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Article

Cultural Heritage and Tourism Basis for Regional Development: Mapping of Scientific Coverage

by
José Álvarez-García
1,
Claudia Patricia Maldonado-Erazo
2,
María de la Cruz Del Río-Rama
3,* and
Francisco Javier Castellano-Álvarez
4
1
Financial Economy and Accounting Department, Faculty of Business, Finance and Tourism, University of Extremadura, 10071 Cáceres, Spain
2
Facultad de Recursos Naturales, Escuela de Ecoturismo de la Superior Politécnica de Chimborazo—ESPOCH, Riobamba 060155, Ecuador
3
Department of Business Organization and Marketing, Faculty of Business Sciences and Tourism, University of Vigo, 32004 Ourense, Spain
4
Economy Department, Faculty of Business, Finance and Tourism, University of Extremadura, 10071 Cáceres, Spain
*
Author to whom correspondence should be addressed.
Sustainability 2019, 11(21), 6034; https://doi.org/10.3390/su11216034
Submission received: 23 September 2019 / Revised: 13 October 2019 / Accepted: 25 October 2019 / Published: 30 October 2019

Abstract

:
The aim of this research is to carry out a bibliometric and bibliographic study of the scientific production indexed in the international databases Scopus and Web of Science (WoS) on the use of cultural heritage by tourism as an alternative for regional development. This research allows us to observe the current situation of this area of study and to develop a research roadmap on this subject. The methodology used focuses on applying productivity, dispersion, collaboration, and citation indicators to a set of 103 articles identified through an advanced search of terms, in addition to applying an iterative analysis for the bibliographic study. The main findings of this study show that the documents are mostly analytical, mainly signed by a single author, and the productivity rate per author is 1.04. The co-author index in the subject is 2.34, and the subject is in an exponential growth phase that began in 2004, with a ratio of 6.53 articles/year, with the majority of the production being by a single author per article. The country with the highest production is China, with 28 articles, 26 authors, 28 authorships, and 15 centers, followed by the Russian Federation, with 21 articles. Universiti Sains Malaysia (Malaysia) is the most productive institution, with 15 authorships, and there is a group of aspiring authors (between 2 and 4 articles) whose geographical affiliation is Malaysia, a group that represents 3% of the total of authors and concentrates 17 articles.

