. . ' . s « c, . v u a .. .f..,).., This is to certify that the dissertation entitled A STUDY OF CHANGES IN PATTERNS OF TRAVEL ‘ BEHAVIOR OVER TIME: A COHORT ANALYSIS APPROACH presented by Chang Huh has been accepted towards fulfillment of the requirements for the Park, Recreation and PhD. degree in Tourism Resources f0 ”HZ/\yflé/f L ' Major Professor’sT'Signature 777%; Z Jooé Date M SU is an Affinnative Action/Equal Opportunity Institution LIBRARY Michigan State University PLACE iN RETURN BOX to remove this checkout from your record. TO AVOID FINES return on or before date due. MAY BE RECALLED with earlier due date if requested. DATE DUE DATE DUE DATE DUE JUN 2 0 2007 'nm':. 991': Sr 2/05 p:/C|RC/Dale0ue.indd-p.1 A STUDY OF CHANGES IN PATTERNS OF TRAVEL BEHAVIOR OVER TIME: A COHORT ANALYSIS APPROACH By Chang Huh A DISSERTATION Submitted to Michigan Sate University in partial fulfillment of the requirements for the degree of DOCTOR OF PHILOSOPHY Department of Park, Recreation and Tourism Resources 2006 ABSTRACT A STUDY OF CHANGES IN PATTERNS OF TRAVEL BEHAVIOR OVER TIME: A COHORT ANALYSIS APPROACH By Chang Huh One of the many challenges facing the American tourism industry in the 21St century is rapid changes in the demographic characteristics of the US. population. The latest 2000 Census indicates that the US. population has reached 281.4 million, a 13.2 percent increase over the 248.7 million people recorded in the 1990 Census, and that significant shifts in the population structure occurred over the decade between the censuses. Another challenge facing the US tourism industry is accounting for unique events or environmental changes that occur while people are planning or taking a trip which influences their travel behavior. The purpose of this study was to investigate the causal relationship between changes in patterns of travel behavior over time with respect to the effects of biological age, time of travel, and generational cohort. In the study, biological age captures changes in patterns of travel behavior produced by physical or life cycle changes at different points in time. Time of travel captures changes in patterns of travel behavior influenced by unique events or environmental changes that occur during a period of observation. Generational cohort captures changes in patterns of travel behavior among those born during the same time interval. Household data from Illinois, Indiana, Michigan, Ohio, Wisconsin, and the Canadian province of Ontario were utilized for this study. Households (n=5,735) who had taken a pleasure trip during the past 12 months to any destination in 1997 and 2002 were used for the analysis. Independent samples Hosts and One-way Analysis of Variance tested the relationship between selected travel behaviors and the effects of biological age, time of travel, and generational cohort over time, and then multiple regression and logistic regression were employed to identify key determinants that explain additional variation in selected travel behaviors. The results of the study provided evidence of biological age, time of travel, and generational cohort impacts on selected travel behaviors over time. Specifically, travelers’ trip planning horizon has become shorter during the five-year period. Those traveling in 2002 had 2.7% shorter trip-planning intervals than those traveling in 1997; and those born between 1970 to 1974 had 20.3% shorter trip-planning intervals than those born between 1980—1984. The odds of a respondent searching for travel information online were 236.7% higher for 2002 pleasure travelers than for 1997 pleasure travelers; 40.5% higher for those who were born in 1975—1979 than for those born in 1980-1984; and 42.3% lower for those were born in 1935-1939 than for those born in 1980-1984. The timing of intensive tourism advertising and promotion should be considered before tourism season begins due to people’s short trip planning horizon. Generational cohort can be used as generational marketing and Internet market segmentation strategies to differentiate, customize, and personalize online tourism products and services. Future research should extend this study to different travel behavioral variables in order to identify new or different tourism target markets. To reveal travel behavior changes over time, longitudinal market research is strongly recommended. Copyright by Chang Huh 2006 Dedicated to my father, Cho Huh, my mother, Okhwan Oh, my mother-in-law, Jongsoo Kim, and my wife, Seunghye Son for all their love, patience, support, and encouragement along the way. ACKNOLEDGEMENTS Time flies like an arrow. Since I came to pursue a Ph.D. degree in the United States, I have worked with and learned from many collegues, scholars, and friends who have made my life, teaching, and research meaningful, rich, and valuable. They made it possible for me to travel down this long and wild road. I would like to take this opportunity to express my appreciation to all of those wonderful people, although it will not be enough to express my gratitude in words to them. Dr. Donald Holecek, chairman of my Ph.D. guidance committee and my adamic advisor, must be recognized for the financial asistance and academic guidance he provided throughout my Ph.D. program. His invaluable comments and constructive criticism were essential to my success and are greatly appreciated. His strong editoral hand helped mold this manuscript in countless ways. I am also greatly indebted to PhD. guidance committee members and co-researchers: Dr. Christin Vogt, for her friendship, numerous helpful comments, and willinglness to listen; Dr. Hairong Li, for his valuable insight and encouragement; and Dr. Arjun Singh, for his fi'iendship and encouragement. Special thanks must go to Professor Gaylan Rasmussen, Dr. Scott Witter (chairperson of Community, Agriculture, Recreation and Resource Studies), Dr. Daniel Spencer (Black Hills State University), and Dr. Betty van der Smissen (University of Northern Iowa) for patiently listening to my ideas and giving me the confidence and support to continue. I would also like to thank all stafff members of the Michigan Travel, Tourism, and Recreation Resource Cener for their assistance and fellowship; the Department of Park, Recreation and Tourism Resources for its assistance; and the Graduate School for its finanical support and assistance. vi I could not have written this manuscript without the support of faculty and staff members at Arkansas Tech University. Dr. Theresa Herrick, chairperson of Parks, Recreation and Hospiatality Administration, took the time to offer invaluable suggestions and encouragement as well as eased my workload to get this manuscript done. Dr. Glen Bishop, alumnus of Michigan State Unversity,, provided advice, support, and endless encouragement at the times these were most needed. Dr. Brenda Montgomery, Professor Ray Moll, Professor Cathi McMahan, Ms. Cynthia Hovis, Ms. Cindy Condley, Dr. Marry Gunter, and Dr. Sandy Chen provided encouragement, a comfortable zone, and a sense of humor to enable me to take a breath when I felt overwhelmed from teaching, researching, and writing this manuscript. Of course, it would have been impossible to complete my degree without the support of people who convinced me to become an international scholar in my home country. Dr. Hong-bumm Kim, my academic advisor and mentor during my MS. degree at Sejong University, took time from his extremely busy schedule to talk with, e-mail, and encourage me. In addition, Dr. Kim’s research lab collegues, Kyusung Hwang, Taehwan Kim, Kyunghwan Nam, Youngsoo Kim, and Hyun-a Kim, have provided encouragement, support, inspiration, and lifelong friendship. Dr. Hee Chan Lee, alumnus of Michigan State Unversity, helped me open my eyes to the knowledge of research while giving me his firm friendship. Myungyeob Park, research fellow and alumnus of Kyonggi University, provided deep friendship and countinous encouragement. I would also like to thank my spiritual Japanese parents, the deceased Haruki Shinto and Hisako Shinto, as well as my revered Japanese teacher, Tsuyako Takeshita, for their love, endless encouragement, and prayers. vii I am also indebted to many other friends and collegues at Michigan State Unversity: the Absolutees’ members (the Social Science Research Club) and family, Seunghyun Kim, Jaemin Cha, Jeonghee Noh, J inyoung Choi, Hyunju Choi, So-Yeon Ann, Mikyung Kim, Seoki Lee, Jinwoo Moon, and Mikyung Kim, who have all given their supporative fellowship and encouragement. Songjae Jo and family and Sandjun Lee and family have always given their friendship and prayers. My roommates Youngrae Kim, Seajun Ahn, and Jaehoon Choi have consistently supported me through their sincere friendship and encouragement. Sung Hee Park, Azlizam Aziz, Asli Tasci, Hung-Hsu Yen and family, Charles Jin Yan Shih and family, Ya-Yen Sun, Ariel Rodriguez, Carla Barbieri, Adi Susilo, and Krishna Shrestha gave their sincere fellowship. The Banzai English Club teachers, Maxine Klan and family, and Mark Cross and family have given their love, encouragement, and prayers. I wish to extend my gratitude to my parents, my brother and sisters, my mother- in-law, and my brothers- and sisters-in-law for their love, support, and encouragement. Finally, I will never forget the incredible selflessness of my wife, Seunghye Son, who endured so much to make it possible for me to work for long stretches without feeling guilty about neglecting my only baby girl, Yujin. At last, I can spend more time with my wife and baby. I am now moving on the next stage of my life. I know that being a good teacher and researcher is no simple matter, but I don’t mind applying my constant efforts to achieve this goal along my life path. Although I could not recognize all the wonderful people who have helped me complete this work, I will never forget their help and prayers for my success. I will repay their love and high spirits to those whom I meet in the future. viii TABLE OF CONTENTS LIST OF TABLES ........................................................................................................... XII LIST OF FIGURES ........................................................................................................ XIII CHAPTER I INTRODUCTION ........................................................................................................... 1 Background .................................................................................................................. 1 Problem Statement ....................................................................................................... 3 Study Purpose .............................................................................................................. 5 Research Questions ...................................................................................................... 7 Study Objectives .......................................................................................................... 7 Study Hypotheses ........................................................................................................ 8 Delimitations ............................................................................................................... 9 Definitions ................................................................................................................... 9 Significance of the Study ........................................................................................... 11 Organization of the Study .......................................................................................... 12 CHAPTER II REVIEW OF THE LITERATURE ............................................................................... 14 Biological Age ........................................................................................................... 14 The Time of Travel .................................................................................................... 18 The Year 1997 ....................................................................................................... 18 Economic Environment in 1997. ....................................................................... 18 Gasoline Prices .................................................................................................. 19 Computer and Internet Penetrations .................................................................. 20 The Year 2002 ....................................................................................................... 21 Economic Environment in 2002 ........................................................................ 21 Gasoline Prices .................................................................................................. 21 Computer and Internet Penetration .................................................................... 22 Generational Cohort .................................................................................................. 23 Cohort Analysis as a Research Method ..................................................................... 31 Concepts of Cohort Analysis ................................................................................. 31 Analytical Methods in Cohort Analysis ................................................................ 32 Standard Cohort Table Method ......................................................................... 33 Triad Method ..................................................................................................... 34 Analysis of Variance Method ............................................................................ 36 Constrained Multiple Classification Method ..................................................... 36 Cohort Studies in Tourism Research ......................................................................... 38 Modeling Studies of Travel Behavior in Tourism Research ..................................... 43 Travel Propensity Model ....................................................................................... 43 Trip Flaming Horizon and Information Search Online Models ........................... 45 Travel Expenditure Model ..................................................................................... 47 Conclusions and Implications of Literature Review ................................................. 48 ix CHAPTER III METHOD ...................................................................................................................... 50 Data Source ................................................................................................................ 50 Study Population and Sampling ............................................................................ 51 Study Instrument .................................................................................................... 52 Data Collection and Procedures ............................................................................ 53 Response Rate ........................................................................................................ 54 Data Preparation ........................................................................................................ 55 Data Selection Procedures ..................................................................................... 55 Data Weighting ...................................................................................................... 56 Modification of Variables ...................................................................................... 57 Data Analytical Methods and Procedures ................................................................. 60 Frequency and Descriptive Analyses .................................................................... 60 Sociodemographic Profile of Pleasure Travelers .............................................. 61 Pleasure Trip Characteristics ............................................................................. 63 Independent Samples t-test .................................................................................... 67 One-way Analysis of Variance .............................................................................. 68 Multiple Regression ............................................................................................... 69 Logistic Regression ............................................................................................... 71 CHAPTER IV RESULTS AND DISCUSSION .................................................................................... 73 Three Dominant Study Variable Effects on Selected Travel Behavior Variables ....74 The Effect of Biological Age on Selected Travel Behavior Variables .................. 74 Travel Propensity ............................................................................................... 76 Trip Planning Horizon ....................................................................................... 76 Propensity to search for Travel Information Online .......................................... 77 Travel Expenditures ........................................................................................... 79 The Effect of Time of Travel on Selected Travel Behavior Variables .................. 80 Travel Propensity ............................................................................................... 80 Trip Planning Horizon ....................................................................................... 81 Propensity to Search for Travel Information Online ......................................... 81 Travel Expenditures ........................................................................................... 82 The Effect of Generational Cohort on Selected Travel Behavior Variables ......... 83 Travel Propensity ............................................................................................... 83 Trip Planning Horizon ....................................................................................... 85 Propensity to Search for Travel Information Online ......................................... 86 Travel Expenditures ........................................................................................... 87 Summary of Results ................................................................................................... 87 Fitting Selected Independent Variables to the Dependent Variables ........................ 90 Travel Propensity Model ....................................................................................... 90 Trip Planning Horizon Model ................................................................................ 93 Propensity to search for Travel Information Online Model .................................. 99 Travel Expenditures Model ................................................................................. 104 Summary of Results for the Three Independent Variables of Priority Research Interest ..................................................................................................................... 110 X CHAPTER V CONCLUSION ........................................................................................................... 1 13 Summary of Key Results ......................................................................................... 113 Travel Propensity ................................................................................................. 1 13 Trip Plarming Horizon ......................................................................................... 114 Propensity to Search for Travel Information Online ........................................... 115 Travel Expenditures ............................................................................................. 1 17 Implications ............................................................................................................. 1 18 Study Limitations .................................................................................................... 120 Recommendations for Further Research ................................................................. 121 APPENDICES ................................................................................................................. 124 APPENDIX A .............................................................................................................. 125 Core Questionnaire during a Five-year Period: 1997 and 2002 .............................. 125 APPENDIX B .............................................................................................................. 135 Type, Operational Definition, Original Coding, and Modification of Variables 135 BIBLIOGRAPHY ........................................................................................................... 139 xi LIST OF TABLES Table 1. US. Economic Indicators in 1997 ....................................................................... 18 Table 2. The US. Economic Indicators in 2002 ............................................................... 21 Table 3. Comparison of Generation and Generational Cohort Classifications ................. 30 Table 4. Sample of Standard Cohort Table for Travel Propensity .................................... 34 Table 5. Sociodemographic Profile of Pleasure Travelers ................................................ 62 Table 6. Pleasure Trip Characteristics ............................................................................... 64 Table 7. Relationship between Biological Age and Selected Travel Behavior Variables 75 Table 8. The Relationship Between Time of Travel and Selected Travel Behaviors ....... 80 Table 9. Relationship between Generational Cohort and Selected Travel Behavior Variables ............................................................................................................. 84 Table 10. Statistical Significance of the Relationship Between Selected Travel Behaviors and Three Effects ............................................................................................... 88 Table 11. Stepwise Multiple Regression Results from Fitting Selected Sociodemographic Variables to Travel Propensity .......................................................................... 91 Table 12. Stepwise Multiple Regression Results from Fitting Independent Variables (Biological Age, Time of Travel, Generational Cohort, Selected Sociodemographic Variables, and Selected Trip-Related Variables) to the Dependent Variable (Trip Flaming Horizon) ................................................... 94 Table 13. Stepwise Logistic Regression Results from Fitting Independent Variables (Biological Age, Time of Travel, Generational Cohort, and Selected Sociodemographic Variables) to the Dependent Variable (Propensity to search for Travel Information Online) ........................................................................ 100 Table 14. Stepwise Multiple Regression Results from Fitting Independent Variables (Biological Age, Generational Cohort, Selected Sociodemographic Variables, and Selected Trip-Related Variables) to the Dependent Variable (Travel Expenditures) ...................................................................................... 105 Table 15. Summary of Results for Selected Significant Effects of Biological Age, Time of Travel, and Generational Cohort on Dependent Variables ......................... ll 1 xii LIST OF FIGURES Figure 1. Overview of the Study Framework .................................................................... 13 Figure 2. The Changes in Gasoline Prices in 1997 ............................................................ 20 Figure 3. The Changes in Gasoline Prices in 2002 ............................................................ 22 xiii CHAPTER I INTRODUCTION Background One of the many challenges facing the American tourism industry in the 21“ century is rapid changes in the demographic characteristics of the US. population. The latest 2000 Census indicates that the US. population has reached 281.4 million, a 13.2 percent increase over the 248.7 million people recorded in the 1990 Census, and that significant shifts in the population structure occurred over the decade between the censuses. According to the censuses, the American population is aging as Baby Boomers (those born in the post-World War 11 period between 1946—1964 or those who were between the ages of 40 and 58 in 2000) advance into middle age. People born during the early years of the baby boom (1946 through 1950) accounted for a 55 percent increase in the number of 50 to 54 year olds, the largest percentage increase between 1990 and 2000 of any five-year age group. The second fastest-growing group was 45 to 49 year olds, who increased 45 percent in size. The first cohort of 77 million baby boomers will reach the age of 62 in 2008. In addition, the population over age 65 rose by 12 percent from 31.2 million in 1990 to 34.9 million in 2000. Low birth rate, increased life expectancy, and the aging of the baby boomers are believed to be causal factors in the aging of America (Godbey, 1997; Longino, 1994). As the American population continues to age, people in the tourism industry are questioning whether the future older cohort will behave more like the current population of the same age cohort or more like when they were younger (Sakai, Brown, & Mak, 2000; You & O'Leary, 2000). Another challenge facing the US tourism industry is accounting for unique events/incidents or environmental changes that occur while people are planning or taking a trip, which influence their travel behavior. An example of such a unique event is the fluctuation of gasoline prices; since the beginning of 2000, the price of gasoline nationwide has fluctuated from an average of $1.38 per gallon in January to $1.95 in July and $1.60 in November (Moss, Ryan, & Wagoner, 2003). In a nationwide survey by the National Restaurant Association (1995), 62 percent of consumers indicated that they intend to reduce spending in some areas of their consumption as a result of the higher gasoline and energy prices (Papiemik, 2001). The higher gasoline price is strongly believed to play a primary effect in influencing the trip planning of people (Holecek, 2001) as well as their travel intentions (Cook, 1982). Another example of such unique events is the terrorist attacks in the United States on September 11, 2001, which changed many aspects of our lives and the operating environments of many industries, including the tourism industry. Many changes in travel behavior ensued and many new safety and security challenges now confront the tourism industry. The threat of terrorism to major tourist attractions will be an ongoing problem in the United States. In addition, economic conditions of the nation, such as GDP, employment rate, and technology development, such as the high-speed Internet and Global Positioning Systems (GPS) are also believed to affect travel behavior. In sum, the population’s changing age structure, unique events and environmental changes have affected the US travel behavior over time. However, little attention has been paid to the following questions to date: What effect will the aging of the US. population have on the US tourism industry over time? Have patterns of travel behavior, such as travel propensity, trip planning horizon, propensity to search for travel information online, and travel expenditures on trips, been changing as successive young adult cohorts (e.g., 18 to 24 years-old age group) replace the previous cohort and the baby boomers reach middle age? And, do unique events, economic conditions, or technology developments (e.g., computer penetrations, internet usage), have an influence on people’s travel behavior while people are planning or taking a pleasure trip? What key factors can predict travel behavior over time? Problem Statement Travel behavior over time seems to be influenced not only by people’s chronological/social age (i.e., life cycle status) but also by the era when they emerged from their youth and became young adults and/or from being young adults to becoming seniors (Meredith, Schewe, & Karlovich, 2002). Examples of early inquiries into this issue in the tourism literature include Oppermann (1995), who examined changes in German traveler patterns and. destination choice with respect to biological age and generational cohort. His findings indicated that biological age causes travelers to reduce distances traveled. However, this finding is somewhat contradictory to the finding of Reece (2004), who investigated the travel behavior patterns of senior travelers (defined as 55 years of age and older) and non-senior travelers in South Carolina, and indicated that senior travelers travel farther than do their counterparts. Collins and Tisdell (2002) also investigated linkage between biological age and travel behavior in age-related Australian outbound tourism cycles by trip purposes. They found that the 15 to 24 years-old age group was more likely to travel for educational purposes, whereas the 65 and older age group was less likely to travel for such purposes. Travel behavior is also affected by unique events/incidents or environmental changes that arise while people are planning or taking a trip. Corsi and Harvey (1979) investigated whether the patterns of long-distance vacation travel were impacted by higher gasoline prices under the conditions of an energy crisis. They found that people were affected by higher