some wineries, so the wine attractions rather appear as a supplement. There were many
tourist plans and concepts to development of the region, but these were not realized due to lack
of funds. Neither the economic nor the social conditions are not conducive to proper for
operation of tourism, although many ideas were formulated. The cycling, fishing and water
tourism would provide many opportunities for tourism, but the real breakthrough in tourism has
not yet happened. There is appropriate tourist and infrastructural background, but the program
organizing is incomplete. A stable financial background and relevant professional base is
missing in the institutional structure. There were lots of positive changes in the life of this
tourism area, there has started development in tourism, but they have to work hard to achieve a
complex rural development in this area.
There are 25 municipalities and 170 service providers, civil organizations, entrepreneurs
and private individuals in the membership of the Tokaj-Hegyalja, Taktaköz, Hernád Valley
Tourism and Cultural Association. In 2009 a successful TDM tender helped the starting of the
organization. In 2011, the organization won another tender, some bikes were bought, and
publications are made. In the life of settlements of Tokaj wine region the tourism is a very
important economic sector, according to people this is the one of the breakthrough points in this
area. They can build to the world famous Tokaj wine that can be used not only in terms of Tokaj.
It is difficult to reconcile the interests of different stakeholders. The local governments of wine
region are aware of the opportunities of tourism, but there is no real unity, everybody is looking
at their own interests. Among the winemakers is the strongest convergence, the other members
could take this attitude. In addition to the co-operation there is a great need for a more balanced
financial background.
In Sátoraljaújhely the organization has 87 members, in which there are six local
governments, and there are some service providers, non-governmental organizations, private
individuals in the membership. The organization has had two successful tender, first there were
software and website developments, language and other trainings, some new studies and
brochures. In the second tender was the focus of the marketing activities, the organization took
part in several exhibitions at home and abroad. The Association has made some new brochures,
has organized some programs and has purchased some other tools (GPS, bikes, telescopes) that
tourists can borrow from the organization. New educational paths have been created. Several
improvements have been put in this region, but the real cooperation and stable financial
background is missing here too. The wine tourism appears as an additional element in
development. The leader of the organization said they should focus of communication and
organizational development among members and hosts.
In 2011, the local organizations created the Tokaj-Zemplén-Abaúj- regional TDM
Nonprofit Ltd. by a tender. In the wine region the strongest cooperation is between the
Association of Tokaj, Sárospatak and Sátoraljaújhely. The required tasks are supplying in the
case of the micro-regional organization, but real work does not because there is not financial
coverage. The leaders of organizations are looking for the opportunity to resolve the financial
problems; they hope there will be a very good cooperation, which can help better the
development of the whole wine region.
Conclusions
All interviewees confirmed that the Tokaj wine region has a significant tourism potential.
In this natural environment there are world-famous wines, cultural and tourist values, for which
will be based on tourism and rural developments in the future.
In this financial period of European Union significant resources will be allocated to the
development of the Tokaj region, with it interviewees which expect significant improvement. In
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recent years, the TDM organizations have done a great deal to launch a large-scale tourism
development in the wine region. For the time being significant result cannot be shown
numerically the organizations implemented organization development, trainings, service
development and marketing activities in the first tenders. Organizations have started a process to
create the basis for a more dynamic development of tourism. TDM organizations and rural
operators also claim that there is need for the work of the organizations. The main problem of the
organizations is the question of long-term sustainability. The real cooperation and stable
financial background is missing in every organization. The co-operation is often only apparent;
many stakeholders put their own interests to the foreground. Among the rural operators
emphasized that although there is a positive side to the institutional structure, but the material
frame is not behind them. The membership fees and other own incomes of organizations is not
enough to work, so for the time being these TDM organizations are very tender-dependent
organizations. Professionals hope that the questions of sustainability of organizations will
become major actors in rural economy, the tourism law comes into existence with professional
touch, and the different level TDM organizations will be able to retrieve the EU resources
successfully in this budget season. The Hungarian TDM Alliance also looking for a solution to
solve the financial and other problems.
According to all interviewees if the organizations can realize in practice the real unit and
they can establish the complex supply and appropriate financial background, they can become
serious players in the rural development.
References:
1. Buhalis D. (2000): Marketing the competitive destination int he future. Tourism
Management, 21 (1), pp. 97-116.
2. Fodor, K. – Gemma, F. (2011): A mezőgazdaság árbefolyásoló szerepe a falusi
turizmusban. (The price impact role of agriculture in rural tourism.) A Falu. 2011.
February
3. Forman, B. (2010): Borturizmus és a vidékfejlesztés. (Wine tourism and rural
development.) A Falu. 2010. February
4. Government portal (2015): http://2010-
2014.kormany.hu/download/e/92/41000/TDM%20lista1104.pdf (downloaded:
03.03.2015.)
5. Lengyel, M. (2008): TDM Működési Kézikönyv. (TDM Operational Handbook.)
Heller Farkas Főiskola, Budapest, 212 p.
6. Nagy, A. (2014): A Tokaji Borvidék térségi fejlődésben betöltött szerepe. (The role
of Tokaj Wine Region in regional development.) In: A KKV-k szerepe és helyzete a
gazdaságban és a hungarikumok szerepe a területi fejlődésben és fejlesztésben. SZIE
GTK Regionális Gazdaságtani és Vidékfejlesztési Intézet, (ed.: Káposzta, J.),
Gödöllő, pp. 64-69.
7. Nagy, A. – Virág, Á. (2014): Destination Management in Hungary. Agricultural
Bulletin of Stavropol Region, No. 1 (13), pp. 41-44.
8. Nemzeti Turizmusfejlesztési Stratégia 2005-2013. (National Tourism Development
Strategy 2005-2013.) In: Turizmus Bulletin, IX. Special issue, 2005. 56 p.
9. Víg, T. (2010): Fogalomjegyzék a TDM-rendszer témakörhöz. (Index to the topic of
TDM system.) Turizmus Bulletin, 2010. 1-2., 119 p.
10. Virág, Á. (2014): Cooperation to achieve successful tourism. Visegrad Journal on
Bioeconomy and Sustainable Development, No. 2 (2), pp. 68-71.
Interviewees:
1. László Béres, Chairman of the Abaúj Tourism Association;
2. László Ladomérszky, TDM manager of the Tokaj-Hegyalja, Taktaköz, Hernád
Valley Tourism and Cultural Association;
155
3. Róbert Blanár, TDM manager of the Sátoraljaújhely-Hegyköz Tourism Association;
4. László Lipták, Owner of Lipták Winery;
5. Mariann Bratuné Bucskó, Leader of Abaúj Leader Association;
6. László Kiss, Chairman of the Zemplén Landscapes Rural Development Association;
7. Ákos Szemán, Vice Chairman of the South-Zemplén Rural Development
Association.
LANGUAGE GAME AS A LINGUISTIC PHENOMENON
ЯЗЫКОВАЯ ИГРА КАК ЛИНГВИСТИЧЕСКИЙ ФЕНОМЕН
Volkogonova A.V.
Stavropol State Agrarian University, Russia
Волкогонова А.В.
Ставропольский государственный аграрный университет, Россия
Abstract: The article considers the concept and the phenomenon of language game. It
presents the views of scientists on the phenomenon of language game in different areas. There
are different definitions of the concept of "language game." Approaches to language game in
Western philosophy and domestic linguistics are determined.
Keywords: language game, comic effect, pun.
Аннотация: В статье рассматривается понятие и феномен языковой игры.
Представлены взгляды ученых на феномен языковой игры в различных областях. Даются
различные определения понятия «языковая игра». Рассматриваются подходы к языковой
игре в западной философии и отечественной лингвистике.
