Journal of Arid Regions Geographic Studies

Journal of Arid Regions Geographic Studies

Examining and Explaining the Key Components of Ecotourism in Enhancing Sustainable Livelihoods Using a Mixed-Method Approach

Document Type : Original Article

Authors
1 Master of Tourism, Department of Public Administration and Tourism, Faculty of Social Sciences, University of Mohaghegh Ardabili, Ardabil, Iran
2 Department of Public Administration and Tourism, Faculty of Social Sciences, University of Mohaghegh Ardabili, Ardabil, Iran
3 Department of Public Administration and Tourism, Faculty of Social Sciences, University of Mohaghegh Ardabili, Ardabil, Iran.
Abstract
Aim: The purpose of this study is to identify and explain the key components of ecotourism that contribute to enhancing sustainable livelihoods in the border regions of Ardabil Province, using a mixed-methods (qualitative–quantitative) approach. This research further aims to develop a context-based analytical–practical framework to guide policymakers and development planners in the field of border ecotourism..
Materials & Methods: In the qualitative phase, data were collected through semi-structured interviews with 19 academic experts, local managers, and tourism practitioners, and analyzed using thematic analysis in ATLAS.ti (version 24). In the quantitative phase, to validate the qualitative structure and uncover latent dimensions, a researcher-designed questionnaire was distributed among 177 local residents, students, and stakeholders. Data were analyzed using exploratory factor analysis in SPSS (version 26).
Findings: The qualitative analysis identified 15 sub-themes categorized into four main themes: “Local capacities and advantages,” “Socio-environmental prerequisites,” “Institutional and infrastructural mechanisms,” and “Socio-economic outcomes.” The quantitative analysis confirmed four main factors: (1) Local participation and economic outcomes, (2) Institutional and infrastructural mechanisms, (3) Adaptive empowerment based on local capacities, and (4) Cultural capital and regional representation, which together explained 56.86% of the total variance.
Conclusion: Effective ecotourism development in border regions requires the simultaneous utilization of natural and cultural assets, active community participation, institutional strengthening, infrastructure improvement, and the adoption of incentive-based and adaptive policies. Moreover, enhancing cultural identity and destination storytelling can contribute to population stability, improved economic security, and reduced vulnerability.
Innovation: The innovation of this study lies in presenting a multidimensional, context-based analytical–practical model that can guide policymakers, development planners, and local institutions in achieving balanced and sustainable development in border areas. By integrating cultural, institutional, socio-environmental, and economic components, this model offers a comprehensive and locally grounded approach to ecotourism development.
Keywords
Subjects

Extended Abstract

1. Introduction

Ecotourism, as a form of nature-based sustainable tourism, focuses on environmental conservation and local livelihood enhancement, attracting attention from policymakers and researchers. It provides a platform for intercultural exchanges, income diversification, and community participation. Numerous studies emphasize the importance of intersecting components such as natural, financial, and human capital in community-based ecotourism success. Empirical research across countries demonstrates that integrating ecotourism with biodiversity conservation diversifies income sources, reduces reliance on unsustainable activities, and builds long-term economic resilience. In rural areas, ecotourism boosts employment opportunities, income, and infrastructure, thereby strengthening household livelihood sustainability. Community-based projects in protected areas aim to increase income, social welfare, and infrastructure, though deeper understanding of cross-border impacts and indigenous voices is needed. Economically, studies using contingent valuation and logit models confirm tourists' willingness to pay for natural resource conservation, highlighting ecotourism's potential for local livelihoods. Combining conservation efforts with community tourism simultaneously preserves biodiversity and improves livelihoods. Based on the sustainable livelihoods framework, relationships between vulnerability contexts, livelihood assets, strategies, and outcomes are crucial for community analysis. In border regions facing complex social, economic, ecological, and governance challenges, ecotourism plays a key role in enhancing economic resilience and natural resource oversight. While various studies examine ecotourism dimensions at local, national, and international levels, comprehensive knowledge of key components affecting sustainable livelihoods in Iran's border areas—considering indigenous conditions, border dynamics, and hybrid economic-environmental features—remains lacking. Most prior research focuses on non-border areas or single dimensions (e.g., purely economic or environmental). Border regions face unique challenges like geopolitical insecurities, weak infrastructure, and social marginalization, necessitating a comprehensive, context-oriented ecotourism model. Ardabil Province, a border region with semi-arid climate and valuable natural resources, serves as an ideal case for studying ecotourism-livelihood interactions. This study, using a mixed-method approach (qualitative-quantitative), identifies and explains key ecotourism components enhancing sustainable livelihoods in Ardabil's border areas, offering an analytical framework for policymakers, planners, and local institutions toward sustainable development.

