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Boticas and the "Wine of the Dead": reinforcing cultural territorial identity in wine tourism experiences

Boticas y el "vino de los muertos": fortalecer la identidad cultural del territorio en la experiencia del turismo de vino

Abstract

Justified purpose of the topic:

The territory of Boticas (in the North of Portugal) has a low population density and is considered a powerful space of cultural heritage

Objective:

The wine tourism ecosystem strategy will involve several dynamics that can enhance endogenous resources, resulting in a reinforcement of identity and Cultural uniqueness. The "wine of the dead" is a surviving symbolic wine tradition connected with the second French Invasion of Portugal (1808). The expression "Wine of the dead" derived from the ancient practice of burying the bottles underneath cellar floors to safeguard property from the French soldiers.

Design / Methodology and approach:

Two qualitative methodologies were used: MatrizPCI (Intangible Cultural Heritage Matrix), following UNESCO's guidelines on "Safeguarding Cultural Heritage" for endogenous resources inventory, and Buhalis' six A's framework for the analysis of tourism destinations.

Results:

The results show Boticas as a multifunctional geographical space where its endogenous characteristics / attributes ensure a privileged and competitive position within the framework of wine tourism

Originality of the document:

This work is original on the theme and framework.

Keywords:
Wine tourism Ecosystem; Cultural Heritage; Wine of the dead; Boticas.

Resumen

Justificativo del tema:

El territorio de Boticas (Norte de Portugal), a pesar de la baja densidad de po-blación, es visto como un espacio con valores para el patrimonio cultural, integrando armoniosamente su ecosis-tema con el turismo del vino a través de diversas dinámicas potenciadoras de los recursos locales, dando como resultado un fortalecimiento de la identidad cultural y la singularidad de la cultura local.

Objetivo:

El objetivo de este trabajo es mostrar el "vino de los muertos" como una tradición peculiar de las marcas de vino y un símbolo de la astucia y la supervivencia de las personas de Boticas, surgido en el período de la segunda invasión francesa (1808). Su nombre se debe al hecho de que el vino ha sido colocado en el suelo de la bodega, en tierra batida, bajo las tuberías y los molinos para salvaguardar del saqueo de los soldados franceses.

Diseño/Metodología y enfoque:

en el estudio cualitativo se utilizaron dos metodologías: MatrizPCI (matriz de patrimonio cultural intan-gible) para el inventario de los recursos locales, siguiendo las directrices de la UNESCO sobre la "protección del patrimonio cultural" y el modelo de los "6 As" de Buhalis, para el reconocimiento de los atributos del destino turístico y sostener las propuestas de creación de valor en la experiencia del turismo de vino.

Resultados:

Los resultados muestran Boticas como una zona geográfica multifuncional donde sus características/atributos locales garantizan una posición competitiva privilegiada en el turismo de vino.

La originalidad del documento:

Este trabajo es único por su tema y encuadre.

Palabras clave:
Turismo de Vino; Ecosistema; Patrimonio cultural; Vino de los muertos; Boticas.

Resumo

Propósito justificado do tema:

O território de Boticas (Norte Portugal), embora de baixa densidade populacional é visto como um espaço de valorização do património cultural, ao integrar de forma harmoniosa o seu ecossistema de enoturismo através de várias dinâmicas potenciadoras dos recursos endógenos, resultando num reforço da identidade e singularidade culturais.

Objetivo:

O objectivo deste trabalho é mostrar o "vinho dos mortos" como uma tradição vitivinícola peculiar e um símbolo da astúcia e sobrevivência do povo de Boticas, tendo surgido no período da 2ª Invasão Francesa (1808). O seu nome resultou do facto do vinho ter sido enterrado no chão das adegas, no saibro, debaixo das pipas e dos lagares para salvaguardar o património do saque dos soldados franceses.

Design/Metodologia e abordagem:

No estudo foram utilizadas duas metodologias qualitativas: MatrizPCI (Matriz Património Cultural Imaterial) para inventariação dos recursos endógenos, seguindo as orientações da UNESCO quanto à "Salvaguarda de Património Cultural" e o modelo dos 6 A's de Buhalis para o reconhecimento dos atributos do destino turístico e sustentar a propostas de criação de valor na experiência de Enoturismo.

Resultados:

Os resultados mostram Boticas como um espaço geográfico multifuncional onde as suas características/atributos endógenos asseguram um posicionamento privilegiado e competitivo no quadro do turismo de vinho.

Originalidade do documento:

Este trabalho é original quanto ao tema e enquadramento.

Palavras-chave:
Enoturismo; Ecossistema; Património cultural; Vinho dos Mortos; Boticas.

1 INTRODUCTION

Boticas, a low population density territory, is a tourism destination with unique endogenous assets, such as "wine of the dead" connected with the place history. The study focuses on Boticas wine tourism ecosystem integrated on "Terra de Barroso" (old Barroso land), whose landscape will be characterized in Section 2. Asero & Patti (2009Asero, V. & Patti, S. (2009). From Wine Production to Wine Tourism Experience: the Case of Italy. American Association of Wine Economists, Disponible in: http://www.wine-economics.org/workingpapers/AAWE_WP52.pdf, access in 13-01-2015.
http://www.wine-economics.org/workingpap...
) refers wine as a "territorial intensive product", containing a strong reference to territorial identity.