Ключевые слова: языковая игра, комический эффект, каламбур.
The perception of life and reality as a game is inherent in human consciousness since
ancient times. Already in minds of ancient people, the creation of the world was interpreted
as a game of the God Brahma. The act of creation was associated with the game. As it
pointed out by J. Benchich, "linking the two concepts – art and games – has a long tradition
in the history of European thought from Plato, who was the first in its criticism of poetry
defended the position of the game character art"
Existing concepts of the game phenomenon makes it possible to define this
phenomenon as a particular reality, which is opposed to "ordinary" life and ordering, subject
to the rules of construction, and is self-sufficient and has a goal in itself.
The game can be realized in various spheres of human existence. In accordance with
this language is also open to the impact of the game, "the spirit of forming a language every
time jumps playfully with the level of material at the level of thought. Every expression of
abstract concepts hidden image, metaphor, and every metaphor is hidden pun. Thus,
humanity again and again makes his expression of being close to the natural world – his
second, fabrications world ".
Major contribution to the study of language games belongs to Ludwig Wittgenstein,
who shows that the language game is based on the implicit assumptions that define within it
the question and possible answers, truth and falsehood which cannot be proved within the
old thinking.
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Like any model, intended to clarify complicated, incomprehensible, "language
games" act in Wittgenstein concept, primarily as simple or simplified methods for the use of
language, giving the key to the understanding of more mature and often unrecognizable
mutated cases. The understanding of language game as "the simplest forms of language" is
stored in the "Philosophical Investigations" and subsequent works of the philosopher. And it
is constantly emphasized that the root forms of language inherent inextricably linked with
the life. To illustrate the idea of language game L. Wittgenstein sometimes compare it with
theatrical performances, where combined into one "stage area", "acts", "action", "roles",
specific "scene", "word", "gestures" ("moves" in the game).
I.N. Gorelov and K.F.Sedov considered the game as an activity that does not pursue
any distinct specific practical purposes: "The goal of the game is to give pleasure to people
who take part in it." Researchers suggest the following definition of the phenomenon: "The
language game is the phenomenon of verbal communication, the content of which appears
on the installation form of speech, the desire to achieve in a statement effects similar to the
effects of art literature".
The idea of language game suggests that language is a phenomenon which is
basically not static, that it is like playing music, stage action, sports and other games –
dynamic by its very nature, lives only in action, act, and practice communication.
Thus, the language game is a special kind of creative activity, involving a mandatory
orientation to the communicative situation, having the features of ease, informality.
Language game is a marker of conversational, as listed signs "refers to a component of the
communicative act forming the spoken language. In other words, speaking creates ideal
conditions for the emergence of language game, but the game itself becomes a sign of
language specific communicative situation is a situation easy communication".
Under the condition of the language game, concerning the behavior of its members,
understood the mandatory use in the language game of this type of mental activity in which
the manufacturer of speech appeals to the presumptive knowledge of the recipient, and
"pushes" its conclusions to the establishment [4, с. 6] which acts as parcels verbalized text
and universalized presuppositions – fund of general knowledge producer and recipient of
speech.
Creative aspect of the language of the game is the result of the other, the opposite
installation use in colloquial speech or slang formations. If the social aspect of the language
game suggests a tension of consequence, the creative aspect is relaxation, emotional
expression, and fun. "The game itself is not comical" [4, с. 7], but the fact that the game is
opposed to serious, and the fact that the language game is usually built on contradictions
and paradoxical, creates conditions for the comic. Since the comic realized as a result of
contrast, confrontation, then this is why so many sociolect playfully ironic and sarcastic
formations. This creates additional attractiveness of such gaming lexical and phraseological
units for their application in non-codified forms of speech.
From linguistic aspects of language game associated natural interest in the speaker's
own language as an instrument of communication and expression. Creating or using
substandard speech, saying checks and tests the language as a tool to establish its resources
and capabilities [9, с. 140].
The purpose of the language game is denotative or connotative expression of
meaning, extension to directly, i.e. without the help of language games, expression of
meaning. [6, с. 41].
The mechanism of the comic can be manifested in the implementation of
illocutionary components: joke, jokes, chats, pun, ridicule, irony. Comic effect reduces the
distance in interpersonal communication; helps to decipher hidden irony, jokes perception.
At the heart of the comic certainly laid any conflict, the union into one of several concepts
that are alien to each other by their inner content.
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Language game, especially if it contains humorous content, can serve as a resistance
against the conflict and aggression. But, as pointed out by R. Baron and J. Richardson, " to
produce a beneficial effect, humorous scenes materials should not be the basis for its
hostility or aggression"[3, c. 170].
Thus, the language game is a variety of implementation possibilities of the language
system, based on a departure from the codified versions use linguistic resources for all
language levels, deliberate violation of stable, well-known and generally accepted structures
with particular stylistic installation on expressiveness.
Language game involves experiment, creative setting, its result in most cases is a
violation of stereotypes, literary norm. Therefore, one of the prerequisites for the
functioning of the language game is the need to recognize intentional departure from the
generally accepted canons of participants from both the communicative act (speaker and
listener, writer and reader). It is the "intention" and mindfulness allows deviation from the
norm to become a language game. Existing points of view and definitions can be
summarized and grouped.
1. The entire speech activity and even some other activities are sets of manifestations
of language game. This is the view of Wittgenstein. In this connection, V.P. Rudnev wrote:
"And how proponents of the theory of speech acts finally came to the conclusion that the
entire speech activity, and not just some of its fragments consists of speech acts or actions,
and Wittgenstein believed that language game is a form of life itself, and that not only the
language, but the reality that we perceive through the prism of the language is a set of
language games " [8, с. 125].
2. More certain, though also quite broad understanding of the language game with
creative speech activity-activity language personality. Such an understanding is
characteristic of T.A. Gridina. In addition to specifying the creative essence of the language
game and limit its sphere of language/speech units, particularly significant is the idea that
the rules of the language game are "derivable" Only by relying on the linguistic stereotype,
which is overcome ("tipped") using linguistic techniques[1, с. 4].
3. Broad understanding of the language game can be related to its consideration in
the space of a text. Thus, E.M. Beregovsky believes that "language game is omnipresent
because mastered all language levels - phonics, word formation, vocabulary, syntax"[7, с.
81].
4. Under the language game can be understood all the phenomena of this kind, "when
the speaker plays a form of speech <...>. It may be a fairly straightforward joke, and more
or less successful sharpness and pun, and different kinds of tropes [2, с. 20]. The authors of
this point of view (E.A. Zemskaya, M.V. Kitaygorodskaya, N.N. Rozanov) believe that in
speaking the implementation of the poetic function of language often can be seen as setting
for comic effect [5, c. 163].
5. Broad understanding of the language game may involve the implementation of this
phenomenon not only at all levels of the language system, but also in terms of linguistic
categories (T.V. Bulygina and A.D. Shmelev).
References:
1. Абазова А.Р., Чаплицкая А.А., Ерёмченко В.В. Обучение иностранному языку
на неспециальном факультете в системе вузовского обучения//Актуальные
философские и методологические проблемы современного научного познания:
сб. науч. трудов по материалам 77 научно-практической конференции
преподавателей и студентов СтГАУ (Ставрополь 01-05 апреля 2013 г.) / Изд.
дом «Тэсэра». Ставрополь, 2013. С. 3-5.
2. Бахмат Е.Г. Концептуальная структура романа И.В. Гёте «Страдания юного
Вертера» в корреляции с контекстом общественного
сознания//Филологические науки. Вопросы теории и практики. Тамбов:
158
Грамота. 2013. № 5-1 (23). С. 18-21.