1. Introduction

The concept of cultural heritage is subjective and evolves over the years. It is subjective in the sense that cultural heritage is made up of those goods that the values that prevail in each society at a given time establish must be susceptible of being protected and preserved as a legacy of the past for future generations. This approach is reflected in the definition of cultural heritage proposed in The Charter of Krakow [1] (p. 5): “heritage is that complex of man’s works in which a community recognizes its particular and specific values and with which it identifies. Identification and specification of heritage is therefore a process related to the choice of values”. Smith [2] defines the concept of cultural heritage as the footprint of memory and oblivion, as a cultural practice involved in the construction and regulation of a spectrum of values and ways of understanding. This footprint is composed of the set of products of human activity, and its remains, intentional and unintentional, tangible intangibles, represent historical and social processes.
Therefore, in the first place it is important to establish the concept of “cultural heritage” and the elements that make it up. First, it is important to refer to the work done by the United Nations Educational, Scientific and Cultural Organization—UNESCO. UNESCO aims to encourage “the identification, protection, conservation, presentation and transmission to future generations of the cultural and natural heritage” throughout the world that is considered of great value to humanity [3]. The work was shown in the international treaty adopted in 1972, the “Convention Concerning the Protection of the World Cultural and Natural Heritage” [3], which lays the foundation for the first definition of the term “cultural heritage”.
In this sense, one of the first definitions is the one proposed by UNESCO in the Declaration of Mexico on Cultural Policies [4] (p. 3): “The cultural heritage of a people includes the works of its artists, architects, musicians, writers and scientists and also the work of anonymous artists, expressions of the people’s spirituality, and the body of values which give meaning to life. It includes both tangible and intangible works through which the creativity of that people finds expression: languages, rites, beliefs, historic places and monuments, literature, works of art, archives and libraries”.
Subsequently, UNESCO approved The Convention for the Safeguarding of the Intangible Cultural Heritage [5] (p. 4) in 2003, which specifically defines what is meant by intangible cultural heritage: “the ‘intangible cultural heritage’ means the practices, representations, expressions, knowledge, skills—as well as the instruments, objects, artefacts and cultural spaces associated therewith—that communities, groups and, in some cases, individuals recognize as part of their cultural heritage. This intangible cultural heritage, transmitted from generation to generation, is constantly recreated by communities and groups in response to their environment, their interaction with nature and their history, and provides them with a sense of identity and continuity, thus promoting respect for cultural diversity and human creativity…”. According to Timothy and Boyd [6] (p. 94), the conservation of cultural heritage can be carried out in different ways: by the preservation, restoration, renovation of goods, and urban regeneration.
According to UNESCO, cultural heritage is subdivided into the tangible (movable and immovable property), which can be preserved and restored by some kind of intervention [4], and intangible, which “is manifested inter alia in the following domains: (a) oral traditions and expressions, including language as a vehicle of the intangible cultural heritage; (b) performing arts; (c) social practices, rituals, and festive events; (d) knowledge and practices concerning nature and the universe; (e) traditional craftsmanship” [5] (p. 4).
Continuing with the contextualization of this research work, the next step is to relate cultural heritage and tourism. Thus, cultural heritage, composed of a wide variety of tangible and intangible assets, can be enhanced in order to articulate new development alternatives by the tourism activity. Tourism management of cultural heritage enables it to be transformed into tourist resources.
Thus arises the concept of heritage tourism and cultural tourism. Timothy [7] (pp. 4–5) points out that both terms are often used in the literature as distinct but related concepts. For Timothy and Boyd [6] (p. 14), the terms cultural and heritage tourism overlap and, in their opinion, are interchangeable (see the overlapping of the concepts cultural and heritage tourism in Timothy and Boyd [6] (p. 9)). Along the same lines, Timothy [7] suggests that heritage tourism is based on “old things” and usually occurs in rural areas and in more specific places, while cultural tourism predominates in urban areas and less determined places (see the exhaustive classification of the different attractions offered by heritage tourism in Timothy [7] (p. 49)). For Timothy [7], all definitions of heritage tourism include elements of the human past as a resource, and all collect a variety of reasons why tourists move (tourists move for reasons that may stem from the desire to improve their own personal culture, learn something new, spend time with friends or family, satisfy a curiosity, or simply spend the free time available).
In this sense, there are several studies that show that knowledge of the culture of other spaces is one of the main motivations that drive tourists [8,9,10,11]. Therefore, exploiting cultural heritage, being either tangible or intangible, through tourism activity becomes a fundamental means throughout the world for the development of spaces where this heritage is located. According to the World Tourism Organization (UNWTO), it was identified that within the practice of tourism activities related to culture, those related to intangible heritage are the most important, closely followed by tangible ones [12]. In short, tourism becomes an attractive option to take advantage of the local resources available, including heritage [13].
Focusing on cultural wealth as attractions of tourist interest allows for the creation of several hubs through which the cultural heritage and tourism relationship is developed, including: (1) the recovery or conservation of heritage, (2) economic growth focused on the commercialization of goods, (3) the increase of tourist facilities from internal or external investment ad an improved image for the community, and (4) social benefit for communities in order to improve living conditions [14,15,16,17]. In this way, cultural heritage becomes an element capable of generating benefits for the development of societies, the relationship with tourism being the most often used to achieve this goal. Thus, cultural tourism becomes an essential strategic feasibility for tourism development. This type of tourism may reduce the seasonality of the sector and favor the opening to new markets.
Developing tourism around cultural heritage is considered an action that is not focused on mass culture that homogenizes, imposing one culture over another, or that mythologizes or fragments the value of heritage. In this sense, it is proposed by the popular culture in which its vital particularities are created and preserved, and it is not based on selling but on participating with the purpose that this is produced and consumed by the human group itself. This approach allows for an increase in the quality of life, which, at the same time, enables the strengthening of the transmission and revitalization networks of elements contained in the collective memory of groups [14,15]. With this, it is argued that each community has something unique to offer that manages to generate considerable tourist flows based on the interests that they arouse for the existence of a vibrant culture.
The participation of the community is essential, and it should not be left out; the empowerment of processes leads to a more efficient development of heritage [18]. This must be the pillar in the process of tourism development and heritage management [19], always supported by local identity, that is, heritage [20,21].
In this context, this research aims to analyze and examine the scientific production developed in relation to exploiting cultural heritage by tourism activities for regional development. To achieve the objective, a bibliometric analysis is first performed, which is complemented by a bibliographic analysis, allowing for a systematic and structured analysis of production. The novelty of the study is based on the fact that there is no research of similar characteristics that provides a complete view of the research carried out in this field of study. The findings will be very useful for researchers as they provide a better understanding of current research and serve as a guide for future research.
This article is structured into five sections. The topic is contextualized, the literature is reviewed, and the objective is presented in the introduction. In the second section, the methodology is introduced. The results are shown in the third section and in the fourth section, the bibliographic analysis. Finally, to conclude, the conclusions and limitations of the investigation are discussed.

2. Methodology

The methodology used in this research is an exploratory quantitative bibliometric and bibliographic analysis, focused on identifying and analyzing scientific production on cultural heritage and its use by the tourism activity for regional development. This methodology is the most adequate to organize scientific information; on the one hand, it enables the identification and analysis of bibliographical sources of interest, while on the other hand, it provides an evaluation structure for this scientific production [22].
In the bibliometric analysis, indicators are applied [23] that arise from different mathematical models that are based on the relationship of two or more variables [24], which enables the measurement of the bibliographic material in quantitative terms. The indicators that will be used in this research are classified according to two criteria: activity indicators that provide information on quantity, productivity, dispersion, and collaboration, among others, and impact indicators, which provide information on the citation level of the documents through the impact factor or immediacy index, the H index, among others [25].