The concept of ecosystem associated with wine tourism will be detailed in section 3, presenting its main components, Territory, Tourism and Wine culture. Boticas "Wine of the Dead" wine tourism is recognized as an important vehicle for regional sustainability, integrating cultural resources in the tourist offer. According to Brunet (1990Brunet, R.,(1990). Le territoire dans¬les turbulences. Paris: Reclus, p.224. ), in space-territory local actors give rise to a sense of belonging and identity, creating bonds of solidarity between them. Two qualitative methodologies were used and detailed in section 4 to support the proposals of value creation in the Enotourism experience. The PCI Matrix (Intangible Cultural Heritage Matrix) following UNESCO's guidelines on "Safeguarding Cultural Heritage" for endogenous resources inventory, and Buhalis' 6 A's model for tourist attributes recognition. Section 5 presents a differentiated wine tourism proposal, integrating cultural products on Boticas "Wine of the Dead" enotourism experience. The success of Boticas wine tourism is the implementation of these cultural dynamics, in order to develop space-territory sustainability.

2 BOTICAS SPACE-TERRITORY CHARACTERIZATION

2.1 "Terra de Barroso" a low-density territory

The territorial construction of Portugal is not homogeneous. Two types of territories are mentioned by Pecqueur (2000Pecqueur, B.,(2000). Qualite et développement - L'hypothese du panier de biens. In: Symposium sur le développement regional. INRA-DADP. Montpellier.), a political-administrative and a space-territory. According to Oliveira Jorge, V. (2005Oliveira, A., Rodrigues, A., & Cantanhede, F. (2005). História e Geografia de Portugal 6º ano, v. 2, Lisboa, Texto Editora,p. 33.) space-territory is understood as the space produced and appropriated by society, composed by natural and cultural objects interrelation. Space is where the human memory is settled, having a relationship with the people who inhabit it. Geographic space is the continuous result of socio-spatial relations that can be economic (relationship between society and economy), political (society-state relationship) and symbolic-cultural relations (imaginary society-space relationship). The driving forces of these relations (Lefebvre, 1991) are the human action and its spatial practices. Within space-territory we find: Landscape, places, territory, regions, society, and nature. The landscape involves sociocultural elements resulting from historical, cultural, emotional, physical, and natural dynamics. Places are linked to the cultural dimension and are strongly related to space identity and affectivity between individuals. Territory is temporary and modifiable, resulting from historical and geographical division process and associated with geographic borders. Demangeon (1982Demangeon, Albert (1982). Uma definição da Geografia Humana. In: Christofoletti, Antonio (Org.). Perspectivas da Geografia. São Paulo: Difel.) considers the Human Geography studies a "relation of the human groups with the geographical environment". Moreira (1982Moreira, Ruy (1982). Repensando a Geografia. In: SANTOS, Milton (Org.). Novos rumos da Geografia brasileira. São Paulo: Hucitec.) understands geographic space as a structure of relations under social determination.

According to Figure 1, Boticas is located in the North (NUTS II) Region, in the Sub-region (NUTS III) Alto Trás-os-Montes, belonging to the Alto Tâmega Intermunicipal Community (CIM) (includes the municipalities of Boticas, Chaves, Montalegre, Ribeira de Pena, Valpaços, and Vila Pouca de Aguiar). Boticas territory is part of Barroso land created in 1836. Boticas is in the west and northwest part of Montalegre, borders Chaves in east, Vila Pouca de Aguiar in the southeast, Ribeira de Pena in the south, and Cabeceiras de Basto in the southwest. Boticas is surrounded by Cenabria, Larouco, Gerês, Cabreira and Marão mountains and has several villages such as: Alturas do Barroso; Ardãos; Beça; Bobadela; Boticas; Cerdedo; Codessoso; Covas do Barroso; Curros; Dornelas; Fiães do Tâmega; Granja; Pinho; São Salvador de Viveiro; Sapiãos; Vilar.

Figure 1
Location of Boticas

The North region (NUT II) has 35% (3 696 762 inhabitants) of the national population (10,562,178), with an unequal distribution as shown in Table 1 and Table 2. Two-thirds of the national territory, is defined as Low Density, with inevitable effects: physical desertification caused by land and productive abandonment; economic weakening; high cost of infrastructures and equipment; reduction of key public services; and degradation of life conditions and opportunities.

Table 1
Territorial Nomenclature Units (NUTS) established by European Community Regulation No. 868/2014
Table 2
NUT III Population

Low density territories or "demographic winter" as Moutinho and Manso (2015Moutinho, R. & Manso, J. (2015). Políticas Públicas para os territórios de baixa densidade no contexto da agenda 2020. In: P. Neto & M. M. Serrano (Ed.), Políticas Públicas, Economia e Sociedade (pp.313-347). Alcochete: Smartbook.) put it is not only related to demographic dynamics, but it involves also economic and social aspects.

Low density territories in Portugal, are more than 80% of the continental territory, concentrating less than 50% of the population, 21% of whom are 65 years or older. Silva and Chamusca, (2010Silva, A., Lima, F. & Chamusca, P., (2010). Estratégias de eficiência colectiva em territórios de baixa densidade: reflexões a propósito do Minho-Lima e do Tâmega. XII Colóquio Ibérico de Geografia, 3-8. Acessível em http://web.letras.up.pt/xiicig/comunicacoes/151.pdf.
http://web.letras.up.pt/xiicig/comunicac...
) argued that low density territories are more dependent on external resources, because of traditional sectors specialization, hindering modernization and soft competitiveness.

The Alto Tâmega region, integrating the Barroso land, a low-density territory, has 94 143 inhabitants (3% of the population of the North of Portugal). The municipality of Boticas has 321.96 km ² of area and a continuous decline in the population from 1864 to 2011 (5 750 inhabitants in 2011), (Graphic 1).

Graphic 1
Boticas - Population development from 1864 to 2011

Due to its geographical location and difficult access, Boticas is a remote region undergoing depopulation, with a low population density and high percentage of aged population (Table 2). The above information is corroborated by the Territorial Development Strategy for Alto Tâmega document (p.24). "Alto Tâmega has faced, in recent years, a gradual and relatively sharp decline in the number of residents in its six municipalities: in a period of ten years, it lost 11% of its population". The strong aging trend is presented in Graphic 2.

