1. Introduction
In order to facilitate continuous monitoring of tourism demand and its adaptation to territorial planning policies and tourism supply, there has been a growing discussion about the importance of intelligent demand monitoring systems and the analysis of the data generated by this equipment.
In this way, the set of data provided by the automatic counters, in line with the technological standards prevailing on the market, makes it possible to obtain extremely important data for the definition and evaluation of public policies for investment in tourism, for the constant monitoring of demand, for the continuous collection and storage of data, and for the easy analysis of data without the need to use complex tools.
Based on these assumptions, in an attempt to understand the dynamics of tourist demand on the hiking trails of the Historic Villages of Portugal, one of the most consolidated tourism products in Portugal, the demand is analysed using data collected from the network of trails using automatic counters.
Thus, considering the scarcity of studies analysing the data collected by automatic counters on hiking trails integrated into national and international tourism products, this article seeks to respond to the following objectives: (1) determine correction factors for the data collected by automatic counters; (2) analyse the demand on the hiking trails of the Historic Villages of Portugal; (3) understand its temporal evolution; (4) identify the geographical and temporal patterns of demand; and (5) determine the use of each hiking trail for future analysis of carrying capacity.
2. Materials and Methods
2.1. Research Area
In order to respond to the widespread decline in the importance of a significant part of rural and/or mountain areas, especially since the second half of the 20th century, the pilot project for the creation of “Historic Villages of Portugal” sought to respond to the main challenges faced by these areas through a bottom-up strategy, based on a new logic of territorialisation of public policies for the development of areas with growing structural difficulties.
Based on this set of challenges, linked to the importance of the existing heritage and its potential as a driving force for social and economic development, the Network of Historic Villages of Portugal (strategically identified as a valuable tourist resource in the first National Tourism Plan—1985/1988) emerged as the first integrated initiative in Portugal, with technical and financial support under the Programme to Promote Regional Development Potential of the Community Support Framework II (1994–1999), followed by the Operational Programme for the Centre Region—Integrated Territorial Action ‘Innovative Actions to Boost Villages’ in the Community Support Framework III (2000–2006).
In addition, the Historic Villages of Portugal’s growing concern to differentiate itself as a sustainable destination and the adoption and promotion of strategies in line with this goal led to the destination being certified under the Biosphere Destination label, making the HVP the first network destination in the world to receive this recognition, a major factor in its participation in the Climate Summit—COP26—held in 2021, as the only Portuguese destination invited.
2.2. Data Collection
Historic Villages of Portugal installed a series of monitoring systems on 11 short-route trails, using automatic counters that use passive infrared technology in combination with a high-precision lens to detect the heat emitted by the human body, installed about 1.5 m above the ground (to minimise wildlife counting).
The data collected by the automatic counters is stored in the device’s internal memory, and every hour it transmits the data on the passages recorded to a server that can be accessed via a digital platform (hosted on a website that can be accessed via user accreditation) using GSM (Global System for Mobile Communications) mobile network technology.
The equipment is small, stored in a waterproof box to protect it from water and moisture, and concealed in beacons made from 100% recycled plastic. The automatic counters are powered by batteries with an autonomy of more than two years.
To optimise battery management and guarantee more than two years of autonomy, the system has been formatted to store data in the internal memory for periods of one hour, which is then sent to the servers once a day. In the event of GSM network unavailability or communication failure, the system is able to store up to 45 days of counting data, attempting to reconnect to the server every hour.
2.3. Data Analysis
The monitoring systems were installed and became fully operational in 2019, and this first year was used to test the equipment, fine-tune the ideal location for the physical installation, and adjust the data collection platform. For the purposes of this research, data collected between 1 January 2020 and 31 December 2023 on the 11 short hiking trails in the HVP equipped with automatic counters was taken into account.
In terms of data management, once the data had been collected and sent directly to the servers via the automatic monitoring systems, it was collected individually for each of the 11 trails analysed and extracted from the digital platform in Excel format.
Once organised, the data were analysed using IBM SPSS Statistic software (v 29.0), and statistical analysis was carried out to understand the key dynamics of demand, including totals, averages, variations, percentages, standard deviation, or average deviation.