2.1. Databases

As in most research, the chances of covering a complete universe of study are small (the number of databases is very large). Therefore, three conditions should be complied with to choose the database. These are set out by Rueda et al. [26]: availability, relevance, and reliability of information.
Thus, the selection of databases was based on three criteria: (a) application of rigorous quality standards through Relative Quality Indexes, SJR (Scimago Journal Rank) for Scopus and JCR (InCites Journal Citation Report) for WoS (Web of Science); (b) extensive coverage over time compared to other databases; and (c) they allow for simultaneous downloading of a considerable number of references stored in detail as metadata. According to Harzing and Alakangas [27], the presence of these characteristics validates the information indexed in the database and are sufficient to justify its use.

2.2. Tracking Methodology

To construct the data matrix with which to work, it is necessary to establish the search criteria of the bibliographic production. Firstly, the coverage time was determined; in this study, this was set as equal to or less than the year 2018, with the purpose of considering the information published in full years. Secondly, the scientific article published in journals was determined as the documentary unit of analysis. This choice was based on the consideration of six criteria: (1) speed within publication processes, (2) rigorous arbitration process, (3) visibility and impact at different levels (local, national, and international), (4) specific outline for presenting the information, (5) acceleration in the positioning of the authors within the scientific community, and (6) increase of the feedback [28,29]. The articles from conferences, books and chapters, editorials, notes, letters or errata contained in WoS or Scopus were excluded from the search. Finally, the keywords and search equation were determined for the advanced search (Table 1).

2.3. Methodology of Calculations

When working with two databases (WoS and Scopus), it is essential to determine the overlap level between both databases in relation to the identified articles and their degree of coverage. For this purpose, Meyer’s index, traditional overlapping (TO), and relative overlapping (RO), which are the appropriate tools to identify the overlap level of indexed articles [30,31], were applied (Table 2). Although the overlap phenomenon has been known for more than 50 years, it is only in the last decade that there has been a greater interest in its study and application [30].

2.4. Systematization of Information

To finish the construction of the study matrix (final ad hoc database) through the review of the identified bibliographic sources, the data collected was refined and normalized. This process led to the elimination of duplicate documents or those lacking any relationship with the subject of study, the latter situation generated by an inappropriate use of keywords by the authors during their indexation. As a result, the joint study matrix built in Microsoft Office Excel software was made up of 103 articles, and for the individual analysis of each of the databases, the original matrices constituted by 84 articles published in Scopus and 51 in WoS were maintained. The bibliographic references were managed with EndNote.
The methodological process of the study is shown in Figure 1.

3. Results

3.1. Overlap of Databases

The linear correlation coefficient is 0.73, which indicates a strong and direct correlation between Scopus and WoS. Of the 135 articles (84 Scopus and 51 WoS), it was observed that 32 articles were indexed in both databases, which represents 38% of the articles from Scopus and 63% of those from WoS. Consequently, the remaining 52 articles from Scopus and 19 from WoS were classified as single documents as they are present in only one of the two bases. Table 3 shows the results related to the singularity of the databases, measured through the Meyer index (MI), with Scopus being the database with the highest singularity index with a MI = 0.81, while in WoS it reaches MI = 0.69.
The traditional overlapping (TO) percentage between Scopus and WoS determined a similarity of 31.07% between the databases, which is also understood as the existence of a 68.93% disparity between them. Likewise, in addition to the previous calculations, it is necessary to determine the percentage of coverage that Scopus shows in relation to WoS and vice versa [35], for which relative overlapping (RO) was applied. The percentages obtained show that 38.10% of Scopus was covered by WoS, while the RO of WoS shows that 62.75% of this database was covered by Scopus. As a result, Scopus has a lower overlap than WoS.

3.2. Productivity Per Years

The joint database consists of 103 articles (32 duplicated articles were eliminated). Figure 2 shows that scientific production covers 25 years (1994–2018), the first indexed study being Market-Based Product Development in Heritage Tourism, by Light and Prentice [37]. During this period, 2017 is consolidated as the year of greatest productivity, with 21 published articles.
Considering the four stages of Price [38] in the evolution of scientific production, precursors, exponential growth, linear growth, and collapse of the scientific field, the presence of two of them in the growth process are observed here. The first part or stage of precursors lasts from 1994 to 2003 and corresponds to 0.50 articles/year (60% with a single signature), with slow growth being evident. The second stage goes from 2004 to 2018, with a ratio of 6.53 articles/year, and most of the production involving a single author per article. It is observed that the Price law is fulfilled: between 10 and 15 years after the first publication, the information developed on the subject at a global level is duplicated [38].
Finally, Figure 3 shows an average correlation between Scopus and WoS regarding articles that have been indexed, with R2 = 0.5364.