Graphic 2
Boticas - Population age structure from 1900 to 2011

The present situation, according to Alto Tâmega Territorial Development Integrated Strategy (p. 26) "... population presents low levels of training and qualification when compared to the national reality: more than half of the population has no education". This scenario reflects the region's inability to retain qualified employees.

2.2 Boticas Wine activities

Wine is one of the agricultural product with higher mobility and expansion capacity throughout history, being present in all the continents (Carlan, 2012Carlan, C. (2012). Vinho: Comércio e Poder no Mundo Antigo. In: Candido, Maria Regina (Org.),, p.85). Leisure time associated with wine sociability is not a recent phenomenon. The Romans became interested in wine around 200 BC. Some rich Romans owned villas where they grew vines and produced small quantities of wine for self-consumption and drinking with their friends (Johnson, 1989). The social, cultural, and religious importance of drinking wine is more intense in the Greek world than in the Roman world (Montanari, 2008Montanari, M. (2008). Sistemas Alimentares e Modelos de Civilização. In Flandrin, J. (coord.) e Montanari, M., História da alimentação: dos primórdios à Idade Média. 2. ed., Lisboa, Terramar, pp. 91-101., pp. 91-92).

The vine cultivation and wine production in Trás-os-Montes Region has a secular origin, from Roman and Pre-Roman origin, as archaeological remains show. Trás-os-Mon-

tes region has several microclimates, different types of soils (granitic with shale outcrops) and a great adaptability of grape varieties, allowing singular wines.

These geographical differences make possible to define three sub regions for the production of quality wines entitled Trás-os-Montes Denomination of Origin (DO). The most important red varieties of this region are Trincadeira, Bastardo, Marufo, Tinta Roriz, Touriga Nacional, and Touriga Franca, and the most planted white varieties are Syria, Fernão Pires, Gouveio, Malvasia Fina, Rabigato and Viosinho.

Trás-os-Montes Denomination of Origin (DO) was recognized in November 9, 2006 (Ordinance No. 1204 / 2006) including three sub-regions, Chaves, Valpaços and Planalto Mirandês, all of which are listed in Figure 4. The rest of the territory is considered as a Protected Geographical Indication (PGI), wherein the Wine of the Dead is integrated. The control and defense of the Denomination of Origin and Geographical Indication are the Trás-os-Montes Regional Wine Commission (CVVTM) responsibility (created in 1997). Currently 94 producers contribute with an annual volume of 3 million liters of certified wine.

Figure 2
Geographical Indication and Denominations of Origin - Trás-os-Montes Wine Region

Figure 3
French Invasions Map

Figure 4
Accessibility to Boticas

Exploring briefly each DO subregion and according to CVVTM information, the subregion of Chaves, is situated on the slopes of small valleys, running toward the valley of the Tâmega River. In this subregion, the soils are essentially granite, the altitude is around 350 to 400 m, with high relative humidity levels and it includes Anelhe, Arcossó, Bustelo, Calvão, Cela, Curalha, Eiras, Ervededo, Faiões, Lama de Arcos, Loivos, Madalena, Oura, Outeiro Seco, Póvoa de Agrações, Redondelo, Samaiões, Sanjurge, Santa Cruz/Trindade, Santa Maria Maior, Santo António de Monforte, Santo Estêvão, São Pedro de Agostém, Seara Velha Selhariz, Soutelinho da Raia, Soutelo, Vale de Anta, Vidago, Vila Verde de Raia, Vilar de Nantes, Vilarelho da Raia, Vilarinho das Paranheiras, Vilas Boas, Vilela do Tâmega e Vilela Seca), Vila Pouca de Aguiar (parishes of Capeludos and Valoura).

Valpaços subregion is in the center of Terra Quente Transmontana heart. The soils present significant differences, specially granite soils, the altitude is around 450 to 650 m, with higher temperatures during summer and lower values of relative humidity, as well as lower values of rainfall in winter. Valpaços subregion includes parishes from the municipalities of Macedo de Cavaleiros (Arcas, Cortiços, Lamalonga, Sesulfe, and Vilarinho de Agrochão), of Mirandela (Abambres, Aguieiras, Alvites, Avantos, Bouça, Cabanelas, Carvalhais, Fradizela, Franco, Lamas de Orelhão, Múrias, Mascarenhas, Mirandela, Passos, São Pedro Velho, São Salvador, Suçães, Torre de D. Chama, Vale de Gouvinhas, Vale de Salgueiro and Vale de Telhas), of Murça (Jou), of Valpaços (Água Revés e Castro, Ageriz, Barreiros, Bouçoães, Canaveses, Carrazedo de Montenegro, Ervões, Fornos do Pinhal, Possacos, Rio Torto, Sanfins, Santa Maria de Emeres, Santa Valha, São Pedro de Veiga de Lila, Sonim, Vales, Valpaços, Vassal, Veiga de Lila, and Vilarandelo), and of Vinhais (Agrochão, Ervedosa, Rebordelo, Vale das Fontes, and Vale de Janeiro).

Miranda subregion is located in the southeast of the Trás-os-Montes region, with Douro River influencing the vine plants. The soils are essentially schist, the altitude is around 350 to 600 m, covering Miranda do Douro, Mogadouro, Vimioso, Freixo de Espada à Cinta (Fornos and Lagoaça), Torre de Moncorvo (Carviçais, Felgar, Felgueiras, Larinho, Maçores, Mós and Souto da Velha, excluding areas belonging to the Douro Region).

