Various academic disciplines have repeatedly sought
to re-evaluate the significance of tourism. Globalized tourism's socioeconomic
place within the framework of the leisure and holidaying opportunities on offer
today has attracted particular attention. Such accounts often leave out the
fact that this also has a history. The present article aims to overcome this
shortcoming: it seeks to present an overview of the important structures,
processes, types and trends of tourism against the background of historical
developments. It deals with early forms of travel in the classical world and
the Middle Ages, as well as the precursors of modern tourism, Bildungsreisen
("educational journeys") and the middle-class culture of travel. It
then examines the boom in mass tourism in the 19th century and the unique
expansion of tourism in the 1960s characterized by new forms of holidaying and
experience shaped by globalization.
Tourism as a Globalized System
Tourism
is often seen as a global phenomenon with an almost incomprehensibly massive
infrastructure. Its importance is evident from the fact that its influence
thoroughly penetrates society, politics, culture and, above all, the economy.
Indeed, this is the branch of the global economy with the most vigorous growth:
the World Tourism Organization (WTO) estimates that in 2007 it encompassed 903
million tourists who spent 625 billion US dollars. They thereby supported a global system with roughly
100 million employees in the modern leisure and experience industry. There
exists a complex, interwoven world-wide structure dedicated to satisfying the
specific touristic needs of mobile individuals, groups and masses. Since its
inception, tourism has polarized: it reveals numerous views ranging from the
total approval of its potential for enriching self-realization combined with
recreation to critical rejection due to the belief that it causes harm through
the systematic dumping down of entertainment and avoidable environmental
destruction.
Beginning in the
early 1920s, an early theory of Fremdenverkehr
– a now obsolete term for tourism – emerged in the German-speaking world that
dealt mainly with business and economic problems; since the 1960s, it has been
replaced by the ever-expanding field of tourism studies. This gives many
disciplines the space to approach the subject of tourism, or at least aspects of
it, from their own particular academic perspective. Today, tourism studies
means the mufti-disciplinary bundle of academic approaches in the sense of an
undisguised "transdiscipline", which can find different applications. However,
tourism studies does not exist as an integrated field of study. Instead, there
are countless empirical accounts, case studies, approaches, theories and
perspectives in individual disciplines, including economy, geography,
psychology, architecture, ecology, sociology, political science and medicine.
At first, the
fields of business studies and economics dominated a study of tourism that was
grounded in an institutional approach; general accounts, analyses from the cultural sciences and historical
surveys came
conspicuously late. Admittedly, cultural and social history, as well as
historical anthropology, have been opening up to the questions
surrounding tourism for some time. However, these are perceived differently to
those studies undertaken by economists and social scientists. At the same time,
it is impossible to ignore the historical prerequisites and development of
travelling habits and holidaying styles if one wants to understand the nature
of tourism today. This is true not only of concepts and ideas associated with
the topic, but also the specific insights which the disciplines employed aim to
provide. Conducting historical research on tourism within the context of the
discipline of history is not synonymous with the task of writing a history of
tourism (or parts of it).
This article
takes the second approach. It is a conscious attempt to give an overview that
picks up on the classic processes, stages, types and trends of modern tourism
in order to place them in the context of their historical development. In
general, there is a consensus that one should understand tourism as a
phenomenon of modernity and place its appearance in the context of middle-class
society from about the middle of the eighteenth century. However, this does not
exclude historically older, "related" forms of travel, which should
at least be remembered here. Not every journey is a touristic journey; mobility
has many modalities. It is sensible to separate traveling as a means to an end
(for example, expulsion, migration, war, religion, trade) and traveling as an
end in itself in the encoded sense of tourism (education, relaxation, leisure,
free time, sociability, entertainment).
Early Forms of Travel and Types of Journey
Recreational
and educational travel already existed in the classical world and, even
earlier, in Egypt
under the pharaohs. In the latter, there is evidence of journeys emanating from
a luxury lifestyle and the search for amusement, experience and relaxation. The
privileged groups of the population cultivated the first journeys for pleasure.
Their writings tell us that they visited famous monuments and relics of ancient
Egyptian culture, including, for example, the step pyramid of Sakkara,
the Sphinx and the great pyramids of Gizeh – buildings that had been
constructed a good thousand years earlier.
The Greeks had similar traditions. They traveled to Delphi
in order to question the Oracle, participated in the Pythian Games (musical and
sporting competitions) or the early Olympic Games. Herodot (485–424 B.C.) ,
the well-traveled writer with an interest in both history and ethnology who
visited Egypt, North Africa, the Black Sea, Mesopotamia and Italy, pioneered a
new type of research trip.
Classical Rome also gave impetus to
traveling and particular forms of holiday. Holiday
travel became increasingly important due to the development of infrastructure.