3. Дуб Г.В., Крусян И.Э. Причины демотивации студентов на уроках
иностранного языка в высшей школе//Теория и практика общественного
развития. 2012. № 12. С. 170-172.
4. Калугина Е.Н. , Красса С.И. Основания гендерологии языкового
субстандарта//Сборники конференций НИЦ Социосфера. 2013. №29.С. 005-009.
5. Картавцева И.В., Серебрякова-Шибельбейн Е.М. Трагедия у Бертольда Брехта
и Фридриха Дюрренматта//Стратегия устойчивого развития: актуальные
вопросы филологии и тенденции: сб. науч. тр. по материалам 1 Междунар.
науч.-практ. конф. (г. Ставрополь, 20–22 ноября 2013 г.) / АГРУС. Ставрополь,
2013. С. 160-165.
6. Кирина Л.В. Контроль как неотъемлемый компонент прогресса обучения
иностранным языкам// Вестник СевКавГТИ. 2010. № 10. С. 39-41.
7. Красса С.И. Инструментарий описания манифестации культуры в
языке//Известия Южного федерального университета. Филологические науки.
2008. № 3. С 79-87.
8. Михайлова А.В. Когнитивно-мотивированная семантическая сеть как способ
категоризации терминологической и профессиональной лексики
концептосферы «money» //Филологические науки. Вопросы теории и практики.
Тамбов: Грамота. 2013. № 9-2 (27). С. 121-126.
9. Черкасова Н.В. Лингвокультурологические особенности ценностных установок
в корпоративном блоге (на примере ведущих американских корпораций)//В
мире научных открытий. Красноярск: Научно-инновационный центр. 2012.
№11.5 (35). С. 135-150.
REGIONAL ECONOMIC IMPACT OF AN EVENT: THE CASE OF THE
ROTTERDAM MARATHON
РЕГИОНАЛЬНОЕ ЭКОНОМИЧЕСКОЕ ВЛИЯНИЕ СОБЫТИЯ: ПРИМЕР
РОТТЕРДАМСКОГО МАРАФОНА
Willem J., Goedknegt B., Heijman W.
Wageningen University, Social Sciences Group, the Netherlands
Виллем Й., Гоеднегт Б., Хейман В.
Университет Вагенинген, Группа социальных наук, Нидерланды
Abstract: The Rotterdam Marathon is an annual sports event in Rotterdam. This biggest
one-day event in the Netherlands attracted around 925,000 visitors in 2014. This paper aims at
evaluating its regional economic impact by way of input output analysis in terms of number of
jobs.
Keywords: Rotterdam Marathon, Event evaluation, Regional development, Input-output
analysis.
Аннотация: Роттердамский Марафон является ежегодным спортивным
мероприятием, проходящим в Роттердаме. Данное крупнейшее однодневное мероприятие
в Нидерландах в 2014 г. посетили около 925 тыс. чел. Настоящая статья оценивает
региональный экономический эффект посредством анализа «затраты-выпуск» по
отношению к количеству рабочих мест.
159
Ключевые слова: Роттердамский марафон, оценка события, региональное
развитие, анализ «затраты-выпуск».
1. Introduction
The Rotterdam Marathon is an annual event in the city centre of Rotterdam. In this paper
we aim at the computation of its economic impact on the municipality of Rotterdam in terms of
employment.
Events can impact the local economy. Economic impact is described by Crompton (2006)
as: “The net economic change in the incomes of host residents that results from spending
attributed to tourist” (Crompton, 2006: p. 67).Events are frequently used as booster for regional
economic development (Heijman et al, 2011).
The most important reason to host an event is to create a touristic attraction.The
importance of evaluating the impact of events may be necessary because “producing an
economic impact study to demonstrate that economic returns to a community will exceed its
investment has become almost a requirement for event organizers.” (Crompton, 1995: p. 33)
Foreign investments, exports, increasing infrastructure are some examples of economic
returns to a community which are generated by an event. Moreover many tourists arrive at the
airport or train station, they stay in hotels, they use public transportation, and they enjoy the city
by night.
The annual Rotterdam Marathon is a major event with close to a million visitors.
Economic assessments of events like this is important for decision making by the local
authorities. In this case weaim to evaluate the impact of the Marathon on the economy of the
Municipality of Rotterdam.
2. Method
Input-output analysis (IOA) is the basis for this analysis. With the use of IOA,
interdependencies between different sectors within an economy can be measured. The input-
output table is an important feature of the IOA. It shows the intra – and inter-sector flows of
goods and services between sectors of an economy given a certain time frame (Leontief, 1986).
A regional IOA is required to evaluate the impact of the event. Because, for Rotterdam,
no regional IOT existed the national (Dutch) IOT needed to be regionalized.This was done with
the help of location quotients. Two methods were applied: the simple location quotient (SLQ)
and the location quotient of Flegg and Webber (1997, 2000): (FLQ). The SLQ has been said to
overestimate the impact on the regional economy (Flegget al., 2013), where the FLQ is the
method resulting in the lowest regional impact (Steijart, 2013). By computing the impact
according to these location quotients we get a good impression of the possible variation in
outcomes.
After the construction of the regional IOT the analysis could be carried out with the help
of the Leontief Equation (Heijman et al., 2010):
ΔX = (I – A)-1
ΔF.
X Output Vector;
A Matrix of technical coefficients;
F Final Demand Vector;
I identity matrix.
3. Data
The most recent Dutch national input-output table of 2012 was used. The five most
relevant sectors were chosen in which the impact of the event seemed most likely. A sixth
‘sector’ (sector F) was created to combine all other sectors of the input-output table.
The questionnaire is an important aspect of the research to obtain the primary data (Adler
et al. 2011; Kramer et al., 2014). During the marathon in 2014, interviews were conducted
160
amongst the spectators along the course. The survey was carried out at random places in the city
centre of Rotterdam by two different persons. Also, the questionnaire was put online to receive
larger feedback and therefore to collect more data.
Respondents were asked to answer four questions with regard to their visit of the
Rotterdam Marathon. The questionnaire was available in both Dutch and English, since the
Rotterdam Marathon has an international character. The results gave an overview of the
expenses made by the visitors as well as of their reason of visiting.
All respondents were anonymous, voluntarily and aware of the research project. The
sectors in which the visitors spent money are the following: A. Wholesale and retail, B.
Transportation and storage, C. Lodging, meals and drinks, D. Information and communication,
E. Culture, Sports and recreation.
The questionnaires were collected on the day of the marathon, namely April 13th
, 2014.
The total of 77 questionnaires was conducted amongst the visitors of the Rotterdam Marathon
(58 during Rotterdam Marathon, and 19 on the online questionnaire). In total the 77 responded
spending of €1,348.00.The average spending was € 17.51 per person. Most of the money was
spent in the wholesale and retail sector (see Figure 1).
Wholesale and Retail47%
Transportation and storage
11%
Lodging, meals and drinks
31%
Information and communication
1%
Culture, sports and recreation
10%
Average spending per sector
Figure 1. Average spending per sector by visitors of Rotterdam Marathon
4. Results
On estimation 925,000 visitors were in Rotterdam for the marathon of 2014. On the basis
of the survey and the total number of visitors the following results for the extra spending during
the marathon (ΔF) were found (Table 1).
161
Table 1: Spending by visitors per sector
With the help of the Leontief equation, the change in outputs could be computed. In order
to compute the extra number of jobs the changes in outputs needed to be divided by the annual
national output per employee per sector, which resulted in the additional number of jobs (Table
2).
Table 2: Additional jobs using FLQ and SLQ.