2. Materials and Methods

This research employed a mixed-method (qualitative-quantitative) exploratory-explanatory approach. In the qualitative phase, thematic analysis was used to identify patterns and meaningful components from textual data. Data were collected via semi-structured interviews with 19 experts in tourism and regional development planning in Ardabil Province, selected based on criteria including at least 3 years of practical/research experience, relevant academic qualifications (minimum master's or PhD student), and diversity in gender and institutions. Sampling was purposive until theoretical saturation. Analysis followed Braun and Clarke (2006) using ATLAS.ti version 24: initial codes extracted, then organized into final codes/sub-themes and main themes. A conceptual map depicted relationships. Validity and reliability were ensured through data triangulation, member checking with 4 interviewees, independent reviewer assessment, and traceable coding. The interview protocol was designed based on DFID's (1999) sustainable livelihoods framework and Dangi and Jamal's (2016) community-based ecotourism model. In the quantitative phase, exploratory factor analysis (EFA) tested the conceptual structure. A researcher-designed questionnaire with Likert-scale items reflecting qualitative components was used, validated for face/content validity by experts, and reliable (Cronbach's alpha = 0.837). Sample size was calculated via G*Power (minimum 171 for F-test, effect size 0.15, α=0.05, power=0.90); 177 complete questionnaires from local residents and students were analyzed. Analysis used SPSS version 26 with eigenvalue >1 criterion.

3. Results and Discussion

Qualitative findings identified 4 main themes from 341 initial codes, consolidated into 15 sub-themes: indigenous capacities and advantages (ecological attractions, cultural heritage, local marketing), social-environmental prerequisites (community empowerment, participation, hosting culture, environmental protection), institutional and infrastructural mechanisms (infrastructural challenges, policy/governance issues, financial incentives, institutional barriers, adaptive learning), and economic-social outcomes (employment generation, economic security, migration reduction). The conceptual map illustrated interactive, causal, and feedback relationships: indigenous capacities positively influence outcomes, institutional challenges constrain, and adaptive learning facilitates. Quantitative EFA (KMO=0.841, Bartlett's test p<0.001) confirmed the structure, extracting 4 factors explaining 56.86% variance: indigenous participation and economic outcomes (high loadings on economic security 0.794, environmental protection 0.754, employment 0.745), institutional and infrastructural mechanisms (institutional barriers 0.816, policy challenges 0.617), adaptive empowerment on indigenous capacities (adaptive learning 0.763, financial incentives 0.679, empowerment 0.503), and cultural capital and regional representation (hosting culture 0.753, migration reduction 0.651). High qualitative-quantitative alignment strengthened theoretical coherence: outcomes matched factor 1, institutional with 2, prerequisites with 3, capacities with 4. Ecotourism enhances environmental protection and awareness, aligning with Moswete et al. (2022) and Gidebo (2023) on reduced poaching and habitat improvement. Economic findings concur with Pourjopari et al. (2023) and Toulabi Nejad and Poodineh (2020) on positive livelihood impacts. Institutional emphasis matches Aali and Sadeghi (2021); internationally, with Liu and Chamaratana (2024) and Shi et al. (2022) on stakeholder participation and life quality. In Ardabil's border context, economic-cultural-institutional interactions with environmental features demand balanced conservation-exploitation.

4. Conclusions

Ecotourism in Ardabil's border regions serves as a development mechanism for sustainable livelihoods, requiring synergy among indigenous capacities, social participation, efficient governance, and empowerment. The integrated model provides a basis for sustainable policies, spatial justice, and economic security. Limitations include geographic focus, suggesting comparative multi-regional studies. This systemic approach is generalizable to other border areas.

5. Aknowledgmant & Funding

·        The manuscript did not receive a grant from any organization.

·        The authors sincerely appreciate and thank all colleagues, experts, and individuals who assisted in the stages of data collection, analysis, and preparation of this work.

