Methodological Manual for Tourism Statistics Version 1.2 Essnet-ISAD Workshop, Vienna, 28-30 May 2008
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Insights on Data Integration Methodologies Integration Data on Insights KS-RA-09-005-EN-N Methodologies and Working papers Methodological manual for tourism statistics Version 1.2 ESSnet-ISAD workshop, Vienna, 28-30 May 2008 May 28-30 Vienna, workshop, ESSnet-ISAD 2012 edition 2009 edition Methodologies and Working papers Methodological manual for tourism statistics Version 1.2 2012 edition Methodological manual for tourism statistics Implementation of Article 10 of Regulation 692/2011 of the European Parliament and of the Council of 6 July 2011 concerning European statistics on the tourism (OJ L 192, p. 17): "The Commission (Eurostat) shall, in close cooperation with Member States, draw up and regularly update a methodological manual which shall contain guidelines on the statistics produced pursuant to this Regulation, including definitions to be applied to the characteristics of the required data and common standards designed to ensure the quality of the data." Europe Direct is a service to help you find answers to your questions about the European Union. Freephone number (*): 00 800 6 7 8 9 10 11 (*) Certain mobile telephone operators do not allow access to 00 800 numbers or these calls may be billed. More information on the European Union is available on the Internet (http://europa.eu). Cataloguing data can be found at the end of this publication. Luxembourg: Publications Office of the European Union, 2012 ISBN 978-92-79-21480-6 ISSN 1977-0375 doi:10.2785/17646 Cat. No KS-RA-11-021-EN-N Theme: Industry, trade and services Collection: Methodologies & Working papers © European Union, 2012 Reproduction is authorised provided the source is acknowledged. The opinions expressed are those of the authors alone and do not necessarily reflect the position of the European Commission. Preface Preface The tourism sector accounts for a significant part of the economy in many European countries. Given the sector's potential in terms of growth and employment but also in terms of social and cultural integration, any appraisal of its competitiveness and position requires a good knowledge through official statistics of the volume of tourism, the characteristics of tourism trips, the profile of the tourist, the tourism expenditure and the benefits for the economies of the countries. The adoption by the European Parliament and the Council of the European Union of Regulation 692/2011 concerning European statistics on tourism is a major step forward towards harmonised system of tourism statistics for the European countries. An important element in achieving the objective of harmonised and comparable statistics, is this Methodological Manual for Tourism Statistics. The manual will be a tool for helping the national compilers of tourism statistics to translate the European requirements into the national data collection systems and to implement national surveys following a harmonised methodology. It should be a hands-on tool with recommended guidelines. Its main focus is on explanatory notes to the variables and breakdowns. It however also includes a set of recommendations to national statistical authorities to be taken into account when carrying out the surveys / data collections to assure the production of high quality and comparable results as foreseen in the regulatory framework. Annexes with – where applicable - model questionnaires, transmission formats and metadata and quality reporting templates as well as legal background documents are included in this manual. The concept of this manual is to use it as a regularly updated 'rolling document'. Any proposal to improve or complete the manual is welcome, also from readers/users outside the European Statistical System. This manual builds on existing methodological guidelines and integrates in particular elements from the following sources: Commission Decision of 9 December 1998 on the procedures for implementing Council Directive 95/57/EC1; Community methodology on tourism statistics (1998)2; Applying the Eurostat methodological guidelines in basic tourism and travel statistics – A practical manual (1996)3; Discussions with experts from the Member States at the occasion of meetings of the Task Force and the Working Group on tourism statistics, held in the period 2006-2012. 1 http://eur-lex.europa.eu/LexUriServ/LexUriServ.do?uri=OJ:L:1999:009:0023:0047:EN:PDF 2 http://epp.eurostat.ec.europa.eu/portal/page/portal/tourism/documents/Community%20methodology%2 0on%20tourism%20EN%20-%20CA0196228ENC_002%5B1.pdf 3 http://epp.eurostat.ec.europa.eu/portal/page/portal/tourism/documents/Applying%20the%20methodolog ical%20guidelines.pdf Methodological manual for tourism statistics — 2012, v. 1.2 3 Preface Notwithstanding the necessity to reflect in the first place the European context, the manual has the ambition to be consistent with international guidelines, in particular the International Recommendations for Tourism Statistics4 (IRTS 2008) and its Compilation Guide5 (IRTS 2008 CG), the Tourism Satellite Accounts Recommended Methodological Framework6 (TSA:RMF), the Balance of Payments and International Investment Position Manual7 (BPM6) and the Manual on Statistics of International Trade in Services 20108 (MSITS2010). Christophe Demunter Eurostat, tourism statistics 4 http://unstats.un.org/unsd/publication/Seriesm/SeriesM_83rev1e.pdf (other language versions available from the same site: http://unstats.un.org/unsd/tradeserv/tourism/manual.html) 5 The Compilation Guide for the IRTS 2008 is a work in progress and is expected to be formally released by UNSD/UNWTO in the course of 2013. Reference made to the IRTS CG in this edition of the Methodological Manual for Tourism Statistics, are based on the (advanced) draft version of March 2011 prepared for and discussed at the UN Expert Group meeting 2-5 May 2011 [http://unstats.un.org/unsd/tradeserv/egts/CG/IRTS%20compilation%20guide%207%20march%20201 1%20-%20final.pdf]. 6 http://unstats.un.org/unsd/publication/Seriesf/SeriesF_80rev1e.pdf (other language versions available from the same site: http://unstats.un.org/unsd/tradeserv/tourism/manual.html) 7 http://www.imf.org/external/pubs/ft/bop/2007/pdf/bpm6.pdf 8 http://unstats.un.org/unsd/tradeserv/TFSITS/msits2010/M86%20rev1-white%20cover.pdf Methodological manual for tourism statistics — 2012, v. 1.2 4 Table of contents Table of contents Preface ........................................................................................................................3 Table of contents .........................................................................................................5 List of references.........................................................................................................9 List of boxes ..............................................................................................................11 List of tables ..............................................................................................................12 List of figures ............................................................................................................14 Updates in Version 1.2...............................................................................................15 1 Basic concepts ................................................................................................17 1.1 Travel and tourism........................................................................................... 18 1.1.1 Traveller versus visitor .............................................................................. 18 1.1.2 Tourist versus same-day visitor .................................................................. 19 1.1.3 Trips, visits, tourism visits ......................................................................... 19 1.1.4 Scheme for travel and tourism ................................................................... 20 1.1.5 Scheme for tourism statistics ..................................................................... 21 1.2 Country of residence ........................................................................................ 23 1.2.1 Determining the place of usual residence ..................................................... 24 1.2.2 Eurostat standard code list ........................................................................ 28 1.2.3 Treatment of specific countries and territories .............................................. 28 1.2.4 Treatment of specific measurement issues ................................................... 30 1.3 Usual environment........................................................................................... 30 1.3.1 Criteria for usual environment .................................................................... 32 1.3.2 Crossing of national borders....................................................................... 37 1.3.3 Second (vacation) homes .......................................................................... 38 1.3.4 Students ................................................................................................. 39 1.3.5 Examples ................................................................................................ 40 1.3.6 Supply side statistics in the context of usual environment .............................. 41 1.4 Tourism Statistics versus Balance of payments..................................................... 41 1.4.1 Definitions of travel versus tourism ............................................................. 41 Methodological manual for tourism statistics