Wholesale and retail38%
Transportation and storage
6%
Lodging, meals and drinks
38%
Information and
communication2%
Culture, Sports and recreation
16%
Increase in employment per sector using FLQ
Figure 2: Increase in employment with FLQ
162
Figure 3: Increase in employment per sector withSLQ.
5. Conclusion
This aim of this paper was to evaluate the economic impact of an event, the Rotterdam
Marathon, in terms of number of jobs.
To evaluate the economic impact an input-output analysis was applied. To regionalize the
national input-output table, two different types of location quotients were used: SLQ and FLQ.
The results show that there is an impact in terms of additional employment and that there
is a relatively small differencein outcomes between the two location quotients.The impact of the
event was an estimated 257 extra jobs according to SLQ and 250 according to FLQ.
References:
1. Adler, Emily Stier., and Roger Clark, 1999. How It's Done: An Invitation to Social
Research. Belmont, CA: Wadsworth.
2. Crompton, J. L., 1995. Economic Impact Analysis of Sports Facilities and Events:
Eleven Sources of Misapplication. Journal of Sport Management, 9: pp. 14-35.
3. Crompton, J. L., 2006. Economic Impact Studies: Instruments for Political
Shenanigans? Journal of Travel Research, 45.1: pp. 67-82.
4. Flegg, A.T., and C.D. Webber, 1997. On the Appropriate Use of Location Quotients
in Generating Regional Input-Output Tables: Reply. Regional Studies, 31.8: pp. 795-
805.
5. Flegg A.T. and C.D. Webber, 2000. Regional Size, Regional Specialization and the
FLQ Formula. Regional Studies, 34: pp. 563-569.
6. Flegg, A. T., Tohmo, T. 2013. Estimating regional input coefficients and multipliers:
The use of the FLQ is not a gamble. University of West England, Faculty of Business
and Law.
7. Heijman, W.J.M. & Schipper, R.A., 2010. Space and Economics; an introduction to
regional economics. Wageningen Academic Publishers, Wageningen, The
Netherlands.
8. Heijman, W.J.M. & Jongenburger, B., 2011. Fifa World Cup 2018: An ex ante input
output analysis for the Netherlands, International Journal of Event Management
Research. Vol. 6, Nr 2.
9. Kramer, L-A, Heijman, W. 2014, Events as boosters of the regional economy.Studies
in agricultural economics.Vol. 166, 1, pp. 57-58
10. Leontief, W., 1986. Input-Output Economics (2nd Ed.). New York. Oxford
University Press.
11. Steijaert, T., 2013. Regionaliseren van de Belgische Input-Output Tabel: Vier
MethodesVergeleken, BSc Thesis Wageningen University.
163
EVOLUTIONS OF FOREIGN TOURISTS’ OVERNIGHT STAYS IN ROMANIA. AN
ECONOMETRIC APPROACH
ИЗМЕНЕНИЕ ЧИСЛА ТУРИСТСКИХ НОЧЕВОК В РУМЫНИИ.
ЭКОНОМЕТРИЧЕСКИЙ ПОДХОД
Zaharia M.
Petroleum-Gas University of Ploiesti, Faculty of Economic Sciences, Romania
Bălăcescu A.
“Constantin Brâncuşi” University of Târgu Jiu, Romania
Захария М.
Нефтегазовый университет Плоешти, Факультет экономических наук, Румыния
Баласеску А.
Университет «Константин Бранкуши», Тыргу Жиу, Румыния
Abstract: This paper presents a comparative study of overnight stays of foreign tourists
in the establishments of touristic reception with functions of touristic accommodation in
macroregions and development regions of Romania with the purpose of identifying their
influence factors. In order to achieve the objectives of this research has been carried out a
quantitative analysis based on the data provided by data bases of EU (Eurostat) and of National
Institute for Statistics from Romania. Was identified eight econometric models (one for each
development region), of which one AR, two ARIMA, and five linear regression models. They
provide a description and a good image of the evolution of the number of foreign tourists in
Romania, and their trends in 2006-2013 period.
Keywords: tourism, overnights stays, sustainable regional development, Romania,
ARIMA models.
Аннотация: В данной статье представлен сравнительный анализ ночевок
иностранных туристов в организациях гостеприимства с функциями туристского
размещения в макрорегионах и развитых регионах Румынии с целью выявления
влияющих факторов. В целях достижения целей данного исследования был проведен
количественный анализ, основанный на данных, предоставленных базами данных ЕС
(Eurostat) и Национального института статистики Румынии. Былы выявлены восемь
эконометрических моделей (по одной на каждый регион), из которых одна AR, две
ARIMA и пять линейных регрессионных моделей. Они обеспечивают описание и
хорошую картину динамики числа иностранных туристов в Румынии, а также тренды
периода 2006-2013 гг.
Ключевые слова: туризм, ночевки, устойчивое региональное развитие, Румыния,
модели ARIMA.
Introduction
The tourism potential represents a source of opportunities for entrepreneurs at
development of business and as support for the development of sustainable regional. Tourism
has a major role in economy with benefice effects which include infrastructure modernization,
easy access to medical services, education, generally to increase the standard of living.
164
The relationship between tourism, community life and regional development needs to be
analyzed in terms of three functions: a function of impact (economic, social, environmental), a
function of stability and a function of convergence - combined into a matrix model because
tourism also needs other industries, because this branch cannot develop in isolation from other
components of the economy of any destinations (Pascariu, Ţigănaşu, 2014).
The tourism may become an important component of economy capable of important
mutations in the territorial profile, determining a social-economic growth of some poor regions.
A good project of lasting development, included in a program of regional development, supposes
investments less expensive if the integration is harmoniously organized. (Scutariu, 2008)
The overall objective of regional development policy, namely reducing existing regional
imbalances can be also achieved by stimulating areas with tourism potential which tourism could
be a way to increase living standards and progress of the people. Development of tourism by
exploiting the existing potential may lead to the development of disadvantaged areas through
employment of a part of the unoccupied population in those areas. Tourism can boost internal
development of a certain areas and thus reduce regional imbalances. Thus, tourism is proving to
be a viable alternative for the development of different areas. (Babucea, Răbonţu, 2013)
The demand for products and services in tourism depends on a number of factors, and
depends on consumer behavior. In general, some factors are related to time, income, prices etc.
Revenues of tourists can influence the tourism demand. Prices are also important elements
considered by tourists when they decide to spend their income, for example, within a
trip.(Surugiu, et. al, 2009).
Other factors of influence of tourism industry, which refer to by other authors (Hong,
2008) are: a) infrastructure investments (including: accessibility design, lodgings, transportation
systems and specific food) of a destination, which are the most important functional bases, also
known as advanced factors (in Porter’s terminology); b) strategic planning to market ties
(including: building tourism linkages with related characteristics and creative activities) of a
destination, that are the secondary functional institutional investments which can attract potential
tourists, also known as internationalization of domestic demand (in Porter’s case); c) growth and
development (including: economic growth and public security system development), which
constitute the socio-economic status of a destination and that can robustly support tourism
related facilitates (infrastructure) and tourism safety network systems; d) operational
performance effectiveness (including: one-stop tourism package services) of a destination is the
primary motivation of tourists; the operational performance effectiveness of a destination mainly
depends on the sophistication of domestic tourists and their high level of demanding expectations
in comparison to other destinations; thus, according to the Porter analysis, sophisticated domestic
tourists not only provide incentive to review tourism related services delivering high
performance but also serve as an early warning indicator of mainstream tendencies in worldwide
tourism services or the need for transition or change.
According to some Romanian authors (Coroş, Negruşa, 2014) one of the problems of
Romanian tourism is linked to the fact that the service providers struggle to survive, as the
continuously decreasing occupancy rate generates a genuine crisis among them.