gasoline prices or restricted fuel availability when they planned a vacation trip. This finding is consistent with studies of Williams, Burke, and Dalton (1979) and Kamp, Crompton and Hensarling (1979), indicating that the impact of the increased prices of gasoline and the expected shortage of gasoline diminished vacation travel. Furthermore, higher gasoline prices compel people to take shorter trips, and, if gasoline prices reach an unacceptable level, people will stay home. Morgan (1986) also examined the impact of energy crises during 1973—1974 and 1979. His findings revealed that there was an energy crisis impact that was significant for all US. national park visits and that visits to the Grand Canyon dropped by 25% during the two crisis periods of 1973—1974 and 1979. Furthermore, since the evolution of the Internet in the 19905, people have utilized the Internet for searching for information and purchasing products or services online. Such environmental changes have also been found to influence travel behavior over time (Beldona, 2005). Travel is an experience-based activity; thus, the travel experiences in college students who were born between 1984 to 1994 continue to affect their travel behavior throughout their life span. Their core values (e.g., attitudes, preferences, and behavior) are carried through life largely unchanged (Meredith et al., 2002). In other words, generational cohort members are believed to exhibit similar behavior patterns throughout their life span due to similar travel experiences in their youth and perceived values within the cohort (Glenn, 1977; Oppermann, 1995; Zimmer, Brayley, & Searle, 1995). Several empirical studies support this assumption. Oppermann (1995) found that members of the younger generational cohort take more trips and travel farther than the previous generational cohort. You and O’Leary (2000) added to Oppermann’s finding by observing Japanese senior outbound travel propensity, activity participation at the travel destination, and travel philosophy in relation to biological age (i.e., age 55—64 year-old group in both 1986 and 1995) and generational cohort (i.e., those born between 1931 to 1940). Their findings showed that the generational cohort effect overruled the biological age effect. The senior Japanese travelers traveled as much as when they were young and participated in more activities than their counterparts did a decade ago. To date, despite the important implications of the changes in travel behavior influenced by the individual effects of biological age, time of travel, and generational cohort, very few studies have examined the joint impact of such changes on aggregate travel behavior over time in the context of tourism. Study Purpose The central question addressed in this research was: what effect will the aging of the US. population have on the tourism industry over time? This question is of great importance to the tourism industry because changes in age distribution will influence tourism market demand as the US population continues to age. Three independent variables, which were hypothesized to be most relevant in addressing this question, were identified. Biological age was selected because peoples’ interest and physical abilities change as they become older, and the US. population is becoming older. The year in which a trip was taken or planned was selected because it is well established that current events or environmental changes have a significant impact on travel behavior. Finally, Generational cohort was selected because what people experience in their youth influences their consumption behavior later in life. Therefore, the purpose of this study was to investigate the causal relationship between changes in patterns of travel behavior over time and the following three variables: biological age, time of travel, and generational cohort. More specifically, this study utilized a cohort analytical concept as a methodological framework to identify: (1) changes that can be attributed to the process of aging (i.e., life cycle status, reduced physical abilities), (2) changes that are associated with the unique events or environmental changes (e.g., economic conditions, gasoline prices, technology development and innovations) at the time trip is taken or trip is planned, and (3) changes that can be attributed to generational cohort (i.e., those who were born in the same year have had similar life experiences). The secondary purpose of this study was to further identify salient factors that influence travel behavior in relation to the effects of biological age, time of travel, and generational cohort, as well as sociodemographic factors and travel-related factors (e.g., travel party size, transportation used). Research Questions The following three research questions were central in this study: . What changes in patterns of travel behavior are associated with the effects of biological age, time of travel, and generational cohort over time? . If changes exist, do the effects of biological age, time of travel, or generational cohort explain differences over time in: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips? . If specified dominant effects exist, can the effects be combined with other causal variables (e.g., sociodemographic factors, transportation used) to more fully explain variations in: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips? Study Objectives This study had the following objectives: . To document changes in patterns of travel behavior (i.e., travel propensity, trip planning horizon, propensity to seek travel information online, and travel expenditures on trips) with respect to the effects of biological age, time of travel, generational cohort, as well as other key factors that have an impact on travel behavior. . To demonstrate the cohort analytical method utilizing longitudinal data to identify changes in travel behavior. 3. To determine whether statistically significant differences in patterns of travel behavior have occurred across the effects of biological age, time of travel, and generational cohort with respect to the following travel behaviors: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips. 4. To identify causal factors, including biological age, time of travel, and generational cohort, which can be used to better understand observed variations in travel behavior in order to enhance targeting of marketing campaigns and forecasting future behavior. Study Hypotheses Two research hypotheses were selected to guide this study: Hypothesis 1: Significant differences exist in patterns of travel behavior with respect to the following activities: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips that are associated with differences in: (1) the age of the travelers, (2) current events at the time the trip is planned, and (3) the generational cohort of the traveler. Hypothesis 2: The specified dominant effect(s) can be combined with other causal variables to more effectively explain variations in the following travel behaviors: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips. Delimitations The study is delimited to households in the states of Illinois, Indiana, Michigan, Ohio, Wisconsin, and the Canadian province of Ontario. The data used in the study were collected during an eight-year period from January 1996 through June 2003 in the study region. The samples used for analysis in the study were comprised of household members aged 18 or older between 1997 and 2002 who indicated that they had taken one or more pleasure trips to any destinations during the past 12 months. Definitions For the purposes of this study, it is important to provide clear and specific definitions of the terms used in this study. These include the following six terms: household, travel or trip, biological age, time of travel, generational cohort, and cohort analysis. Household. To accommodate the diversity of household compositions and to prevent confusion due to various definitions of household, this study employed the definition used in the current population reports of the US. Census Bureau, which define “household” as “a social group with whom one resides and occupies a housing unit.” Travel or trip. “Travel or trip” is defined as “a pleasure trip, including overnight and day trips, to a place at least 50 miles from home for the purpose of enjoyment.” Specifically, pleasure travel includes: vacations, weekend getaways, shopping trips, trips to a second home, and trips to visit fiiends or relatives. In the study travel and trip are used interchangeably. Biological age. Biological age refers to the changes in travel behavior produced by physical or life cycle changes at different points in time (e.g., travel behavior of 18—24 year-olds in 1997 and 2002). In this study, biological age and life cycle status are treated as the same construct. Since several relevant studies have used “age” term as “biological age,” the two terms will be used interchangeably. Time of travel. Time of travel pertains to the changes in travel behavior influenced by unique events or environmental changes that occur at a period of the observation (e.g., the fluctuation of gasoline prices in 2000, 9/11 in 2001, economic condition, and technology development). Since several previous studies have employed “period” in place of “time of travel,” the two terms will be used interchangeably. Generational cohort. Generational cohort refers to changes in travel behavior among those born during the same time interval. For example, those born between 1959 and 1963 experienced many common significant life events, values, and socialization processes regardless of their age or stage of life. Since several previous studies have employed “generation,” “cohort,” or “birth cohort” terms as a “generational cohort,” the four terms will be used interchangeably. Cohort analysis. Cohort analysis involves examining biological age, time of travel, and generational cohort effects on changes in the attitudes or behavior patterns of groups at two or more points in time (Glenn, 1977), as well as determining which of the three variables accounts for changes over time (Chen, R., Wong, & Lee, 2001; Chen, X., Li, Unger, Liu, & Johnson, 2003; Pennington-Gray & Spreng, 2001; Rentz, Reynolds, & Stout, 1983). 10 Significance of the Study Most travel behavioral studies have been designed as cross sectional studies collecting data at one period of time. Thus, their conclusions may be somewhat limited (Babbie, 2004). There have been very few longitudinal studies of travel behavior. This study can fill this gap and contribute the following to the tourism literature. This study will illustrate cohort analysis as a methodological tool to investigate the changing patterns of travel behavior within a sub-group to be drawn without the need to query the same individuals at different points in time (i.e., panel study) (Glenn, 1977). Furthermore, this study will illustrate the many advantages associated with the application of cohort analysis over the alternative of longitudinal tracking of a sample of the same individuals over time including: (1) reduced costs, (2) no need to recruit study participants and retain them for many years (i.e., panel survey), and (3) results can be obtained using existing data now, thus avoiding the long delay before results can be obtained from longitudinal tracking surveys of individuals. By investigating salient factors that explain variations in travel behavior over time this study will help broaden tourism marketers’ and practitioners’ ability to profile their target markets and more accurately match their market offerings to individuals and groups. Finally, knowledge of changing age structure and its effect on patterns of travel behavior over time will help tourism marketers and promoters identify growth areas, target segments, or forecast future behavior for, and use of, their products and services, as well as plan marketing strategies at a macro level. 11 Organization of the Study This dissertation is comprised of five chapters. Following this introduction chapter is a review of literature in chapter 11, which discusses conceptual and theoretical information relating to the effects of biological age, time of travel, and generation cohort and reviews the critical studies and methods that have been carried out in this study area. Modeling studies in travel behavior are reviewed to identify key dimensions that are influential on individuals or groups. Chapter III follows with a comprehensive discussion of the data source used in this study, which includes: study population and sampling, study instrument, data collection and procedures, and response rate. A data preparation section describes data selection procedures, data weighting, and modification of variables. An analytical methods and procedures section presents the types of statistical tools employed and their use in detail. Chapter IV contains the results of the analyses examining the influence of biological age, time of travel, and generational cohort on selected travel behavior variables and modeling of these selected independent variables to selected dependent travel behavior variables. Finally, chapter V summarizes key results and implications and addresses study limitations, followed by recommendations for firrther study. Figure 1 illustrates the flow of the study. 12 What effect will the aging of the US. population have on the tourism industry over time? I What changes in the patterns of travel behavior are associated with biological age, time of travel, and generational cohort? I Review studies and documents relating to biological age, time of travel, and generational cohort, as well as key factors affecting travel behavior. I: Do biological age, time of travel, and generational cohort explain differences in the patterns of observed travel behavior over time? I I Test biological age Test time of travel generational cohort Test I_'__—l I———_I I'_—Ll n.s. Sig. n.s. Sig. n.s. Sig. I I If dominant effects exist, can the effects be combined with other causal variables (e.g., sociodemographic factors, travel party) to more fully explain variations in the patterns of observed travel behavior over time? I Identify key factors related to observed travel behavior. I Discuss results of the study and address implications for the tourism industry. Figure 1. Overview of the Study Framework 13 Note. “n.s.” indicates no significance. CHAPTER II REVIEW OF THE LITERATURE This study investigated changes in patterns of travel behavior with respect to study subjects’ biological age, time of travel, and generational cohort. The biological age variable captures changes in travel behavior due to the physical or life cycle changes that accompany aging. The time of travel variable captures changes in travel behavior influenced by events or conditions at the time that a trip is taken or being planned (e.g., gasoline prices, 9/11, economic situation, technology development). The generational cohort variable captures changes in travel behavior produced by differences that arise from the life experience, history, values, attitudes, and socialization of cohorts. This chapter provides the background and theoretical information needed to understand biological age, time of travel, and generational cohort in a travel context. It reviews the most important research and methods that have been conducted in this study area, and establishes this study as one link in a chain of research that advances knowledge in this field. The discussion in this chapter is comprised of (l) biological age, (2) the time of travel (1997 and 2002), (3) generation cohort, and (4) the methodological understanding of cohort study and relevant cohort studies, and (5) modeling studies in tourism research. Biological Age Biological age refers to physical or life cycle changes that occur in the aging process. The importance of biological age has been recognized in the tourism and hospitality literature. Biological age has been linked to changes in behavior, attitudes, and 14 demands (Schiffrnan & Kanuk, 1997) and is a key predictor of changes in individuals’ behavior and attitudes (Hansman & Schutjens, 1993). An overview of the biological age stratification changes in the US population gives some insights into the phenomenon of aging. According to the 2000 Census, the US population increased by 13.2% from 248.7 million in 1990 to 281.4 million in 2000. Significant demographic changes in 2000 are associated with the aging of the US. population, because Baby Boomers (those born between 1946—1964) have advanced into middle age. The 2000 Census shows that people born from 1946 through 1950 accounted for a 55% increase in the number of 50 to 54 year olds, the largest percentage increase between 1990 and 2000 of any five-year age group. The group of 45 to 49 year olds increased 45%. The first cohort of 77 million baby boomers will reach the age of 62 in 2008. Furthermore, the age group of 90 to 94 year olds increased 45% as well. The Census has predicted that the number of people over 65 years of age will double to 80 million by 2050 (McGuire, Boyd, & Tedrick, 2004). Low birth rate, increased life expectancy, and the aging of the baby boomers seem to be causes of the aging of America (Godbey, 1997; Longino, 1994). Life expectancy at birth in 1900 was 47.3 years, but in 1996 it was 76.1 and by 2000 it had risen to 76.9 (McGuire et al., 2004). This figure will continue to rise as the level of health improves throughout the later years of life (Godbey, 1997). Biological age has been of great interest in the tourism and hospitality literature. Biological age and travel propensity (i.e., number of trips taken or number of vacation days away from home) have been found to be correlated. Fleisher and Pizam (2002) 15 studied travel constraints of Israeli seniors (55 or older). They found that biological age played a significant role in the number of vacation days taken each year due to the travel constraints that come with aging. According to the model proposed in that study, the number of vacation days taken increased rapidly among people between the ages of 55 and 65 and then gradually decreased thereafter. This finding is generally consistent with those of other studies (Mak, Carlile, & Dai, 2005; Mark & Lambert, 2003; Sakai et al., 2000; Warnick, 1993; You & O'Leary, 2000). Biological age has also been found to influence information search behavior. Gitelson and Crompton (1983) observed that adults aged over 50 were prone to use a travel agent while planning a trip. Homeman et al. (2002) found that seniors 65 or older preferred to collect travel information from printed travel guides, pamphlets, or brochures, from word-of-mouth recommendations, and travel agents. They were least likely to use the Internet, clubs and associations, and reward programs to obtain travel information. Since the 1990s the Internet has been as a gold mine of travel information (Connolly, Olsen, & Moore, 1998). Prior studies provide ample evidence that biological age plays an important role in using the Internet for travel information. Bonn, Furr, and Susskind (1999) found that age, income, educational level, lodging, and spending are statistically significant variables that explain differences between Internet users and nonusers. The majority (72%) of Internet users who sought travel information were younger than 45 years of age. Similar findings are reported by Weber and Roehl (1999) and Hsu, Kang, and Wolfe (2002). Weber and Roehl (1999) found that age, income, occupation, and experience with the Internet are statistically significant variables that distinguish on—line from off-line travel information searchers. 16 Those who used the Internet for travel information and purchased travel products/services were likely to be 26 to 36 years of age, whereas those who neither used the Internet nor purchased travel products/services were likely either to be younger than 25 or older than 55. Hsu, Kang, and Wolfe (2002) also found that 24% of adults aged 65 or older had accessed the Internet for travel information, whereas the majority (77%) of adults aged 18 to 24 used the Internet for travel information. This may be because older people are generally uncomfortable with and reluctant to use new technology (Lewis, 1996; Vuori & Holmlund-Rytkonen, 2005). Prior research has also shown that biological age is correlated with travel or leisure expenditures. Agarwal and Yochum (1999) examined racial differences in the spending patterns of overnight travelers to Virginia Beach, an Atlantic coast beach resort. The results of the study indicated that the older travelers, the more they spent. This finding is somewhat contradictory to other studies. Thrane (2002) investigated the relationship between jazz festival visitors and their travel expenditures. The older the participants, the less they spent. Lehto, Cai, O’Leary, and Huan (2004) found that Taiwanese tourists aged 20 to 29 spent the most money while those aged below 19 or above 60 spent the least. Similarly, Weagley and Huh (2004b) found evidence that biological age has a negative impact on leisure expenditures because the declining health of older people limited their participation in leisure. Biological age influences travel propensity, propensity to search for information online, and travel expenditures on trips. Although prior studies provide some evidence of the impact of biological age, few studies have examined travel behavior and biological age over time. 17 The Time of Travel The time of travel refers to unique events/incidents or environmental changes that could affect travel behavior. The time of travel is critical because economic circumstances, gasoline prices, and technology developments are influential on travelers at the macro level. The discussion here focuses on economic circumstances, gasoline prices, and computer usage during 1997 and 2002 which are the focus of this study. The Year 1997 Economic Environment in 1997. As summarized in Table 1, the 1997 economic indicators showed a combination of strong growth in gross domestic product, personal consumption expenditures, and disposable personal income. The nominal gross domestic product rose 5.8 percentage points in 1997. Similarly, the real gross domestic product increased 4.7 percentage points. The unemployment rate declined 9.3 percentage points, from 5.4 percent to 4.9 percent. Table 1. US. Economic Indicators in 1997 1996—1997 Indicator (billions of dollars) 1996 1997 Change Nominal Gross Domestic Product $8,113.8 $8,586.7 5.8% Real Gross Domestic Product $8,536.1 $8,936.2 4.7% Real Personal Consumption Expenditures $5,619.4 $5,83 l .8 3.8% Real Disposable Personal Income $5,688.5 $5,988.8 5.3% Consumer Price Index 158.6 161.3 1.7% Unemployment Ratea 5.4% 4.9% —9.3% Sources: Bureau of Economic Analysis, Bureau of Labor Statistics. a. Ages 16 years and older. 18 Gasoline Prices. Gasoline prices have long been believed to play an important role in peoples’ trip behavior because U.S travelers have traditionally used automobiles as their primary form of transportation (Corsi & Harvey, 1979; Holecek, 2001; Huh, Lee, Kim, & Holecek, 2002; Kamp et al., 1979; Morgan, 1986; Williams et al., 1979). According to the Energy Information Administration (http://www.eia.doe.gov), the nationwide average gasoline price for a gallon of regular unleaded was $1.20 in 1997, ' with an average of $1.23 per gallon in January and $1.20 per gallon in December. The gasoline prices declined 2.4% by the end of 1997. In Illinois, Indiana, Michigan, Minnesota, Ohio, and Wisconsin, average gasoline price for a gallon of regular unleaded started at $1.27 per gallon in January, 1997, which was a bit higher than the nationwide average, and fell to $1.19 per gallon in December, 1997, which was a bit lower than the nationwide average. The Midwestern average gasoline price throughout 1997 was $1.21. The changes in gasoline prices from January to December during 1997 are summarized in Figure 2. The changes in gasoline prices in 1997 would appear to have been too small to have had a significant impact on travel behavior. 19 Gasoline Price (cents per gallon) 128 - 127 126 125 124 123 122 121 120 119 118 l I l l l 1 L L l l I Month Jan Feb Mar Apr‘May Jun Jul Aug Sep Oct Nov Dec + Nationwide + Midwest Figure 2. The Changes in Gasoline Prices in 1997 Computer and Internet Penetrations. Travel is an information—based activity (Connolly et al., 1998). People use the Internet to gather information for trip planning and to purchase travel products and services (Huh, Li, Kim, & Holecek, 2003). For this reason, the penetration of computer and Internet use are believed to be good indicators of travel behavior. According to the National Telecommunications and Information Administration (McConnaughey, 1997), the computer penetration rate significantly increased between 1994 and 1997; there was a 52% increase in personal computer ownership, a 139% increase in modem ownership, and a 397% increase in E—mail access. Between 1996 and 20 1997 Internet use in the US. increased by 70%, from 30 million in 1996 to 51 millions in 1997, according to the Travel Industry Association of America (Mish, 2003). The Year 2002 Economic Environment in 2002. The US economic indicators for 2002 are presented in Table 2. Real Gross Domestic Product increased 2.4 percentage points between 2001 and 2002. The national unemployment rate rose to 5.8% in 2002 due to the economy’s overall weakness. Yet, real disposable personal income grew 4.2 percentage points. Real personal consumption expenditures also rose 3.1 percentage points. CPI averaged a 1.6 percentage point growth in 2002. Table 2. The US. Economic Indicators in 2002 2001—2002 Indicator (billions of dollars) 2001 2002 Change Nominal Gross Domestic Product $10,082.20 $10,446.20 3.6% Real Gross Domestic Product $9,214.50 $9,439.90 2.4% Real Personal Consumption Expenditures $6,377.20 $6,576.00 3.1% Real Disposable Personal Income $6,748.00 $7,032.00 4.2% Consumer Price Index 177.1 179.9 1.6% Unemployment Rate8 4.7% 5.8% 23.4% Sources: Department of Commerce, Bureau of Economic Analysis; Department of Labor, Bureau of Labor Statistics. a. Ages 16 years and older. Gasoline Prices. As summarized in Figure 3, in 2002 the natibnal price of regular unleaded gasoline started at an average of $1.11 a gallon in January; rose 34 cents to $1.45 in October, and fell six cents to $1.39 in December. The overall nation-wide average gasoline price was $1.34 in 2002. In the Midwestern states, regular unleaded gasoline price started at $1.10 a gallon in January 2002, and rose to $1.35 per gallon in 21 December, 2002, which was a bit below the nationwide average. The Midwestern average gasoline price for the year was $1.33 in 2002. Gasoline Price (cents per gallon) 152 r 148 r 144 r 140 - 136 - 132 - 128 t 124 - + Nationalwide 120 +Midwest 116 112 108 r 104 r 100 1 ‘ ' ‘ ' ‘ ‘ ' ‘ ‘ ' Month Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Figure 3. The Changes in Gasoline Prices in 2002 Computer and Internet Penetration. The number of personal computers in the US. exceeded 403 million in 2002 according to the Computer Industry Almanac (Worldwide Cumulative Pc Sales Exceed 1 Billion). Internet use rose by 2.7%, fi'om 110 million in 2001 to 113 million in 2002. Surprisingly, Internet use for travel information increased by 122% from 51 million users in 1997 to 113 million users in 2002 according to the Travel Industry Association of America ("Travelers' Use of the Internet, 2003 Edition," 2003). This Travel Industry Association of America report indicated that 29% of those who traveled in 1997 used the Internet for travel purposes (e.g., reservations, 22 ticketing, information searching, etc.). Two-thirds (67%) of those who traveled in 2002 used the Internet, an increase of 38 percentage points from 1997 to 2002. The Internet has become an indispensable tool for travelers. For this reason, the penetration of Internet use is believed to play a central role in travel behavior over time. The years 1997 and 2002 were economically strong. Gasoline prices were also stable. However, the penetration of computer and Internet use was remarkable during this five-year period. Generational Cohort The generational cohort variable used in this study is designed to capture changes in behavior produced by differences that arise from the life experience, history, values, attitudes, and socialization of people over time. The importance of generation cohort in marketing is that it facilitates understanding of different cohort group patterns of behavior/attitudes and distinguishes one generational cohort from others (Glenn, 1977). Additionally, marketers have used generational cohort as a marketing tool (Kotler & Armstrong, 1996). Although the terms “generation,” “cohort,” or “generational cohort” have been interchangeably used in the literature, distinct studies of the generational cohort by Strauss and Howe (1991) and Meredith, Schewe, and Karlovich (2002) give useful insights into these terms and concepts, and practical implications for research. Strauss and Howe (1991) defined “generation” as a cohort group (everyone born in a limited span of consecutive years) whose length approximates the span of a phase of life and whose boundaries are fixed by peer personality (a generational persona recognized and determined by age location, beliefs and behavior, and perceived 23 membership in a common generation). They divided people into several generational groupings (approximately 20 to 25 birth-years span) based on the length of a generation, as well as into four types of generational personalities (i.e., civic, adaptive, idealist, and reactive). According to their study (1991: 73—74), five out of the eighteen generations with a cycle of four personalities had been recognized in the literature: G. 1. Generation Those who were born between 1901 and 1924 lived through the Great Depression and World War II in adulthood. Their peer personality belonged to the civic generation, which was characterized as growing up as protected youths after a spiritual awakening; coming of age amid a secular crisis; united into a heroic and achieving cadre of rising adults; sustaining that image while building institutions as powerful mid—lifers; and emerging as busy elders attached by the next spiritual awakening. Some examples of this generation are Billy Graham, Jimmy Carter, and Lee Iacocca. Silent Generation Those who were born between 1925 and 1942 went through the Great Depression and World War II in their youth and then economic booms in midlife. In addition, this adaptive generation allocated to their peer personality is described as growing up as overprotected youths during a secular crisis; maturing into risk-averse, conformist rising adults; producing indecisive midlife arbitrator—leaders during a spiritual awakening; and maintaining influence (but less respect) as sensitive 24 elders. Living members of this generation are Woody Allen, Phil Donahue, Ted Koppel, James Brown, Aretha Franklin, Gloria Steinem, George Carlin, and Bob Dylan. Boom Generation Those born between 1943 and 1960 have lived through economic booms in adulthood. They are members of the idealist generation, raised as increasingly indulged youths after a secular crisis; whose coming of age inspires a spiritual awakening; fragmenting into narcissistic rising adults; cultivating principle as moralistic midlifers; and emerged as visionary elders guiding the next secular crisis. Cerebrated figures in this generation are Donald Trump, Oprah Winfrey, Steven Jobs, and Bill Gates, Bruce Springsteen, George W. Bush, Bill Clinton, and Madonna. 