3.3. Citations

During the 25 years of study, a cumulative total of 1135 citations (13.51 citations/article) are identified regarding the 84 Scopus articles indexed in Scopus. In WoS, 687 citations (51 articles), 13.47 citations/article, are recorded. Scopus has an h = 14, which means that at least 14 of the total articles identified have obtained 14 citations or more, and WoS an h = 8. The year that reaches the highest number of citations in both databases is 1998, with 378 citations in Scopus and 317 in WoS, concentrating 33% and 47% of the total citations, respectively.
Of the Scopus and WoS articles, 65% and 51%, respectively, obtained between 24 and 1 citations, while 27% and 43% of the articles, respectively, do not have any citations recorded during the analysis period. On the other hand, more than 100 citations were recorded in 3 articles. It was observed that documents published in recent years have not received a significant number of citations; surely because these studies did not achieve the necessary dissemination to be consolidated as referents of the subject, a fact that limits the amount of citations they can receive [39].
The most-cited articles on the subject were Local Development and Heritage: Traditional Food and Cuisine as Tourist Attractions in Rural Areas, by Bessiere [20], with 378 citations in Scopus (18.0 citations per year) and 314 in WoS (15.1 citations per year), Tourism Development of World Heritage Sites in China: A Geographic Perspective, by Li et al. [40] with 156 citations (14.2) in Scopus and 138 in WoS (12.5), and The “Vicious Circle” of Tourism Development in Heritage Cities, by Russo [41], with 130 in Scopus (7.6) and 106 in WoS (6.2). In addition, three articles that have received a considerable number of citations were identified, but these are only indexed within Scopus: Industrial Heritage: A Nexus for Sustainable Tourism Development, by Jonsen-Verbeke [42], Resident Attitudes towards Heritage Tourism Development, by Chen and Chen [43], and “Heritagisation”, a Challenge for Tourism Promotion and Regional Development: An example of Food Heritage, by Bessiere [44].

3.4. Authors

A total of 231 authors were identified in the scientific productions analyzed in the joint analysis matrix (103 articles), which corresponds to a productivity index per author of 1.04 articles. The most productive authors in the subject were Rasoolimanesh and Jaafar, with four articles belonging to the Universiti Sains Malaysia (Malaysia). Both authors have an average citations/article of 15.33 in Scopus and 8.25 in WoS. The second most productive author was Bessiere, of the University of Toulouse II (France), with 2 articles; however, he has a better citation average of 202.5 in Scopus and 317 in WoS. Authors such as Huibin, Marzuki, Razak, Min, and Sun are also in this second position, with 2 articles, but they are indexed only in the Scopus database and the number of citations is very small.
Total author productivity can be analyzed by means of different types of processes, which enables them to be classified according to the contribution that each author provides within the subject of study. The classification of Crane [45] is used to fulfill this purpose in this study, in which the production by authors can be explained by four groups of authors: (1) large producers—those who have a production greater than 10 articles, (2) moderate producers—authors who have produced between 5 and 9 documents, (3) aspiring authors—authors who have between 2 and 4 studies, and (4) transition authors—authors who have only produced one work. There are no large or moderate producers in this area; 223 are transition and 8 are aspiring.
The total transience index (TI = [PI (productivity index)= 0]) of the total set of documents under study is 96.5%; that is, this index is the same or represents the total of occasional authors who only arise once within the subject and who do not continue making contributions throughout the rest of the line of evolution, a figure which is based on the classification of Crane [45].
Another important element of analysis is the collaboration trend in scientific production, which makes it possible to analyze current relationships. In this sense, Berelson [46] determines that the more varied and the greater the collaboration shown within the development of documents, the greater the maturity of the subject of study [47]. This study revealed that 35% (36) of the articles are of a single authorship, and the remaining 65% (67) are the product of collaboration. In the case of collaboration, 29% (30) are signed by two authors, 17% (18) of papers are signed by three authors, 12% (12) by four authors, and 7% (7) are signed by five or more authors. With these data, the co-authorship index is 2.34 authors/article.

3.5. Productivity by Type of Institution and Country

Establishing productivity based on the affiliation registered by the authors allows the evaluation and understanding of the information nodes that are being developed based on the geographical and institutional affiliations registered during the study period. In this sense, geographical affiliation is established by country, with China being the country with the highest productivity, with 28 articles, 26 authors, 28 authorships, and 15 centers. The second most productive country is the Russian Federation, with 21 articles, 21 authors, 21 authorships, and 9 centers. In relation to the number of citations, France is the country that concentrates the largest number of citations, with 410 in Scopus and 317 in WoS, with 9 and 2 articles identified in each database, respectively (Table 4).
With regard to productivity by institution, the presence of 47 different types of affiliation centers was registered (universities, institutes, private companies, public institutions, international organizations, etc.). However, universities are the ones that concentrate the highest number of affiliations, with 70.2% (33).
Table 5 shows the ranking of the most productive institutions, considering the number of authors. Universiti Sains Malaysia (Malaysia) occupies the first position followed by the University of Novi Sad (Serbia) and the Institute Of Geographic Sciences and Natural Resources Research (China), with 8 authors, respectively.
In relation to collaboration networks, collaboration at the institutional and geographical level is considered in the analysis. In 79% (53) of the 67 articles signed by several authors, the authors are affiliated to the same country, and the remaining 21% (14) are articles written by authors from different countries. In the first case, affiliated to the same country, 64% (34) of the articles are signed by authors from the same center and 36% (19) by authors from different centers.