6. Conflict of Interest

The authors declare that they have no known competing financial interests or personal relationships that could have appeared to influence the work reported in this paper.

Aali N, Sadeghi L. (2021). An Assessment of the Influence of Different Factors on the Rural Ecotourism Development (Case study: Oramanat tourist route). JHRE. 40(174), 15-28. http://dx.doi.org/DOI:%2010.22034/40.174.15 [In Persian]
Beck, H. E., Zimmermann, N. E., McVicar, T. R., Vergopolan, N., Berg, A., & Wood, E. F. (2018). Present and future Köppen-Geiger climate classification maps at 1-km resolution. Scientific data, 5(1), 1-12. https://doi.org/10.1038/sdata.2018.214
Bhushan, S., Dincă, I., & Shikha, S. (2024). Evaluating local livelihoods, sustainable forest management, and the potential for ecotourism development in Kaimur Wildlife Sanctuary, India. Frontiers in Forests and Global Change, 7, 1491917. https://doi.org/10.3389/ffgc.2024.1491917
Braun, V., & Clarke, V. (2006). Using thematic analysis in psychology. Qualitative research in psychology, 3(2), 77-101. https://doi.org/10.1191/1478088706qp063oa
Chan, J. K. L., Marzuki, K. M., & Mohtar, T. M. (2021). Local community participation and responsible tourism practices in ecotourism destination: A case of lower Kinabatangan, Sabah. Sustainability, 13(23), 13302. https://doi.org/10.3390/su132313302
Cordon, C., Carmena, B., Giménez, M. C., García, J. L., & Calderon-Guerrero, C. (2023). Evolution of ecotourism in coastal indigenous communities: Comparison of the case studies of La Ventanilla and La Escobilla in Oaxaca, Mexico. Sustainability, 15(3), 2207. https://doi.org/10.3390/su15032207
Dangi, T. B., & Jamal, T. (2016). An integrated approach to “sustainable community-based tourism”. Sustainability, 8(5), 475. https://doi.org/10.3390/su8050475
Department for International Development (DFID). (1999). Sustainable livelihoods guidance sheets. Livelihoods Centre. https://www.livelihoodscentre.org/documents/114097690/114438878/Sustainable+livelihoods+guidance+sheets.pdf/594e5ea6-99a9-2a4e-f288-cbb4ae4bea8b?t=1569512091877
FAO (Food and Agriculture Organization). (2023). Ecotourism: Definitions, Concepts and Visitor Types. Retrieved from https://www.fao.org/4/w7714e/w7714e06.htm
Farajollahi, A. & Islami, I. (2021). Analysis of the Impact of Ecotourism on Capitals of Rural Livelihoods in the Sustainability Framework (Case Study: Palangan Village of Kurdistan). Journal of Range and Watershed Managment, 73(4), 832-842. https://dor.isc.ac/dor/20.1001.1.50442008.1399.73.4.11.7 [In Persian]
Ganjaeian, H. (2020). Evaluation of Ecotourism Development Potential of Gavandareh Area of Qorveh City Using Integrated Model AHP-SWOT. Geography and Human Relationships, 2(4), 56-69. https://dor.isc.ac/dor/20.1001.1.26453851.1399.2.4.5.3 [In Persian]
Gidebo, H. B. (2023). Linking livelihood and biodiversity conservation in protected areas: Community based tourism development perspective from developing country. Tourism and Hospitality Research, 23(3), 361-375. https://doi.org/10.1177/14673584221102699
Guerrero-Moreno, M. A., & Oliveira-Junior, J. M. B. (2024). Approaches, trends, and gaps in community-based ecotourism research: a bibliometric analysis of publications between 2002 and 2022. Sustainability, 16(7), 2639. https://doi.org/10.3390/su16072639
Gültekin, Y. S. (2022). Ecotourism through the perception of forest villagers: understanding via mediator effects using structural equation modeling. Environmental Science and Pollution Research, 29(47), 70899-70908. https://doi.org/10.1007/s11356-022-20882-y
Harilal, V., & Tichaawa, T. M. (2018). Ecotourism and alternative livelihood strategies in Cameroon's protected areas. EuroEconomica, 37(2), 133-148. http://hdl.handle.net/11159/2570