Other Romanian authors (Pociovălişteanu, Niculescu, 2010) emphasize the importance
that eco-cultural tourism could have in the sustainable development of some less developed
communities and which could easily develop through the transformation of its cultural and
natural heritage in an open-air museum, where the locals should be the main actors and
beneficiaries.
A quantitative indicator of tourist traffic measurement is overnight stays in the
establishments of touristic reception with functions of touristic accommodation, obtained from
the statistics information provided from hotel units is calculated as a sum of products between
the number of tourists and tourist activity duration in days. The evolution of the number of
foreign tourists’ overnight in Romanian accommodation structures is subject to our research and
165
the main objective was to identify econometric models (Gogonea R.M., Zaharia M., 2008) to
describe their evolutions.
Discussion
Analyzing the evolution of the number of overnight stays in establishments of tourist
reception with functions of accommodation in the four macroregions of Romania (table 1) shows
that the year 2009 was a negative year for the tourism industry both in terms of residents and
foreign, the total number of them decreased over the year 2008 with a percentage ranging from -
15.2% in Macro_2 and 18.9% in Macro_3.
In the case of foreign tourists, the impact of the economic crisis on their number of
overnight stays was much higher. Thus, the number of foreign overnight stays decreased
between -15.3% in Macro_4 and -26.3% in Macro_2.
Table 1 Evolution of number of overnight stays in the establishments of touristic
reception with functions of touristic accommodation in macroregions of Romania
2006 2007 2008 2009 2010 2011 2012 2013
Total
overnight
stays
1899169
5
2059334
9
2072598
1
1732541
0
1605113
5
1797943
9
1916612
2
1936267
1
Macro_1 5293303 5726924 5688970 4763887 4603924 5396189 5788778 6151314
Macro_2 6452775 6986112 6994408 5933278 5106911 5606675 6125899 5800968
Macro_3 3598509 4199965 4328785 3510145 3545094 3807513 4013610 4088219
Macro_4 3647108 3680348 3713818 3118100 2795206 3169062 3237835 3322170
Foreigner
s
Total 3242105 3586439 3359244 2667666 2766581 3066882 3297433 3477854
Macro_1 844709 975559 855861 666455 741088 829689 905018 980387
Macro_2 801101 757110 594952 438735 396354 440904 488902 535807
Macro_3 1196487 1450334 1546506 1256032 1338920 1446149 1510935 1575010
Macro_4 399808 403436 361925 306444 290219 350140 392578 386650
Source: http://statistici.insse.ro/shop/index.jsp?page=tempo3&lang=ro&ind=TUR105D
In the period under review, with the exception of Macro_3, have been recorded adverse
developments in the number of overnight stays of foreign tourists in two and even three
consecutive years. For example, Macro_2 the decline began in 2008 (a decrease by 21.4%
compared to 2007) and lasted until 2010. Although starting from 2011 the number of overnight
stays in the region begins to increase, in 2013 reached level represented 66.88% of the maximum
level recorded in 2008. A somewhat similar situation was registered in Macro_4, with the
difference that the value recorded in 2013 is only 4.2% lower than the maximum recorded in
2007 (403,436 overnight stays).
The only of macroregions, where in 2013, the number of overnight stays of foreign
tourists was higher than the maximum values recorded in the period under review were Maro_1
(by 0.5% higher than the maximum recorded in 2007) and Macro_3 (with 1.85% higher than the
maximum recorded in 2008). Note that in Macro_3 the decreases with an 18.8% of the number
of overnight stays of foreign tourists was determined by significantly decreases of the activities
most companies with direct impact on business tourism development in Bucharest-Ilfov region.
After 2009 the number of overnight stays foreign tourists begin to grow, the highest percentage
(8.0%) was recorded in 2011.
On the other hand, the share of overnight stays resident tourists in the total overnight
stays recorded in the four macro-regions are very small. In Romania they are between 15.40% in
2009 and 17.96% in 2013. On the macroregions, the highest values are recorded in Macro_3,
166
ranging between 33.25% in 2006 and 38.53% in 2013 and lowest values were recorded in the
Macro_2, ranging from 12.84% in 2006 and 7.39% in 2009.
Deepening the analysis to the eight development regions of Romania (Figure 1) the
evolutions of the number of overnight stays of foreign tourists can be grouped into three groups.
0
200
400
600
800
1000
1200
1400
2006 2007 2008 2009 2010 2011 2012 2013
Nu
mb
er [
tho
u.]
.
North-West
Center
North-East
South-East
South-Muntenia
Bucuresti-Ilfov
South-West
OlteniaWest
Figure 1 – Evolution of the number of overnight stays of foreign tourists in
establishments of tourist reception with functions of accommodation regions
Source: own after construction after
http://statistici.insse.ro/shop/index.jsp?page=tempo3&lang =ro&ind=TUR105D
A first group is formed by Bucharest-Ilfov Region and Center, though at different levels
have evolved relatively similar in 2006 - 2013. Although its have suffered a sharp decline in
2009 (-17.5% in Bucharest-Ilfov and -23.7% in the region Center), after 2009 recorded
significant increases away from the values recorded in other regions. The share of these regions
in total overnight stays overnight stays of foreign tourists is significantly higher than in other
regions. In 2013 the share of overnight stays of foreign tourists in total was 37.77% in the
Bucharest-Ilfov and 19.57% in the Center; the total share of the other six regions of development
is only 42.66%.
A second group is composed of developing regions whose share of the overnight stays of
foreign tourists was included in 2013 between 7.5% and 10%. These regions are North-West
(8.62%), the South-East (9.68%), the South-Muntenia (7.52%) and West (8.22%). Among these,
South-Muntenia region has the particularity that, unlike the others, in 2012 and 2013 the number
of overnight stays foreign tourists decreased by 5044 and respectively by 25938 overnight stays
compared to previous years. In the third group are developing regions which the share of
overnight stays of foreign tourists in the total overnight stays at the level of Romania in 2013
was under 7.5%, and respectively North-East (5.72%) and South-West Oltenia (2.9%).
Although the relative values in these regions recorded annual growth rates and large drop,
due to the very low absolute values and their influence on the level of Romania is very small.
Moreover, the share of overnight stays of foreign tourists in South-West Oltenia region ranging
from 1.45% in 2010 and 2.90% registered in 2013.
Results
Characterization of developments of the number of overnight stays of foreign tourists in
tourist structures with functions of accommodation in Romania's development regions and
determining the evolutionary trends in the short term, while those economic and political
developments are not significant changes can be made using econometric models of the form:
167
tFY (1)
In the model (1), 9RY is the vector of results values, represented in our case by the
number of overnight stays of foreign citizens registered in Romania, as well as those of the 8
developed regions, F(t) is the vector of functions corresponding to those 9 results variables, and 9R is the vector of residual variables which modeling the influence of all factors on Y with
except factorial variable t.
Considering that in 2009 outbreak of the economic crisis caused a discontinuity in
evolutions of the number of overnight stays of foreign tourists, discontinuity which is unlikely to
occur in the next period and under the assumption of political and economic stability in the
immediate period were tested models which analyzed indicator describing trends in the period
2009 - 2013. In these circumstances, taking account of the small number of data for the function
F (t) can be used only for linear form:
taatf 10 (2)
Results of testing of the validity of models (1) specific by each region using the ANOVA
and F-test for the 95% confidence level 05.0 are shown in table 2. To statistical
significance testing of the model coefficients (a0 and a1) was used test t (student). IT support was
used SPSS (Laber, 2008) and Excel (Oprea C., Zaharia M., 2011)
From the analysis of other available models whose main elements are presented in Table
2, Bucharest-Ilfov development region has the highest contribution to the increase of the total
number of overnight stays of foreign tourists in Romania. Thus, if economic and political
conditions are maintained, then the region will bring an annual increase between 75040 and
85150 overnights of foreign tourists.