3.6. Journals

The total set of articles (103) was published in 80 journals, 64 of which only published one article and the remaining 16 journals publishing two or more. Therefore, the index of dispersion is 1.29 articles/journal. The most productive journal is the Journal of Heritage Tourism, with five published articles (Table 6). However, in relation to the total number of citations received, Sociologia Ruralis leads with 378 citations accumulated within the only published study. Regarding the geographical origin of the journals, it can be seen that these are published mainly in the United Kingdom, with 39.1% (25) of Scopus journals and 32.6% (14) of WoS, followed by the United States with 9.4% of Scopus and 16.3% of WoS articles.
To conclude with the analysis of productivity by type of institution and country, the concentration cores generated in relation to the scientific production of this subject can be identified, for which the law of Bradford [49] is applied, making it possible to identify a high percentage of studies concentrated in a small number of journals when analyzing the scientific production of a specific subject. First, the minimum Bradford zone (MBZ), which takes the value of 32, is calculated. The ranking of journals is arranged in descending order according to their productivity. Thus, the Bradford core corresponds to the group of journals whose summed productivity is equal to 32. In this area, the Bradford core consists of 41 journals (Figure 4).

3.7. Thematic Areas

Next, the thematic areas by which the resources within Scopus and WoS are classified are analyzed. In relation to the area of knowledge, the social sciences is the area that predominates, with 39 articles (46%) and a total of 932 citations accumulated in Scopus; in WoS it accounts for 19 (37%) articles and 327 citations (Table 7).

3.8. Keywords

In recent years, keywords have been the most used mechanism for the identification of documents by the scientific community. Despite their relevance, today it is possible to observe articles that lack keywords, on the one hand, because the dissemination structure does not include this criterion, which makes it difficult to place them within the metadata of the different bases. In this study, 45 Scopus and 14 WoS documents do not have metadata in relation to the authors’ keywords. The rest of the documents show that the term “tourism development” is the central descriptor, with a frequency of 31 in Scopus and 19 in WoS (Table 8).

4. Bibliographic Analysis

The bibliographic analysis is based on the methodology of iterative analysis by Madden and Shipley [13], which proposes a documentary organization based on categories and subcategories, which are then reflected in an easy-to-understand relational concept map. The categories of analysis are established in: (a) intention, type of process applied; (b) study area, geographical perspective of study; and (c) analysis element, central theme of study. Within these three categories, a series of subcategories are generated that allow them to deepen their analysis. In relation to the intention, they are determined as subcategories: analytical, theoretical, and application; the study area is divided into urban, rural, or both (urban-rural); and the analysis element is classified into heritage, tourism, society, and economic development.

4.1. Intention

The distribution in this category was 64 analytical works, 26 case studies, and 13 theoretical studies. The analytical works show a greater concentration in rural areas, with 30 documents [50,51,52]. This data is of interest because these areas tend to be of less interest for the development of research due to the absence of regulation or planning. On the other hand, 13 documents refer to urban areas, highlighting the works of Kodir [53], which show an analysis of economic development from tourism experienced by the city of Batu, Indonesia; as well as the work of Kranjčević et al. [54], whose aim is to determine the potential for the development of cultural heritage, and in particular, the urban and architectural heritage of Lički (Croatia). Finally, 21 documents with considerably large areas of study are identified, covering both urban and rural areas. This is the case of the work by Ledo et al. [55], whose aim is to contribute to territorial development from both rural (the path) and urban development (the city of Santiago de Compostela, Spain) of the Camino de Santiago. In addition, the work by Lemmi and Tangheroni [56] is included in this category. These authors propose to take advantage of cultural heritage in general, and religion in particular, in the different areas that make up the region of Tuscany in order to start new tourism market segments.
The case studies (26) are very diverse, and most models or applications were developed for the different study areas they address. This is the case of Arthur and Mensah [57], who formulate and implement the plan called “Estrategia Elimina 2015” in Ghana. On the other hand, Armaitiene et al. [58] develop a discriminant analysis model on the conditions of erosion, entry, and accumulation of sediments in order to propose a model of tourism development for the transboundary Curonian Spit World Heritage site, which is based on the results.
Finally, the 13 theoretical studies address the conceptualization of culture and heritage within tourism development [20,59], relationships with society and key actors [60], as well as the conceptualization of the relationships between rural development, cultural heritage, and tourism [61]. Due to the geographical scope that can be covered, 5 works can be seen in urban-rural contexts, 6 in rural contexts, and only 1 in an urban context.

4.2. Element of Analysis

This category includes 43 documents on tourism, 27 on cultural heritage, 20 on society, and 13 on economic development. Tourism includes works whose general objective is to address tourism as a tool for local development [62,63,64,65], the development of products or tourist uses of heritage [66,67,68,69,70], and the formulation of strategic planning or development plans [71,72,73], in addition to sustainable strategies for the enhancement of heritage within tourism [74,75].
Within the cultural heritage category, there are studies that propose strengthening the identity of the areas through the use and enhancement of material or intangible heritage for tourism activities [76,77]. Other studies analyze the impact of heritage on local development [78,79,80] or the conservation and recognition of the heritage value [81,82,83,84]. Finally, studies on creating policies or cultural heritage planning are also collected [85,86].
In the society category, we find works that address the perception of the resident population in relation to the use of heritage [87,88,89,90,91], the relationships or levels of community participation in exploitation processes [92,93,94], and the benefits perceived by society from the use that heritage gets [95,96].
Economic development is the last subcategory. Included here are studies that highlight the economic and territorial achievements reached [97,98,99,100], as well as studies that propose or analyze economic development plans based on heritage [101,102]. Studies that are related to business networks based on heritage that generates economic development are also collected [103].