Hejazi, A. , Rezaei Moghaddam, M. H. & Ghasemizadgonbad, Z. (2022). Assessment of Ecotourism capabilities using FUZZY ANP method (A case study of Margavar Rural District of Urmia County). Journal of Geography and Planning, 26(80), 116-99. https://doi.org/10.22034/gp.2021.44708.279 [In Persian]
Ichsan, Azhar, & Munardi. (2023). ENHANCING COMMUNITY ENGAGEMENT IN ECOTOURISM: DEVELOPING A PARTICIPATORY AND COMMUNITY-CENTERED FRAMEWORK. Journal of Accounting Research, Utility Finance and Digital Assets, 1(4), 636–646. https://doi.org/10.54443/jaruda.v1i4.160
Kamandari, M. , Chahrrahi, M. & Ghorbanpour, H. (2020). Ecotourism potentials in Kerman province a Domain for Tourism Development. Geography and Human Relationships, 3(2), 27-42.. https://dor.isc.ac/dor/20.1001.1.26453851.1399.3.2.3.0 [In Persian]
Khaledi Koure, F., Hajjarian, M., Hossein Zadeh, O., Alijanpour, A., & Mosadeghi, R. (2023). Ecotourism development strategies and the importance of local community engagement. Environment, Development and Sustainability, 25(7), 6849-6877. https://doi.org/10.1007/s10668-022-02338-y
Kumar, S., Hasija, N., Kumar, V., & Sageena, G. (2023). Ecotourism: a holistic assessment of environmental and socioeconomic effects towards sustainable development. Current World Environment, 18(2), 589. http://dx.doi.org/10.12944/CWE.18.2.14
Liu, M., & Chamaratana, T. (2024). Assessing Ecotourism Development Indicators in Border Areas of the Greater Mekong Subregion: Insights from Stakeholders. Pakistan Journal of Life & Social Sciences, 22(2). https://doi.org/10.57239/PJLSS-2024-22.2.001267
Mikhaylova, A. A., Wendt, J. A., Hvaley, D. V., Bógdał-Brzezińska, A., & Mikhaylov, A. S. (2022). Impact of cross-border tourism on the sustainable development of rural areas in the Russian–Polish and Russian–Kazakh borderlands. Sustainability, 14(4), 2409. https://doi.org/10.3390/su14042409
Mirkarimi, H., Saeidi, S., & Saeidi, S. (2016). Principles and Concepts to Achieve Successful Ecotourism. Human and Environment, 14(2), 13–23. https://sanad.iau.ir/Journal/he/Article/848226/FullText [In Persian]
Moayedfar, S. , Dehghan Khavari, S., Akaberi Tafti, M. & Fatemi, M. (2021). Economic Evaluation of Yazd Desert Ecotourism with Approach Sustainable Development. The Journal of Geographical Research on Desert Areas, 9(1), 149-172. https://dor.isc.ac/dor/20.1001.1.2345332.1400.9.1.8.0 [In Persian]
Moswete, N. N., Saarinen, J., & Thapa, B. (2022). Socio-economic Impacts of Community-Based Ecotourism on Rural Livelihoods: A Case Study of Khawa Village in the Kalahari Region, Botswana. In Southern African Perspectives on Sustainable Tourism Management: Tourism and Changing Localities (pp. 109-124). Cham: Springer International Publishing. https://doi.org/10.1007/978-3-030-99435-8_8
Mulyani, S., Ahsani, R. D. P., & Wijaya, D. N. (2021). Collaborative Governance on Ecotourism: Towards Sustainable Tourism Development. Jurnal Borneo Administrator, 17(3), 319-334. https://doi.org/10.24258/jba.v17i3.958
Pourjoopari, M., Tayebnia, S. H., & Paydar Kalsang, A. (2024). Analysis of the effectiveness of ecotourism development in empowering the rural economy (example: villages with ecotourism resorts in Kerman city). Arid Regions Geographic Studies, 15(55), 43–70. https://doi.org/10.22034/jargs.2023.378560.1006 [In Persian]
Rajabi, N. , Mirabi, V. R. & Moradi Shahdadi, K. (2024). Presenting a model of ecotourism and sustainable tourism development with an emphasis on foreign exchange and economic development of Qeshm Island. Journal of value creating in Business Management, 4(3), 27-51. https://doi.org/10.22034/jvcbm.2024.431446.1277 [In Persian]