3. Results
3.1. Primary Data and Correction Factor
Considering that the trails under study are located in natural areas, some of which are part of natural and/or protected areas, and despite the fact that the equipment is installed at a height of approximately 1.5 m above the ground, the presence of large animals (such as deer—Cervus elaphus, or roe deer—Capreolus capreolus) or birds with gliding flight to land on the beacons may disturb the counts, especially at night.
In this way, in order to guarantee the maximum reliability of the data collected, after prior analysis and identification of some night-time passages, and taking into account the peculiarities of the area, which largely prevents pedestrians from walking after sunset, a parameterised correction factor was applied according to the average hours of light in each season, disregarding the data collected between 7 p.m. and 8 a.m. from October to April and between 9 p.m. and 6 a.m. from May to September.
Analysing the deviations from the night counts for each route, it can be seen that Piódão (0.7%), Monsanto (1%) and Castelo Novo (1.5%) are the trails with the lowest percentage of night counts. On the other hand, Marialva (7.2%), Castelo Mendo (5.6%) and Belmonte (5.2%) are the trails with the highest percentage of night-time counts by the automatic counters.
3.2. Geographical Demand Patterns for Hiking Trails in Historical Villages of Portugal
The trails in these areas also have the best annual average number of passages, with 7965 passages in Monsanto, 7965 in Piódão, and 7082 in Almeida.
On the other hand, Sortelha (5423 visits—3.0%), Castelo Novo (6889 visits—3.8%), and Marialva (7553 visits—4.1%) have the lowest number of visits. These figures can be explained partly by the location of the automatic counters but mainly by technical problems with the equipment (lack of GSM coverage, destruction by forest fires, etc.).
The highest number of passages in a year was recorded on the Monsanto HPV (16,385—in 2020), and the lowest annual record corresponds to the Sortelha trail (109 passes—in 2023).
The analysis of the average deviation (AD) of the passages shows that the trails of Sortelha (AD = 26.7%), Trancoso (AD = 26.1%), and Marialva (AD = 23.1%) have the greatest variability in the average annual demand.
Cross-referencing the geographical analysis of demand with its temporal expression shows that for nine of the eleven trails analysed, 2020 was the year in which the maximum number of passages was recorded in the time series between 2020 and 2023. The only exceptions are the HPVs of Castelo Mendo and Piódão, which recorded the maximum number of passages in 2022 and 2021, respectively.
On the other hand, in 2023, five trails of the network recorded the lowest number of passages in the series (Almeida, Castelo Rodrigo, Piódão, Sortelha, and Trancoso), followed by 2022, when four trails recorded the minimum number of passages (Belmonte, Castelo Novo, Linhares, and Marialva). Finally, in 2020, Castelo Novo, unlike the others, recorded the minimum number of passages.
3.3. Temporal Analysis of Demand for Hiking Trails
An analysis of demand, as measured by the number of passages on the 11 trails that make up the HVP network, shows that 182,845 passages were recorded between 2020 and 2023, an average of 45,711 passages per year and 4156 passages for each trail in the network.
3.4. Trends in Seasonality of Demand
On the other hand, winter accounts for a smaller proportion of demand (around 16%). Autumn, which is considered one of the seasons with the highest demand from hikers (like spring), has the lowest weight in the HVP (around 17% of the total).
Summer is characterised by a considerable number of passages, higher than in winter and autumn, with the months of July and August (when the average temperature in the area under study is the highest) accounting for 17.4% of passages.
Thus, 9 of the 11 routes show that the maximum number of passages occurs in spring, spread over the months of March (Sortelha), April (Castelo Mendo and Castelo Novo), May (Almeida, Castelo Rodrigo, and Marialva), and June (Belmonte, Linhares, and Piódão). Finally, only the Monsanto and Trancoso trails have the highest number of passages in August, at the height of summer.
On the other hand, if we look at the periods of least traffic verified by the automatic counters, we can see that on most of the lines, the least traffic occurs in winter (especially in January and December), in the cases of Almeida, Castelo Rodrigo, Linhares, Monsanto, Piódão Sortelha, and Trancoso. On the other hand, on four of the routes, the lowest frequencies occur in summer (July and August), in the case of Belmonte, Castelo Mendo, Castelo Novo, and Marialva.