4.3. Study Area

This category includes 51 papers that address rural areas for the application of research [104,105,106,107,108,109]. A total of 23 studies consider heritage located in urban centers [110,111,112,113,114]. Finally, 29 documents cover entire countries, as well as national and international regions composed of several countries [115,116,117,118,119] (Figure 5).

5. Conclusions

These types of studies have, in recent years, constituted a highly valuable consultation tool for new researchers, as this analysis shows a detailed overview of the evolution and current state of the subject under study. In this way, there is information available on the following: the most productive authors based on citations and documents produced, the main journals whose interest is in the publication of topics related to the subject, and countries and institutions focused on the development of related research, among others.
The bibliometric analysis shows that the study of cultural heritage and regional development in tourism began in 1994. Currently, 25 years of scientific literature are consolidated in 103 articles, of which 50 in Scopus and 19 in WoS are unique to each database, recording an overlap of 32 articles between the databases.
The highest production year is 2017, during which no collaboration networks were developed due to the fact that of the 21 published documents, 6 of them were developed individually; while the year with the highest number of citations is 1998, with 378 citations. The line of evolution of the subject determines that it is in an exponential growth stage, and due to its distribution, it is far from reaching a linear adjustment growth, which shows that the subject is still very new, mainly due to the presence of a greater number of qualitative exploratory studies.
In relation to the production by authors, there is a predominance of transient researchers, and an absence of large producers is clear, which confirms that the subject is new. On the other hand, depending on the growth presented by the subject, the emergence of a small group of aspiring authors is shown, each presenting between 2 and 4 studies, of which 63% have Malaysia as their geographical affiliation. This group represents 3% of the total of authors and is responsible for 17% of the articles. The co-authorship index in this subject is 2.34 authors/article.
As for affiliations, a wide variety of latitudes can be seen regarding both geographical and institutional affiliation. In the latter case, universities are the type of center with the highest number of researchers (70.2% of the total), with the Universiti Sains Malaysia (Malaysia) leading the ranking. In relation to geographical affiliation, China is the leading country, comprising 26 authors, 28 authorships, and 15 centers; its collaboration networks are nationwide.
The Bradford core is 64 and is made up of 62% of the articles in 51% of the journals, which determines the absence of a concentration core. The journal with the highest concentration of articles is the Journal of Heritage Tourism, with 4.85% of articles. The predominant classification area in the journals identified is social science, in both databases. It was also observed that 31% of the total of Scopus resources are indexed in the third quartile of their respective areas, while 53% of WoS resources lack the quartile calculation due to having recently been re-entered or removed from their indexation.
On the other hand, the correct use of keywords in studies can become a complex task to achieve, and in many cases is poorly recognized. It can be seen that the authors tend to use simple terms that allow them to achieve the greatest coincidence of their studies in the general searches that are developed in the scientific community. Unfortunately, this does not ensure that the terms fully express the objective achieved by the document, which is why should be highlighted that in order to obtain quality results in advanced searches, it is necessary to develop a greater effort so that these terms become correct descriptors of the investigation.
Regarding the limitations presented by the research, several points can be mentioned: (1) other databases are not taken into account, although their inclusion presents challenges to overcome, these could offer a more complete view of the subject (EBSCOhost, REBID, GoogleSchoolar, ProQuest, etc.); (2) the problem of homogenizing the names of the authors (different authors with the same name); (3) the bias of using a certain search equation. Finally, this study has contributed to describing the current situation of this subject in a descriptive and quantitative way, ruling out the intention of assessing the quality of the articles.

Author Contributions

All authors contributed equally to this work. All authors wrote, reviewed, and commented on the manuscript. All authors have read and approved the final manuscript.

Funding

The dissemination of this work was possible thanks to the funding granted by the European Regional Development Fund (ERDF) and by the Junta de Extremadura to the DESOSTE research group through the aid with reference GR18052.

Conflicts of Interest

The authors declare no conflict of interest.