Transmontano Geographical Identification was recognized on November 9, 2006 (Decree No. 1203/2006). The "Wine of the Dead" is included in this denomination, and can be produced throughout the Region. The municipality built the Repository of the Wine of the Dead, in Granja, aiming at the promotion, dissemination, observation, and preservation of this wine, thus boosting its production and sale. The Cooperativa Agrícola de Boticas (CAPOLIB) is the holder of the patent for the "Wine of the Dead" and Mr. Armindo Pereira, the sole "official" producer of this wine.

2.3 The Wine of the Dead, genesis and other practices

Between 1807 and 1811, occurred three invasions of Portugal (Hobsbawn, E., 1977Hobsbawn, E. (1977). A era das revoluções. Ed. Paz e Terra, pp.71-95. and 1996, Silva, J., 2012Silva, J. (2012). Primeira Invasão Francesa 1807-1808 : A invasão de Junot e a revolta popular. Instituto estudos académicos para seniores. Academia das Ciências de Lisboa (ACL),), known as French Invasions, led by General Junot, Marshal Soult, and Marshal Massena, respectively, as observed in Figure 3.

With the first French invasion in 1807, Junot (the French commander) started in Alcântara (Spain) in direction to Lisbon, through Idanha-a-nova, Castelo Branco, and Abrantes. There was no Portuguese military force to oppose the French army, but on the contrary there was a powerful diplomatic representation aiming to delay their advance to Lisbon, enabling the royal family to escape.

The royal family went to Brazil avoiding the loss of Portugal's independence. Junot dissolved the regency board and ruled Portugal in Napoleon's name. The country was left without a Portuguese monarch, and the whole country was marked by death, pillaging and fighting. The Napoleonic troops left in the country a trail of destruction, killed many people, burned down houses, and devastated cultures.

According to Oliveira Marques, a Portuguese historian, "Four years of war left the country in misery. French invasions and occupation devastated Portugal. Agriculture, industry and commerce were deeply affected, not to mention the loss of lives... and the monasteries, palaces and even humble houses were pillaged". French soldiers and commanders followed Napoleon's maxim "the war must sustain the war" pillaging, sometimes for personal gain and others for the survival of the army. Portuguese population reacted against the invader, with popular resistance movements. In 1808 an English army, led by Arthur Wellesley, landed near Figueira da Foz and, joining the Portuguese army, defeated the French in the Battles of Roliça and Vimeiro.

Napoleon did not give up conquering Portugal and then, still in March 1809 Marshal Soult entered in Portugal from the north of the country. The Second French invasion entered in Portugal by Chaves, commanded by General Soult. From the Chaves border, they continued the invasion, passing through Sapiãos, Boticas, Couto Dornelas, pursuing their objectives by the shortest route to Oporto city. During the second French invasion, the property was destroyed and pillaged. Trying to defend its patrimony, the people of Boticas decided to hide the most precious assets, such as wine, burying the bottles in the floors, thus originating the 'Wine of the Dead'. So, it was the Second French invasion that gave rise to a true ex libris of Boticas - the 'Wine of the Dead'. This wine is therefore the symbol of a war of subsistence, not only material and economic, but also moral.

The third French invasion happened in July 1810. General Massena and his army, entered in Portugal by the Almeida border, in Beira Alta and went to Lisbon where they were defeated in the Battle of Buçaco. However, they continued toward the capital, but were detained in the Linhas de Torres. Defeated, the French were forced to leave definitively Portugal in March 1811.

After the French expulsion, the inhabitants recovered their houses and the remaining assets. In Boticas, when they dug up the "wine of the dead" they thought it was ruined. However, they discovered with pleasure that it was much tastier because it had acquired new properties. It was a wine with 10/ 11 degrees of alcohol content, light-red colored, with some natural gas, which resulted from the fact that it had produced fermentation in the dark at constant temperature.

In the twenty-first century, the legend, tradition and conservation process of the "Wine of the Dead" is perpetuated with pride and this intangible heritage of Boticas is spread throughout the world, by the winemaker Mr. Armindo Sousa Pereira. He is the only producer officially registered to commercialize the "Wine of the Dead". The 2013 harvest was 6,500 bottles which were sold across the country and carried "across the borders" by emigrants and tourists passing through Trás-os-Montes. According to the newspaper Diário de Notícias of October 14, 2013, Mr. Pereira states "not selling abroad, my objective is to attract the curious and, thus, boost the local economy."

This tradition of the "Wine of the Dead" was replicated in Brazil, in the Quinta do Olivardo winery, in São Roque, SP, as reported by Sorocaba and Jundiaí on 05/21/2016 (http://g1.globo.com/sao -paulo / sorocaba-jundiai / news / 2016/05 / tradition-of-wine-of-the-dead-and-attraction-of-sabado-em-sao-roque.html) and the Sabores newspaper of May 5, 2016.

2.4 "Water Wine" another buried wine practice

"Water Wine" is an innovative practice of burying wine done by ​​a wine producer in Alentejo. Thirty thousand bottles of red wine Conde D'Ervideira Reserva Tinto 2014 (a blend produced from the selections of the best varieties of the Touriga Nacional, Aragonez, Tinta Caiada, Alicante Bouschet and Cabernet Sauvignon and Castor) was buried in the Alqueva waters. The technique of submerging bottles is ancient, dating from the time of the Discoveries, when the boats and ships in which they were transported sunk. As reported by the news agency Lusa on October 2015, the sealed bottles and packed in large boxes, were put on water aging for eight months (to a depth of 15 or 17 meters and a constant temperature of 17 degrees). This process gives wine an extraordinary noble maturity, exuberant and round in terms of tannins. According to online magazine, Dinheiro Vivo, in www.Dinheirovivo.pt/topico/vinhos/ from February 2, 2016 "Alentejo wine producer bet on Water Wine, and recorded a 20% increase in sales, compared to 2014". Hence, this innovative process sparked the consumers' curiosity to the advantage of the organization.