Looking at the average variation in demand over the months of the year, it can be seen that the trails located in the HVP of Belmonte (AD = 2.27%), Piódão (AD = 2.98%), and Monsanto (AD = 3.17%) have less variation in average monthly demand. On the other hand, the HVPs of Castelo Novo (AD = 9.18%), Marialva (AD = 7.23%), and Sortelha (AD = 6.6%) show a much more uneven distribution of demand over the months of the year.
3.5. Favourite Dy of the Week
In an overall analysis, taking into account all the trails studied, the data show a high level of uniformity in the variation of the number of passages throughout the week, with a concentration of passages between 12.8% (Tuesday) and 16.6% (Sunday), with an average deviation of 1.1%, demonstrating a homogeneous distribution of demand.
However, a more detailed analysis of demand for each route reveals some trends that differ from the global average.
Looking at the day of the week with the lowest number of registered passages, Tuesday is the day with the most trails (Almeida, Castelo Mendo, Monsanto, Piódão, and Trancoso). This is followed by Thursday (Belmonte, Linhares, and Sortelha), Wednesday (Marialva), Friday (Castelo Novo), and Saturday (Castelo Rodrigo).
The analysis of the average deviation by route confirms that the trails with a higher concentration of passages on one or more days, especially at the weekend, have an uneven daily demand, which may reveal a greater seasonality at weekends. The trails located in the HVP of Castelo Rodrigo (AD = 0.7%), Linhares (AD = 0.7%), and Castelo Mendo (AD = 0.9%) show less variation in average daily demand. On the other hand, the Monsanto (AD = 3.2%), Piódão (AD = 2.2%), and Marialva (AD = 2.1%) trails have a greater daily variation in the number of passages. Finally, unlike the other routes with the highest demand (Monsanto and Piódão), the Almeida trail, despite its high demand, manages to maintain a fairly balanced daily flow of demand (AD = 1.0%).
3.6. Time of Passage Through Automatic Counters
However, the distribution of the average number of passages per hour varies according to the season. In summer, the cumulative number of passages in the periods 6–9 a.m. and 6–9 p.m. varies between 29.99% in August and 37.57% in July; on the other hand, in winter, the periods closest to the start/end of the day (from 8 to 10 a.m. and from 5 to 6 p.m.) record fewer passages with lower percentages (between 25.80% in January and 19.19% in December).
On the other hand, in summer, the average number of passages during the hours of maximum sunshine (from 12 to 4 p.m.), which reflects the time window with the highest average demand recorded by the counters, varies between 53.54% (August) and 46.48% (July), below the annual average. In the case of winter, this time window (from 12 to 4 p.m.) represents average counts above the annual reference percentage, varying between 71.81% (December) and 66.12% (January), confirming the importance of the number of hours of light and sunshine in the variation of passage times.
When analysing the hourly demand at the level of each trail, the dynamics are very similar, although there are significant differences in the conditions offered by each trail, especially in the estimated average duration and length.
The 6 p.m. block has the lowest weight in 10 of the 11 routes analysed, with only Marialva having the 9 p.m. block with the lowest percentage of passages. On the other hand, the 2 p.m. block is the period with the most passages on four routes (Castelo Mendo, Castelo Rodrigo, Marialva, and Piódão), followed by 12 noon (Castelo Novo, Linhares, and Monsanto), 3 p.m. (Almeida and Trancoso), and finally 4 p.m. (Belmonte and Sortelha).
4. Discussion
The lower number of passages on the Castelo Novo (2022), Castelo Rodrigo (2022), Sortelha (2022 and 2023), and Trancoso (2022 and 2023) routes is largely due to technical problems with the automatic counters (the most common being forest fires, battery system failures, hardware failures, etc.).
Particularly in the case of the Trancoso route, the greater variability in the number of passages can be explained in part by the length of the trail (21 km) and the average time taken to complete it (seven hours).
The temporal variation in demand can be partly explained by the evolution of the COVID-19 pandemic and the periods of lockdown and reopening that occurred between 2020 and 2021.
In 2022 and 2023, with the resumption of “normal” dynamics in the world tourism system, the global opening of borders, and the free movement of people, the demand registered on the HVP trails stabilised at around 30,000 registered visits per year, i.e., around 2700 visits for each of the 11 trails.