13th Generation Those born between 1961 to 1981 experienced economic distress in their youth. Their peer personality is called the reactive generation, which grew up as underprotected and overcriticized youths during a spiritual awakening; matured into risk-taking, alienated rising adults; mellowed into pragmatic midlife leaders during a secular crisis; and maintained respect (but less influence). Celebrated figures are Tom Cruise, Tatum O’Neal, Michael Jordan, Tiger Woods, Venus Williams, Serena Williams, and Kanye West. 25 o Millennial Generation Those born between 1982 to 2002 have experienced economic booms and rapid technology development in their youth. Based on the four cyles of generational peer personality, the title civic generation should be allocated to this generation, which has the same chariteristics as the G.I generation. The generation classification of Strauss and Howe (1991) have been adopted to empirical studies in tourism liteatrue. These studies have dealt with: (1) changes in activity preferences for pleasure travel over time (Pennington-Gray & Kerstetter, 2001; Pennington-Gray & Lane, 2001; Pennington-Gray & Spreng, 2001; Warnick, 1993); (2) cohort segmentation (Pennington-Gray, Fridgen, & Stynes, 2003). The term “generational cohort” appeared in a book by Meredith, Schewe, and Karlovich (2002). They defined the generational cohort as “the people we are born with, travel through our lives with, and experience similar events with, especially those events that are happening when we are coming of age that imprints core values” (p. 6). The distinct difference between the concepts of generation (Strauss & Howe, 1991) and generational cohort (Meredith et al., 2002) is that the generational cohort is classified into shortened generations (approximately 7 to 10 birth-years span) and emphasize “defining moments” that can embrace “wars, political dislocations, assassinations, economic upheavals, or technological changes (e. g., invention of the atom bomb, automobile, radio, the rise of television, computer, or the Internet)” (pp. 6—7). The characteristics of their seven generational cohorts (2001: 14—15) are as follows: 26 Depression Cohort Members were born between 1912 and 1921. This group’s coming-of—age experience consisted of economic strife, elevated unemployment rates, and the need to take menial jobs to survive. Financial security—what they most lacked when coming of age-rules their thinking. World War II Cohort Members were born between 1922 to 1927. Sacrifice for the common good was widely accepted among members of the World War II Cohort, as evidenced by women working in factories and men going off to fight. This cohort was focused on defeating a common enemy, and its members are more team-oriented and patriotic. Postwar Cohort People who were born between 1928 to 1945 experienced a time of remarkable economic growth and social tranquillity, a time of family togetherness, school dress codes, and moving to the suburbs. While there were some elements of unrest (the Korean War, McCarthysim), overall this was a pretty tranquil time, which is why this is such a long cohort. Leading-Edge Baby Boomer Cohort Those who were born between 1946 and 1954 remember the assassinations of John and Robert Kennedy and Martin Luther King, Jr. The death of JFK first 27 shaped this cohort’s values. They became adults during the Vietnam War and watched as the first man walked on the moon. Leading-Edge Boomers are very aware of their cohort grouping, and are very self-assured and self-centered. They championed causes with fervor because they were sure of being right (Greenpeace, civil rights, women’s liberation), and felt equally justified in being hedonistic and self—indulgent (marijuana, “free love,” sensuality). Because of their position following the “birth dearth” of the Depression years, they had (and continue to have) an influence on society disproportionate to their numbers, being smaller as a group than the later Boomer cohort that followed. Trailing—Edge Baby Boomer Cohort Those who were born between 1955 to 1965 witnessed the fall of Vietnam, Watergate, and Nixon’s resignation. The oil embargo, a raging inflation rate, and the more than 30% decline in the S&P Index led these individuals to be far less optimistic about their financial future than the Leading-Edge Boomers, whom they feel got the best opportunities in jobs, houses, and investments. Generation X Cohort Those born between 1966 to 1976 are the latchkey children of the ’805, who have received the most negative publicity. Perhaps because many have seen first-hand the trauma of divorce, this cohort has delayed maniage and children, and they do not take commitments lightly. More than other groups, this cohort accepts cultural diversity and puts quality of personal life ahead of work life. They are “free 28 agents,” not “team players.” Despite a rocky start into adulthood, this group shows a spirit of entrepreneurship unmatched by any other cohort. o N Generation Cohort Those born from 1977 to the present are the “N Generation,” or “N-Gens,” because the advent of the Internet is a defining event for them, and because they will be the “engine” of growth over the next two decades. They are also known as “Gen Y” or “Millenials,” and while still a work in progress, their core value structure seems to be quite different from that of Gen X. They are more idealistic and team-oriented. This generational cohort classification was applied to a study by Beldona (2005), who examined changes in travel information search behavior online between 1995 and 2000, using Baby Boomer and Generation X as generational cohorts. The comparison between generation and generational cohort classifications are shown in Table 3. Generational cohort can be a good indicator of changes in individuals’ behavior or attitudes over time because it give us a macrolevel understanding of peoples’ behaviors, attitudes, and values, and broaden marketers’ ability to profile their target market. This study utilizes the concept of generational cohort defined and identified by Meredith et a1. (2002) to interpret the results of the study. 29 Table 3. Comparison of Generation and Generational Cohort Classifications Strauss & Howe (1991) Meredith et a1. (2002) Generation Key Events Cohort Coming of Defining Moments (Birth Years) (Birth Years) Age Years G.I. Generation World War 1 Depression 1930—1939 Great Depression (1901—1924) Prohibition Cohort Depression (1912—1921) “'0’“ war H World War 11 1940—1945 World War II Cohort (1922—1927) Silent Affluence Postwar 1946—1962 End of World War 11 Generation Civil Rights Cohort Good economic times (1925—1942) (1928—1945) Moving to the suburbs Cold War Korean War McCarthyism Emergence of rock and roll Civil rights movement Boom Kent State Leading-Edge 1963—1972 Assassinations of JFK, RFK Generation Watergate Baby Boomer and Martin Luther King, Jr. (1943—1960) Cohort Vietnam War (1946—1954) First man on the moon Trailing—Edge 1973—1983 Fall of Vietnam Baby Boomer Watergate Cohort Nixon resigns (1955—1965) Energy crisis 13th Generation Not yet Generation X 1984-1994 Reaganomics (1961-1981) known Cohort Stock market crash of 1987 (1966—1976) Challenger explosion Fall of Berlin Wall Gulf War AIDS crisis Millennial Not yet N Generation 1995—? The Internet Generation known Cohort Good economic times (1982—2002) (1977—?) Columbine school shootings Clinton's impeachment 9/11 terrorist attack Source. Meredith, Schewe, and Karlovich (2002, p. 346) 30 Cohort Analysis as a Research Method To investigate changes in individuals’ behavior or attitudes over time, cohort analysis has been utilized (Glenn, 1977). Cohort analysis can address the core issue of changes in individuals’ behavior or attitudes and make it easy to draw inferences about the changes in behavior or attitudes within a subgroup (Firebaugh, 1997). The discussion here begins with the concepts of cohort, cohort analysis, and statistical methods that have been developed in the literature. Concepts of Cohort Analysis Social scientists define a cohort as “the aggregate of individuals (within some population definition) who experienced the same event within the same time interval” (Ryder, 1965, p. 845). Glenn (1977) defines cohort as “those people who within a geographically or otherwise delineated population who experienced the same significant life event within a given period of time” (p. 8). The period of time may begin and end at any point, depending on the data. In general, cohort means birth cohort unless otherwise indicated. According to Glenn (1977), the term “cohort analysis” refers to “the characteristics of one cohort at two points in time” (p. 9). For instance, those who were born between 1959 to 1963 can be studied in 1997 when they were 33—37 years old, and then in 2002 when they were 38—42. However, several researchers extend Glenn’s cohort analysis to biological age, period (time of travel)‘, and generational cohort (birth cohort) not only to examine changes in individuals’ attitudes or patterns of behavior at two or 1 Period has the same meaning as time of travel. Several authors have used “period” in place of a time of travel. 31 more points in time but also to determine which of the three variables accounts for observed variation (Chen, R. et al., 2001; Firebaugh, 1997; Firebaugh & Chen, 1995; Pennington-Gray & Spreng, 2001; Rentz et al., 1983). In addition, cohort analysis is recommended to be useful in examining changes in behavior or attitudes over time with respect to biological age, period (time of travel), and generational cohort (birth cohort) without the need to track the same individuals over time. Analytical Methods in Cohort Analysis Several statistical methods developed for cohort analysis have been used to disentangle biological age, period (time of travel), and generational cohort effects. However, attempts to separate these three effects at the operational level are difficult because of an “identification problem.” Year of birth (cohort) = Year of measurement (period/time of travel) — Age As shown in equation above, the identification problem occurs when age and period (time of travel) are given, generational cohort is spontaneously defined. In other words, year of birth, or generational cohort, is a linear function of year of measurement (period/time of travel) and age (Firebaugh, 1997; Hagenaars, 1990). For this reason, several statistical methods have been developed or applied to solve the identification problem. The following discussion covers each of these statistical methods. 32 Standard Cohort Table Method. This method analyzes changes in individuals’ behavior or attitudes over time by “a table in which the intervals between the points in time for which there are data correspond in years with the intervals used to delineate the birth cohorts” (Glenn, 1977, p. 10). In other words, the biological age effect can be traced by reading cross-sectionally; the period (time of travel) effect can be read vertically; generational cohort effect can be read diagonally. For instance, the data in Table 4 are trip propensity of respondents who said how many pleasure trips they took during the past 12 months to any destinations in response to a question asked on the Michigan Market Survey in 1997 and 2002. Five-year generational cohorts and five-year age groups are used to correspond with the five-year intervals between the two survey years. As shown in Table 4, the standard cohort table indicates that “travel propensity (number of pleasure trip taken in the past 12 months)” did not change during the five-year period (mean = 5.6 in 1997 vs. mean = 5.5 in 2002). Among age groups in 1997, the differences among the 48—52 years-old group (mean = 6.0), the 53—57 years-old group (mean = 6.3), and the 63—67 years-old group (mean = 6.0) were the largest, whereas in 2002, the differences among the 23-27 years-old group (mean = 6.3) and the 58—62 years-old group (mean = 6.3) were the largest. Among the inter-generational cohort comparisons, the 1930—1934 generational cohort appeared to be the most changed cohort (mean = 6.0 in 1997 vs. mean = 4.9 in 2002), followed by the 1960—1964 generational cohort (mean = 5.9 in 1997 vs. mean = 4.9 in 2002) and the 1975—1979 generational cohort (mean = 5 .6 in 1997 vs. mean = 6.3 in 2002). The standard cohort table method can be used to analyze changes without any statistical analyses, but depending on the available data, it may not be applicable due to 33 inconsistent questionnaire design, survey years, or both. The standard cohort table method has been used in several studies, which included the changes in travel information search online from 1995 to 2000 (Beldona, 2005), cohort segmentation of travel preferences (Pennington-Gray et al., 2003), travel life cycle (Oppermann, 1995), the changes in soft drink consumption (Rentz et al., 1983), and the applications of cohort analysis to marketing problems (Reynolds & Rentz, 1981). Table 4. Sample of Standard Cohort Table for Travel Propensity 1997 (n=2,516) 2002 (n=3,219) Age Cohort Mean Age Cohort Mean 18 — 22 1975 — 1979 5.6’1 18 — 22 1980 — 1984 5.8 23 —- 27 1970 — 1974 5.4 23 - 27 1975 - 1979 6.3 28—32 1965- 1969 5.1 28-32 1970-1974 5.2 33—37 1960—1964 5.9 33—37 1965—1969 5.4 38—42 1955—1959 5.1 38—42 1960-1964 4.9 43 — 47 1950 - 1954 5.6 43 — 47 1955 —1959 5.6 48 — 52 1945 — 1949 6.0 48 — 52 1950 — 1954 5.8 53 — 57 1940 — 1944 6.3 53 — 57 1945 — 1949 5.6 58-62 1935- 1939 5.6 58-62 1940—1944 6.3 63 — 67 1930 — 1934 6.0 63 — 67 1935 —1939 5.2 68 or older 51929 4.6 68 or older 51934 4.9 Total 5.6 5.5 Note. Respondents who were 18 — 22 years old group in the 1997 survey belonged to the 23 — 27 years old group in the 2002 survey, so they represented the generational cohort years of 1975 to 1979. a. Each cell is mean of trip propensity (number of pleasure trip taken during the past 12 months) by years. Triad Method. Palmore (1978) developed a “triad method” that illustrates three levels of analysis to avoid conceptual and operational confusion of cohort analysis. It results in observable differences, infers which effects produced the differences, and imputes causes of the effects (Reynolds & Rentz, 1981). The first level of analysis is to 34 compute the observable differences and then to employ the independent samples t-test to find statistical differences between them. The observable differences are defined as follows: 0 Longitudinal differences are those between early and later measurements on the same generational cohort. For example, the differences are measured between those born between 1975 to 1979 in 1997 and 2002 over a five-year study period. c Cross-sectional differences are those between younger and older age groups at one point in time. For example, the differences are measured in 2002 between those aged 18 to 22 and 23 to 27. o Time-lag differences are those associated with the same age groups at two measurement times. For instance, the differences are measured for those aged 18 to 22 in 1997 and again in 2002. The second level of analysis involves segmenting the observed differences into biological age, period (time of travel), and generational cohort effects. Longitudinal and cross-sectional differences indicate the biological age effect; longitudinal and time-lag differences indicate the period (time of travel) effect; cross-sectional and time-lag differences indicate the generational cohort effect. The final analysis is to impute causes for these effects. The triad method has been applied in several studies. Reynold and Rents (1981) applied it to study the application of cohort analysis to marketing problems. Pennington- Gray, Kerstetter, and Wamick (2002) used the triad method to forecast the international 35 vacation patterns of Canadian travelers. Beldona (2005) employed the triad method to examine changes in travel information search behavior over time. Analysis of Variance Method. Analysis of variance identifies the variation among independent variables. For example, biological age can be tested by conducting One-way analysis of variance (One-way ANOVA), and, if any significant mean differences are identified among age groups, then a post-hoe test can be used to identify which age group is different from that of other groups. However, applying One-way ANOVA to each effect respectively can not determine which effect is dominant over time. There are some empirical studies that have employed this method, including cohort segmentation in travel preferences‘of Canadians (Pennington-Gray et al., 2003), Japanese travelers’ behavior changes over time (You & O'Leary, 2000), and the application of cohort analysis to marketing problems (Reynolds & Rentz, 1981). Constrained Multiple Classification Method. The constrained multiple classification method, proposed by Mason et al.(1973 ) and further studied by Chen et a1. (2001), Rentz and Reynolds (1991), and Rentz et a1. (1983), was developed to separate and estimate the effects of biological age, period (time of travel), and generational cohort simultaneously by using multiple regression. The model of this method is as follows: Yijk = u+ai+pj+bk+eijk (2.1) 36 Yijk is the dependent variable; the effect of ith biological age is given by 61,-, the effect of jth period (time of travel) by pj, and the effect of kth generational cohort by bk; u is the grand mean of the dependent variable, and eijk is the random error. i, j, and k were coded into i—1,j-1, and k-l dummy variables, respectively. As shown in model (2.1), when biological age and period (time of travel) are given, generational cohort is spontaneously defined (e.g., generational cohort equals period minus biological age). This is the “identification problem” (Firebaugh, 1997; Glenn, 1977). Mason et a1. (1973) suggested constraining the model with at least two age groups, two periods, or two generational cohorts, to estimate the parameters. The choice of selectively constraining categories in the model is arbitrarily based (Mason et al., 1973), on outside information (Firebaugh, 1997; Glenn, 1977), or on “theoretical and substantive grounds” (Rentz & Reynolds, 1991, p. 360). This method requires engaging more statistical techniques, but it is less complicated and more intuitive for interpreting the effects of biological age, period (time of travel), and generational cohort over time than other cohort analytical methods. The constrained multiple classification method has appeared in such tourism and marketing studies as population aging and Japanese international travel (Mak et al., 2005; Sakai et al., 2000), changes in travel preferences of Canadians (Pennington-Gray & Spreng, 2001), changes in soft drink consumption over time (Rentz et al., 1983). 37 Cohort Studies in Tourism Research Since Ryder’s article, “The Cohort as a Concept in the Study of Social Change,” appeared in a 1965 many cohort studies have been conducted in the fields of social and behavioral sciences, such as changes in cigarette smoking (Chen, X. et al., 2003; Kemm, 2001), changes in value preferences (Hellevik, 2002), life insurance purchasing patterns (Chen, R. et al., 2001), saving behavior of US. households (Attanasio, 1998), women’s voting rates (F irebaugh & Chen, 1995), changes in attitude toward working women (Misra & Panigrahi, 1995), changes of sociopolitical orientations (Alwin & Krosnick, 1991), and shifts in party identification among Southern Whites (Cassel, 1977). However, until Reynolds and Rents (1981) introduced their cohort analytical method, marketing researchers did not recognize cohort analysis as a marketing research tool. Their article applied cohort analysis to strategic planning in marketing. They successfully used the triad method (Palmore, 1978) to separate the effects of age (biological, psychological, social), period (environmental change, e.g., marketing, changes in measurement), and cohort (historical differences in socialization, genetic change, cohort composition) on the changing role of women in the home by using marketing data from 1969, 1975, and 1979. They suggested that cohort analysis could classify relationships between age effect, period effect, and cohort effect, and predict the direction of marketing environmental changes as the US population ages. Rentz, Reynolds, and Stout (1983 59) employed the cohort analytical method to identify and anticipate changes in the consumption patterns of Coca—Cola by using a data set that included: 1950, 1960, 1969, and 1979. They implemented a constrained regression method to estimate the effects of age, period, and cohort over time. Their 38 results indicated that the future consumption of soft drinks would not decline because of the large younger cohorts’ replacements, which was in contrast with the assumption that soft drink consumption would decline because of an aging population. They suggested that marketing researchers should use a cohort analytical method, especially when they forecast customer consumption patterns based on population changes. A similar study was conducted by Bonnici and Fredenberger (1991; 1992), who introduced a cohort analysis to examine and forecast changes in food consumption patterns by using a data set for the period 1979 to 1989. The findings of the study indicated that the age effect had the most significant impact on food consumption patterns over time. The authors suggested that cohort analysis works well with secondary data; Palmores’ method is relatively simple; data collection requires less time and money. Hansman and Schutjens (1993) investigated wine consumption patterns in Netherlands by using the cohort analytical method. They found that period has the most dominant effect on wine consumption. Cohort studies are scarce in the tourism and hospitality literature. Early examples of cohort studies in the tourism and hospitality literature appear with Oppermann (1995), who examined the changes in German travelers’ patterns and destination choice with respect to the effects of biological age, time of travel, and generational cohort. Biological age was used to account for variations in travel behavior over the life span of an individual; the time of travel was used to reflect annual changes and/or specific events that influenced tourism behavior; generational cohort was used to account for travel behavior patterns due to some unique aspect of that cohort’s historic background. The findings indicated that destination choice, the purpose of trip, and travel month differed 39 with respect to biological age. The younger generational cohorts were found to take more trips and to travel farther than did previous generational cohorts. He emphasized that a longitudinal study such as his gives worthwhile insights into changing destination choices over time to destination marketers and practitioners. You and O’Leary (2000) added to Oppermann’s findings by observing Japanese senior outbound travelers’ propensity to travel, destination activity participation, and travel philosophy with respect to biological age (i.e., age 55—64 year-old group in both 1986 and 1995) and generational cohort (i.e., those born between 1931 to 1940) using a Canadian data set for the period 1986 to 1995. One-way ANOVA and Multivariate Analysis of Variance were used in the study. The generational cohort effect dominated the biological age effect. There was no evidence that travel propensity would decline with age. This finding is consistent with Oppermann’s assumption that each generational cohort holds different travel propensities through the life span brought on by different travel experiences and values. They concluded that today’s older generational cohort would participate in more activities at their destinations than did earlier older generational cohort. They would be more likely to be interested in “culture and heritage” and “shopping” at the destination. Another Japanese travel study of seniors, conducted by Sakai et a1. (2000), examined the effects of biological age and generational cohort on international travel propensity. Biological age, generational cohort, and other determinate variables (i.e., wage, exchange rate, and labor force) were used to estimate variations in Japanese overseas travel propensities by men and women. Multiple regression with ordinary least square (OLS) was employed in their analysis. Biological age and generational cohort 4o were found to be significant determinants of international travel for Japanese men and women. They found that generational cohort was more dominant than biological age, which is consistent with the findings of Oppermann (1995) and You and O’Leary (2000). Thus, Sakai et a1. (2000) concluded that Japanese international travel propensity should not decline as the Japanese population ages. Pennington-Gray is one of the pioneers who have applied cohort research to tourism and hospitality. Pennington-Gray and Kerstetter (2001) investigated whether the effect of two senior Canadian generational cohorts (i.e., 55 to 64 years old named “Depression Babies,” 65 years old or older named “Roaring Twenties Generation”) and time of travel (i.e., 1983 and 1995) caused changes in travel preferences during a 13-year period. Analysis of variance was employed. Generational cohort and time of travel effects played a significant role in the changes of senior Canadians’ travel preferences. For instance, the generational cohort, “Depression Babies,” preferred “beaches for swimming 9, 6‘ 99 66 and sunning,” “budget accommodations, shopping, nightlife and entertainment,” and “theme parks and amusement parks” more than their counterpart, “Roaring Twenties Generation”. Significant changes in travel preferences between 1985 and 1995 were also found. These five preferences were more popular in 1995 than in 1985. Pennington-Gray and Spreng (2001) extended the previous study using the same longitudinal Canadian dataset but employing a constrained multiple classification technique of cohort analysis. In that study, biological age, time of travel, and generational cohort were used to estimate variations in travel preferences over time. The model that included biological age and generational cohort explained “national/provincial parks” and “high quality restaurants” preferences better than any other model. In other words, 41 biological age and generational cohort have a significant impact on the preferences for the national/provincial parks and fine restaurants. Time of travel and generational cohort were also found to have a significant impact on the preference for First-class accommodations. The time of travel model explained “shopping” better than any other model. The model that included biological age, time of travel, and generational cohort fit well with the preference for “museums and art galleries.” These findings are consistent with another study of Pennington-Gray, Fridgen, and Stynes (2003), who used the cohort method to segment the Canadian travel market by using the same Canadian dataset. The analytical methods used in that study were t-test, ANOVA, and standard cohort table. Another cohort study by Pennington-Gray, Kerstetter, and Warnick (2002) employed the triad technique of the cohort analysis to investigate changes in international travel patterns of the US. residents over time. Secondary data collected from Simmons Market Research Bureau were used for the analysis. Time of travel and generational cohort were found to have a dominant impact on the participation of international vacation travel. They implied that the interaction of time of travel and generational cohort would influence the frequency of international travel. Beldona (2005) examined travelers’ online information search behavior by using a cohort analysis. Secondary data from 1995 and 2000 were used for the study. The analytical methods used in the study were ANOVA and triad. No statistically significant biological age and generational cohort effects were found across the five-year study interval. However, a significant time of travel effect was found. The time of travel had the strongest impact on propensity to search for travel information online over time. 42 As the review of literature has shown, cohort analysis can provide meaningful insights on changes caused by biological age, period (time of travel), and generational cohort over time. Modeling Studies of Travel Behavior in Tourism Research The research question raised in this study is that, if the effects of biological age, time of travel, and generational cohort exist for travel behavior, can these effects be combined with other factors to explain variations in travel behavior over time. To address this question, several models were constructed that are assessed in depth in the following chapter. Rivett (1972) pointed the reason for building a model is “a model is first of all a convenient way of representing the total experience which we possess, of then deducting from that experience whether we are in the presence of pattern and law and, if so, of showing how such patterns and laws can be used to predict the future” (p. 1). The following discussion addresses modeling in tourism literature and the key factors that have been found to have a significant impact on travel behavior. Travel Propensity Model Several researchers have studied the relationship between selected factors and travel propensity and have identified the underlying factors that have a significant impact on travel propensity (Johnson & Suits, 1983; Mak et al., 2005; Morgan, 1986; Sakai et al., 2000). Johnson and Suits (1983) modeled the relationship between higher gasoline prices and the number of visits to US National Parks. They reported that transportation cost (i.e., the price of gasoline or private transportation cost) reduced the number of visitors to 43 national parks. Moreover, transportation cost and seasonality were found to be significant determinants in the model. Similar findings were reported by Morgan (1986), who replicated a study by Johnson and Suits (1983) to investigate the relationship between travel costs and the number of visitors to US. national parks with a special focus on Grand Canyon National Park. A significantly negative relationship between travel costs and the number of visitors was found. Specifically, private transportation cost, crisis effect (i.e., oil crisis months), and income were identified in their model of visitation to US National Parks. However, the crisis effect was found to be a significant factor only in the model for Grand Canyon National Park. They extended the inquiry to examine the relationship between travel costs and the number of visitors to the Grand Canyon Park by transportation mode (private vs. public transportation). The transportation mode was also found to be a significant factor. As gasoline costs rose, park visitors tended to use public transportation more. Sakai et a1. (2000) investigated the relationship between biological age, gender, and international travel propensity among the Japanese. Japanese travel propensity was defined as “the number of yearly overseas trips divided by the total population” (p. 212). The male and female models indicated that biological age, generational cohort, exchange rate, and labor force participation rate were significant determinants of travel propensity. Mak et a1. (2005) replicated the study of Sakai et a1. (2000) to model Japanese international travel propensity with respect to gender. Their results were similar to the results of Sakai et a1. (2000). The male model showed that biological age, generational cohort, exchange rate, and labor force participation rate determined travel propensity. 