3 WINE TOURISM ECOSYSTEM

Tourism can be an excellent way of recovering the memory and build a cultural identity, guaranteeing the continuity of traditions throughout the generations. To do so, Matos (2013Matos, M., (2013). Governança e Políticas Públicas em Territórios de Baixa Densidade. Dissertação de Mestrado. Lisboa: ISCTE-IUL. Acessível em https://repositorio.iscte--iul.pt/bitstream/10071/7357/1/Dissertacao%20Concei%C3%A7aoMatos%20-%20Governan%C3%A7a%20e%20PP%20em%20TBD %20-%20Sem%20CV.pdf.
https://repositorio.iscte--iul.pt/bitstr...
) suggests the creation of proximity networks through the training of local agents and the formulation of public policies with a strong strategic base. All these elements fit with ecosystem concept, combining all stakeholders' interests on community behalf. Transposing this concept - ecosystem, to wine tourism, it is possible to generate connectivity and cooperation between tourism players and regions.

The European Charter on Oenotourism (2006, p. 2) defined the concept as the development of all tourism and leisure activities dedicated to the discovery and cultural knowledge of wine. One of ecosystem critical success factors is the implementation of cooperation strategies. Howley and Westering (2008Howley, M. & Westering, J. (2008). Developing wine tourism: A case study of the attitude of English wine producers to wine tourism . Journal of Vacation Marketing , 14(1), pp. 87-95.) and Hall et al. (2000) address the benefits of cooperation adding the profits of commercial networks. In the same line, Hall et al. (2000), Inácio (2008Inácio, A. (2008). O Enoturismo em Portugal: da "Cultura " do vinho ao vinho como cultura. Universiadde de Lisboa, Faculdade de Letras. Departamento Geografia. Tese doutoramento.) and Costa (2007Costa, A. (2007). O Enoturismo em Portugal: o caso das Rotas do Vinho. Revista da Ciência da Administração, 1, jan./jun. Universidade de Pernambuco: versão electrónica.) propose a holistic contribution, showing the important association of wine tourism with wine routes and cultural heritage. In recent times, tourism (tertiary sector) has been integrated with other sectors (primary and secondary), introducing a privileged union in the Wine tourism ecosystem (tourism, territory, and wine culture), emphasizing cultural activities, material and immaterial tourism experiences, and sociability linked to wine culture.

According to Salvado (2016Salvado, J.O.M.G. (2016). Enotourism ecosystem: stakeholders´coopetition model proposal. Tourism and Hospitality International Journal, 6(2), 77-93. In http://www.isce-turismo.com/static/files/5d707f90-THIJ-vol-6-n-2.pdf.
http://www.isce-turismo.com/static/files...
, p.84), Wine tourism ecosystem considers three pillars aiming the development of a region: Territory / Landscape / Heritage, Wine Culture, and Tourism, supported by policies and focusing on endogenous resources.

3.1 Territory / Landscape / Heritage:

Territory is the material base of landscape. "Landscape" concept has a multiple meaning and it is intrinsically holistic: landscape as territory, as perception, as heritage, as resource. The European Landscape Convention, adopted by the Council of Europe in July 2000, defines landscape as "... a basic component of European natural and cultural heritage" (...) "A people perceived area by whose character is the result of the action and interaction of natural and / or human factors".

Territory, Landscape, and Heritage become inseparable concepts allowing the simultaneous use of all the physical, biological, and cultural components, making up the space-territory. Landscape is the footprint of society.

According to Kastenholz et al. (2014Kastenholz, E., Eusébio, C., Figueiredo, E., Lima, j. (2014). Reinventar o turismo rural em Portugal - cocriação de experiências turísticas sustentáveis. UA Editora - Universidade de Aveiro, Serviços de Biblioteca, Informação Documental e Museologia.) ORTE study, the potential of tourism experience in rural areas is largely dependent on territories contexts and resources (material and immaterial). There is a perceived need to retain or attract people to rural areas, maintaining traditional aspects of rural lifestyle and agricultural production (Eusebio, Kastenholz & Breda, 2016Eusébio, C., Kastenholz, E. & Breda, Z. (2016). Tourism and Sustainable Development of Rural Destinations. In: Kastenholz, E., Carneiro, M.J., Eusébio, C. & Figueiredo, E. (Ed) 2016. Meeting Challenges for Rural Tourism through Co-Creation of Sustainable Tourist Experiences. Cambridge Scholars Publishing). Wine tourism is a significant development factor in rural areas and a cultural driver, with potential for creating unique tourism experiences.

3.2 Wine Culture

Wine is part of cultural heritage linked to history and have been an essential element for economic, social, and cultural development in different wine-growing regions. Wine culture has grown as a part of life, culture, sociability, and diet since time immemorial. As a cultural symbol, the importance of wine has changed over time, from a crucial source of nutrition to a cultural element, compatible with a healthy lifestyle.

Promoting the Culture of Wine means spreading regional authenticity and promote a product strongly linked to gastronomy, the pleasures of taste, and the cultural heritage of the territory. According to Deloitte European Enotourism Handbook - Vintur Project (2005, p.4) "Without wine culture, wine tourism does not exist. The oenological-cultural value defines the weight of the wine element as an axis of the tourist experience ". As stated by Santos and Cunha (2008Santos, N., e Cunha, L. (2008). Novas oportunidades para o espaço rural. Análise exploratória no Centro de Portugal. In: N. Santos e A. Gama. Lazer. Da libertação do tempo à conquista das práticas. Coimbra: Imprensa da Universidade, pp. 209-225.), wines regions have a strong association with territory, having the capacity to promote the integration of tourism, products, and local development.