Around 300 A.D., there existed a road network with 90,000 kilometers of major
thoroughfares and 200,000 kilometers of smaller rural roads. These facilitated
not only the transport of soldiers and goods, but also private travel. Above
all, wealthy travelers seeking edification and pleasure benefited from this
system. In the first century after Christ, there was a veritable touristic
economy which organized travel for individuals and groups, provided information
and dealt with both accommodation and meals.
The well-off
Romans sought relaxation in the seaside resorts in the South or passed time on
the beaches of Egypt and Greece. The
classical world did not only have the "bathing holiday", but also
developed an early form of "summer health retreat" in swanky thermal
baths and luxury locations visited by rich urban citizens during the hot
months. Something that had its origins primarily in healthcare soon mutated
into holidays for pleasure and entertainment, which could also include gambling
and prostitution. The decline of the Roman Empire
caused the degeneration of many roads. Travel became more difficult, more
dangerous and more complicated.
The mobility of
mediaeval corporate society was shaped by its own forms and understandings of
travel tailored to diverse groups, including merchants, students, soldiers,
pilgrims, journeymen, beggars and robbers. From the twelfth century, the
movement of errant scholars became increasingly important. Journeys to famous
educational institutions in France (Paris, Montpellier), England
(Oxford) and Italy
(Bologna)
became both a custom and a component of education. The desire to experience the
world emerged as an individual, unique guiding principle. Traveling tuned from
a means into an end: now, one traveled in order to learn on the road and
developed in doing so a love of travel and life that not infrequently crossed
over into licentiousness and the abandonment of mores. With regard to the
motivation for travel, one can see here an important process with long-term
repercussions – traveling and wandering has, since then, been seen as a means
of confronting oneself and achieving self-realisation."Das subjektive
Reiseerlebnis wird zu einem Kennzeichen der beginnenden Neuzeit: auf Reisen
erlebt das eigene Ich seine Befreiung."
The journeyman
years of trainee craftsmen can be seen as a counterpart to those errant students "studying" at the "university of life". The
travels of journeymen were part of the highly traditional world of artisan and
guild structures, for which documentation exists from the middle of the 14th
century. Beginning in the 16th century, the guilds prescribed the common
European practice of journeying as an obligatory element of training, often
lasting three to four years. This survived as an institution with a rich and
highly regimented set of codes well into the 18th century. The fundamental idea
was that one could mature and learn while traveling, experience the world and
improve one's craft in order to grow through a test and return as an
accomplished man. The fact that not all journeymen were successful and often
suffered terrible fates is evident from reports of an "epidemic of journeymen"
that circulated in the 17th and 18th centuries.
Precursors of Modern Tourism
An
early form and precursor of modern tourism was the grand tour undertaken by young nobles between the
16th and 18th centuries. This possessed
its own, new structures that were clearly defined by corporate status: the
original goal was to broaden one's education, mark the end of childhood and
acquire and hone social graces; however, over time, leisure and pleasure became
increasingly important. On the one hand, this created the differentiated
paradigm of travel "as an art". On the other, the search for amusement and
enjoyment implied an element of traveling as an end in itself.
The classic grand tour lasted between one and three years. Route, sequence and
contacts, not to mention the educational programme, were planned down to the
last detail. The aristocrats traveled with an entourage of equerries, tutors,
mentors, protégés, domestic servants, coachmen and other staff. These provided
for safety, comfort, education, supervision and pleasure in accordance with
their specialized area of responsibility.
From England, the tours went on to, for example, France and Italy. Trips to the classical sites
of Italy represented the
highpoint of the journey, but large cities in other countries were visited: London, Paris, Amsterdam, Madrid, Munich, Vienna and Prague had considerable
drawing power. During the tour, the young aristocrats visited royal courts and
aristocratic estates for, after all, one goal was to teach them the appropriate
etiquette and social graces through practice. The nobles attended princely audiences, learned
how to behave themselves at court and took part in parties and festivals.
Therefore, the
aristocrats' political, social and professional concerns determined the
destinations, but these also catered to their interest in art, pleasure and
leisure.The nobles barely came into contact with other classes and social
groups – the social supervision of the entourage ensured this. This was a
specific form of dirigible that followed
strong social norms, was exclusive and elitist, and aimed to preserve the rule
of the aristocracy. Two aspects are of importance for the history of touristic
travel: the destination and the encounter with foreign countries and sights,
interestingly at the interface of a supposed cultural gap between North and
South:
From the
Enlightenment into the 19th century, Bildungsreisen
("educational journeys") undertaken by the (upper) middle class were
an important stage in the development of tourism. The travels of the educated
middle classes imitated those of prominent poets and philosophers, for example Jean-Jacques Rousseau (1712–1778) , Charles Baron de Montesquieu
(1689–1755) , Johann Wolfgang von Goethe
(1749–1832) , Gotthold Ephraim Lessing
(1729–1781) , Johann Gottfried Herder
(1744–1803) and
many others. They all traveled to Italy
or France
in search of edification and discussed the knowledge acquired abroad and their
experiences in literary works, travelogues and travel novels. Educational
travel expanded with the inclusion of other strata of the population and
shorter trips. People journeyed in coaches, explored the countryside and
cities, visited landmarks in order to experience nature, culture and art
directly on the spot and deepen one's understanding of them. Alongside
middle-class travels in search of education and art, there developed a form of traveling
oriented towards culture,
industry and
technology. These were information-gathering journeys driven by
professional interests and economic motivations. The representatives of a
middle-class entrepreneurial strata traveled to France,
Britain and Germany with
the express goal of learning about the technological progress and innovations
of industrialization.