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Figure 1. Bibliometric methodological procedure. Source: own elaboration.
Figure 1. Bibliometric methodological procedure. Source: own elaboration.
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Figure 2. Trend of publications Scopus ∪ WoS.
Figure 2. Trend of publications Scopus ∪ WoS.
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Figure 3. Correlation between the numbers of articles published in Scopus and WoS.
Figure 3. Correlation between the numbers of articles published in Scopus and WoS.
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Figure 4. Lorenz curve—Bradford core of the most productive journals. Source: own elaboration.
Figure 4. Lorenz curve—Bradford core of the most productive journals. Source: own elaboration.
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Figure 5. Concept map of themes. Source: own elaboration. * The circles represent the subcategories of analysis. The size corresponds to the proportion of items they contain. The lines detail the quantity relationships that connect each subcategory.
Figure 5. Concept map of themes. Source: own elaboration. * The circles represent the subcategories of analysis. The size corresponds to the proportion of items they contain. The lines detail the quantity relationships that connect each subcategory.
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Table 1. Search strategy.
Table 1. Search strategy.
Search WordCultur*, heritage*, touris*, development*, local*, regional*, municipal*, provinc*
Category TitleScopus:Article title, Abstract, Keywords
WoS:Title and Topic
Subject AreaALL
Document TypeJournal article
Period TimeYear of publication ≤ 2018
LanguageALL
Query StringScopus:(TITLE ((cultur* OR heritag*) AND touris*) AND TITLE (development*) AND TITLE-ABS-KEY ((local* OR regional* OR municipal* OR provinc*))) AND DOCTYPE (ar OR re) AND PUBYEAR < 2019
WoS:TITLE: ((Cultur* OR Heritag*) AND (Touris*)) AND TITLE:(Development*) AND TOPIC: ((local* OR Regional* OR Municipal* OR Provinc*)) Refined by: DOCUMENT TYPE: (ARTICLE) AND [excluding] YEARS OF PUBLICATION: (2019)
Search DateMarch 2019
Source: own elaboration.
Table 2. Formulas to determine the level of overlap and degree of coverage between databases.
Table 2. Formulas to determine the level of overlap and degree of coverage between databases.
IndexCalculation FormulaObjective and Observations
Meyer index Meyer s   index   MI = sources weight Total   sources
(A weight must be assigned to each documentary unit based on the number of repetitions that are recorded between the databases.
Weight = 1; single character units within each base.
As repetitions increase depending on the number of databases used for comparison, the weight will gradually be reduced; duplicates (weight = 0.5), triplicates (weight = 0.3), and so on.)
- To determine the degree of coverage that each database has on the scientific production of a specific subject or specialty [31,32].
- It is established based on the number of repetitions that are recorded for each document among the chosen databases [33,34].
- The result of Meyer´s index is interpreted as the singularity level for each base, with the understanding that the higher the value, the greater the originality of the database [34].
Traditional overlapping (TO) % TO = 100 A B A B - To determine the percentage of overlap or the degree of similarity between two databases (the similarity that database A has within database B is established).
- The higher the resulting percentage, the greater the similarity [35].
Relative overlapping (RO) %   RO   in   A = 100 A B A - Weight of repeated documents between the bases compared with those that are single [26].
- The result is the percentage of overlap of database A with database B [36].
Note: calculations complementary to Meyer´s index. The creation algorithms used allow us to consider all the possible existing unions between the databases selected for the analysis [35], covering with them all the necessary edges to determine the overlapping of current information. Source: own elaboration.
Table 3. Singularity of the databases.
Table 3. Singularity of the databases.
% Single DocumentsMeyer Index
DatabasesArticlesJournalsArticlesJournals
Scopus61.90%56.25%0.810.78
WoS37.25%34.88%0.690.67
Source: own elaboration.
Table 4. Number of centers, authors, and authorships by their country of affiliation.
Table 4. Number of centers, authors, and authorships by their country of affiliation.
RCountry Scopus ∪ WoSCites ScopusCites WoS
fCAAsfhi%TCh-Indexfhi%TCh-Index
1China281526282813.820641310.71512
2Russian Federation2192121167.9784119.171
3United States19111919157.4350597.42913
4Malaysia151815157.41576119.11005
5Serbia134131394.432454.141
6Spain138131383.9514108.3131
7France978994.4410221.73171
8Italy989994.438421.761
9United Kingdom878883.986643.3313
10Australia777773.456621.7262
11Colombia747710.58175.871
12Portugal757742.014154.1132
13Poland636631.56254.100
14Ghana535552.5402-- 0.0-- --
15Kazakhstan515552.500-- 0.0-- --
16Thailand525552.521-- 0.0-- --
17Argentina414442.012343.3123
18Croatia434442.000-- 0.0-- --
19Greece424442.08243.382
20Hungary444410.52143.331
21Norway434442.08243.341
22Romania434421.00021.700
23Turkey434442.03110.800
24Iran323331.51132.500
25Japan323331.5121-- 0.0-- --