3.3 Tourism

Goeldner and Ritchie (2006Goeldner, R. and Ritchie, B. (2006). Tourism: Principles, Practices, Philosophies. Hoboken (NJ), John Wiley & Sons, (10th ed.).) argue that the tourism ecosystem involves organizations/ industries/ activities networks, connecting various types of actors with different values, roles, interests, capabilities, practices, and a diversity of resources. What factors can affect a memorable experience? Williams (2001Williams, P. (2001). The evolving images of wine tourism destinations. Tourism Recreation Research, 26 (2), 3-10., p.9) considers wine tourism as "a series of unique experiences, linked with regional environment, atmosphere, landscape, regional culture, and gastronomy."

The great challenge for managers is creating unique experiences in order to gain loyal visitors (Cole & Chancellor, 2009Cole, S. T., & Chancellor, H.C. (2009). Examining the festival attributes that impact visitor experience, satisfaction and re-visit intention. Journal of Vacation Marketing, 15, pp. 323-333., Saayman & van der Merwe, 2014Saayman, M., & van der Merwe, A. (2014). Factors determining visitors' memorable winetasting experience at wineries. Anatolia: An International Journal of Tourism and Hospitality Research, 26 (3), 372-383.). If tourism is "experience", Urry (1999Urry, J. (1999). O Olhar do Turista: Lazer e Viagens nas Sociedades Contemporâneas. 2. Ed. Studio Nobel/SESC: São Paulo.) and Cooper and Hall (2008Cooper, C., & Hall, C. M. (2008). Contemporary Tourism. Routledge Taylor & Francis Group.) consider wine tourism as a "total experience", because it includes a set of endogenous (tangible and intangible) resources, regional attractions, and local symbolic images and values. Kastenholz, et al. (2014Kastenholz, E., Eusébio, C., Figueiredo, E., Lima, j. (2014). Reinventar o turismo rural em Portugal - cocriação de experiências turísticas sustentáveis. UA Editora - Universidade de Aveiro, Serviços de Biblioteca, Informação Documental e Museologia.) considers that experience contexts should be adapted to the heterogeneous desires of the customers and markets. Kastenholz, et al. (2014) argues that Enotourism activity has contributed to the development and maintenance of traditional economic activities and to the benefit of local and regional producers.

According to TP Tourism Portugal (2015, p.27), wine tourism is a very young business in Portugal. The study revealed that 51% of entrepreneurs started their activities in the 2000s and 27% begun their activity in 2010-2013. Wine tourism is also a complementary activity to wine production, since 50% the entrepreneurs are wine producers, 14% exploit viticulture and 7% tourism in rural areas. From the perspective of demand, 24% of tourists have Enotourism as their main traveling purpose (TP, 2015), to have the following experiences: i) wine tasting; ii) wine purchase; iii) wineries and vineyards visiting; iv) learning about the local landscape, communities, and wineries owners; v) discover the cultural heritage; vi) and understand the region landscape.

3.4 Policy

To ensure the success of the three enunciated pillars, the wine tourism ecosystem must be based on tourism policies. Chuck (1997Chuck Y. (1997). International Tourism: a Global Perspective. World Tourism Organization (WTO) Publications, Madrid.) defines policy as a high-level plan that includes goals and procedures generally found in formal statements such as laws and official documents. In Portugal, the PENT [National Strategic Tourism Plan (TP 2013, p.18)] emphasized wine and tourism industries, warning for a diversified experience grounded on regional identity and local endogenous resources.

The European wine tourism policies must comply with the heritage policies such as the European Landscape Convention (Decree No 4/2005 - European Landscape Convention, signed in Florence on 20 October 2000). According to the ELC, all stakeholders in the wine tourism territory should achieve the following objectives: i) to recognize landscapes as essential components of people's environment, expression of the diversity of their cultural and natural heritage and the basics of their identity; ii) to establish participation procedures for the general public, local and regional authorities and other stakeholders in order to define and implement landscape policies; iii) to integrate the landscape into regional and urban planning policies and also in cultural, environmental, agricultural, social and economic policies, as well as in any other policies with a direct or indirect landscape impact.

In this sense, the territorial development is possible if it considers the endogenous attributes of each territory - cultural, environmental, landscape, infrastructure, or demography. According to Kuper (1999Kuper, A. (1999). Culture: the anthropologist's account. Cambridge: Harvard University Press.), different cultures are socially transmitted and reflect a set of ideas and values. Brunet (1990Brunet, R.,(1990). Le territoire dans¬les turbulences. Paris: Reclus, p.224. ) argues that in the space-territory social relations between local actors give rise to a sense of belonging in the constructed identity. Sabourin (2002Sabourin E. (2002). In: Sabourin Eric (ed.), Teixeira Olivio Alberto (ed.). Planejamento e desenvolvimento dos territorios rurais : Conceitos, controvérsias e experiências. Petrolina: EMBRAPA, p. 21-37.) defines local attributes as a joined and negotiated appreciation of the regional potential. Jollivet (1984) considers that local and external interactions have the power to manifest itself permanently from the collective memory.

But local culture remains important in the formation of the territory identity giving the tourism sector specific contours. Tourism is today the most important activity on a global scale with a strong cultural dimension. This implies that policies must be seen in an integrated way, considering the needs and potential of each territory (Matos, 2013Matos, M., (2013). Governança e Políticas Públicas em Territórios de Baixa Densidade. Dissertação de Mestrado. Lisboa: ISCTE-IUL. Acessível em https://repositorio.iscte--iul.pt/bitstream/10071/7357/1/Dissertacao%20Concei%C3%A7aoMatos%20-%20Governan%C3%A7a%20e%20PP%20em%20TBD %20-%20Sem%20CV.pdf.
https://repositorio.iscte--iul.pt/bitstr...
).