Comparing the number of visits recorded by the automatic counters with the evolution of tourist demand in the area, the data seem to confirm the importance of the weight of the pandemic in the variations in demand flows on the hiking trails.
Analysing the trends in the three demand variables for each year (passages on hiking trails, overnight stays in tourist accommodation, and guests in tourist accommodation), it can be seen that there is an inverse trend between the number of passages and the two tourist accommodation dimensions (overnight stays and guests).
If, on the one hand, the number of passages registered on the HVP routes decreases between 2020 and 2023, with a slight recovery in 2023 compared to 2022, the trend in the dynamics of tourist accommodation (number of visitors and overnight stays) is the opposite: there was a marked recovery between 2020 and 2022, which continues to grow between 2022 and 2023, although at a slower pace.
This trend is confirmed if we analyse the weight (in percentage terms) of the three demand variables in each year in relation to the cumulative total of each indicator between 2020 and 2023, with 2021 marking the convergence point of the reversal of the dynamics identified.
A longer time series, especially after the period of “full recovery” of tourist activity, will make it possible to obtain more stable data in the future, which will allow us to confirm or not the trend of constant demand for hiking trails in the Historic Villages of Portugal.
In an overall analysis, taking into account all the trails studied, the data show a high level of uniformity in the variation of the number of passages throughout the week, with a concentration of passages between 12.8% (Tuesday) and 16.6% (Sunday), with an average deviation of 1.1%, demonstrating a homogeneous distribution of demand.
This research filled the gap in previous research on the use of automatic counters for monitoring hiking trails, integrated into tourism products, but it still has the following limitations:
Limitations in data validation. Despite the reliability of automatic monitoring systems, in future studies, it would be important to carry out a parallel in-person collection of data from passages on pedestrian routes, in situ, simultaneously, through daily sampling, to determine the degree of effectiveness of the data collected by the equipment.
Sample limitations. This study focuses only on the network of short-route hiking trails in the Historic Villages of Portugal, not analysing demand data observed on the great route trails existing in the tourist product studied.
Limitations of demand patterns. The dynamics arising from the pre- and post-COVID-19 pandemic may have changed the dynamics of demand in the Historic Villages of Portugal. The lack of reliable data from the period before the start of the pandemic limits the scope of this study, as it does not allow analysing pre-existing patterns of the pandemic crisis.
5. Conclusions
This study analyses the trends in demand for short hiking trails in the Historic Villages of Portugal by analysing data collected by automatic counters.
Considering the scope of the research carried out on the scale of a tourism product with great national and international projection, there are no known previous studies that have analysed the demand for such a complex network of hiking trails using automatic counters.
Therefore, with the aim of understanding the main dynamics and results that can be obtained by analysing passages recorded with this type of tool, this article has made it possible to obtain and discuss some interesting results that open the door to further research. Among the various data analysed, it was possible to (1) determine the importance of the hourly correction factor in the records collected by the automatic counters; (2) identify and discuss the geographical patterns of demand for hiking trails within the Historic Villages of Portugal tourism product; (3) identify and understand the temporal dynamics of demand (annual, monthly, daily, and hourly); and (4) analyse the seasonality of demand for hiking trails.
Determining and applying the correction factor to the night-time passages recorded by the automatic counters resulted in a margin of error of 3.3% of the total for the eleven trails analysed.
Thus, between 2020 and 2023, the trails in the Historic Villages of Portugal have registered a total of 182,845 passages, which means an average of 45,711 passages per year and 4156 passages for each trail in the network, with those with the highest demand corresponding to those with the most visits to the tourist offices installed in the corresponding places (Monsanto, Almeida, and Piódão).
The data analysed shows that spring (between March and June) is the period with the highest number of pedestrians in the HVP, with 49.6% of the total number of hikers, while May has the highest level of demand. Winter, on the other hand, has a lower proportion of verified demand.
Finally, in terms of demand patterns, it can be concluded that demand is higher at weekends, especially in the time window between 12 noon and 4 p.m.
This research systematises the results of the demand verified in the network of short hiking trails in the Historic Villages of Portugal, reflecting a localised analysis, and its further development warrants more future studies, especially in determining the capacity and assessing the conditions of each trail.
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Ana Luque www.mdpi.com