44 Biological age, generational cohort, and labor force participation rate were found to be significant determinants of travel propensity in the female model. In sum, biological age, generational cohort, income, transportation mode, travel costs, exchange rates, and labor force participation rate have been found to affect travel propensity. Trip Planning Horizon and Information Search Online Models To launch timely tourism advertisement programs and promotions, knowledge of the trip planning interval associated with travel behavior is essential both to tourism marketers and practitioners. Early examples of related research are studies by Schul and Crompton (1983) and Gitelson and Crompton (1983). Schul and Crompton (1983) studied the search behavior of UK international vacationers with respect to travel-specific psychographic variables and sociodemographic variables. They found that cultural interest, comfort, activity, and opinion leadership explained observed differences in total trip planning intervals. Gitelson and Crompton (1983) investigated the relationship between trip planning intervals and information sources used by pleasure vacationers. The length of stay, trip distance from home to the primary destination, and the purpose of trip (i.e., visiting friends or relatives) were found to be key factors in trip planning intervals. The longer and the farther from home, the longer in advance pleasure vacationers planned their trip. Those who traveled to visit friends and relatives were found to have shorter trip planning intervals. Rao, Thomas, and Javalgi (1992) found, in a relationship study of activity preferences at destinations and trip planning behavior for the US. outbound pleasure travel market, that trip expenditures 45 and distance of trip were significant factors in explaining trip planning intervals. Higher trip expenditures and farther distances were found to be associated with longer trip planning intervals. These findings are consistent with those of Fodness and Murray (1997) who found that biological age, the purpose of trip (e.g., vacation, visiting friends and relatives), transportation mode, length of stay, number of destinations visited, number of attractions visited, lodging type, and trip expenditures influence trip planning horizons. More specifically, the longer the stay, the more destinations, the more attractions, the higher the expenditures, were found to be tied to longer trip planning horizons. However, those who were young, single, visited friends and relatives, and traveled in their own vehicles had shorter trip planning horizons. Yoon (2000a) modeled and estimated trip planning intervals of pleasure travelers in Michigan. Season, party size, activities, length of trip, the purpose of trip, and expenditures were found to be statistically significant in explaining differences in trip planning intervals. More specifically, the longer the trip and the higher the travel expenditures, the longer were respondents’ trip planning horizons. However, those who visited friends and relatives had shorter trip planning intervals. In sum, key determinants of the length of trip planning horizons were found by Yoon to be: the duration of trip, travel expenditures, travel distance, the purpose of trip, party size, and activity participation. Since the evolution of the Internet in 19905, several studies have employed models to identify the key determinants of online travel information search behavior. Bonn et a1. (1999) observed that key factors between those who used the Internet to seek travel information online and those who did not were: age, education, museum attendance, 46 sightseeing, computer use, Internet booking, and seeking information about Tampa, Florida. The findings of Weber and Roehl (1999) added income, occupation, and number of years of experience with the Internet. The higher the income, the higher the occupation status, and the more years of experience with the Internet, the more likely users are to search for travel information online or to purchase travel products or services online. Travel Expenditure Model Agarwal and Yochum (1999) examined predictors of travel expenditures by testing data collected in Virginia Beach during the summer of 1997. Three multiple regressions models were tested. The first model identified: (1) income, (2) length of stay, (3) travel party size, (4) number of children in travel party size, and (5) travelers lodging in hotels or motels, as variables that explain variations in total travel party expenditures. The second model identified: (1) income, (2) travel party size, (3) number of children in travel party size, and (4) travelers lodging in hotels or motels, as variables that explain variations in total travel party expenditures per day. In the third model, (1) income, (2) age, (3) number of children in travel party size, and (4) travelers lodging in hotels or motels, were found to explain variations in travel expenditures per person per day. They concluded that regardless of which dependent variables were used in the models, income, number of children on the trip, and travelers lodging in hotels or motels were the most important predictors of travel expenditures. Thrane (2002) studied the relationship between jazz festival visitors and their expenditures and found that music interest, length of stay, types of festival participants (e.g., tourists, locals), household income, household size, gender, trip planning horizon, age, and employment status influence travel 47 expenditures. In another study, age, work status, income, and household education were found to be related to leisure expenditures (Weagley & Huh, 2004a). Tyrrell and Johnston (2003) developed a model to analyze trip expenditure changes after welcome center visits. Income, number of children on the trip, and picking up travel-related materials were identified as significant variables in their model. Downward and Lumsdon (2004) examined the relationship between transportation mode and visitor spending in the North York Moors National Park in the UK. Visitors using private transportation, duration of trip, and visitors spending over 100 pounds were found to be significant determinants in their model. It is noticeable that few, if any, sociodemographic variables were assessed in the latter two models. Conclusions and Implications of Literature Review The purpose of this study was to investigate changes in patterns of travel behavior over time by applying cohort analysis. In this study, cohort analysis refers to examining the effects of biological age, time of travel, and generational cohort. The reason for adopting cohort analysis for this study was that indicators such as biological age, time of travel, and generational cohort, which have been found to be significant indicators in many studies, can provide enhanced knowledge about people’s future behavior or attitudes. Biological age, according to the findings of previous studies reported in the literature, can affect travel behavior, especially behaviors such as travel propensity, trip planning horizon, propensity to search for travel information online, and travel expenditures on trips. This is because biological age may cause people to select those 48 activities due to their interest and physical abilities’ changes as they become older. Thus, in this study it was predicted that biological age will be associated with travel behavior changes over time, including: travel pr0pensity, trip planning horizon, propensity to search for travel information online, and travel expenditures on trips. The time of travel, referring to environmental factors at the time people plan a trip or take a trip, can influence travel behavior because economic circumstance, gasoline prices, and computer penetration and usage can affect travel behavior. In this study, it was predicted that the time of travel will be associated with travel propensity, trip planning horizon, propensity to search for information online, and travel expenditures on trips. Generational cohort, pertaining to those born with, traveling through their lives with, experiencing similar or lifetime events at the critical late adolescent and early adulthood, has been found to be a significant factor that can influence travel behavior over time, because individual core values, attitudes, and behavior can be difficult to change. Thus, in this study it was predicted that the generational cohort variable will be associated with observed differences in: travel propensity, trip planning horizon, propensity to search for travel information online, and travel expenditures on trips. Furthermore, a number of studies have found that detenninates of travel behavior other than biological age, time of travel, and generational cohort can broaden tourism marketers’ ability to profile their target markets and more accurately match their market offerings to individuals and groups. This study drew upon the findings of prior studies to identify other variables to include in analyses to better explain variations in travel behavior over time. 49 CHAPTER III METHOD The focus of this study was on changes in patterns of travel behavior over time with a primary focus on the effects of biological age, time of travel, and generational cohort. The biological age variable captures changes in travel behavior due to physical or life cycle changes which occur along with aging. The time of travel variable captures changes in travel behavior due to unique events/incidents or environmental changes that occur at the time a trip is taken or is being planned. The generational cohort variable captures changes in travel behavior caused by differences that arise from the unique life experience, values, and socialization of cohorts. This chapter discusses the methods employed to obtain the data required to meet the study objectives and describes the procedural steps taken in preparing and analyzing these data. The initial sections of the chapter explain why data collected from the Michigan Travel Market Survey (hereafter, MTMS) were selected for the study, how the MTMS was conducted, how selected data were prepared for analysis, and what kinds of analytical methods and procedures were performed during the study. Data Source To accomplish the purpose of the study, data were needed for at least two time intervals. Data collected in the MTMS were utilized for this study because the survey met this criterion and the data were readily available. 50 The main purposes of MTMS were to evaluate Travel Michigan’s promotional programs2 and to measure the characteristics and behavior of travelers in Michigan’s primary market area: the states of Illinois, Indiana, Michigan, Ohio, Wisconsin, and the Canadian province of Ontario. From January 1996 onward, the MTMS yielded longitudinal information about travel behavior across the study region. During an eight- year survey period (1996—2003), a total of 38,417 interviews were completed. The study was terminated in June 2003 due to budget reductions. The following sections discuss the detailed information that can be found in MTMS and how it was collected. The discussion focuses on: the study population and sampling strategy employed, the study instrument used, data collection and processing procedures, and response rates. Study Population and Sampling The MTMS study population consisted of households in the states of Illinois, Indiana, Michigan, Ohio, Wisconsin, and the Canadian province of Ontario. Survey respondents had to be 18 years old or older when interviewed. Random digit-dial samples of household telephone numbers in the study region were purchased from Survey Sampling, Inc. for the study. On average, 400 telephone interviews were completed each month during the study with an associated i 3 percent sampling error (Lohr, 1999). According to the 2000 US. Census and the 2001 Canada Census, 21 million households lived in the study region during the study period. Slightly more than one-fifth 2 Travel Michigan is the state government organization charged with promoting tourism in the state. 51 (21%) of households resided in Illinois, closely followed by Ohio (20%), Ontario (20%), Michigan (18%), Indiana (11%), and Wisconsin (10%). Study Instrument The questionnaire used in the study was developed for and administered via a Computer-Assisted Telephone Interviewing (CATI) laboratory maintained by the Michigan Travel, Tourism, and Recreation Resource Center at Michigan State University. A core set of questions in the questionnaire remained unchanged during the eight-year period of the study; other questions relating to the research project were rotated in and out periodically. The core questions used for this study are presented in Appendix A. The core questionnaire consisted of the following series of questions: 0 Sociodemographic. This series of questions covered variables such as state of residence, household composition (i.e., preschool child, school-age child under age 18, senior citizen, and handicapped person), number of people living together in the household, number of adults over age 18 in the household, number of full- time wage-earners living in the household, employment status, ethnicity, and household income. 0 Trip behavior characteristics. This series of questions covered travel propensity, month and day trip began, the primary purpose of the trip, type of transportation used, the number of people in the travel party, respondent’s gender and age, travel party’s genders and ages, type of trip, number of nights away from home, number of nights spent in the state or province containing the trip's main destination, the main type of lodging used, activity participation (e.g., nightlife, 52 visit to a state or national park, visit to a museum or hall of fame, etc.), total travel expenditures, and the main destination of the trip. 0 Trip planning behavior. This series of questions included variables such as whether respondents had access to the Internet and obtained travel information from the Internet. Respondents’ travel planning intervals were also obtained. Data Collection and Procedures The data were collected via a Computer Assisted Telephone Interviewing (CATI) laboratory. The survey employed random digit-dial samples of household telephone numbers in the study region purchased from Survey Sampling, Inc. The CATI laboratory was in operation from 6 pm. to 10 pm. Eastern Time (EST) Monday through Thursday evenings, from noon to 4 pm. EST on Saturday, and from 2 pm. to 6 pm. EST on Sundays. In the evenings, households in the Eastern time zone were called from 6 pm. to 9 pm. EST, and households in the Central time zone were called from 7 pm. to 10 pm. EST so that attempts to contact potential respondents in the different time zones were made within the same time span. In addition, numbers within each time zone were randomized so interviewers did not call the same state/province throughout their shifts. Each interviewer was trained to explain the purpose of the study and to ask for informed consent. Up to three attempts were made to contact each household in the designated sample. Interviewers randomly selected respondents within households by asking to speak to the adult in the home over 18 years old with the next birthday. If that person was not available, interviewers asked to speak to the person having the following 53 birthday. This procedure was used to minimize the potential bias caused by the tendency of certain persons in a household to answer the phone more frequently. The goal of this sampling design was to obtain an unbiased random sample of the general population in the study region. Subsequent assessments of the quality of the data revealed no obvious sources of significant bias. Still, the potential for bias cannot be discounted, especially given increases in use of cell phones, answering machines and Caller ID. Response Rate The response rate, including partially completed interviews, was 44%. A test for possible nonresponse bias in the data revealed few important differences between the characteristics of a sample of 173 nonrespondents (other than refusals) and a subsample of 173 randomly selected respondents on 84 variables, including demographic and socioeconomic characteristics. The only differences between the two groups that were found to be statistically significant at the .05 level of probability were: (1) nonrespondents were most likely to have visited a state or national park on their most recent pleasure trip in Michigan (43% vs. 28%), (2) nonrespondents, on the average, rated the desirability of Ontario as a pleasure trip destination on a 10—point scale more highly than did respondents (6.7 vs. 5.2), and (3) nonrespondents, on the average, tended to live in households containing fewer persons than did respondents (2.6 vs. 3.1). 54 Data Preparation Data Selection Procedures The following criteria for data selection were applied because at least two-annual surveys containing the same questions were necessary to address the purpose of the study. In the initial survey year (1996), questions about “trip planning horizon (number of days planning began in advance of the trip)” and “propensity to search for travel information online” were not included, so the 1996 data were therefore excluded. In the fourth year of the survey (1999), the flow of the questionnaire and the respondents to the survey were significantly different from those of previous years; respondents who traveled in Michigan during the past 12 months were only interviewed in 1999, so the 1999 survey was excluded. After this screening process, 1997, 1998, 2000, 2001, 2002 surveys remained. To identify changes in patterns of travel behavior, the data to be compared should have the widest interval between survey years. Thus, the data from 1997 and 2002 met the decision criteria of the widest available interval between survey years and identical question sets. Other criteria applied to the 1997 and 2002 data were: (1) that the sample should contain only those respondents who took a pleasure trip during the past 12 months to any destination, and (2) the trip had to be taken in 1997 and 2002. In the telephone survey, respondents were asked whether they had taken a pleasure trip in the past 12 months, and then only those who had taken a pleasure trip during the past 12 months to any destination were asked which month and day their trip began. These screening questions were used to select the subsamples for the study. 55 In 1997, 5,668 interviews were completed. Residents of Minnesota were excluded because Minnesota residents were not interviewed in 2002. After excluding Minnesota respondents, 4,962 respondents remained, of which, 2,715 had taken a pleasure trip during the past 12 months. After performing the data cleaning procedures, 2,516 respondents remained in the 1997 data set. Identical data cleaning procedures were employed to select the 2002 data set of respondents; 5,041 interviews were completed in 2002. Respondents who had taken a pleasure trip during the past 12 months to any destination accounted for 3,317 out of the 5,041 interviews. Those who took a pleasure trip in 2002 and met all of the selection criteria amounted to 3,219 respondents. Ultimately, 5,735 (2,516 from 1997 plus 3,219 from 2002) cases were used for the analysis. Data Weighting The sample drawn for the MTMS was not proportional to the population in the state or provinces in the region, hence weighting was employed to correct for over and under sampling of households across the study region. According to the 2000 US. census and the 2001 Canada census, 21,463,473 households comprised the study region; slightly more than one-fifth (21.4%) of households resided in Illinois, followed by Ohio (20.7%), Michigan (17.6%), Indiana (10.9%), Wisconsin (9.7%), and the Canadian province of Ontario (19.7%). However, in the samples obtained in the MTMS in which Michigan residents were purposely oversampled, over one-fourth (25.5%) of respondents resided in the state of Michigan, followed by Ohio (16.4%), Wisconsin (14.8%), Illinois (13.9%), Indiana (12.6%), and the Canadian province of Ontario (16.8%). Thus, residents who 56 lived in Michigan, Wisconsin, and Indiana were oversampled, but those who resided in Illinois, Ohio, and Ontario were undersampled. To compensate for this discrepancy, the data set was weighted using the following procedures. The number of respondents from Illinois was multiplied by 1.5, which was computed by 1,227 (estimated Illinois samples = 5,735 total samples X .214 actual proportion of Illinois households from a report of 2000 US census in the study region) divided by 800 respondents of Illinois collected from the MTMS survey. Using the same weighing procedure, the number of respondents from the state of Indiana was multiplied by .9; the number of respondents from Michigan was multiplied by .7; the number of respondents from Ohio was multiplied by 1.3; the number of respondents of Wisconsin by .7; the number of respondents from Ontario by 1.2. These weightings were applied in the analysis to mitigate the possibility of over or under sampling bias in the results. Modification of Variables Prior to conducting the analysis, the study variables needed to be modified to better suit the purposes of the study. Biological age was originally collected using a ratio scale, but was later converted into the following categories: 18—22, 23—27, 28—32, 33-37, 38-42, 43—47, 48—52, 53—57, 58—62, 63—67, and “68 or older.” Biological age was categorized into five-year increments due to the five year interval in the date set analyzed (1997 and 2002). For statistical analysis purposes (i.e., multiple regression and logistic regression), the age group of 68 or older was chosen as a reference group3 because those respondents are presumably retired and represented a minority in the sample. The time of 3 Reference group means the group can be served conceptually as the comparison points and be coded operationally with “0.” 