Salman, A., Jaafar, M., Mohamad, D., Ebekozien, A., & Rasul, T. (2024). The multi-stakeholder role in Asian sustainable ecotourism: a systematic review. PSU Research Review, 8(3), 940-958. https://doi.org/10.1108/PRR-05-2022-0048
Samal, R., & Dash, M. (2023). Ecotourism, biodiversity conservation and livelihoods: Understanding the convergence and divergence. International Journal of Geoheritage and Parks, 11(1), 1-20. https://doi.org/10.1016/j.ijgeop.2022.11.001
Sapkota, B. D. (2021). Sustainable Livelihoods Approach: Alternative to Rural Development. Triyuga Academic Journal, 39-45. https://doi.org/10.3126/taj.v2i1.45619
Shi, H., Zhang, L., Song, B., & He, C. (2022). The impact of ecotourism on local rural households' livelihood around Wolong Nature Reserve. Forestry Economics Review, 4(1), 2-18. https://doi.org/10.1108/FER-06-2021-0013
Sok, S., & Yu, X. (2015). Adaptation, resilience and sustainable livelihoods in the communities of the Lower Mekong Basin, Cambodia. International Journal of Water Resources Development, 31(4), 575-588. https://doi.org/10.1080/07900627.2015.1012659
Tambe, S. (2022). Sustainable livelihoods approach. In Teaching and learning rural livelihoods: A guide for educators, students, and practitioners (pp. 45-56). Cham: Springer International Publishing. https://doi.org/10.1007/978-3-030-90491-3_4
TIES (The International Ecotourism Society). (1990). What is Ecotourism. Retrieved from www.ecotourism.org/what-is-ecotourism
Tiwari, S., & Nguyen, T. P. L. (2024). Towards social equity and sustainable economic prosperity through ecotourism: A case of caste diversified community along Annapurna Sanctuary trail (AST), Nepal. World Development Perspectives, 34, 100592. https://doi.org/10.1016/j.wdp.2024.100592
Toulabi Nejad, M. & Poodineh, M. R. (2020). Investigating the Effects of Ecotourism Development on the Sustainability of Livelihoods Activities and Rural Households (Case Study: Khorram-Abad Papee Division). Geographic Thought, 11(22), 97-118. https://geonot.znu.ac.ir/article_38153.html [In Persian]
UN (United Nations). (2015). Transforming our world: The 2030 Agenda for Sustainable Development. Retrieved from https://sdgs.un.org/2030agenda
UN Tourism. (n.d.). Glossary of tourism terms. Retrieved from https://www.untourism.int/glossary-tourism-terms
UNDP (United Nations Development Programme). (2023). Ecotourism investments support conservation and local economic growth. Retrieved from https://www.undp.org/belarus/stories/ecotourism-investments-support-conservation-and-local-economic-growth
UNDP (United Nations Development Programme). (2024). Ecotourism investments support conservation and local economic growth. Retrieved from https://www.undp.org/belarus/stories/ecotourism-investments-support-conservation-and-local-economic-growth.
Veisi, F. , Ghorbani, M. S. & Dastwar, A. (2017). Border Market Impacts on Sustainable Livelihood of Rural Areas Around: A Case Study in Khavmirabad District in Marivan County. Journal of Rural Research, 8(3), 518-535. https://dor.isc.ac/dor/20.1001.1.20087373.1396.8.3.10.2 [In Persian]
Xu, S., Zuo, Y., Law, R., & Zhang, M. (2022). Impact of farmers’ participation in tourism on sustainable livelihood outcomes in border tourism areas. International Sociology, 37(1), 50-77. https://doi.org/10.1177/02685809211024019
Yari, R. , Heshmati, G. & Rafiee, H. (2021). Assessment the potential of Ecotourism Summer Rangelands using Geographic Information System (GIS) (Case Study: Chahar-bagh Rangelands of Gorgan City). Iranian Journal of Range and Desert Research, 28(4), 745-758. https://doi.org/10.22092/ijrdr.2021.125246 [In Persian]

  • Receive Date 14 August 2025
  • Revise Date 26 November 2025
  • Accept Date 27 November 2025
  • Publish Date 23 July 2026