Also, a significant contribution to the increase in the number of overnight stays could
bring the Center development region. This, together with the Bucharest-Ilfov can help annual
increase of overnight stays of foreign tourists, at the country level, with between 132,060 and
154,860 overnight stays, exceeding by about 17% the contribution of all the other six regions in
total overnight stays of the foreign in Romania.
Table 2 – Results of test of model (1) for the evolution of overnight stays of foreign
tourists in the tourist accommodation functions in developing regions in Romania
Dependent
variable Coefficients Sig.t
95% confidence
interval R Square Sig. F
lower upper
TOTAL a0 2409.91 0.000 2235.89 2583.93
0.991 0.001 a1 215.12 0.001 162.65 267.59
NW a0 227.60 0.000 197.08 258.125
0.909 0.012 a1 15.81 0.012 6.61 25.02
CENTER a0 359.38 0.000 338.33 380.43
0.997 0.000 a1 63.36 0.000 57.02 69.71
NE a0 128.89 0.001 101.64 156.15
0.908 0.012 a1 14.08 0.012 5.86 22.29
SE - - - - - 0.481 0.194
S Muntenia - - - - - 0.011 0.869
Bucuresti Ilfov a0 909.54 0.000 892.78 926.31
0.999 0.000 a1 80.10 0.000 75.04 85.15
SW Oltenia a0 18.08 0.262 -23.69 59.87
0.872 0.02 a1 17.91 0.020 5.31 30.51
168
West - - - - - 0.659 0.095 Source: own processing using SPSS.
The contributions of North-East regions, and of North-West region, in the total number of
overnight stays are modest and range between 5860 and 22290 overnight stays in North-East
region, and between 6610 and 25020 overnight stays in the North-West region. In total, the share
of contribution of these two regions to annual increase of foreign tourists in Romania is about
14%.
In the case of the development regions South-East, South-Muntenia and West, for
analysis of the overnight number of foreign tourists and possibly making short-term predictions,
the model type (2) can not be used. Under these conditions were used monthly series in the
number of overnight stays in the three regions developed in the 2010-2014.
After removing the seasonal component, time series obtained are shown in Figure 2.
Comparing evolutions in the foreign tourists number of overnight stays of three development
regions during 2006-2013, shown in Figure 1, with evolutions recorded during 2014, presented
in Figure 2, there is maintaining increase trends in the number of overnight stays in the West and
South-East regions, and decrease in the South-Muntenia region.
To check the stationarity of seasonal adjusted series was used Dick-Fuller Unit Root
Augmented Test. For the series of the regions South-East and West, the level of significance
( 05.0 ), Null Hypothesis was accepted (Has a unit root). To obtain the stationary processes,
they have been distinguished, the resulting series being W_SA_D and SE_SA_D.
Figure 2 Final seasonal adjusted series of foreign tourists’ overnights for the development
regions South-East (SE_SA), South Muntenia (SM_SA) and West (W_SA). Source: own processing using EViews.
In the case of SM_SA series, the results obtained from the application of the test are
shown in Table 3. Given that 05.00166.0.Prob Null hypothesis is rejected and therefore
SE_SM series can further use without any changes.
After testing several models for the evolutions of each time series, for South-East region
(SE) was chosen the model ARIMA(1,1,1) for the West (W) was chosen the model ARIMA(2,
1.3) and for South-Muntenia region (SM) was chosen the model AR(1). The characteristics of
the models are shown in Table 4.
Table 3 – The test results for SM_SA series
169
Null Hypothesis: SM_SA has a unit root
t-Statistic Prob.
Augmented Dickey-Fuller test statistic -3.357335 0.0166
Test critical values: 1% level -3.546099
5% level -2.911730
10% level -2.593551
Source: own processing using EViews
The values of t-statistic and the corresponding probabilities ( 05.0.Prob ) lead to
rejection of the null hypothesis and acceptation of the alternative hypothesis and therefore all the
coefficients of the three models are statistically significant.
These conclusions are underlined by the results of residual tests. Hypothesis testing
regarding the normal distribution of residues was performed using the Jarque-Bera (JB) test. The
corresponding probability values ( 05.0.Prob ) means that the residues have normal
distributions.
Table 4 Characteristics of ARIMA(1,1,1), ARIMA (2,1,3), AR (1) models
and their test results.
Region Variable Coefficient t-Statistic Prob. DW JB (Prob.) LM (Prob.) ARCH
(Prob.)
SE
C 198.9267 3.55281 0.0008
1.800 0.286 0.377 0.477 AR(1) 0.455054 3.60931 0.0007
MA(1) -0.964143 -31.431 0.0000
W
C 76.74922 6.32099 0.0000
1.667 0.178 0.365 0.379 AR(1) -0.785568 -7.4835 0.0000
AR(2) -0.616109 -6.3504 0.0000
MA(3) -0.934819 -31.490 0.0000
SM C 22518.54 26.7798 0.0000
2.043 0.618 0.911 0.185 AR(1) 0.685412 7.31483 0.0000
Source: own processing using EViews
Similarly, the results obtained by applying Breusch-Godfrey Serial Correlation LM Test
(Lagrange Multiplier test), ARCH Test (autoregressive conditional Heteroskedasticity) and
Durbin-Watson statistic (DW), leading to acceptance homoskedasticity hypothesis and lack of
the residues autocorrelation.
Conclusions
In the tourism industry, and therefore in the national economy number of overnight stays
foreign tourists in the establishments of tourist reception in Romania is of particular importance,
because it determines a cash flow entering the country, increasing national income. The
contribution of the eight development regions in the creation of this cash flow in the analyzed
period was significantly different. The region with the largest contribution is Bucharest-Ilfov.
This area is favored by the fact that here is located the capital city the number of overnight stays
are significantly influenced by foreign business flow, and to a lesser extent, the flow of tourists.
An important contribution to the cash flow coming in Romania by the tourism industry
has the development region Center, in which there are the counties Alba, Brasov, Covasna,
Harghita, Mures and Sibiu. Of these, in 2013, Brasov County ranks second in the country (after
Bucharest) in terms of the number of overnight stays of foreign tourists, and the counties Mures
and Sibiu which was ranked on the fifth and sixth.
Although the economic crisis triggered in 2009 had a great impact on the number of
foreign overnight stays, from 2010, econometric models of the evolution of the regions
170
Bucharest-Ilfov and Center shows a clear trend and significant of increasing. Evolutions
relatively linear, but with annual increases of four or five times lower than in the Center, were
recorded in the regions of North-West, North-East and South-West Oltenia.
Contradictory developments over which overlapped, in some counties, seasonal
fluctuations of large amplitude (Constanta and Tulcea counties) did not allow finding of some
valid linear increasing models, and the small number of observations in the annual series of the
development regions of South-East, South-Muntenia and West, did not allow search of higher
order polynomial models.
To identify valid econometric models of evolution in the number of overnight stays of
foreign tourists, in development regions South-East, South-Muntenia and West were used
monthly records available for the period 2010 - 2014. For these was identified an autoregressive
model AR(1) for South-Muntenia region, and two autoregressive and moving average models of
ARIMA type for the other two regions. These together with other five linear models provide a
good description of the evolution of the number of overnight stays of foreign tourists in the
structures of tourist reception with functions of accommodation of the eight development regions
of Romania.