57 travel variable was the year in which the respondent took his or her pleasure trip. The year 2002 was selected as a reference year in part because it was influenced by the aftermath of the September 11, 2001 terrorist attacks. Generational cohort variables were categorized into individuals born prior to 1929 or within one of the following five—year intervals: 1930—1934, 1935—1939, 1940—1944, 1945—1949, 1950—1954, 1955-1959, 1960—1964, 1965—1969, 1970—1974, 1975-1979, and 1980—1984. Respondents who were somewhere in the 18—22 age group in 1997 belonged somewhere in the 23—27 age group in 2002, so they represented the generational cohort born in the years 1975—1979. Similarly, respondents who were 43—47 years old in 1997 belonged to the 48—52 year old group in 2002, so they represented the generational cohort born in the years 1950 to 1954. For statistical analysis purposes, the generational cohort of 1980-1984 was selected as a reference group because these respondents are represented a minority in the sample. Dummy variables were used in the analysis. The respondents’ “state of residence” variable was originally collected in seven categories but were modified into “1” if the respondent resided in Michigan and “0” for all other respondents. The variables “pre-school child in the household,” “school-age child under age 18 in the household,” “senior citizens” or “disabled people” in the household were also categorical variables. The “employment status” variable was measured using seven categories but were ‘61,, modified into a dummy variable with the following values: if a respondent worked full-time, part-time, or had some other employment situation; “0” for all other respondents. Ethnicity was measured by an open-ended question with responses code into 58 six categories. They were modified into: “1” if the respondent was Caucasian and “0” for all other respondents. It was also necessary to modify the travel behavior variables selected for analyses. The “seasonality” variable was measured using four categories, but was modified into a dummy variable, as follows: “1” if respondents took a pleasure trip in summer, “0” otherwise. The “primary purpose of trip” variable was measured using seven categories, but was modified as follows: “1” if the primary purpose of the respondent’s trip was visiting friends or relatives, “0” otherwise. The “primary mode of transportation used” variable was measured using 11 categories, but for the purpose of analysis it was modified into a dummy variable with the following values: “1” if respondents used a car or truck, with or without camping equipment, “0” for all other respondents. The “type of trip” variable was measured by a dichotomous scale, and for ‘61” the purposes of analysis was recorded as follows: if respondents took an overnight trip, “0” otherwise. The “main destination of trip” variable was measured by an open- ended question, which was coded into 50 states. Then respondents who traveled to an out-of-state destination from their resident state were given a “1,” and all others a “0.” The “main type of lodging used while traveling” variable was measured using nine 6619’ categories, but was modified into a dummy variable: for respondents who used a friend’s or relative’s home as their accommodation, “0” for all other respondents. The “activity participation at travel destination” and “propensity to search for travel information online” variables were asked using a dichotomous scale (i.e., yes or no). If respondents participated in each activity (e.g., outdoor recreation, shopping, and casino gambling), they were given a “1”; if not, they were given a “0.” Similarly, if respondents 59 used the Internet to obtain travel information, they were given a “1”; if not, they were given a “0.” A summary of the modification of variables is presented in Appendix B. Data Analytical Methods and Procedures This section discusses data analytical methods and procedures used in the study. The rationale for selecting the statistical techniques employed is included under each section heading. Data were analyzed using the Statistical Package for Social Science (SPSS) version 12.0 for Windows, 2003. Frequency and Descriptive Analyses To provide an overview of the respondents’ sociodemographic profiles and their pleasure trip characteristics over time, frequency and descriptive analyses were employed. Which statistical tests to apply were determined based on the measurement scales used to collect the data. If data were collected using a nominal scale, then they were tested using the Chi square or Phi coefficient test. However, if data were collected using ratio scales, then they were tested using the independent samples t-test. Chi-square and Phi coefficient tests were used to test the significance of group differences or correlations when data were reported as nominal scales. The differences between Chi square and Phi coefficient tests are dependent on the number of categories in each variable. For instance, if questions were laid out on a 2 X 2 table (i.e., 2 rows and 2 columns), they are tested using the Phi coefficient; however, if questions were on a 3 X 2, 4 X 2, or 5 X 2 table, they were tested using the Chi square. Phi coefficient tests are suggested to conduct analyses of a 2 X 2 table (Guilford & Fruchter, 1978). An 60 independent samples t-test was applied in this study to determine if the means of the dependent variables were statistically significant with respect to the two years studied (1997 and 2002). Sociodemographic Profile of Pleasure Travelers. The sociodemographic profile of respondents is presented in Table 5. Sociodemographic characteristics of pleasure travelers in 1997 and 2002 were tested to examine homogeneity between the longitudinal samples, because it is important to ascertain that respondents of two samples represent approximately the same population. A statistically significant difference between 1997 and 2002 pleasure travelers was found to exist with respect to respondents’ state of residence at the .05 level of probability, {(5) = 18.414, p = .002. The results indicated that the 2002 data set included more respondents from Indiana, Michigan, and Ontario and fewer from Illinois, Ohio, and Wisconsin. Furthermore, significant differences were found in gross annual household income between the 1997 and 2002 respondent group at the .05 level of probability, f(2) = 67.322, p = .000. Respondents’ income decreased between 1997 and 2002. No significant differences were found across the other sociodemographic variables included in Table 5. Based on the results, it can be concluded that the observed difference in the sample across the study region is not problematic, but the lower income in the 2002 sample is cause for some concern. 61 Table 5. Sociodemographic Profile of Pleasure Travelers 1997 2002 Travelers Travelers Test P Variables (n=2,516) (n=3 ,219) statistics value Residence state Illinois 22.6 20.4 X: = 18.414 .002 Indiana 10.3 11.4 Michigan 16.9 18.1 Ohio 22.4 19.4 Wisconsin 9.8 9.7 Ontario (Canada) 189 _2_1_.0_ Total 100% 100% Household contained. . .(%, Yes) Pre—school child(ren) 14.5 12.7 0 = .026 .056 School—age child under age 18 34.2 35.6 D = .014 .287 Senior citizen 19.8 21.4 D = .019 .151 Disabled person(s) 4.9 5.2 O = .007 .616 Household size (mean) 2.9 2.9 t = —.035 .972 Ethnicity White 91.8 90.3 x2 = 7.494 .278 Hispanic 1.3 1.6 Black 4.1 4.4 Asian or Pacific Islanders 1.4 1.6 Multiracial 0.7 1.1 American Indian or Alaskan Native 0.6 0.6 .th L1 M. Total 100% 100% Employment Full—time 64.6 64.8 x2 = 5.556 .475 Part—time 8.8 7.9 Retired 14.5 15.8 Not employed 2.2 1.8 Homemaker 4.6 4.2 Student 3.8 3.7 Other employment situation Q 1_._8_ Total 100% 100% Gross annual household income Less than 842,000 17.7 27.5 f = 67.322 .000 $42,001 -~ $65,000 31.9 28.3 More th_a_n $65,000 13.4 Q Total 100% 100% Note. The study region was defined as the Canadian province of Ontario and the states of Illinois, Indiana, Michigan, Ohio, and Wisconsin. 62 Pleasure Trip Characteristics. The pleasure trip characteristics of 1997 and 2002 travelers included in the data set that was used are presented in Table 6. With respect to the traveling year of respondents, a statistically significant difference was found in their primary purpose of trip at the .05 level of probability, 12(6) = 47.674, p = .000. The percentage of those who had indicated “visit fiiends or relatives” as their trip purpose decreased in 2002 (27.1% in 2002 vs. 31.4% in 1997). However, the percentage of those who indicated “vacation/ho]iday/recreation/amusement” as their trip purpose increased in 2002 (33.7% in 2002 vs. 28% in 1997). A statistically significant difference was also found in primary mode of transportation used on their trip at the .05 level of probability, [(10) = 27.866, p = .002. The percentage of those who used a car or truck without camping equipment increased in 2002 (68.7% in 2002 vs. 66.6% in 1997). However, the percentage of those who used an airplane as their primary mode of transportation while traveling decreased in 2002 (22.8% in 2002 vs. 24.1% in 1997). The hijackings of September 11, 2001 raised fears about the safety and security of air travel, although higher plane fares and uncertainty caused by leading carriers filing for bankruptcy in 2002 might also have been factors in this small decrease. Comparing 1997 and 2002 9“ travelers, respondents average age of all persons in travel party” was found to be statistically different at the .05 level of probability, t = —3.25, p = .001, two-tailed. The “average age of all persons in travel party” slightly increased in 2002 (40.3 years old in 2002 vs. 38.9 in 1997), probably reflecting the aging of the overall population in the study region. 63 Table 6. Pleasure Trip Characteristics 1997 2002 Travelers Travelers Test P Variables (n=2,5 l 6) (n=3 ,2 19) statistics value Number of trips taken in past 12 months (mean) 5.3 5.2 t = .160 .873 Season in which trip began Spring (March through May) 19.8 19.8 x2 = 2.340 .505 Summer (June through August) 36.7 37.9 Fall (September through November) 25.0 25.2 Winter (December throgh Februm) 1_8_.§ 11.1 Total 100% 100% Primary purpose of trip Visit friends or relatives 31.4 27.1 12 = 47.674 .000 Vacation/ho]iday/recreation/amusement 28.0 33.7 Relaxation 10.3 12.3 Entertainment 1 l .1 9.6 Outdoor recreation 9.1 7.1 General touring 3.3 4.5 2.0191 _6-_8 .527. Total 100% 100% Primary mode of transportation Car/truck without camping equipment 66.6 68.7 )(2 = 27.866 .002 Car/truck with camping equipment 2.5 3.1 Self—contained recreation vehicle 1.5 0.6 Rental car 0.9 1.0 Airplane 24.1 22.8 Train 1.0 0.7 Ship/boat 0.5 0.7 Motorcycle 0.3 0.4 Bicycle 0.0 0.0 Motorcoach/bus 2.2 2.0 cm. .035 0.0 Total 100% 100% Trip party size (mean) 3.7 3.5 t = 1.434 .151 Average age of all persons in travel party 38.9 40.3 t = —3.250 .001 % of Parties that included person(s) ageda Less than 10 34.7 39.2 Not 11 to 20 38.7 37.6 Available 21 to 30 46.9 41.7 31 to 40 60.8 49.8 41 to 50 57.6 56.2 51 to 60 38.3 38.7 61 to 70 20.3 20.9 Above 71 9.3 11.9 Type of trip Overnight trip 92.4 89.8 0 = .044 .001 Damip L6 M Total 100% 100% 64 Table 6. (cont‘d) 1997 2002 Travelers Travelers Test P Variables (n=2,5 16) (n=3,219) statistics value Travel destination In—state 45.8 51.3 D = .054 .000 Out-of—state m 48_.7 Total 100% 100% Length of trip (mean) Number of nights away from home 6.9 6.1 t = 2.397 .017 Number of nights spent in the destination 6.2 5.5 t = 2.391 .017 Commercial lodging spending per night $58.68 $65.42 t = —2.873 .004 Main type of lodging used Friend's/relative's home 25.8 24.4 )(2 = 18.207 .020 Hotel/motel/ lodge 49.8 53.1 Bed & Breakfast 1.7 2.0 Rented cabin/cottage/condominium 8.3 6.2 Owned cabin/cottage/condominium 4.4 5.3 County/state/federal campground 2.1 1 .4 Commercial campground 2.9 3.0 Boat/ship 1.4 1.6 @1191. .326 _3_& Total 100% 100% Activities participated in w/traveling (%,Yes) Nightlife 41.6 42.2 0 = .006 .659 Visit state or national park 33.6 35.1 D = .016 .243 Visit museum or hall of fame 26.4 24.5 D = .021 .110 Visit historic site 39.6 37.7 = .019 .151 Visit some other type of attraction 58.4 56.1 = .022 .093 Explore small city or town 54.3 58.3 = .040 .002 Dine at unique restaurant 58.7 62.1 = .034 .010 Fall color touring 6.1 7.0 = .017 .208 General touring or driving for pleasure 62.0 57.6 = .044 .001 Outdoor recreation 57.2 54.8 = .024 .069 Shopping 63.6 72.7 = .096 .000 Attend a festival or event 29.8 17.8 = .140 .000 Casino gaming 15.0 12.1 = .043 .001 Number of trip activities participated in (mean) 5.4 5.3 t = .628 .530 Average trip expenditures $1,155.98 $1,091.42 t = .900 .368 Average trip expenditures per person per trip $424.57 $388.79 t = 1.623 .105 Median trip expenditures per person per trip $200.00 $175.00 Number of days since began to plan trip (mean) 90.5 78.2 t = 4.083 .000 Access to the Internet (%, Yes) 49.1 82.1 D = .331 .000 Obtained travel information online (%, Yes) 56.3 79.8 D = .236 .000 a. Percentages add to more than 100% due to multiple responses. 65 A statistical difference between 1997 and 2002 travelers’ type of trip was also found at the .05 level of probability, 0 = .044, p = .001, two-tailed. Daytrip travelers increased in 2002 over 1997 (10.2% vs. 7.6%). People may have preferred to remain closer to home immediately after September 11, 2001 and/or reduced their travel spending in keeping with reduced incomes. A significant difference was found in travel destination at the .05 level, 0 = .054, p = .000, two-tailed. The number of in-state travelers increased in 2002 over 1997 (51.3% vs. 45.8%). There were also significant differences in the number of nights away from home and the number of nights spent at the destination at the .05 level of probability, t = 2.397, p = .017, two-tailed and t = 2.391, p = .017, two-tailed, respectively. Those who traveled in 2002 spent fewer nights away from home or at the destination than did travelers in 1997 (6 nights vs. 7 nights, 5 nights vs. 6 nights, respectively), again possibly because of reduced incomes. In terms of accommodations used, significant differences were found in commercial lodging spending per night and type of lodging used at the travel destination at the .05 level of probability, t = —2.873, p = .004, two-tailed and 12(8) = 18.207, p = .02, respectively. Respondents in 2002 spent more money on accommodations than did 1997 respondents ($65.42 vs. $58.68). In addition, the percentage lodging in a hotel or motel increased in the 2002, compared to 1997 (53% vs. 50%). However, those staying with fiiends or relative’s decreased in the 2002, compared to 1997 (24% vs. 26%). The results for “activities participated in while traveling” indicates that there were statistical differences at the .05 level of probability for the following activities: “Explore small city or town,” 0 = .04, p = .002; “Dine at unique restaurant,” 0 = .034, p = .01; “General touring or driving for pleasure,” O = .044, p = .001; “Shopping,” O = .096, p 66 = .000; “Attend a festival or event,” 0 = .14, p = .000; “Casino gaming,” 0 = .043, p = .001. Specifically, more 2002 travelers (58.3%) participated in an “explore small city or town” activity than 1997 travelers (54.3%); they dined at a unique restaurant (62.1%) more than 1997 travelers (58.7%); and they shopped more (73%) than 1997 travelers (64%). In contrast, 2002 travelers participated less in general touring or driving for pleasure activities (57.6%) than 1997 travelers (62%); they participated less in an “attend a festival or event” activity (17.8%) than those in 1997 (29.8%); and they participated less in casino gaming activities (12.1%) than travelers in 1997 (15%). With respect to trip planning horizon (listed as “Number of days since began to plan trip” in Table 6), a statistically significant difference existed in trip planning intervals at the .05 level of probability, t = 4.083, p = .000. Travelers in 2002 reported having a much shorter trip planning interval than those in 1997 (78 days vs. 91 days). In addition, there were significant differences in having access to the Internet and obtaining travel information online at the .05 level of probability, 0 = .331, p = .000; and 0 = .236, p = .000, two-tailed, respectively. The vast majority (82.1%) of respondents in 2002 accessed the Internet, compared to just under half (49.1%) of respondents in 1997. Similarly, the vast majority (79.8%) of 2002 respondents obtained travel information online, compared to 56% of respondents in 1997. Independent Samples t-test To test the relationship between the effect of time of travel and selected travel behavior variables, independent samples t-tests were conducted. Independent samples t- tests were used to determine if each mean of the selected travel behavior variables, such 67 9, 6‘ as “travel propensity, trip planning horizon,” “propensity to search for travel information online,” and “travel expenditures on trips” differs significantly between 1997 and 2002 travelers at the .05 level of probability; if the t statistic showed significance between the effect of time of travel and travel propensity, it would indicate that a statistically significant relationship existed over time. In terms of the homogeneity of variance in the two groups, Levene’s test for equality of variances (computed by SPSS) was used to verify the assumption that the two samples have approximately equal variance on the dependent variable (Cramer, 1994). For example, if the Levene’s test is nonsignificant (the value is greater than .05), the two variances are not significantly different, which means that the two samples come from an identical population so that the results of the row “equal variances assumed” (computed by SPSS) would be reported; however, if the assumption is violated, the results of the row “equal variances not assumed” (computed by SPSS) would be reported. Significant effects that resulted from the independent samples t-tests were used for filrther analysis. One—way Analysis of Variance One-way analysis of variance (ANOVA) tested the relationship between the effects of biological age and generational cohort and selected travel behavior variables. The reason for applying one-way ANOVA is that it will determine if the means of selected travel behavior variables differ statistically with respect to 11 age groups and 12 generational cohort groups. If significant relationships between the biological age group variables and selected travel behavior variables are found based upon calculated F 68 statistics, then follow-up analysis of Post hoc tests such as Tukey Honestly Significant Difference (HSD) were also applied to examine all possible combinations to identify significant mean differences among the independent groups. The usual statistical assumption that the independent groups have population distributions that are normal with identical standard deviations is not crucial in this case due to the large sample sizes available for analyses (n = 5,735) (Agresti & Finlay, 1997). Finally, if any effects (i.e., biological age and generational cohort) are found to be statistically related to selected travel behavior variables, those identified significant variables were explored further using multiple regression analyses or logistic regression analysis. Multiple Regression To test the research hypothesis that specified dominant effect(s) 4 can be combined with other causal variables to more effectively explain variations in selected travel behavior—travel propensity, trip planning horizon, and travel expenditures on trips—multiple regression analysis using the stepwise method was estimated. The main purposes of this statistical technique were to: (1) identify the underlying predictors that influence a dependent variable, (2) build a useful model for predicting the dependent variable (Wooldridge, 2003), and (3) estimate the variation in the dependent variable explained by predictors (Cramer, 1994). To test the research hypothesis and accomplish the main purposes of the study, semilog models were employed: 4 Biological age, time of travel, and generational cohort 69 log y =f(xs), where, log y = travel propensity (number of trip taken during 12 months) (model 1) log y = trip planning horizon (model 2) log y = travel expenditures on trips (model 3) X5 = predictors Model 1, for instance, describes the log of the travel propensity (number of trips taken during the past 12 months) as a linear function of various predictors (i.e., the effects of biological age, time of travel, generational cohort, and selected sociodemographic variables). Similar models have been applied in a variety of social science studies (Agarwal & Yochum, 1999; Chen, X. et al., 2003; Gujarati, 2004; Wooldridge, 2003). There are two reasons for transforming original scores into natural logarithm forms in the models. First, the log transformation accommodates nonlinearities in the multiple regression models (Gujarati, 2004; Wooldridge, 2003). Second, the logarithm transformations make it possible to extract directly the percentage changes that predictors have on the dependent variable. The regression coefficients were obtained mathematically using the ordinary least squares’ (OLS) estimation method, which determines the prediction model for which the sum of squared errors is a minimum (Agresti & Finlay, 1997). In addition, the stepwise selection technique was employed across the models to identify an underlying set of predictors that influence the dependent variable. This technique searches for statistically significant predictors in the model until there are no statistically significant predictors lefi (Cramer, 1994; Meyers, Gamst, & Guarino, 2006). The tolerance test was conducted to detect if multicollinearity, defined as a linear relationship among some or all predictors of 70 a regression model (Gujarati, 2004), exists in the model; if tolerance is less than .20, there is a problem with multicollinearity. To assess the goodness-of-fit of a model, R squares were reported. To find which predictor in the multiple regression model would have the greatest impact on the dependent variable, standardized partial regression coefficients (B) were compared (Agresti & Finlay, 1997). For predicting the dependent variable, unstandarized regression coefficients (b) were also compared. As these statistical techniques were performed, the proposed models would be expected to reveal the casual relationships between dominant effects (i.e., biological age, time of travel, and generational cohort) and dependent variables, as well as identify other determinants that explained variations in the dependent variables. Logistic Regression To test the research hypothesis that specified dominant effect(s) can be combined with other causal variables to more effectively explain variations in selected travel behavior—propensity to search for travel information online—logistic regression was performed, because this statistical technique is used when the response variable has only two possible outcomes—yes or no (Moore & McCabe, 1996). In the questionnaire, respondents were asked whether or not they would search for travel information online (yes or no). 71 A logistic regression model was proposed: log [TL] = f (XS), (Model 4) — P where, log (p / l — p) = propensity to search for travel information online XS = predictors Model 4 describes the log odds as a function of various predictors (i.e., biological age effect, time of travel effect, generational cohort effect, and sociodemographic variables). The odds are the ratio of the proportions for the two possible outcomes; when 66 9, p is the proportion of those who use the Internet to seek travel information, then “1 — p” is the proportion of those who do not use the Internet to seek travel information. Logistic regression coefficients were used to estimate odds ratios for each of the independent variables in the model. The stepwise selection method was employed to select underlying predictors, with entry testing based on the significance of the score statistic and removal testing based on the probability of a likelihood-ratio statistic based on conditional parameter estimates. Cox & Snell R squares and Nagelkerke R squares were computed to assess the goodness- of-fit of the model. The next chapter discusses the results of the analysis conducted, possible explanations of the findings, and the relevant findings of previous studies. 72 CHAPTER IV RESULTS AND DISCUSSION This study investigated changes in travel behavior patterns linked to biological age, time of travel, and generational cohort on travel behavior during a five-year period (1997—2002), as well as examined other related determinants that influence travel behavior. In this study, biological age captures changes in travel behavior due to physical or life cycle changes which occur along with aging. Time of travel captures changes in travel behavior influenced by unique events or significant other changes that occur at the time a trip is taken or is planned (e.g., the fluctuation of gasoline prices, 9/11, economic situation). Generational cohort captures changes in travel behavior produced by differences that arise from the unique life experience, history, values, attitudes, and socialization of cohorts. The chapter begins with a statement of the study hypotheses. It then reports test results for hypotheses involving selected travel behavior variables (i.e., travel propensity, trip planning horizon, propensity to search for travel information online, and travel expenditures on trips) in relation to biological age, time of travel, and generational cohort. Significant findings were identified using one-way analysis of variance (ANOVA) results and the Independent samples t-test results. Next, results for specified dominant effects5 and other independent variables that might explain variations in selected travel behavior variables are reported. The discussion in this chapter focuses on the most important relationships between the effects of biological age, time of travel, generational cohort and selected 5Biological age, time of travel, and generational cohort. 73 travel behavior variables. The chapter will also explore possible explanations for the study’s results and compare the results of this study with results from previous studies. Three Dominant Study Variable Effects on Selected Travel Behavior Variables In this study, it was hypothesized that a traveler’s biological age, time of travel, and generational cohort has a significant impact on the following travel behavior variables over time: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips. The Effect of Biological Age on Selected Travel Behavior Variables The hypothesis was tested by using the One-way analysis of variance (ANOVA) method. Statistically significant relationships were found between a traveler’s biological age and three of the four travel behavior variables selected for this study; the exception was travel propensity which was not found to be related. Results from analyses of the relationship between biological age and selected travel behaviors are presented in Table 7. 74 3052805 .33 co: “mom Om: >83... 2: 3 5:28 35 mo macaw own 2: 5:5 EmoEcwfi bfiozmzfim Ba 35 339% own moat—BE SSE—.28 E Grasp—=2 .o Eb com .833 Log wfiuconm EEO .n dormer—£5 323 £890 2 SEE: 05 .«o 83 .o d5 05 883 cameo wESfiE 996 .«o cons—=2 .2 .259: N_ 7.3 E coo—S BB 2:283 Co 39:32 .m .588 a a 89:5: zoom 632 $83 6 A: o 2 3 8:56:35 _o>B._. $2 :3 a?» E; 3% 2% £3 :3 RS 6mm 88 Na .6 . 0 Ah .0 .m I? A V A v A V A v A v A v DC— :0 COSQEO S $.83 .25 o : o E as. o : o : o : o : o ._ . a. $3 4%. one. .8. NS. one. E. 5.. Se. .2. E. E. can .8 goaom $.83 .83.: o3 o3 o5 ea 6:: 6:10.256 83 So as no” :8 0.3 _.; 3w ”.3 one 4.3 NS sconce: 3:53 a: AR: 22 3 on ”a a.“ so no 3. mm on on an abaeoaoa .26; A5 A _ 3 42¢ 8v 3% AD GO A3 3; A0 Sb 5 oEmta> ocean no.5 arm. 81%. 31% ~33. :1? min 212 2in R18 NE: coseeom .26; a a we 292:3 ow< _8_wo_o_m Singer 8323“ $22... uocoflom use ow< $2335 5353 @Emcocflom .5 2an 75 Travel Propensity. As can be seen in Table 7, a traveler’s biological age was not found to have a significant influence on travel propensity over time. The association between biological age and travel propensity was found to be non significant at the .05 level, P = 1.515, p = .127. Among age groups, respondents aged 58—62 took the most pleasure trips (M = 5.8), whereas those aged 68 or older took the fewest (M = 4.7) during a five-year period. Generally speaking, people in every age group took approximately five pleasure trips over time. This finding is consistent with the finding of Oppermann (1995) but contradictory to the findings of other studies (Fleischer & Pizam, 2002; Mak et al., 2005; Mark & Lambert, 2003; Sakai et al., 2000; Warnick, 1993; You & O'Leary, 2000). Trip Planning Horizon. As indicated in Table 7, younger travelers exhibit much different trip planning behavior than do older travelers. A strong relationship between biological age and trip planning horizon (number of days planning began in advance of the trip) was found at the .05 level, F = 3.890, p = .000. Scanning across the age variable categories, the tendency for the trip planning horizon to increase with age of respondents is apparent. Further analysis using the Tukey Honestly Significant Difference (HSD) post hoc test indicated significant mean differences in trip planning horizon between the 18— 22 age segment and the 38—42 age segment, between the 18—22 age segment and the 48— 52 age segment, between the 18-22 age segment and the 53—57 age segment, between the 18—22 age segment and the 58—62 age segment, between the 18—22 age segment and the 68 or older age segment, and between the 23—27 age segment and the 68 or older age 76 segment. This finding is consistent with the findings of other studies (Rao et al., 1992; Schul & Crompton, 1983; Yoon, 2000b). Specifically, the shortest planning behavior was seen in respondents aged 18—22, who planned their pleasure trips an average of 60 days in advance, whereas those aged 68 or older began to plan their pleasure trips an average of 94 days in advance. Younger travelers are most likely to be familiar with and use high-tech resources such as the Internet, mobile phones, and Global Positioning System (GPS) devices to search for general travel information (where to eat, what to see, and so on), make a reservation (airline, lodging, etc.), or find instant information while traveling (via GPS devices, information services from mobile phones). Perhaps because of their use of these high- tech resources, younger travelers do not appear to be as concerned about planning their trips ahead of time, compared to older travelers, who are more prone to rely on conventional methods (e.g., travel agents, printed media, and word-of-mouth referrals) to plan their pleasure trips (Gitelson & Crompton, 1983; Hansman & Schutjens, 1993). It is also possible that younger travelers can be more flexible and spontaneous when traveling because they are less likely to be concerned with needs related to children, pets, balancing work schedules, home maintenance, health, etc. Propensity to search for Travel Information Online. As shown in Table 7, biological age was found to be a significant factor in searching for travel information online at the .05 level of probability, F = 3.867, p = .000. Scanning across age categories, the tendency for younger travelers to use the Internet to search for travel information is fairly apparent. Further analysis using the Tukey HSD Post hoc test indicated significant 77 mean differences in searching for travel information online between the 18—22 and the 68 or older age groups, between the 23—27 and the 68 or older age groups, between the 28— 32 and the 68 or older age groups, between the 33—37 and the 68 or older age groups, between the 38—42 and the 68 or older age groups, between the 43—47 and the 68 or older age groups, and between the 48—52 and the 68 or older age groups. This finding is consistent with the findings of other studies (Bonn et al., 1999; Fodness & Murray, 1997; Weber & Roehl, 1999). Younger travelers search for travel information online more than older travelers. Specifically, the 33—37 age group used the Internet the most, followed by the 28—32 and 23—27 age groups; the “68 or older” age group used the Internet the least, followed by the 63-67, 58—62, and 53—57 age groups. This finding is consistent with a report by the Travel Industry Association of America ("Travelers' Use of the Internet, 2003 Edition," 2003), indicating that four in ten (40%) of the 18—34 age group used the Internet to obtain travel information and plan a trip, whereas only roughly two in ten (18%) of those aged 55 or older accessed the Internet to plan a trip and explore travel information. Bonn, Furr, and Susskind (1999) and Weber and Roehl (1999) also found that biological age is a significant factor differentiating Internet users from non—users. The younger travelers are, the more they access the Internet to seek travel information and plan a trip online prior to traveling. Biological age can be a useful indicator to assess Internet use for travel information. Based on the study’s “trip planning horizon” and “propensity to search for travel information online” results, the “trip planning horizon” and “propensity to search for travel information online” travel behaviors are believed to be closely connected. This is 78 in part because many travelers access the Internet to gather travel information for trip planning and purchase travel products and services online (Huh et al., 2003; Weber & Roehl, 1999). Travel Expenditures. As indicated in Table 7, study results revealed a significant relationship between biological age and travel expenditures at the .05 level, F = 2.467, p = .000. Scanning across the age categories, the tendency for spending on trips to increase with age is apparent. Follow-up results of Tukey HSD Post hoc test indicated a significant mean difference in travel expenditure between the 18—22 age group and the 68 or older age group. 