The National Tourism Policy (PENT) established "strong regional policies" integrating in a coherent way the local differences and diversities. Tourism diagnosis must consider policies and strategic lines in harmony with international organizations such as the World Tourism Organization and the European Commission (tourism area). At national and regional levels, tourism authorities involve the Secretary of State for Tourism, the Turismo de Portugal (Tourism Portugal), the Commission for Coordination and Regional Development of the North (CCDR Norte) and the municipality of Boticas. This region has great territorial diversity integrating different natural and cultural landscapes with potential for different tourism uses.

4 RESEARCH METHODOLOGY

The research process is a way of applying knowledge, a planning process, and a controlled creativity action (Hill & Hill 2000Hill, M. e Hill, A. (2000). Investigação por Questionário. Lisboa: Edições Sílabo, Lda.), considering the duality of aspects: contribution to the research planning and knowledge enrichment. This work reflects a relevant documental review on Boticas geographical and cultural space. After the construction of the theoretical framework, a wine tourism ecosystem literature survey was carried out, consulting books and specialized magazines.

Two qualitative methodological axes were used: PCI Matrix (Intangible Cultural Heritage Matrix) used to make the inventory of Barroso land endogenous resources and the 6 A's Buhalis framework for the analysis of tourism destinations (2003Buhalis, D. (2003). eTourism: information technology for strategic tourism management. Pearson (Financial Times/Prentice Hall), London ISBN 0582357403.) [1. Attractions (natural or artificial), 2. Accessibility 3. Amenities, 4. Accommodation, 5. Available Packages, and 6. Ancillary services (banks, telecommunications etc...)] to list the territory endogenous resources and discover sustainable development drivers.

4.1 PCI Matrix (Intangible Cultural Heritage)

The United Nations Educational, Scientific and Cultural Organization (UNESCO) developed the "Convention for the Safeguarding of Intangible Cultural Heritage", in 2003, aiming the valuation and safeguarding of tangible and intangible heritage. Portugal followed this policy creating a Heritage Data Collection Kit, which was used in this research. Regarding the "Wine of the Dead" from Boticas, we understand that the historical / cultural (tangible and intangible) heritage of this territory must be properly documented, using PCI Matrix (Intangible Cultural Heritage Matrix).

The Boticas' "Wine of the Dead" Source Model: Matrix PCI (2006) - Intangible Cultural Heritage Matrix; we used the observation as an interpretive research technique; the territory was a direct source of data; the result of an intensive field work, where the questions were studied without any intentional manipulation of the researcher. The primary collection data was based on: 1. Heritage observation (visit to Boticas), considering the following aspects: spatial (Territory: Boticas); Observation made between August 2016 and March 2017; Observation work (filling of inventory grid of intangible assets and in loco observation of resources). 2. Documentary research (consultation of libraries, newspaper articles, books). After the collection of data it was possible to complete the PCI Matrix (Frame 1).

Frame 1
Intangible Heritage Sheet: Wine of the Dead from Boticas

4.2 Six A's Buhalis model

The second methodological axis encompasses the 6 A's Buhalis Models aiming to list the endogenous resources in Boticas, in order to transform the 'Wine of the Dead' as a wine tourism attraction and sustainable development driver of the territory. From the perspective of tourism, the main identity attributes that can transform the 'Wine of the Dead´ into a unique tourist event and of safeguarding the Intangible Cultural Heritage of Boticas have been approached in an integrated way, guaranteeing the preservation of this process so that it does not depend only on the memory of the people and remain accessible to future generations.

The Buhalis's 6 A's model (2003Buhalis, D. (2003). eTourism: information technology for strategic tourism management. Pearson (Financial Times/Prentice Hall), London ISBN 0582357403.) allows to list territory endogenous resources and discover the sustainable development drivers, such as: 1. Attractions (natural or artificial), 2. Accessibility (transportation system), 3. Amenities (retailing and other tourism services), 4. Accommodation, 5. Available Packages (Tourist packages), and 6. Ancillary services (banks, telecommunications, etc...). To support wine tourism proposals it will be important to consider the demand profile, build conditions for experience value creation, involve the community in the transmission of their cultural values and implement planning policies to ensure heritage memory and tourism sustainability.

4.2.1 Attractions

Without being exhaustive, the Boticas endogenous gastronomic resources are several: Protected Origin (PDO) products: Barroso Honey and Barrosã Meat and Products with Geographical Indication (IG): Boticas Fumeiro and Bakery IG.

Natural endogenous resources: Natural Heritage: Boticas Parque - Nature and Biodiversity (http://www.boticasparque.pt/dados.php?ref=apresentacao-parque) that covers Vilar, Codessoso and Beça. The fast connection to the A24 highway gives good accessibility, both in Spain (Galicia) and in the North of Portugal. The Park is crossed by the Beça River, which presents a vast riparian forest.

Cultural Endogenous Resources - Cultural Heritage (tangible and intangible): "Wine of the Dead" Historical repository (https://www.cm-boticas.pt/conteudos/default.php?id=1), Rural Museum of Boticas (https : //www.cm-boticas.pt/conteudos/default.php? Id = 2), Nadir Afonso Arts Center; The Interpretation Center of the PAVT - Archeological Park of Vale do Terva - Bobadela - Boticas (it is located in the village of Bobadela - Boticas and serves as a place of knowledge, providing a permanent exhibition characterizing the PAVT territory, that will allow the discovery of the cultural landscape of the upper valley of Terva River). This territory possesses a vast heritage, enriched by a great variety of archeologic findings from the Castros of Boticas.