References:
1. Babucea A.G., Răbonţu C.I., (2013) Regional Analysis of Tourism in Romania in
Terms of Sustainable Development, Proceedings of the 11th International
Conference on Environment, Ecosystems and Development (EED '13), p. 296-302
2. Coroş M.M., Negruşa A.L., (2014) Analysis of Romania’s and Transylvania’s
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CONTENTS
Adamchevskaya V.G, Ivolga A.G.
PROBLEMS OF DEVELOPMENT OF A TOURIST-RECREATIONAL COMPLEX
IN NORTH CAUCASUS REGION ................................................................................................ 4
Bakhmat E.G.
STRUCTURE OF CONCEPTOSPHERES OF J.W. GOETHE’S NOVEL
«THE SORROWS OF YOUNG WERTHER» IN CORRELATION WITH
THE CONTEXT OF SOCIAL CONSCIOUSNESS ....................................................................... 8
Bjeljac Ž., Terzić A., Petrović M.D.
CULTURAL ROUTES – THE DEVELOPMENT OF NEW TOURIST
DESTINATIONS IN SERBIA ...................................................................................................... 12
Bujdosó Z., Pénzes J.
TOURISM COMPETITIVENESS AND TOURISM DEVELOPMENT
IN THE BORDER REGIONS OF HUNGARY ........................................................................... 17
Chaplitskaya A.A.
SPECIALIST’S THESAURUS AS A BASIS OF COMMUNICATIVE COMPETENCE ......... 26
Chudnova O.A., Zorina E.B., Guaquinta R.
MAIN THEORETICAL ASPECTS IN SELF-TRAINING
TO FOREIGN LANGUAGES AT HIGHER SCHOOL ............................................................... 30
Cvijanović D., Vuković P., Čavlin M.
ECOLOGY AS A BASIS FOR SUSTAINABLE
RURAL TOURISM DEVELOPMENT IN SERBIA .................................................................... 34
Daubarienė J.
ECOTOURISM DEVELOPMENT IN LITHUANIA:
STRENGTHS AND WEAKNESSES ........................................................................................... 40
Dub G.V., Krusian I.E.
DEMOTIVATION CAUSES AT THE FOREIGN LANGUAGE CLASSES
IN A HIGHER EDUCATION ESTABLISHMENT ..................................................................... 44
Elfimova Y.M., Radishauskas T.A.
FORMING AND DEVELOPMENT OF TOURIST
AND RECREATIONAL COMPLEXES IN THE REGION ........................................................ 47
Golovanova N.I.
LINGUISTIC APPLICATIONS OF THE FRAMES THEORY .................................................. 50
Grudeva E.A., Chvalun R.V., Chepurnaya A.I.
FOREIGN LANGUAGE KNOWLEDGE AS A KEY TO PROFESSIONAL SUCCESS .......... 53
172
Ielenicz M., Nedelcu A.
ROMANIA. LANDSCAPE AND TOURIST ATTRACTIVENESS –
FAVOURABILITY AND RESTRICTIVENESS ......................................................................... 56
Ivolga A.G., Zawadka J.
AGRITOURISM AS A RAISING DRIVER
OF MULTIFUNCTIONAL DEVELOPMENT OF RURAL AREAS IN RUSSIA ..................... 67
Kalugina E.N.
NONSTANDARD LANGUAGE THROUGH THE GENDER VIEW ....................................... 76
Kirina L.V.
SOCIAL NATURE AND LANGUAGE FUNCTIONS ............................................................... 79
Kuzman B., Jeločnik M., Subić J.
POSSIBILITIES FOR RECREATIONAL FISHING TOURISM DEVELOPMENT
IN PROTECTED ZONES OF NPFG ............................................................................................ 83
Matviyenko D.A., Chaplitskaya A.A.
THE APPROACHES TO ESP COURSE DESIGN FOR TOURISM .......................................... 89
Mikhaylova A.V.
ACTUAL PROBLEMS OF WORD-FORMATION .................................................................... 93
Molchanenko S.A.
STRATEGIC FACTORS OF THE SUSTAINABLE DEVELOPMENT
OF THE REGIONAL TOURIST CLUSTER ............................................................................... 97
Nagy A., Káposzta J., Nagy H.
THE ROLE OF SZAMOS MARZIPAN IN THE HUNGARIAN TOURISM
AND GASTRONOMY ............................................................................................................... 100
Panait M., Andrei J., Voica C.
AGRICULTURAL INVESTMENTS – BETWEEN PROFITABILITY
AND SUSTAINABILITY ........................................................................................................... 106
Petrović M.D., Bjeljac Ž., Demirović D.
TOURISM IMPACT ATTITUDE SCALE (TIAS)
AS A TOOL OF CONTEMPORARY ANALYSIS IN AGRITOURISM ................................. 112
Prilipko M.A.
SUSTAINABLE DEVELOPMENT OF THE TOURISM BUSINESS IN RUSSIA ................. 121
Reus French A.B.
HOTEL INVESTMENTS IN SPAIN ......................................................................................... 125
Selevanova E.V.
ROLE OF CONCESSION IN THE REALIZATION OF PROJECTS IN THE SPHERE OF
TOURISM ................................................................................................................................... 128
Serebryakova-Schibelbeyn E.M.
LANGUAGE CHARACTERISTICS OF SPACE ORIENTATION IN THE DRAMA ............ 131
173
Tortella B.D., Bennasar D.T.
TOURISM AND WATER CONSUMPTION:
THE CASE OF THE ISLAND OF MALLORCA ...................................................................... 135
Ungureanu A.
THE IMPORTANCE OF PRAHOVA’S TOURISM
IN SOUTH-MUNTENIA DEVELOPMENT REGION ............................................................. 138
Varivoda V.S., Dumenko V.M.
POTENTIAL AND PROSPECTS OF DEVELOPMENT
OF SANATORIUM-RESORT INDUSTRY OF THE STAVROPOL REGION ....................... 145
Virág A.
RURAL DEVELOPMENT THROUGH THE TOURISM
IN TOKAJ WINE REGION IN HUNGARY ............................................................................. 149
Volkogonova A.V.
LANGUAGE GAME AS A LINGUISTIC PHENOMENON .................................................... 155
Willem J., Goedknegt B., Heijman W.
REGIONAL ECONOMIC IMPACT OF AN EVENT:
THE CASE OF THE ROTTERDAM MARATHON ................................................................. 158
Zaharia M., Bălăcescu A.
EVOLUTIONS OF FOREIGN TOURISTS’ OVERNIGHT STAYS
IN ROMANIA. AN ECONOMETRIC APPROACH ................................................................. 163
174
СОДЕРЖАНИЕ
Адамчевская В. Г., Иволга А.Г.
ПРОБЛЕМЫ РАЗВИТИЯ ТУРИСТСКО-РЕКРЕАЦИОННОГО КОМПЛЕКСА
В СЕВЕРО-КАВКАЗСКОМ РЕГИОНЕ ...................................................................................... 4
Бахмат Е.Г.
СТРУКТУРА КОНЦЕПТОСФЕР РОМАНА И.В. ГЁТЕ «СТРАДАНИЯ ЮНОГО
ВЕРТЕРА» В КОРРЕЛЯЦИИ С КОНТЕКСТОМ ОБЩЕСТВЕННОГО СОЗНАНИЯ ........... 8
Бьеляц З., Терзич А., Петрович М.Д.
КУЛЬТУРНЫЕ МАРШРУТЫ – РАЗВИТИЕ НОВЫХ ТУРИСТИЧЕСКИХ
НАПРАВЛЕНИЙ В СЕРБИИ ..................................................................................................... 12
Буйдосо З., Пензес Й.
КОНКУРЕНТОСПОСОБНОСТЬ ТУРИЗМА
И ЕГО РАЗВИТИЕ В ПРИГРАНИЧНЫХ РАЙОНАХ ВЕНГРИИ......................................... 17
Чаплицкая А.А.