1 Specifically, respondents in the oldest age group (“68 or older”) had the highest average expenditures, $512.82 per person per trip, whereas those in the youngest age group (18—22) had the lowest average expenditures, $332.13. This finding is consistent with that of Agarwal and Yochum (1999), who found biological age to be a significant determinant of travel expenditures. They contended that the older travelers become, the more they spend when they travel, in part because as people grow older, their disposable income typically increases. Conversely, the findings of previous studies (Lehto et al., 2004; Thrane, 2002; Weagley & Huh, 2004b) indicated that the older the travelers, the less they spent at trip destinations. In general, travel expenditures and the income of travelers are believed to be highly correlated (Agarwal & Yochum, 1999). 79 The Effect of Time of Travel on Selected Travel Behavior Variables The effect of time of travel on selected travel behavior variables (i.e., travel propensity, trip planning horizon, propensity to search for travel information online, and travel expenditures on trips) was tested using the independent samples t-tests. Significant relationships were found between time of travel and trip planning horizon and propensity to search for travel information online. No relationship was found for travel propensity and travel expenditures. The test results are summarized in Table 8. Table 8. The Relationship Between Time of Travel and Selected Travel Behaviors Time of Travel Variable Travel Behavior Variable 1997 2002 value valIue Travel propensitya 5.3 5.2 .160 .873 Trip planning horizonb 90.5 78.2 4.083 .000“ Search for travel information online0 .563 .798 44.207 .000" Travel expendituresd $424.57 $388.79 1.623 .105 Note. Each number is a mean. a. Number of pleasure trips taken in past 12 months. b. Number of days planning began before the trip. c. Use of the Internet to obtain travel information. (1. Dollars spent per person per trip. ‘p< .05, ”p< . 01. Travel Propensity. No relationship was found between time of travel and travel propensity at the .05 level, t = .160, p = .873, two-tailed. Specifically, respondents averaged 5.3 pleasure trips per year in 1997 and 5.2 pleasure trips per year in 2002. 80 Despite the aftermath of the terrorist attacks of September 11, 2001, people took about the same number of pleasure trips in 2002 as they did in 1997. However, although people took the same number of trips, their travel behavior patterns changed, perhaps due to safety concerns. For example, in 2002 more people decided to stay closer to home. They chose an in-state destination when traveling rather than travel far from home to an out-of- state destination. This is empirically supported by the fact that over half (51.3%) of the 2002 respondents took their pleasure trips within their states, whereas fewer than half (45.8%) of the 1997 respondents stayed within their states when traveling (see Table 6, Chapter III ). Trip Planning Horizon. “Trip Planning horizon”—the number of days travelers begin to plan a pleasure trip in advance—got shorter over time; the relationship between time of travel and trip planning horizon was statistically significant at the .05 level, t = 4.083, p = .000, two-tailed. Pleasure travelers in 1997 began their pleasure trip planning about 91 days prior to traveling, whereas 2002 pleasure travelers started their planning about 78 days in advance. This finding is believed to be highly correlated with the increasing popularity of the Internet and other high-tech devices, which make it easier for people to obtain travel information quickly as they are planning. They apparently feel less need to start early. This finding is believed to be highly correlated with the result of propensity to search for travel information online. Propensity to Search for Travel Information Online. The number of people who obtain travel information online has increased over time. A relationship between time of 81 travel and the propensity to search for travel information online was found to be statistically significant at the .05 level, I = —4.207, p = .000, two-tailed. Pleasure travelers in 2002 were more likely to use the Internet to obtain travel information than were those in 1997. Specifically, the vast majority (79.8%) of 2002 travelers obtained travel information online, whereas only a little more than half (56.3%) of 1997 travelers did so. This finding is in keeping with a report by the Travel Industry Association of America ("Travelers' Use of the Internet, 2003 Edition," 2003) which indicated that the number of adults who use the Internet in the United States increased from 51 million in 1997 to more than 113 million in 2002—an increase of 121.6%. Beldona (2005) also found a strong relationship between time of travel and the search for travel information online between 1995 and 2000. The tremendous upsurge in Internet usage by those seeking travel information and planning trips is believed to be due in part to the ever-increasing amount of travel information available online over time (Huh et al., 2003), as well as the appearance of economical, user-friendly computers. Travel Expenditures. Time of travel was found to be an insignificant factor in travel expenditures over time. The average travel expenditures per person in the 1997 pleasure travelers were $424.57, whereas those in 2002 were $388.79 per person per trip. Although there was a slight decrease in travel expenditures during the five-year period, no statistically significant relationship exists between the time of travel and travel expenditures variables at the .05 level, t = 1.623, p = .105, two-tailed. Several factors may have influenced this result. First, the 2002 sample reported lower household incomes than did the 1997 sample. Second, an economic recession and the terrorism attacks 82 dampened demand for travel causing suppliers to hold the line of prices. Third, the ready availability of price information on line hampered suppliers’ ability to increase their prices. The Effect of Generational Cohort on Selected Travel Behavior Variables The effect of generational cohort on selected travel behavior variables (i.e., travel propensity, trip planning horizon, propensity to search for travel information online, and travel expenditures) was tested by One-way analysis of variance (ANOVA). Significant statistical relationships were found between generational cohort and all but one of these travel behavior variables (travel propensity). The results are presented in Table 9. Travel Propensity. As shown in Table 9, no statistically significant relationship was found between generational cohorts and travel propensity at the .05 level, F = 1.190, p = .288. The results of the study indicate that all respondents took about 5 pleasure trips during the past 12 months. The 1940—1944 generational cohort took the most pleasure trips (M = 5.9), followed by the 1945—1949, 1975—1979, and 1980—1984 cohorts (at 5.6 trips each). Those who were born in 1929 or earlier took the fewest pleasure trips (M = 4.8). 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E. .3. an 3. 8e. 2e. 8e. page .8 soaom G o o u U $.83 .v .m .: G .a .: G .4 .: Ste: 6 a: sconce: 83.: in So 58 08 «.8 58 a8 4.8 _.8 N8 8253 a; can. 82 on ea 2 3. 3 E on on an 3. 898889 .26; 3 a: A _ : a a a: a: S G: A: 3 E 289$ ocean. £2 82 ES 83 $2 82 $9 32 a8. 82 532$ .26; hm I I I I I I I I I I 82 E: 8a 82 82 82 82 82 22 83 oEwtm> tonoo 1823550 833.5» Loganom 6.5:. vogue—om :5 tosou 3:288:00 5253 3:95:33“ .0 2me 84 Trip Planning Horizon. As presented in Table 9, statistically significant relationships were found between generational cohorts and trip planning horizon at the .05 level, F = 4.292, p = .000. Scanning across the generational cohorts, the tendency for trip planning horizon to decrease with the younger generational cohorts is apparent. F ollow-up results of Post hoc test (Tukey HSD) indicated significance mean differences between people born before 1929 and from 1970 to 1974, between the prior to 1929 generation cohort and the generational cohorts of the 1975-1979 and the 1980-1984, between the 1935-1939 generational cohort and the 1980-1984 generational cohort, between the 1940—1944 generational cohort and the generational cohorts of the 1970-1974, the 1975-1979, and the 1980-1984, between the 1945-1949 generational cohort and the generational cohorts of 1970-1974, 1975—1979, and 1980-1984. In general, younger generational cohorts do not plan as many days in advance of their trips as do older generational cohorts. The youngest study respondents (the 1980— 1984 generational cohort) had the shortest trip planning horizon (M = 57.8 days), whereas the oldest study respondents (those born in 1929 or earlier) had the longest trip planning horizon (M = 100.9 days). In between these extremes, the number of planning days prior to traveling increased more or less gradually from younger generational cohorts to older generational cohorts. The reason for this finding may be that younger generational cohorts (generation X cohort and N generation cohort) grew up with digital era and are more comfortable with information technology, making them more likely to use computers, the Internet, and other high-tech resources (e.g., mobile phones, GPS devices, and so on) unlike older generational cohorts. These high-tech resources can 85 make them less inclined to begin planning trips in advance. This finding is believed to be highly associated with the result of propensity to search for travel information online. Propensity to Search for Travel Information Online. As presented in Table 9, significant statistical relationships were found between generational cohorts and the propensity to search for travel information online at the .05 level, F = 6.979, p = .000. Scanning across generational cohorts, the tendency for seeking travel information online to increase among younger generational cohorts is apparent. Further analysis using the Tukey HSD Post hoc test indicated significant mean differences in the propensity to search for travel information online between the generational cohort that was born prior to 1929 and the 1930—1934 generational cohort, between the prior to 1929 generational cohort and the generational cohorts of 1940-1944, 1945-1949, 1950-1954, 1955-1959, 1960—1964, 1965—1969, 1970-1974, 1975-1979, and 1980—1984, between the 1935-1939 generational cohort and the generational cohorts of 1965-1969, 1975-1979, and 1980-1984, between the 1940-1944 generational cohort and the generational cohorts of 1960—1964, 1965-1969, 1975-1979, and 1980-1984. As expected, younger generational cohorts used the Internet to obtain travel information more than older generational cohorts. The study’s oldest generational cohort (people born in 1929 or earlier) had the smallest percentage of people accessing the Internet to obtain travel information (40.8%); the percentages gradually increased as the generational cohorts grew younger until the highest percentage of people accessing the Internet for travel information was reached at the study’s youngest generational cohort (1980—1984). This finding is consistent with that of Beldona, Morrison, and Kline (2003), 86 who found that generational cohort was a significant factor influencing whether or not people searched for travel information online. They contended that younger generational cohorts adopt new communication technologies faster than older cohorts. “Generation X cohort (1966—1976)” and “N Generation cohort (1977—?)” have utilized the Internet well to propensity to search for travel information (Meredith et al., 2002). T rave! Expenditures. There was a significant statistical relationship between generational cohort and travel expenditures at the .05 level, F = 3.107, p = .000. Scanning across generational cohorts, the tendency for spending on tap to decrease among younger generational cohorts is fairly apparent. Further analysis using the Tukey HSD Post hoc test indicated significant mean differences between the 1930—1934 generational cohort and the generational cohorts of 1950—1954, 1955—1959, 1960—1964, 1965—1969, 1970— 1974, 1975—1979, and 1980—1984. Older generational cohorts spent more money on travel than younger cohorts. Respondents in the 1930—1934 generational cohort spent the most while traveling (M = $626.13), followed by the generational cohorts of 1940—1944, 1929 or earlier, and 1935— 1939. The youngest generational cohort in the study (1980—1984) spent the least on travel (M = $323.74), followed by the 1970—1974, 1965—1969, and 1975—1979 generational cohorts. Summary of Results The statistical significance of the relationships between selected travel behavior variables and the effects of biological age, time of travel, and generational cohort at 87 the .05 level of significance is summarized in Table 10. Overall, biological age, time of travel, and generational cohort proved to be significant factors that influenced all of the travel behaviors studied, except for travel propensity. Table 10. Statistical Significance of the Relationship Between Selected Travel Behaviors and Three Effects Independent Effect Variables Biological Generational Travel Behavior Age Time of Travel Cohort Travel propensity n.s. n.s. n.s. Trip planning horizon Sig. Sig. Sig. Search for travel information online Sig. Sig. Sig. Travel expenditures Sig. n.s. Sig. Note. “Sig.” indicates statistical significance at the .05 level with two-tailed test; “n.s.” indicates no significance. Here are the results for all of the travel behavior variables studied: 0 Travel propensity. No statistically significant relationships between travel propensity and biological age, time of travel, or generational cohort were found. 0 Trip planning horizon. Statistically significant relationships were found between trip planning horizon and all three independent variables (biological age, time of travel, and generational cohort). o Propensity to search for travel information online. Statistically significant relationships were found between propensity to search for travel information online and all three independent variables. 88 0 Travel expenditures. Statistically significant relationships were found between travel expenditures and “biological age” and “generational cohort,” but not “time of travel.” The number of trips is steady across biological age, time of travel, and generational cohort. Trip volume is unlikely to change as population ages. However, travel expenditures on trips increase with biological age and generational cohort. Spending on travel is likely to increase as population ages. The shortening of trip planning horizon may reverse since older people tend to have longer trip planning horizon; however, wider use of the Internet may mitigate this tendency. These significant independent variables were used as predictors in model testing to determine whether they could be combined with other independent variables to more effectively explain the variation in selected travel behavior variables. The following section discusses the results of the model tests. 89 Fitting Selected Independent Variables to the Dependent Variables The purpose of this section is to discuss the results of model testing and their interpretation. The hypotheses that biological age, time of travel, and generational cohort can be combined with other selected causal variables to more effectively explain variations in the following travel behavior: (1) travel propensity, (2) trip planning horizon, (3) propensity to search for travel information online, and (4) travel expenditures on trips, were examined. Four models were tested using multiple regression or logistic regression. The discussion focuses on four dependent variables and their relationships to the effects of biological age, time of travel, and generational cohort and additional independent variables.6 Travel Propensity Model Stepwise multiple regression results from fitting selected independent sociodemographic variables to the dependent variable (travel propensity) are presented in Table l 1. In this analysis, three variables (biological age, time of travel, and generational cohort) were excluded from the model, because previous test results (i.e., One-way analysis of variance and independent samples t-test) indicated that they did not influence travel propensity over time. Two percent of the variation in “travel propensity” was explained by predictors: Income State of residence Household size Caucasian l 6 Additional independent variables are shown in each model. 90 Table 11. Stepwise Multiple Regression Results from Fitting Selected Sociodemographic Variables to Travel Propensity Unstandardized Standardized t P Independent Variable/Predictor Coefficient (b) Coefficient ([3) value value Tolerance Constant 1 .144 22.486 .000 Above-median ($42,001) incomea .190 .099 6.673 .000 .953 . . . b Michigan resrdent .163 .088 6.040 .000 .998 Householddsizec —.046 —.081 -5.439 .000 .949 Caucasian .128 .045 3 .092 .002 .992 2 R .023 Adjusted R2 .022 F value 27.406 p value .000 Note. “Travel Propensity” (number of pleasure trips taken during past 12 months) was used as a dependent variable for the regression analysis with stepwise method. Stepwise regression adds the most statistically significant variable (the one with the highest F statistic or lowest p—value) until there are none left. Tolerance indicates that multicollnearity exists in the model if tolerance is less than .20. The estimates are in log. a. l=Above-median ($42,001) income, O=Below-median income. b. 1=Michigan resident, 0=A1I other. c. Number of persons living in the household. (1. 1=Caucasian, 0=All other. This lack of explanatory power may be because the proposed model needs more predictors or requires more data (Meyers et al., 2006). This low R2 is not uncommon in social science studies (Wooldridge, 2003); however, it is possible that if the proposed model had had more predictors, it would have produced more robust results. Predictors that excluded from the model via stepwise regression included: pre-school child, school- age child, senior, handicapper, and employment status. The tolerance test indicates that no multicollnearity existed among predictor variables. Comparing standardized partial regression coefficients ([3), the income variable (“above—median income”) explained the largest portion (10%) of the variation in “travel propensity,” followed by “Michigan resident” (9%), “household size” (8%), and 91 “Caucasian” (5%). Specifically, respondents who earned an above-median income ($42,001) took more pleasure trips during the five-year period than those who earned a below-median income. Michigan residents took more pleasure trips to any destinations than residents in the other geographic regions included in the study (i.e., Illinois, Indiana, Ohio, Wisconsin, and the Canadian province of Ontario). Household size (the number of people living in the household) negatively influenced the number of pleasure trips taken. Caucasian respondents took more pleasure trips than other ethnic groups. The model forecasts that, other things remaining the same, those who have an above-median income are estimated to take about one-fifth (19.0%) more pleasure trips than those who have a below-median income. Likewise, Michigan residents are estimated to take about one-sixth (16.3%) more pleasure trips than residents in the other geographic regions. Caucasians are estimated to take about 12.8% more pleasure trips than other ethnic groups. In terms of a quantitative variable in the model, the model indicates that if household size increases by 1 person, travel propensity decreases by 4.6%. In other words, the fewer members that a household had, the more pleasure trips the household took, other things being equal. This finding may be related to travel costs, which may constrain larger households from taking pleasure trips. In sum, although other external and internal factors also influence people’s propensity to travel, income was found to be the most deterministic predictor that explains travel propensity. A similar finding is reported by Sakai et al. (2000) and Mak et. aL(2005) 92 Trip Planning Horizon Model Stepwise multiple regression results from fitting selected independent variables (biological age, time of travel, generational cohort, and selected sociodemographic and trip-related variables) to the dependent variable (trip planning horizon) are presented in Table 12. The research hypothesis, that biological age, time of travel, and generational cohort can be combined with other independent variables to more effectively explain variations in the trip planning horizons of travelers, was tested by the model and all three of these variables were found to be significant factors in the model. Examining the model, 18% of the variation in “trip planning horizon” was explained by these predictors: o Out-of-state destination 0 Activity participation 0 Travel propensity o Travel-party size 0 Car or truck used for primary transportation 0 Lodging at friend’s or relative’s home 0 Travel expenditures 0 Caucasian 0 Biological age effect (18—22) 0 Summer 0 Time of travel (year 2002) o Generational cohort effect (1970—1974) 0 Household size 93 Table 12. Stepwise Multiple Regression Results from Fitting Independent Variables (Biological Age, Time of Travel, Generational Cohort, Selected Sociodemographic Variables, and Selected Trip-Related Variables) to the Dependent Variable (Trip Planning Horizon) Standardized Unstandardized Coefficient t P Independent Variable/Predictor Coefficient (b) ([3) value value Tolerance Constant 56.785 3.354 .001 Out-of—state destinationa .594 .200 12.113 .000 .729 Activity participation" .074 .131 8.650 .000 .865 Travel propensityc —.032 —. 127 -8.901 .000 .973 Travel party sized .031 .096 6.586 .000 .945 Car/truck used for primary transportationc —.265 —.081 —4.941 .000 .735 Lodging at friend’s or relative’s home‘ —.271 —.079 —5.426 .000 .939 Travel expendituresg .000 .070 4.495 .000 .822 Whiteh .331 .063 4.391 .000 .973 Biological Age (18 — 22)i —.341 —.057 —3.977 .000 .952 Summerj .145 .047 3.275 .001 .960 Time of Travel (2002)k —.027 —.046 —3.230 .001 .995 Generational cohort (1970 — 1974)‘ —.203 —.039 —2.749 .006 .987 Household size'“ .030 .029 1.970 .049 .933 R2 .176 Adjusted R2 .173 F value 68.038 p value .000 Note. "Trip Planning Horizon" (number of days planning began in advance) was used as a dependent variable for the regression analysis with stepwise method. Stepwise regression adds the most statistically significant variable (the one with the highest F statistic or lowest p—value) until there are none left. Tolerance indicates that multicollnearity exists in the model if tolerance is less than .20. The estimates are in log. a. l=Out-of-state destination, 0=In-state destination. b. Number of activities participated in while traveling. c. Number of trips taken in the past 12 months. d. Number of persons, including the respondent, in his/her immediate travel party. e. l=Car/truck used for transportation, 0=All other. f. 1=Lodging at friend’s and relative’s home, 0=All other. g. Dollars spent per person per trip. h. 1=White, 2=A|l other. i. l=Age 18—22, 0=68 or older. j. 1=Summer, O=All other. k. 1=Year 2002, 0=Year 1997. l. l=1970—1974, 0=1980—1984. m. Number of persons living in the household. 94 Predictors that were excluded from the model via stepwise regression included: biological age (28—32, 33—37, 38—42, 43—47, 48—52, 53—57, 58—62, 63—67), generational cohort (1929 or earlier, 1930—1934, 1935—1939, 1940—1945, 1945-1949, 1950—1954, 1955—1959, 1960—1964, 1965—1969, 1975—1979), residence, pre-school child, school-age child, senior, handicapper, employment, income, visiting friends or relatives, overnight trip, and lodging expenses. Comparing standardized partial regression coefficient ([3), the out-of-state destination variable explained the largest portion (20%) of the variation in trip planning horizon, followed by activity participation (13%), travel propensity (13%), travel—party size (10%), car/truck used for primary transportation (8%), lodging in friend’s or relative’s home (8%), travel expenditures (7%), Caucasian (6%), 18—22 age (6%), summer (5%), time of travel (5%), 1970—1974 cohort (4%), and household size (3%). With respect to specified dominant effects, biological age (age 18—22 group), time of travel (year 2002), and generation cohort (those who were born between 1970 to 1974) were identified as significant factors that affected “trip planning horizon” in the model; respondents who were in the 18—22 age category had shorter trip-planning intervals than those 68 or older. Pleasure travelers in 2002 also had planning intervals shorter than those of the 1997 pleasure travelers. In terms of generational cohort, those who were born between 1970—1974 also had trip-planning intervals shorter than those who were born from 1980—1984. The youngest age group (ages 18—22) and the middle generational cohort (those who were born between 1970 to 1974) were found to have shorter trip- planning intervals. The reasons for these findings are not clear. While adding both 95 biological age and generational cohort improve the fit of the regression model, the improvement is small and of little use in a marketing context. Comparing 1997 pleasure travelers with 2002 travelers, it is evident that trip- planning intervals grew shorter during the five-year period. A possible explanation for this finding is that the proliferation of technological innovations and services during this five-year period, such as the increasing number of opportunities to make flight and lodging reservations via the Internet, might have influenced people to start their trip planning later than they used to. According to a report of the Travel Industry Association of America ("Travelers' Use of the Internet, 2003 Edition," 2003), those who use the Internet at home, or at work or school (or both), increased 121.6% from 1997 to 2002; in actual numbers, Internet users increased from 51 million in 1997 to more than 113 million in 2002. In terms of travel, the number of people who plan their trips online has multiplied more than four times, from 12 million people in 1997 to 63.9 million in 2002; the number of people who make travel reservations online has grown from 5.3 million in 1997 to 39 million in 2002. Because of the speed and convenience of the Internet, travelers today do not need to plan their trips far ahead of time. Respondents who traveled to out-of—state destinations began to plan their pleasure trips earlier than those who traveled in-state. The out-of-state destination variable is also highly correlated with “activity participation” and “travel expenditures” travel behaviors. Study results indicate that respondents who participated in more activities at their travel destinations or who spent more money on their trips began to plan their trips earlier than other travelers. In other words, they had longer trip-planning intervals. A possible explanation for these findings is that if people travel farther away from home (i.e., to an 96 out-of-state destination), they tend to spend more time obtaining travel information to help them plan activities at their travel destinations, and they are more likely to make an airplane or hotel reservation than those traveling in—state. In addition, those who take a long-distance (out-of-state) trip and participate in many activities when they reach their destination will spend more money on transportation (e.g., gasoline, or airplane tickets), lodging, and activities than those who stay closer to home and do not participate in many activities when they reach their destination. Gitelson and Crompton (1983) suggested that a pleasure trip is a high risk purchase due to the high investment of discretionary money and time; therefore, people spend more time in planning out of state trips in order to reduce the perceived risk. Finally, those who plan in-state trips are more likely to have previously visited their destination and need less time to gather information to plan an in- state trip. Predictors associated with longer trip-planning intervals included travel-party size, ethnicity (“Caucasian”), traveling in summer, and household size. Respondents, who had more people in their travel party, were more likely to be Caucasian, travel in summer, have more persons in their household and have longer trip-planning intervals than their counterparts. Conversely, predictors associated with shorter trip-planning intervals included travel propensity, car/truck for primary transportation while traveling, and lodging in a fiiend or relative’s home. Those who took more pleasure trips in the past year were found to have shorter trip-planning intervals, probably due to the frequency of their trips. Respondents who used their car or truck for their primary transportation while traveling also had shorter trip-planning intervals. U.S. travelers have traditionally used automobiles as their primary mode of transportation (Huh et al., 2002). Since they do not 97 need to make an airline reservation in advance, this allows them the luxury of shorter trip-planning intervals. Similarly, those who stayed at a fiiends’ or relative’s home at their travel destination were found to have shorter trip-planning intervals, probably because they do not have to make a reservation in advance for lodging. In terms of forecasting trip planning horizon behavior, the model indicates that pleasure travelers traveling to out-of-state destinations had 59.4% longer trip-planning intervals than pleasure travelers traveling to in-state destinations; those using a car or truck for their primary transportation had 26.5% shorter trip-planning intervals than those using other forms of transportation; those who stayed with a friend or relative had 27.1% shorter trip-planning intervals than those who did not; Caucasians had 33.1% longer trip- planning intervals than other ethnic groups; those in the 18—22 age segment had 34.1% shorter trip-planning intervals than those in the “68 or older” age segment; those traveling in the summer had 14.5% longer trip-planning intervals than those traveling in the other three seasons; those traveling in 2002 had 2.7% shorter trip-planning intervals than those traveling in 1997; and those born from 1970—1974 had 20.3% shorter trip—planning intervals than those born from 1980—1984. Results also indicate that increasing the number of activities participated in at the travel destination by one results in a 7.4% increase in the length of the trip planning horizon. Increasing the number of trips taken in a year by one decreases the number of trip-planning days by about 3.2%. Likewise, if travel-party size increases by one person, the trip-planning interval will increase by 3.1%; if household size increases by one person, the trip-planning interval increases by 3.0%; and a one hundred dollar increase in travel expenditures will result in a trip-planning interval increase of 1.0%. 