They were interested in current developments in trade, agriculture, industry,
technology and manufacturing, which they explored through direct contact with
individuals.
The Foundations of Modern Tourism
In
the context of the history of tourism, the term "introductory phase"
refers to all the developments, structures and innovations of modern tourism
between the first third of the 19th century and around 1950. This had its own
"starting phase", which lasted until 1915. This period witnessed the beginning of a
comprehensive process characterized by a prototypical upsurge in a middle-class
culture of travel and its formation, popularization and diversification. It
prepared the way for a mass tourism recognizable to modern concepts of spending
leisure time. The development progressed episodically and built upon a number
of changing social conditions and factors. The most important undoubtedly
include not only the advance of industrialization, demographic changes, urbanization
and the revolution in transportation, but also the improvement of social and labor
rights, the rise in real income and the resulting changes in consumer demand.
As early as the
beginning of the 19th century, the opening up of the Central European system of transport
brought about enormous change that genuinely deserves the designation as a
"revolutionary development". It also improved the mobility of
tourists and created new trends. Short-stay and day trips became popular and
made use of the modern advances in transport technology. Steam navigation began
in Scotland in 1812; the
continuous use of steam ships on German watercourses followed in 1820 and, in
1823, Switzerland received
its first steam ship on Lake Geneva. Railways
also created greater mobility. The first sections of track were opened in England in 1825, in France
in 1828, in Germany in 1835,
in Switzerland in 1844/1847
and in Italy
in 1839. However, the railway's use and popularization of touristic routes and
destinations only began somewhat later with the introduction of mountain
railways towards the end of the 19th century.
The
Vitznau-Rigi railway in Switzerland
was Europe's first mountain railway in 1871.
The new means of transport enabled not only an increase in transport carrying
capacity, but also reduced the cost of traveling. Moreover, ship and rail
travel extend tourists' field of vision, bringing about a distinct form of
"panoramatised" perception (i.e. the background replacing the
foreground as the centre of attention) and encouraging an interest in travel
writing.
It is true that
the railway was not created to promote tourism. However, from mid-19th century,
the latter employed the convenience of rail transport for its own
purposes. The railway therefore is rightly considered to be the midwife
at the birth of modern mass tourism. One must still keep in mind that touristic
travel remained the preserve of privileged parts of the population. This traveling acted
as a form of middle-class self-therapy, the removal of the middle-class self
from its existence in the shadow of the old aristocratic world in order to
learn about modernity via a paradigmatic experience. It was another century before the lower middle
and working classes could go on holiday. At first, they had to make do with day
trips by train and ship in order to escape the city briefly. The foremost
practitioners of middle-class tourism were the manufacturing and trading
families, educated professionals working in the state bureaucracy, schools and
universities, as well as the new 'freelance professions', including writers,
journalists, lawyers, artists, who were able to take the first steps out of the
corporate society.
From the 1860s, there were portentous indications of a popularization. Traveling
became a form of popular movement and an answer to the desire to relax among
large sections of the population following the advance of industrialization and
urbanization.
A number of
instructional materials, steering mechanisms, innovations and forms of holiday
of the 19th century were developed for middle-class traveling and holidaying
needs. Guidebooks and travelogues in the form of travel literature acquired
increasing importance; this type of text should not be underestimated – they had their
precursors in the 18th century and created touristic destinations and
perceptions. The Briefe über die Schweiz
(1784–1785) by the Göttingen professor Christoph Meiners (1747–1810) and Heinrich Heidegger's (1738–1823) Handbuch für Reisende durch die Schweiz (1787)
set a pattern.
In terms of production and sales, Karl Baedeker (1801–1859)
achieved the greatest success as a writer of 19th-century German guidebooks. He founded his
publishing house in 1827 and produced a series of guidebooks with reliable,
well-researched content. Their standardized format allowed the reader to find
guidance and advice quickly and easily; the books developed their own way of
conveying information. "The Baedeker", however, contained
more than information and recommendations; the publisher defined a style of
travel and which tourist attractions were worth visiting: Indeed, tourist
attractions soon became touristic obligations; sightseeing became a must. John Murray's (1808–1892)
publishing house in London had a similar goal;
in 1836, it successfully brought out the "Red Book" – the first
guidebook to Holland, Belgium
and the Rhineland. Guidebooks, with their own,
prominently normative didactic occupy a place in the interesting history of
functional writing.
This Article to be continue...
Renee de Ramirez, MS
Hospitality Operations and Management
Fortis College Miami Campus
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