ТЕЗАУРУС СПЕЦИАЛИСТА КАК ОСНОВА
КОММУНИКАТИВНОЙ КОМПЕТЕНЦИИ ............................................................................ 26
Чуднова О.А., Зорина Е.Б., Джуакуинта Р.
ОСНОВНЫЕ ТЕОРЕТИЧЕСКИЕ АСПЕКТЫ
САМОСТОЯТЕЛЬНОГО ИЗУЧЕНИЯ ИНОСТРАННЫХ ЯЗЫКОВ В ВУЗЕ ..................... 30
Цвийянович Д., Вукович П., Чавлин М.
ЭКОЛОГИЯ КАК ОСНОВА УСТОЙЧИВОГО РАЗВИТИЯ
СЕЛЬСКОГО ТУРИЗМА В СЕРБИИ ........................................................................................ 34
Даубариене Й.
РАЗВИТИЕ ЭКОТУРИЗМА В ЛИТВЕ: СИЛЬНЫЕ И СЛАБЫЕ СТОРОНЫ ..................... 40
Дуб Г.В., Крусян И.Э.
ФАКТОРЫ, ОПРЕДЕЛЯЮЩИЕ ДЕМОТИВАЦИИЮ СТУДЕНТОВ
НА УРОКАХ ИНОСТРАННОГО ЯЗЫКА................................................................................ 44
Елфимова Ю.М., Радишаускас Т.А.
ФОРМИРОВАНИЕ И РАЗВИТИЕ ТУРИСТСКИХ КОМПЛЕКСОВ В РЕГИОНЕ ............. 47
Голованова Н. И.
ЛИНГВИСТИЧЕСКИЕ ПРИЛОЖЕНИЯ ТЕОРИИ ФРЕЙМОВ ............................................ 50
Грудева Е.А., Чвалун Р.В., Чепурная А.И.
ЗНАНИЕ ИНОСТРАННОГО ЯЗЫКА
КАК ЗАЛОГ ПРОФЕССИОНАЛЬНОГО УСПЕХА ................................................................ 53
Иеленич М., Неделку А.
РУМЫНИЯ. ЛАНДШАФТНЫЕ И ТУРИСТСКИЕ
ДОСТОПРИМЕЧАТЕЛЬНОСТИ – ПРЕИМУЩЕСТВА И ОГРАНИЧЕНИЯ ...................... 56
175
Иволга А.Г., Завадка Я.
АГРОТУРИЗМ КАК СТИМУЛ МУЛЬТИФУНКЦИОНАЛЬНОГО РАЗВИТИЯ
СЕЛЬСКИХ ТЕРРИТОРИЙ В РОССИИ .................................................................................. 67
Калугина Е.Н.
НЕСТАНДАРТНЫЙ ЯЗЫК С ГЕНДЕРНОЙ ТОЧКИ ЗРЕНИЯ ............................................. 76
Кирина Л.В.
СОЦИАЛЬНАЯ СУЩНОСТЬ И ФУНКЦИИ ЯЗЫКА ............................................................ 79
Кузман Б., Йелочник М., Субич Й.
ВОЗМОЖНОСТИ РАЗВИТИЯ РЕКРЕАЦИОННОГО РЫБОЛОВНОГО ТУРИЗМА
В ОХРАННЫХ ЗОНАХ НАЦИОНАЛЬНОГО ПАРКА ФРУШКА ГОРА ............................ 83
Матвиенко Д.А., Чаплицкая А.А.
ПОДХОДЫ К РАЗРАБОТКЕ КУРСА «АНГЛИЙСКИЙ
ДЛЯ СПЕЦИАЛЬНЫХ ЦЕЛЕЙ» ДЛЯ ТУРИЗМА .................................................................. 89
Михайлова А.В.
АКТУАЛЬНЫЕ ПРОБЛЕМЫ СЛОВООБРАЗОВАНИЯ ........................................................ 93
Молчаненко С.А.
ПРИОРИТЕТНЫЕ ФАКТОРЫ УСТОЙЧИВОГО РАЗВИТИЯ
РЕГИОНАЛЬНОГО ТУРИСТСКОГО КЛАСТЕРА ................................................................. 97
Наги А., Капошта Й., Наги Г.
РОЛЬ МАРЦИПАНОВ САМОШ
В ВЕНГЕРСКОМ ТУРИЗМЕ И ГАСТРОНОМИИ ................................................................ 100
Панаит М., Андрей Ж., Воика К.
ИНВЕСТИЦИИ В СЕЛЬСКОМ ХОЗЯЙСТВЕ –
МЕЖДУ ПРИБЫЛЬНОСТЬЮ И УСТОЙЧИВОСТЬЮ ........................................................ 106
Петрович М.Д., Бьеляц З., Демирович Д.
ШКАЛА ВОЗДЕЙСТВИЙ ТУРИЗМА (TIAS)
КАК СОВРЕМЕННЫЙ ИНСТРУМЕНТ АНАЛИЗА В АГРОТУРИЗМЕ ........................... 112
Прилипко М. А.
УСТОЙЧИВОЕ РАЗВИТИЕ ТУРИСТСКОГО БИЗНЕСА В РОССИИ ............................... 121
Реус Френч А.Б.
ИНВЕСТИЦИИ В ОТЕЛИ В ИСПАНИИ ............................................................................... 125
Селеванова Е.В.
РОЛЬ КОНЦЕССИЙ В РЕАЛИЗАЦИИ ПРОЕКТОВ В СФЕРЕ ТУРИЗМА ...................... 128
Серебрякова-Шибельбейн Е.М.
ЯЗЫКОВЫЕ ПАРАМЕТРЫ ПРОСТРАНСТВЕННОЙ ОРИЕНТАЦИИ В ДРАМЕ .......... 131
Тортелла Б.Д., Беннасар Д.Т.
ТУРИЗМ И ПОТРЕБЛЕНИЕ ВОДЫ: ПРИМЕР ОСТРОВА МАЛЬОРКА .......................... 135
176
Унгуреану А.
ЗНАЧЕНИЕ ТУРИЗМА В РАЙОНЕ ПРАХОВА
ДЛЯ РАЗВИТИЯ РЕГИОНА ЮЖНОЙ МУНТЕНИИ ........................................................... 138
Варивода В.С., Думенко В.М.
ПОТЕНЦИАЛ И ПЕРСПЕКТИВЫ РАЗВИТИЯ
САНАТОРНО-КУРОРТНОЙ ОТРАСЛИ СТАВРОПОЛЬСКОГО КРАЯ ........................... 145
Вираг А.
СЕЛЬСКОЕ РАЗВИТИЕ ПОСРЕДСТВОМ ТУРИЗМА
В ВИНОДЕЛЬЧЕСКОМ РЕГИОНЕ ТОКАЙ В ВЕНГРИИ .................................................. 149
Волкогонова А.В.
ЯЗЫКОВАЯ ИГРА КАК ЛИНГВИСТИЧЕСКИЙ ФЕНОМЕН ............................................ 155
Виллем Й., Гоеднегт Б., Хейман В.
РЕГИОНАЛЬНОЕ ЭКОНОМИЧЕСКОЕ ВЛИЯНИЕ СОБЫТИЯ:
ПРИМЕР РОТТЕРДАМСКОГО МАРАФОНА ...................................................................... 158
Захария М., Баласеску А.
ИЗМЕНЕНИЕ ЧИСЛА ТУРИСТСКИХ НОЧЕВОК В РУМЫНИИ.
ЭКОНОМЕТРИЧЕСКИЙ ПОДХОД ....................................................................................... 163