98 In sum, examining biological age, time of travel, and generational cohort, a traveler’s time of travel seems to be an important factor in explaining trip planning horizon behavior. During the five-year period studied, the tremendous increase in technological innovations had a significant impact on people’s daily life, including their trip planning behavior. Comparing the variables examined in the model, the “out-of-state destination” variable was responsible for the largest portion of the variation in trip planning horizon. This means that those planning a long-distance trip will have longer trip-planning intervals. Propensity to search for Travel Information Online Model The results of stepwise logistic regression from fitting selected independent variables (biological age, time of travel, generational cohort, and selected sociodemographic variables) to the dependent variable (propensity to search for travel information online) are summarized in Table 13. The dependent variable here is whether respondents search for travel information online (1=Yes, 0=No). Biological age, time of travel, and generational cohort were included in this model, because they were found to be strongly associated with the dependent variable in previous test results. The research hypothesis, that biological age, time of travel, and generational cohort can be combined with other independent variables to more effectively explain the variation in “propensity to search for travel information online,” was tested via this model. The result supported the research hypothesis. The predictors in the model explained seven to eleven percent of the variation in propensity to search for travel information online (pseudo R2 = .069, Cox & Snell R2 = 99 .078, and Nagelkerke R2 = .113, see Table 13). The model correctly predicted 74% of the cases. The model was found to be strong. Six predictors were identified in this analysis, with statistical significance at the .05 level: Time of Travel (the year 2002) Generational cohort (1 97 5—1 979) Generational cohort (1935—1939) Generational cohort (1940—1944) Generational cohort (1929 or earlier) Above-median ($40,001) income Table 13. Stepwise Logistic Regression Results from Fitting Independent Variables (Biological Age, Time of Travel, Generational Cohort, and Selected Sociodemographic Variables) to the Dependent Variable (Propensity to search for Travel Information Online) Unstandardized Standard Wald P Odds Independent Variable/Predictor Coefficient (b) Error Chi-Square df value Ratio Constant —.1 10 .1 18 .866 l .352 .896 Time oftravela 1.214 .087 194.015 1 .000 3.367 Above-median ($40,001) incomeb .515 .107 23.344 1 .000 1.674 Generational cohortc .340 .163 4.373 1 .037 1.405 Generational cohortd —.551 .212 6.776 1 .009 .577 Generational cohortc —.634 . 160 15.793 1 .000 .531 Generational cohortf —1 .3 78 .235 23.450 1 .000 .252 —2 Log likelihood 3393.752 Pseudo R2 .069 Cox & Snell R2 .078 Nagelkerke R2 .113 Overall percentage .737 Note. “Propensity to search for Travel Information Online” was used as a dependent variable for the multiple logistic regression analysis with stepwise method. The estimates are in log. a. 1=Year 2002, 0=Year 1997. b. l=Above-median ($42,001) income, 0=Below-median income. c. l=1975-l979, 0=1980-l984. d. 1=1935-1939, 0=1980—1984. e. l=1940—1944, 0=1980—1984. f. l= 51929, 0=1980—1984. 100 However, other predictors, including biological age (18—22, 23—27, 28—32, 33—37, 38—42, 43—47, 48—52, 53—57, 58—62, 63—67), generational cohort (1930—1934, 1945— 1949, 1950—1954, 1955—1959, 1960—1964, 1965—1969, 1970-1974), pre—school child, school—age child, senior, handicapper, and employment were excluded from the model as a result of stepwise modeling procedures. In terms of time of travel effect, the odds of a respondent searching for travel information online are a multiple of 3.367, or 236.7% higher for the 2002 pleasure travelers than the 1997 pleasure travelers.7 In other words, the odds ratio of those who used the Internet to obtain travel information in 2002 compared to those who did in 1997 equals 3.367. Stated differently, about 337 respondents searched for travel information online in 2002 for every 100 who did so in 1997. The reason for this tremendous increase is that, during this five-year period, computers became more user-fiiendly, which made it easier for people to use the Internet. The cost of accessing the Internet also went down during these years, which also increased usage. Another important reason for this finding is the considerable growth in the presence of travel information and travel companies on the Internet (Connolly et al., 1998; Huh et al., 2003). However, searching for travel information online can be fruitful only if people have the skills to find and accurately assess the information that is available. Thus, this finding should be considered in light of the following results. In relation to the generational cohort effect, the odds for using the Internet to seek travel information are a multiple of 1.405 or 40.5% higher for those who were born in 7 (3.367 — 1) x 100 = 236.7 101 1975—1979 than for those born in 1980—1984.8 In other words, the odds ratio of those who were born in 1975—1979 to those who were born between 1980—1984 equals 1.405. Stated differently, about 140 respondents who were born between the years 1974-1978 searched for travel information online for every 100 who did so who were born in 1980— 1984. Likewise, the odds are a multiple of .577 or 42.3% lower for those who were born in 1935—1939 than for those born in 1980—1984.9 In other words, the odds ratio of those who were born between 1935—1939 to those who were born between 1980—1984 equals to .577. That is, only 57 respondents who were born between 1935—1939 searched for travel information online for every 100 of those who were born between 1973—1983. Similar results were found for two other generational cohorts. The odds ratio for those born between 1940—1944 to those born between 1980—1984 equals .531; that is to say, only 53 respondents born in 1940—1944 searched for travel information online for every 100 of those born between 1980—1984. The odds ratio of those born in 1929 or earlier to those born between 1980—1984 equals .252; that is to say, only 25 respondents born in 1929 or earlier searched for travel information online for every 100 of those born between 1980—1984. The use of the Internet to obtain travel information is highly correlated with the generational cohort. This is probably due to the fact that younger generational cohorts were exposed to computers and other high-tech devices at the time when they grew up than were older generational cohorts. This finding supports the assumption of Meredith et 8 (1.405 .- 1) x 100 = 40.5 9 (1 — 0.577) x 100 = —42.3 102 al. (2002), indicating that N Generation cohort (1977—‘2) grew up with high-speed computers, the Internet, compact discs, and cellular phones so that they have never known life without them. With respect to income, the odds of the propensity to search for travel information online are a multiple of 1.674 or 67.4% higher for those who earned above-median income than those who earned below-median income.10 In other words, the odds ratio of those who earned above-median income compared to those who did not equals 1.674. That is to say, about 167 respondents who had above-median income searched for travel information online for every 100 of those who had below-median income. This is consistent with earlier findings by Bonn, Furr, and Susskind (1999), and Weber and Roehl (1999), which suggested that income is one of most influential factors that distinguishes those who access the Internet from those who do not. The “propensity to search for travel information online” model indicates that in 2002 over 121% more people sought travel information online than in 1997; those born between 1975-1979 were estimated to seek travel information online 34% more often than those born between 1980—1984; those who were born between 1935-1939 are estimated to have the propensity to search for travel information online 63% less often than those born between 1979—1983; those born in 1929 or earlier are estimated to search for travel information online 138% less often than those born between 1980—1984; and those who earn above-median income are estimated to search for travel information online 52% more often than those who earn below-median income. '0 (1.674 — 1) x 100 = 67.4 103 In summary, the effects of time of travel and generational cohort overruled biological age effect. Time of travel and generational cohort were found to be the most significant factors associated with the propensity to search for travel information online. The profilsion and diffusion of technological innovations likely are responsible for these findings. Time is an essential element in the diffusion process, because all individuals cannot adopt an innovation in a social system at the same time (Rogers, 1995). Internet usage and other technology innovations are diffused to travelers over time. In addition, the generational cohort also plays a significant role in diffusing such innovations, because younger generational cohorts are more likely to adopt new communication technologies than older generational cohorts. Travel Expenditures Model Stepwise multiple regression results from fitting selected independent variables (biological age, generational cohort, selected sociodemographic variables, and selected trip-related variables) to the dependent variable (travel expenditures) are presented in Table 14. Two variables (biological age and generational cohort) identified by previous test results were used to test the proposed model. The research hypothesis, that biological age and generational cohort can be combined with other independent variables to more effectively explain the variation in travel expenditures, was supported by the model. Biological age and generational cohort were found to be significant factors. 104 Table 14. Stepwise Multiple Regression Results from Fitting Independent Variables (Biological Age, Generational Cohort, Selected Sociodemographic Variables, and Selected Trip-Related Variables) to the Dependent Variable (Travel Expenditures) Unstandardized Standardized t P Independent Variable/Predictor Coefficient (b) Coefficient ([3) value value Tolerance Constant 4.663 64.403 .000 Activity participationa .111 .236 17.124 .000 .883 Lodging expensesb .003 .235 17.564 .000 .935 Out-of-state destinationc .541 .225 14.993 .000 .743 Car/truck used for transportationd —.543 —.201 —l3.689 .000 .776 Trip planning horizone .001 .091 6.799 .000 .937 Household sizef —.075 —.087 —4.830 .000 .517 Above-median ($40,001) incomeg .213 .073 5.391 .000 .907 School-age childh —.165 —.066 —3.761 .000 .540 Visiting friends or relativesi -.1 10 —.042 —3.138 .002 .934 Handicapperi —.201 —.036 —2.736 .006 .980 Generational cohort effect" .155 .032 2.425 .015 .936 Biological age' —. 1 51 —.03 1 —2.279 .023 .932 Biological age'" .169 .027 2.044 .041 .957 Generational cohortn —. 107 -.026 -1.963 .050 .945 R2 .399 Adjusted R2 .396 F value 169.467 1 value .000 Note. “Travel Expenditures (dollar spending per person per trip)” was used as a dependent variable for the regression analysis with stepwise method. Stepwise regression adds the most statistically significant variable (the one with the highest F statistic or lowest p—value) until there are none left. Tolerance indicates that multicollnearity exists in the model if tolerance is less than 0.20. The estimates are in log. a. Number of activities participated in while traveling. b. Dollars spent for commercial lodging per night. c. 1=Out-of-state destination, 0=In-state destination. (I. l=Car/truck used for transportation, 0=All other. e. Number of days planning began in advance. f. Number of persons living in household. g. 1=Above-median ($42,001) income, 0=Below-median income. h. 1=School-age child under age 18 in the household, 0=Otherwise. i. 1=Visiting friends or relatives, 0=Al| other. j. 1=Handicapper in the household, 0=Otherwise. k. l=1940—l944, 0=1980—l984. l. l=Age 18—22, 0=68 or older. m. l=Age 63-67, 0=68 or older. n. 1=1945—1949, 0=1980—l984. 105 Forty percentage of the variation in travel expenditures was accounted for by the following independent variables: 0 Activity participation 0 Lodging expenses 0 Out-of-state destination 0 Car/truck used for transportation 0 Trip planning horizon 0 Household size 0 Above-median ($40,001) income 0 School-age child 0 Visiting friends or relatives 0 Handicapper o Generational cohort (1940—1944) 0 Biological age (18—22) 0 Biological age (63—67) - Generational cohort (1945—1949) Predictors that did not enter the model via stepwise regression included: biological age (23—27, 28—32, 33—37, 38—42, 43—47, 48—52, 53—57, 58—62), generational cohort (51929, 1930—1934, 1935—1939, 1950—1954, 1955-1959, 1960—1964, 1965— 1969, 1970—1974, 1975—1979), residence, pre-school child, senior, employment, travel propensity, summer, and overnight trip. No multicollnearity was found by the tolerance test. Comparing standardized partial regression coefficients ([3), activity participation explained the largest portion (24%) of the variation in the model, closely followed by lodging expenses (24%), out-of-state destination (23%), car/truck used for transportation (20%), trip planning horizon (9%), household size (9%), above-median income (7%), 106 school-age child (7%), visiting friends or relatives (4%), handicapper (4%), generational cohort (1940—1944, 3%), age (18—22, 3%), age (63—67, 3%), and generational cohort (1945—1949, 3%). Generational cohorts (1940—1944 and 1945—1949) were associated with variation in travel expenditures; those born between 1940—1945 were likely to spend more on travel than those born between 1980—1984. However, those born between 1945—1949 were likely to spend less on travel than those born between 1980—1984. In terms of biological age on travel expenditures, those in the 63—67 age bracket spent more on travel than those 68 or older; however, those in the 18—22 age bracket spent less on travel than those 68 or older. Positively influential predictors associated with travel expenditures included: activity participation, lodging expenses, out-of-state destination, trip planning horizon, and above-median income, respondents who participated in more activities at the travel destination, spent more money for lodging, had longer trip-planning intervals, and earned above—median incomes. In contrast, negatively influential predictors included: car/truck used for transportation, household size, school-age child, visiting fiiends or relatives, and handicapper in the household. Respondents who used a car or truck for their primary transportation, or had a school-age child under the age of 18 in the household, or indicated that “visiting friends or relatives” was their primary trip purpose, or had one or more handicapped individuals in their households were likely to spend less on travel than those who did not. From a forecasting perspective, the “travel expenditures” model predicts that those born in 1940—1944 will have travel expenditures about 16% greater than those born 107 in 1980—1984, all things being equal. Those in the 63—67 age bracket will have about 17% more travel expenditures than those 68 or older. However, those in the 18-22 age bracket are estimated to spend about 15% less on travel than those 68 or older, and those born in 1945—1949 are predicted to spend about 11% less on travel than those born in 1980—1984. Moreover, those traveling to out-of-state destinations are estimated to spend 54% more on travel than those traveling in-state. Those earning above-median incomes are predicted to spend 23% more on travel than those earning below-median incomes. However, those using a car or truck for their primary transportation while traveling are estimated to spend 54% less than those using other types of transportation (airplane, train, etc.). Those with a school-age child under age 18 in the household are estimated to spend about 17% less on travel than those who do not. Those visiting their friends or relatives as their main travel purpose are predicted to spend about 11% less on travel than those having other purposes for their trips. Those with handicapped people in their household will spend 20% less on travel than their counterparts. The “travel expenditures” model indicates that one additional activity participated in at the travel destination will result in an increase in travel expenditures of 11%. A one hundred dollar increase in lodging expenses will result in an increase in travel expenditures of 3%. Likewise, for every additional trip-planning day, travel expenditures will increase by 0.1%. However, a one-person increase in the household will result in a travel expenditure decrease of 8%. In sum, generational cohort and biological age were found to have significant effects on travel expenditures. Specifically, those in older age segments are likely to 108 spend more money while traveling than those in younger age segments, and older generational cohorts are also likely to spend more money while traveling than younger generational cohorts. 109 Summary of Results for the Three Independent Variables of Priority Research Interest The central question addressed in this research is: what effect will the aging of the US. population have on the tourism industry? Three independent variables H , hypothesized to be most relevant in addressing this question, were identified. Biological age was selected because people’s interest and physical abilities change as they become older, and the US. population is becoming older. Generational cohort was selected because what people experience in their youth influences their consumption behavior later in life. Finally, the year in which a trip was taken or planned was selected because it is well established that current events or environmental changes have a significant impact on travel behavior. Recognizing that a host of additional independent variables influence travel behavior, those that were accessible in the data set used in this research were examined in concert with the three independent variables of priority research interest in multiple regression and logistic regression models to assess their joint and separate ability to explain variation in four dependent travel behavior variables. The key results relevant to the three priority research variables are presented in Table 15 and are discussed below. No significant association was found among the three independent variables of priority interest and travel propensity. Across all three of these variables, statistically significant relationships were found with trip planning horizon. However, no clear and overall relationships were identified by the model. H biological age, time of travel, and generational cohort. 110 Table 15. Summary of Results for Selected Significant Effects of Biological Age, Time of Travel, and Generational Cohort on Dependent Variables Independent Variables Biological Generational Dependent Variables Age Time of Travel Cohort Travel propensity NAa NAa NAa Trip planning horizon Age 18—22 (—) Year 2002 (—) 1970—1974 (—) Search for travel information N A3 Year 2002 (+) 1975—1979 (+) online 1935—1939 (—) 1940—1944 (—) Travel expenditures Age 63—67 (+) N Aa 1940—1944 (+) Age 18—22 (—) 1945—1949 (—) Note. Parentheses “( )” indicate that there are statistically significant positive or negative differences between the effects and travel behavior. a. No statistical significance was found between the independent variable and the dependent variable. Generational cohort and time of travel were found to have an influence on travelers’ likelihood to search for travel information online. Three generational cohorts and time of travel were identified by the model; younger generational cohorts (Generation X cohort and N generation cohort) appeared to search for travel information online more than middle or older generational cohorts. In addition, travelers in 2002 were more likely to obtain travel information online than travelers in 1997. The failure of biological age to influence online search behavior is inconsistent with the findings for the generational cohort variable and the conventional wisdom that older people are less frequent users of the Internet. These results indicate that biological age is becoming less of a factor in the use of the Internet when planning trips. 111 Biological age and generational cohort were found to influence travel expenditures on trips, but time of travel had no influence. Two age groups and two generational cohorts were identified as statistically significant; older generational cohorts tend to spend more money while traveling than younger generational cohorts. However, younger generational cohorts were found to spend more money than middle generational cohorts. Travelers in older age groups were likely to spend more money than those in younger age groups. In sum, time of travel was confirmed as an important influence of behavior. Biological age and generational cohort were also confirmed as relevant predictors of travel behavior. Results were very similar for both the biological and generational cohort variables, which would indicate that there is limited advantage to tracking both in marketing research. However, when considered with other predictor variables, biological age and generational cohort were found to be of secondary importance to many other variables commonly employed to segment markets. Multivariate analyses performed were not as fruitful as expected in identifying marketing exploitable opportunities related to biological age and generational cohort. Based upon the results from this study, the effect of aging of the US. population on the tourism industry is probably not as much as is commonly believed. Biological age and generational cohort may have become less important predictors of travel behavior than they were earlier while factors such as time of travel, discretionary income, technology development, household members’ schedules etc. have gained in importance. 112 CHAPTER V CONCLUSION This study investigated changes in patterns of travel behavior over time by testing the effects of biological age, time of travel, and generational cohort. It also examined determinants that explained variations in travel behavior via multivariate modeling. The research hypotheses, that a traveler’s biological age, time of travel, and generational cohort have a significant impact on selected travel behavior variables over time and that the specified dominant effects could be combined with other causal variables to explain variations in the selected travel behavior variables, were partially or fully supported. Ample evidence was found that links changes in patterns of travel behavior with the effects of biological age, time of travel, and generational cohort over time. The models employed identified key dimensions that effectively explained variations in the selected travel behavior over time. The following section discusses the most important findings of the study. The implications for marketers and practitioners are provided. The study’s limitations and recommendations for further study are also presented. The summary of key results is organized according to selected travel behavior. Summary of Key Results Travel Propensity No significant effect was found in travel propensity with respect to biological age, time of travel, and generational cohort over time. This finding is consistent with the finding of Oppermann (1995) and inconsistent with the findings of other studies 113 (Goeldner & Ritchie, 2006; Mak et al., 2005; Sakai et al., 2000), indicating biological age, generational cohort, or both affect travel propensity over time. However, discretionary income was found to explain the most variation in travel propensity. This finding is consistent with prior studies (Goeldner & Ritchie, 2006; Johnson & Suits, 1983). Discretionary income plays a primary role in travel propensity over time. Travel propensity is income elastic: the higher the income, the more likely people are to travel. The three independent variables of priority research interest are of no value in predicting propensity to travel. Discretionary income, however, was confirmed as the dominant independent variable influencing propensity to travel. Trip Planning Horizon Statistically significant relationships were found between trip planning horizon and the three primary study effects over time: biological age, time of travel, and generational cohort. Younger travelers were found to have shorter travel planning intervals than older travelers. Those who traveled in 2002 had much shorter travel planning intervals than did those in 1997. Younger generational cohorts did not plan their trips as many days in advance as did the older generational cohorts. Younger travelers are more likely to use a variety of resources, such as searching for travel information and making reservations online, when planning a pleasure trip (Cetron, DeMicco, & Davies, 2006). However, older travelers tend to use conventional resources, such as travel agents, printed media, and word-of-mouth referrals (Gitelson & Crompton, 1983; Homeman et al., 2002). Likewise, younger generational cohorts are more comfortable with new 114 technology devices (e.g., the Internet, GPS). It is also possible that younger travelers can be more flexible and spontaneous when traveling because they are less likely to be concerned with needs related to children, pets, work schedules, home maintenance, health, etc. In addition, the growing popularity of computers and the Internet between 1997 and 2002 has likely shortened travelers’ trip planning horizon. One of the key determinants of trip planning horizon was travel distance. The farther people have to travel, the longer in advance they plan their trips. In addition, those who participated in many activities and spent a great deal of money at the trip destination were the most likely to plan their trips well ahead of departure. This could be because expensive and busy trips that are far from home increased people’s perception of risk, which they reduced through taking more time to plan (Gitelson & Crompton, 1983). Biological age, time of travel, and generational cohort in combination with trip distance and travel expenditures are especially important predictors of travelers’ trip planning horizons. Propensity to Search for Travel Information Online Biological age, time of travel, and generational cohort were significant factors in the propensity to search for travel information online over time. Younger travelers, travelers in 2002, and travelers in younger generational cohorts were the most likely to search online for travel-related information. This finding is highly correlated with the finding for trip planning horizon. Over a five-year period (1997 and 2002), rapid technological innovations, such as personal computers, computer software, and the Internet, have changed every aspect of daily life, including travel behavior. Younger 115 generational cohorts, such as Generation X cohort (1966—1976) and N generation cohort (1977—?), were the more likely to rely on the Internet and high-tech innovations for travel information (Meredith et al., 2002). The variables, generational cohort, time of travel, and discretionary income, effectively explain variation in propensity to seek travel information online over time. Generational cohort is the most important factor in propensity to seek travel information online, followed by time of travel and discretionary income. Possible explanations for this finding are that younger generational cohorts (generation X cohort and N generation cohort) are comfortable with technology because they grew up in digital era. However, the Depression cohort (1912—1921) and the World War II cohort (1922—1927) have some difficulty with new and unfamiliar technology (Cetron et al., 2006; Meredith et al., 2002; Russell, 2005). The profusion and diffusion of technological innovations are likely responsible for these findings. Time is an essential element in the diffusion process, because all individuals cannot adopt the innovation at the same time (Rogers, 1995). Internet usage and other technology innovations are gradually diffused to travelers. Generational cohort membership plays a significant role in diffusing such innovations, because younger generational cohorts are the most likely to adopt new communication technologies than are older generational cohorts. Likewise, discretionary income significantly affects the propensity to search for travel information online: the higher the income, the higher the occupation status, and the more years of experience with the lntemet, the more likely users are to search for travel information online or to purchase travel products or services online (Weber & Roehl, 1999). 