26Lithuania323331.5423-- 0.0-- --
27Cuba222221.02121.721
28Finland212221.012221.761
29Germany222221.08210.831
30South Africa222221.016221.7101
31South Korea212221.000-- 0.0-- --
32Taiwan212221.0761-- 0.0-- --
33Belgium111110.545100.000
34Brazil1111-- 0.0-- 010.800
35Canada111110.551-- 0.0-- --
36Ecuador1111-- 0.0-- 010.800
37India111110.521-- 0.0-- --
38Indonesia111110.500-- 0.0-- --
39Mexico111110.500-- 0.0-- --
40Morocco111110.52110.800
41Netherlands111110.5130110.81061
42Nigeria111110.500-- 0.0-- --
43Senegal1111-- 0.0-- 010.811
44Slovenia111110.551-- 0.0-- --
45Sweden111110.51110.800
46Tunisia111110.521-- 0.0-- --
47United Arab Emirates111110.581-- 0.0-- --
* R = ranking; f = frequency; C = centers; A = authors; As = authorships; hi% = relative frequency; TC total number of citations received for published articles; h-index = Hirsch’s index (a quantitative method to evaluate the total effective output of a researcher [48]). Source: own elaboration.
Table 5. Most productive institutions measured by authors and authorships.
Table 5. Most productive institutions measured by authors and authorships.
RInstitutionCountryScopus ∪ WoSScopusWoS
AAsAAsAAs
1Universiti Sains MalaysiaMalaysia815815511
2University of Novi SadSerbia8888----
3Inst. of Geographic Sciences and Natural Resources ResearchChina686822
4Anhui Normal UniversityChina666666
5L.N. Gumilyev Eurasian National UniversityKazakhstan5555----
6Russian State Social UniversityRussia5555----
7University of Texas at San AntonioUnited States5555----
8Scientific Research Commission of the Prov. of Buenos AiresArgentina444444
9Xiangnan UniversityChina4444----
10West Virginia UniversityUnited States44----44
* R = ranking; A = authors; As = authorships. Source: own elaboration.
Table 6. Ranking of the most productive journals.
Table 6. Ranking of the most productive journals.
RTitleCountryfhi%Scopus (SJR)WoS (JCR)
fTCh-IndexQfTCh-IndexQ
1Journal of Heritage TourismUnited Kingdom54.855441912270
2Tourism ManagementUnited Kingdom32.913194143131641571
3Tourism GeographiesUnited Kingdom32.9139045115362
4WIT Transactions on Ecology and the EnvironmentUnited Kingdom32.913617--
5Anuario Turismo y SociedadColombia32.91--------3020
6Current Issues in TourismUnited Kingdom21.94234501--------
7Asia Pacific Journal of Tourism ResearchUnited Kingdom21.9422824116223
8Life Science JournalChina21.9421919410154
9TourismCroatia21.942141641520
10Estudios GeográficosSpain21.94110731030
11Journal of Sustainable TourismUnited Kingdom21.942876123601
12SustainabilitySwitzerland21.942642221422
13Theoretical and Empirical Researches in Urban ManagementRomania21.942592--------
14Geographica PannonicaSerbia21.942463--------
15International Journal of Heritage StudiesUnited Kingdom21.942333123252
16Chinese Geographical ScienceChina21.942123210304
* R = ranking; f = frequency (number of articles published); hi% = relative frequency; TC = total number of citations received for published articles; h-index = Hirsch’s index; Q = quartile. Source: own elaboration.
Table 7. Classification of articles by subject area.
Table 7. Classification of articles by subject area.
ScopusWoS
AreaJfTCC/fAreaJfTCC/f
Social Sciences303993223.9Social Sciences141932717.2
Earth and Planetary Sciences1012272.3Environmental Sciences & Ecology6681.3
Arts and Humanities611565.0Arts & Humanities5640.7
Business, Management, and Accounting67273.9Geography5532164.2
Environmental Science68324.0Area Studies2200.0
Biochemistry, Genetics, and Molecular Biology233913.0Business & Economics2252.5
Economics, Econometrics, and Finance2294.5Science & Technology 2441.0
Agricultural and Biological Sciences1199.0Agriculture1111.0
Computer Science1144.0Archaeology1177.0
* R = ranking; J = journals; f = frequency (number of articles published); TC = total number of citations received for published articles; C/f = average of citations received for published articles. Source: own elaboration.
Table 8. Classification of articles by keywords.
Table 8. Classification of articles by keywords.
ScopusWoS
RKeywordsfRKeywordsf
1Tourism Development311Tourism Development19
2Heritage Tourism222Cultural Heritage10
3Sustainable Development153Sustainable Development10
4Cultural Heritage134Heritage Tourism9
5World Heritage Site125Perception8
6Ecotourism106World Heritage Site8
* R = ranking; f = frequency. Source: own elaboration.

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MDPI and ACS Style

Álvarez-García, J.; Maldonado-Erazo, C.P.; Del Río-Rama, M.d.l.C.; Castellano-Álvarez, F.J. Cultural Heritage and Tourism Basis for Regional Development: Mapping of Scientific Coverage. Sustainability 2019, 11, 6034. https://doi.org/10.3390/su11216034

AMA Style

Álvarez-García J, Maldonado-Erazo CP, Del Río-Rama MdlC, Castellano-Álvarez FJ. Cultural Heritage and Tourism Basis for Regional Development: Mapping of Scientific Coverage. Sustainability. 2019; 11(21):6034. https://doi.org/10.3390/su11216034

Chicago/Turabian Style

Álvarez-García, José, Claudia Patricia Maldonado-Erazo, María de la Cruz Del Río-Rama, and Francisco Javier Castellano-Álvarez. 2019. "Cultural Heritage and Tourism Basis for Regional Development: Mapping of Scientific Coverage" Sustainability 11, no. 21: 6034. https://doi.org/10.3390/su11216034

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