116 Time of travel and generational cohort in combination with discretionary income are key determinants of travelers’ propensity to acquire travel information online. Travel Expenditures Significant relationships were found between travel expenditures and the effects of biological age and generational cohort. Travelers who were 68 or older spent the most on travel. This finding supports the finding of Agarwal and Yochum (1999) and contradicts the findings of Thrane (2002), Lehto et a1. (2004), and Weagley and Huh (2004b). Similarly, generational cohorts, Postwar cohort (1928-1945) and Leading-edge Baby Boomer cohort (1946—1954), also spent more on travel than any other generational cohorts. Further analysis identified the most influential factors, older travelers (63 to 67) and the older generational cohort (Postwar cohort), that explained variation in travel expenditures. Factors that were the most likely to affect pleasure travelers’ decisions to spend more on travel expenditures were activity participation, lodging expenses, travel distance, discretionary income, and trip planning horizon. Similar results were found in a study by Leones, Colby, and Crandall (1998). Biological age and generational cohort in combination with activity participation, lodging expenses, travel distance, income, and trip planning horizon are salient predictors of travelers’ expenditures on trips. 117 Implications This study investigated changes in patterns of travel behavior with respect to the effects of biological age, time of travel, and generational cohort over time. This section discusses practical, theoretical, and methodological implications of the study. First, although biological age, time of travel, and generational cohort had no influence on travel propensity over time, discretionary income was found to play the most significant role in the number of pleasure trips that people took. Goeldner and Ritchie (2006) state that “as per capital real incomes continue to rise, consumers should spend an increasing proportion of their incomes on travel” (p. 305). Thus, a traveler’s discretionary income can be used as an effective indicator to forecast travel propensity. Second, travelers’ trip planning horizons have grown shorter over time, in part because the greater number of opportunities to make flight and lodging reservations via the Internet might have persuaded them to delay their trip planning. Intensive target times (approximately two months) of tourism advertising and promotion should be considered before the tourism season begins. The findings of this study indicate that early tourism advertisements and promotions may not draw target audiences’ attention because people have short trip planning horizons. This study found that travelers start planning their trips approximately 60 days before they leave. In addition, prior to the beginning of the travel season, different times to launch tourism advertising programs and promotional messages are suggested for different geographical markets because pleasure travelers who come a long distance have longer trip-planning intervals than those who come from a short distance. 118 Third, the study provided strong evidence of generational cohort and time of travel impacts on propensity to search for travel information online. Generational cohort can be one of the key factors in online information searching behavior. For instance, generation X cohort (1966-1976) and N generation cohort (1977-?) came of age with personal computers and the Internet. People in these generational cohorts cannot imagine living without the Internet, GPS, and mobile phones. Destination marketers and practitioners should use these intermediaries as distributional channels and communication and promotion tools to differentiate, customize, and personalize their products and services. Specifically, Generation X cohort and N generation cohort must be reached through the Internet and other high-tech devices for marketing purposes. The generational cohort can likewise be used in generational cohort marketing and Internet market segmentation strategies. Fourth, time of travel can explain travel information search online behavior over time. All individuals cannot adopt the same innovation at the same time. Time is an essential element in the diffusion of innovation process (Rogers, 1995). Consistent monitoring of usage rates, penetration of the Internet, and technological trends is recommended, because Generation X cohort and N generation cohort, for instance, readily adopt and use them, and change their preferences of technology innovations. If tourism destination marketers and practitioners keep track of Internet and technology use, they will be in a better position to reach their targets in the future. Fifth, older age groups or older generational cohorts have more purchasing power than younger age groups or younger generational cohorts. Senior travelers are not a homogeneous market (Bone, 1991; Homeman et al., 2002; Shoemaker, 1989, 2000). If 119 marketing programs can be designed specifically to attract and serve them, they can constitute a viable niche market that can reap financial rewards. Moreover, it may be useful to segment senior travelers by their generational cohort membership and design different appeals to attract them. For instance, those in Post War cohort (1928-1945) may be susceptible to appeals to nostalgia, opportunities to make friends their own generational cohort, and availability of recreation (e.g., casino, festivals, and museums). Finally, very few studies in the tourism and hospitality literature have used longitudinal data sets. This study successfully demonstrated how existing data can inform marketing strategies and promotions. The cohort analysis approach has the potential to change the simplistic manner in which age has been used as a causal variable in travel marketing research. Study Limitations There are some limitations to the findings of this study. First, the data sets available in this cohort analysis were limited to two periods (1997 and 2002) with a five- year time span. This might have caused the multivariate analyses performed not to be as fruitfill as expected in identifying marketing exploitable opportunities related to biological age and generational cohort. Data collected over a longer period of time (e.g., 1987, 1992, 1997, and 2002) could have provided more robust results of the effects of biological age, time of travel, and generational cohort on travel behavior over time. Second, some models identified in the study had somewhat low R squares, which is not uncommon in individual behavior studies (Berk, 2004; Wooldridge, 2003), however, the lack of explanatory power may be in part because the proposed model needs 120 more predictors. Thus, it is possible that if the proposed model had had more predictors, it would have produced more robust results. While an extensive effort was made to identify the best fitting models for testing this study’s hypothesis, it is possible that better models may exist and could surface in the future research. Third, although the MTMS survey achieved a reasonable response rate (44%) throughout the survey years (Babbie, 2004), increasing cellular phone use and Caller ID devices may have created a sampling bias for the survey, which was not detected or obvious in the MTMS survey. Finally, the sample consisted of residents of the states of Illinois, Ohio, Michigan, Indiana, and Wisconsin in the United States and the province of Ontario in Canada. Thus, generalizations to other geographic region of the findings of this study should be undertaken with caution. Recommendations for Further Research This study examined the effects of biological age, time of travel, and generational cohort on travel behavior over time. Future research should extend this study to different travel behavioral variables (e.g., activities, race/ethnicity, trip purposes, purchasing tourism products and services online, etc.), in order to identify new or different tourism target markets that may be influenced by the effects of biological age, time of travel, and generational cohort over time. Second, further research should identify what barriers and difficulties older generational cohorts (e.g., World War II cohort, Postwar cohort) may encounter when searching for travel information online. Although they have more purchasing power than 121 younger generational cohort, they are also less likely to use the Internet to seek travel information. Reducing impediments to utilizing the Internet via, for example, more user friendly websites can help in developing more effective Internet marketing strategies. Third, the study demonstrates that the cohort analysis approach can be utilized to track changes in patterns of travel behavior over time. Future research should focus on developing a core questionnaire pertaining to critical travel behavior questions, which should be collected at two or more intervals. In addition, future surveys in the core questionnaire should ask respondents their birth year or age as an open-ended question, thus allowing researchers to compute the age variable in several ways. For example, if the survey were to collect age data as a ratio scale at two or more points in time, then the age data could be analyzed to suite researchers’ interests (e.g., a five-year interval for generational cohorts and age groups). Fourth, future research should focus on collecting and using the appropriate time information to assess the influence of the time of travel variable. This is because when respondents are interviewed and when their trip was taken may not be the same time. For instance, in a telephone survey, a respondent interviewed on May 9, 2002 and asked when the pleasure trip was taken during the past 12 months may say that it was on May 24, which must be assumed to have been taken on May 24, 2001. But, arriving at this conclusion requires careful review and recoding of data which is very time consuming. One solution for this problem is to ask respondents the exact month, day, and year they took their pleasure trips. In addition, if an existing data set for the cohort analysis is used for a study, as demonstrated at data selection procedures in Chapter III, substantive 122 subsamples that meet the criteria of biological age, time of travel, and generational cohort, should be filtered before the data are analyzed. Finally, longitudinal studies are not common in tourism and hospitality studies. Based upon the results from this study, time of travel is confirmed as an important influence of travel behavior. A priori, marketers can not predict what changes will occur and how they might influence travel behavior. Time of travel and its influence only become apparent after the fact as was the case in the longitudinal data set used in this study. Thus, it is strongly recommended for marketers to invest in longitudinal market research specific to their markets. Such investments will reveal behavior changes as they are occurring rather than a year or years later. While historical data can be used in models to predict possible changes in travel behavior over time with some degree of success as was demonstrated in this study, such models are unlikely to be good substitutes for longitudinal research focused on one’s market given how quickly technology and other changes are occurring and influencing peoples’ travel behavior. 123 APPENDICES 124 APPENDIX A Core Questionnaire during a Five-year Period: 1997 and 2002 Gender 1=Male 2=Female -99=can’t determine Now we’d like to ask you about pleasure trips that you may have taken. Again, we’re defining “pleasure trips” as any overnight or day trips to places at least 50 miles from your home that were made for your enjoyment, including vacations, weekend getaways, shopping trips, and trips to visit friends or relatives. 1. In the past 12 months, have you taken any pleasure trips to any destination? > __ 1=Yes 2=No ------------ > GO TO QUESTION 26 ~99=DK/NR ----> GO TO QUESTION 26 2. About how many pleasure trips have you taken in the past 12 months? > _ pleasure trips [IF RESPONDENT IS UNABLE TO GIVE A SPECIFIC NUMBER, PROBE] In the past 12 months, would you say you’ve taken ...... 2=l to 3 pleasure trips? 5=4 to 6 pleasure trips? 8=7 to 9 pleasure trips? 15=10 to 20 pleasure trips? 25=More than 20 pleasure trips? -99=DK/NR BEGIN MOST RECENT PLEASURE TRIP PROFILE BLOCK 3. Approximately when did this trip begin -- the month and day? MONTH CODES 1=January 4=April 7=July 10=October 2=February 5=May 8=August 1 1=November 3=March 6=June 9=September 12=December MONTH > __ DAY > _ -99=DK/NR What was the purpose or purposes of this trip? 4. > > > 125 5. What would you say was the primary purpose of this trip? > 6. What types of transportation did you use? > __ 1=Car/truck without camping equipment 2=Car/truck with camping equipment 3=Self-contained recreation vehicle 4=Rental car 5=Airplane 6=Train 7=Ship/boat 8=Motorcycle 9=Bicycle 1 0=Motorcoach/Bus 11=Other -99=DK/NR 7. Other > 8. How many persons, including yourself, were in your immediate travel party? > 9. Beginning with yourself, please give me the gender and age of each person who went on this trip: 1=MALE 2=FEMALE -55=REFUSED -99=DK/NR GENDER AGE GENDER AGE RESPONDENT > __ > PERSON #2 > _ > PERSON #3 > _ > PERSON #4 > _ > > PERSON #6 > _ > > > > > PERSON #5 > _ _ _ PERSON #7 > _ __ PERSON #8 > _ _ PERSON #9 > PERSON #10 > __ 10. Was this an overnight or day trip? > __ 1=Ovemight =Day trip ------ > GO TO QUESTION 15 -99=DK/NR ----> GO TO QUESTION 15 11. How many nights were you away from home? > __ -99=DK/NR 12. How many nights did you spend in the state or province containing the main destination of this trip? > __ -99=DK/NR 126 13. In which locations did you spend these nights? > VVVV 14. What was the main type of lodging you used? > __ 1=Friend or relative’s home 2=Hotel, motel, or lodge 3=Bed & Breakfast 4=Rented cabin, cottage, or condominium 5=Owned cabin, cottage, or condominium 6=County, state, or federal campground 7=Commercial campground (e.g., KOA) 8=Boat/ship 9=Other 15. Which, if any, of the following activities did you participate in? 1 =Yes 2=No -99=DK/NR Nightlife? ................................................. Visit a state or national park? ..................... Visit a museum or hall of fame? ................. Visit an historic site? ................................. Visit some other type of attraction? ............. Explore a small city or town? ...................... Dine at a unique restaurant? ........................ Fall color touring outside of traveling to and from your destination? General touring or driving for pleasure? ..... Visit a farmer's market or pick-your—own farm 'or orchard? Outdoor recreation? .................................... . 16. What outdoor recreation activities did you participate in? > VVVV -99=DK/NR VVVVVVVVVVV 17. Did you do any shopping on this trip? > _ 1 =Yes 2=No -99=DK/NR 127 18. Did you attend a festival or event on this trip? > _ 1 =Yes 2=No -99=DK/NR 19. Did you do any casino gaming on this trip? > _ 1=Yes 2=No ------------ > GO TO QUESTION 22 -99=DK/NR ----> GO TO QUESTION 22 20. Did you plan to participate in casino gaming before you lefi home on this trip? > _ 1=Yes 2=No ------------- > GO TO QUESTION 22 -99=DK/NR ----> GO TO QUESTION 22 21. Was casino gaming the only reason for this trip, a primary reason for this trip, or a secondary reason for this trip? > _ 1=Only 2=Primary 3=Secondary -99=DK/NR 22. What would be your best estimate of how much your immediate travel party spent altogether while in the state or province containing the main destination of this trip? > $ -99=DK/NR 23. About how far in advance of this trip did you begin to make plans for it? > END MOST RECENT PLEASURE TRIP PROFILE BLOCK 24. What was the main destination of this trip? City/Place:> State/Province/Country: > [DON'T READ; DOUBLE ENTRY REQUIRED] 1=Michigan destination ----—> GO TO QUESTION 52 2=Non-Michigan destination 128 25. Was a place in Michigan the main destination of any of the pleasure trips you’ve taken in the past 12 months? > __ 1=Yes ----> GO TO QUESTION 27 2=No -99=DK/NR 26. Have you ever taken a pleasure trip to a place in Michigan? > __ 1=Yes 2=No ----> GO TO QUESTION 51 BEGIN GENERAL MICHIGAN PLEASURE TRIP PROFILE BLOCK 27. Now I'd like to ask you about your most recent pleasure trip in Michigan. Approximately when did this trip begin -- the month and day? MONTH CODES 1=January 4=April 7=July 10=October 2=February 5=May 8=August 11=November 3=March 6=June 9=September 12=December MONTH > _ DAY > __ -99=DK/NR 28. What was the purpose or purposes of this trip? > > > 29. What would you say was the primary purpose of this trip? > 30. What types of transportation did you use? > _ 1=Car/truck without camping equipment 2=Car/truck with camping equipment 3=Self-contained recreation vehicle 4=Rental car 5=Airplane 6=Train 7=Ship or boat 8=Motorcycle 9=Bicycle 1 0=Motorcoach/Bus 11=Other ----> ENTER UNDER QUESTION 31 -99=DK/NR 129 3 1 . Other > 32. How many persons, including yourself, were in your immediate travel party? > 33. Beginning with yourself, please give me the gender and age of each person who went on this trip: 1=MALE 2=FEMALE -55=REFUSED -99=DK/NR GENDER AGE GENDER AGE RESPONDENT > _ > _ PERSON #2 > _ > _ PERSON #3 > _ > __ PERSON #4 > _ > _ PERSON #5 > __ > __ PERSON #6 > __ > __ PERSON #7 > _ > _ PERSON #8 > __ > __ PERSON #9 > __ > PERSON #10 > _ > 34. Was this an overnight or day trip? > __ 1=Ovemight 2=Day trip ------ > GO TO QUESTION 39 -99=DK/NR ----> GO TO QUESTION 39 35. How many nights were you away from home? > _ -99=DK/NR 36. How many nights were spent in Michigan? > __ -99=DK/NR 37. In which locations in Michigan did you spend these nights? > > > > > 38. What was the main type of lodging you used? > __ 1=Friend’s or relative’s home 2=Hotel, motel, or lodge 3=Bed & Breakfast 4=Rented cabin, cottage, or condominium 5=Owned cabin, cottage, or condominium 6=County, state, or federal campground 7=Commercia1 campground (e.g., KOA) 8=Boat/ship 9=Other -99=DK/NR 130 39. Which, if any, of the following activities did you participate in? 1=Yes 2=No -99=DK/NR Nightlife? ..................................................... Visit a state or national park? Visit a museum or hall of fame? ..................... Visit an historic site? Visit some other type of attraction? Explore a small city or town? ......................... Dine at a unique restaurant? ........................... Fall color touring outside of traveling to and from your destination? General touring or driving for pleasure? ......... Visit a farmer's market or pick-your-own farm or orchard? Outdoor recreation? ....................................... VVVVVVVVVVV 40. What outdoor recreation activities did you participate in while you were in Michigan? > VVVV 41. Did you do any shopping on this trip? > _ 1=Yes 2=No -99=DK/NR 42. Did you attend a festival or event on this trip? > _ 1=Yes 2=No -99=DK/NR 43. Did you do any casino gaming on this trip? > _ 1=Yes 2=No ----------- > GO TO QUESTION 46 -99=DK/NR----> GO TO QUESTION 46 131 44. Did you plan to participate in casino gaming before you lefi home on this trip? > _ 1=Yes 2=No -------- > GO TO QUESTION 46 -99=DK/NR----> GO TO QUESTION 46 45. Was casino gaming the only reason for this trip, a primary reason for this trip, or a secondary reason for this trip? > _ 1=Only 2=Primary 3=Secondary -99=DK/NR 46. What would be your best estimate of how much your immediate travel party spent altogether on this trip while in Michigan? > $ -99=DK/NR 47. About how far in advance of this trip did you begin to make plans for it? > 48. What was the main destination of this trip? City/Place in Michigan: > END GENERAL MICHIGAN PLEASURE TRIP PROFILE BLOCK BEGIN MICHIGAN PLEASURE TRIP HISTORY BLOCK 49. Was this most recent pleasure trip in Michigan the first pleasure trip you’ve ever taken in this state? > _ 1=Yes ----> GO TO QUESTION 51 2=No -99=DK/NR 50. About how many pleasure trips to places in Michigan have you taken in the past 12 months? > _ pleasure trips [IF RESPONDENT IS UNABLE TO GIVE A SPECIFIC NUMBER, PROBE:] In the past 12 months, would you say that you’ve taken ...... 2=1 to 3 pleasure trips? 5=4 to 6 pleasure trips? 8=7 to 9 pleasure trips? 15=10 to 20 pleasure trips? 25=More than 20 pleasure trips? -99=DK/NR END MICHIGAN PLEASURE TRIP HISTORY BLOCK 132 BEGIN MICHIGAN TRAVEL EXPECTATIONS BLOCK 51. During the next 12 months, do you plan to take any pleasure trips to places in Michigan? > _ 1=Yes 2=No -99=DK/NR 52. Compared to the preceding 12 months, during the next 12 months do you expect to take more, fewer, or about the same number of pleasure trips in Michigan? > _ 1=More 2=Fewer 3=Same -99=DK/NR 53. Do you plan to take any pleasure trips in Michigan. . . 1=Yes 2=No -99=DK/NR This fall? > _ How about this Thanksgiving? > __ END MICHIGAN TRAVEL EXPECTATIONS BLOCK BEGIN PERSONAL/HOUSEHOLD CHARACTERISTICS BLOCK 54. To conclude, we’d like to ask just a few questions to help us classify your answers. In what city do you live? > 55. And your state or province? > 56. And your zip or postal code? > 57. In what county do you live? > 58. Do any of the following types of persons live in your household? 1=Yes 2=No -55=Refused -99=DK/NR Pre-school child? > _ School-age child under age 18? > _ Senior citizen? > __ Handicapped person? > __ 59. How many persons, including yourself, live in your household? > _ 133 60. How many adults over age 17, including yourself, live in this household? > _ 61. How many full-time wage-earners live in your household? > _ -55=Refused -99=DK/NR 62. Are you ...... > __ 1=Employed full-time; 5=A homemaker; 2=Employed part-time; 6=A student; or 3=Retired; 7=In some other employment Situation? =Not employed; -55=Refused ~99=DK/NR 63. What racial or ethnic group do you belong to? > ~55=Refused -99=DK/NR 64. The median household income is $31,000. Would you say your total household income before taxes in 1996 was above or below the median? > __ l=Above the median 2=Below the median > GO TO QUESTION 66 -55=Refused [DO NOT READ] ----> GO TO QUESTION 66‘ -99=DK/NR ----> GO TO QUESTION 66 65. Was your total household income above $50,000? > _ 1=Yes 2=No -55=Refused -99=DK/NR 66. Do you or any member of your household have access to the Internet? > _ 1=Yes 2=No -55=Refused -99=DK/NR 67. During the past 12 months, have you or any member of your household used the lntemet to obtain travel information? > __ 1=Yes 2=No -55=Refused -99=DK/NR END PERSONAL/HOUSEHOLD CHARACTERISTICS BLOCK 68. That’s all the questions I have. Thank you very much for your time! Have a good evening! [TO TERMINATE, HIT THE ENTER KEY TWICE] 134 APPENDIX B Type, Operational Definition, Original Coding, and Modification of Variables Variable Type Biological Age 18-22 23-27 28-32 33-37 38-42 43-47 48-52 53-57 58-62 63-67 Time of Travel 2002 GenerationiCohort S1929 1930-1934 1935-1939 1940-1944 1945-1949 1950-1954 1955-1959 1960-1964 1965-1969 1970-1974 1975-1979 l980-l984 Definition Respondents’ age Respondents’ year of pleasure trip taken Respondents’ birth year Original Coding 10=63-67 11=68 or older 1 =1 997 2=2002 1=Sl929 2=l930-l934 3=l935-l939 4=l940-1944 5=1945-1949 6=l950-l954 7=l955-1959 8=l960-1964 9=l965-l969 10=l970-l974 ll=l975-1979 12=l980-1984 135 Modification 1=l8—22, 0=68 or older l=23-27, 0=68 or older 1=28-33, 0=68 or older 1=33-37, 0=68 or older l=38-42, 0=68 or older l=43-47, 0=68 or older l=48-52, 0=68 or older l=53-57, 0=68 or older 1=58—62, 0=68 or older l=63-67, 0=68 or older l=2002 0= 1 997 l=Sl929, 0=1980-1984 l=l930-1934, 0=1980-l984 l=1935-l939, 0=1980-1984 l=1940-l944, 0=1980-l984 l=1945-l949, 0=1980-1984 l=1950-l954, 0=1980-1984 l=1955—l959, 0=1980-l984 l=l960-l964, 0=1980-l984 l=l965-l969, 0=1980-1984 l=1970-l974, 0=1980-l984 l=1975-l979, 0=1980-l984 Variable Type Definition (Minal Coding Modification Socioeconomic Variables Michigan residence State residence l=lllinois 1=Michigan residence 2=lndiana O=All other 3=Michigan 5=Ohio 6=Wisconsin 7=Ontario Pre-school child Pre-school 1=Yes, 2=No 1=Pre-school child(ren) child(ren) in the 0=Otherwise household School-age child School-age child 1=Yes, 2=No 1=School-age child under age 18 in the 0=Otherwise household Senior Senior citizen in the 1=Yes, 2=No 1=Senior citizen household 0=Otherwise Handicapper Handicapper in the 1=Yes, 2=No 1=Handicapper household 0=Otherwise Household size Number of persons Ratio living in the household Employment Employment status 1=Employed full-time 1=Employed full-time; part- 2=Employ part-time time; some other 3=Retired employment situation 4=Not employed 0=All other 5=A homemaker 6=A student 7=In some other employment situation Caucasian Ethnicity l=American Indian or 1=Caucasian Alaskan native, 0=AII other 2=Asian or Pacific Islanders, 3=Black,4=Hispanic, 5=White, 13=Other Income Gross annual 1=Less than $42,000, l=Above median (more than household income 2=$42,001-$65,000, 3=More than $65,000 136 $42,001 income) 0= Below median (less than $42,000 income) Variable Type Definition Travel Behayior Variables Travel propensity Summer Visiting friends or relatives: VFR Car/truck used for transportation Travel party size Overnight trip Out-of-state destination Lodging expenses Number of pleasure trip taken in past 12 months Season in which trip began Primary purpose of trip Primary mode of transportation used Number of persons, including a respondent, were in his/her immediate trip party Type of trip taken Travel destination Dollar spending for commercial lodging per night Original Coding Ratio l=Spfing 2=Summer 3=Fall 4=Winter 1=Outdoor Recreation 2=Entertainment 3=Visiting friends or relatives 4=Relaxation 5=General Touring 6=Vacation, Holiday, recreation, Amusement, Pleasure 7=Other l=Car/truck without camping equipment 2=Car/truck with camping equipment 3=Self-contained recreation vehicle 4=Rental car 5=Airplane 6=Train 7=Ship/boat 8=Motorcycle 9=Bicycle 10=Motorcoach/bus l 1=Other Ratio 1=Ovemight trip 2=Day trip Ratio 137 Modification 1=Summer 0=All other 1=Visiting friends or relatives 0=All other 1=Car/truck with/without camping equipment 0=All other 1=Ovemight trip 0=Daytrip 1=Out-of-state destination 0=In-state destination Variable Type Definition (mind Coding Modification Lodging in friends or Main type of 1=Friends or relative's l=Lodging in friends or relative's home lodging used home relative's home Activity participation Travel expenditures Planning horizon Search for travel information online Participation in selected activities Dollar spending per person per trip Number of days planning began in advance Use of the lntemet to obtain travel information 2=Hotel, motel, or lodge 3=Bed & Breakfast 4=Rented cabin, cottage, or condominium 5=Owned cabin, cottage, or condominium 6=County, state, or federal campground 7=Commercial campground 8=Boat/ship 9=Other 1=Yes 2=No Ratio Ratio 1 =Yes 2=No 0=All other Number of activates pursued among 13 selected activities. 1=Search for travel information online, 0=Otherwise 138 BIBLIOGRAPHY 139 BIBLIOGRAPHY Agarwal, V. 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