Built Heritage - Communal ovens of Alturas do Barroso, Atilhó, Vilarinho Seco; Cruises, mills, chapels [Nossa Sra. de Fátima (Alturas do Barroso); Sampaio (Vilarinho Seco); Santa Margarida (Atilhó) chapels]; Santa Maria Madalena (Alturas do Barroso) church; sundial (Vilarinho Seco; etc.).

Archeological heritage - 24 castros were identified in Boticas territory, all near a river or stream, and often at the confluence of water courses" (Santos Júnior et al., 1983: 402): Castro de Vilarinho Seco / Mena / Couto ou Côto dos Mouros (in Vilarinho Seco); Castro do Côto dos Corvos (in Alturas do Barroso); Castro de Cunhas (in Ardãos); Castro da Gorda or Castro da Murada da Gorda (in Ardãos); Castro da Malhó or Amalhó (in Ardãos); Castro de Carvalhelhos (Classified Heritage - IIP) in Carvalhelhos (Beça); Castro da Torre or Torre de Seirrãos in Seirrãos (Beça); Castro do Brejo or Cidadonha, in Bobadela; Castro de Nogueira in Nogueira (Bobadela); Castro do Alto da Coroa / Castro da Naia / Rio Mau, in Codessoso; Castro do Poio, in Covas do Barroso; Castro de Ervas Ruivas / Areais, in Lousas (Dornelas); Castro de Gestosa or Souto da Lama, in Gestosa (Dornelas); Castro do Cabeço in Granja; Castro do Mouril, in Pinho; Castro do Lesenho in Campos (S. Salvador de Viveiro); Castro do Muro / Casas dos Mouros in Sapiãos; Castro do Muro or Cerca, in Sapelos (Sapiãos); Castro de Sapelos (Sapiãos); Alto do Crasto / Castelo dos Mouros, in Vilar; Mamoa da Pedra do Sono / Pedra do Sono; Mamoa de Chã do Seixal / Chã do Seixal; Calçada Romana / Via; (...)

Festivals and Pilgrimages: S. Sebastião, Alturas do Barroso and Atilhó; Santa Cruz, Vilarinho Seco; Sto António, Alturas do Barroso and Atilhó; Santa Maria Madalena Alturas do Barroso; S. Paio, Vilarinho Seco; Santa Ana, Alturas do Barroso; Santa Margarida, Atilhó; Santa Bárbara, Atilhó; Santa Luzia, Atilhó; Santo André, and Nossa Sra. das Neves, Ardãos.

4.2.2 Accessibility

Boticas is served by a road network with three highways (A23, A52, and A47), which makes easy the North and Spanish access (between 1 and 2.5 hours), as observed In Figure 6.

4.2.3 Amenities

Boticas territory has a set of amenities such as public toilets, signage, traditional products stores, restaurants and cafes, tourist offices, accessible telecommunications, emergency services, among others, distributed unevenly by the villages in the region. Boticas is famous for its gastronomy, especially for "Barrosã" veal, but also for the famous "wine of the dead", which has been known since the time of the French invasions.

4.2.4 Accommodation

Boticas territory has several accommodation units (1 hostel, 1 inn, 3 rural tourism, 2 residential, 1 camping park, 4 mountain shelters), trying to respond to the different types of tourism with special focus on mountain tourism, health tourism, rural tourism and ecotourism, which in recent years have seen an increasing demand.

4.2.5 Available Packages

Available packages in the internet, such as: minube (http://www.minube.pt/o-que-ver/portugal/norte/boticas); TripAdvisor (https://www.tripadvisor.pt/Attractions-g2199643-Activities-Boticas_Vila_Real_District_Northern_Portu gal.html); Guia da cidade (https://www.guiada cidade.pt/pt/poi-boticas-15815); hotelriobeca (http://www.hotelriobeca.com/wp-content/uploads /2013/09/Visitar-no-Concelho-de-Boticas.pdf); visitarportugal (https://www.visitarportugal.pt/ distritos/d-vila-real/c-boticas); IGOGO (http://www.igogo.pt/pontos-turisticos-boticas/), among others.

4.2.6 Ancillary Services

Boticas, especially in urban centers has some services that can make life easier for tourists, such as car rental companies, catering companies, entertainment: bars, nightclubs, exchange services, insurance, laundry service and tourism marketing services. This model explains that a destination should balance the strategic objectives of all stakeholders, as well as the sustainability of local resources. Destinations need to differentiate their products and develop partnerships between the public and private sectors in order to offer a unique tourism experience. Taking advantage of the unique endogenous resources, such as "Wine of the Dead" wine tourism experience, Boticas allows that territory to increase its competitiveness, visibility, and reinforcing local cooperation.

Today's destinations operate in complex ecosystems, integrating competition and cooperation (coopetition) strategies, linking a great diversity of stakeholders. The coopetition approach to wine tourism is considered an appropriate strategy, allowing the integration of the primary (agriculture), secondary (wine industry) and tertiary (tourism) sectors, adding cultural landscape attributes and stakeholder synergies. The success of Boticas wine tourism ecosystem lies in stakeholders' harmony, in innovative tourism experiences (to obtain business competitiveness) that promote the discovery and landscape interpretation associated with wine culture (to deliver authenticity), and foster regional development (to build sustainability).

5 CONCLUSIONS - INCORPORATE CULTURAL DYNAMICS IN WINE ROUTES

The OECD Tourism Committee has carried out an extensive research into the role of culture and tourism in enhancing destination attractiveness and competitiveness. In a rapidly changing world, with homogenous tourism products, making cultural heritage an anchor means guaranteeing diversity, cultural pluralism, and access to culture (Mason & Torre, 2000). Following this idea, the region of Boticas is now actively developing tangible and intangible cultural assets as a means of developing comparative advantage in an increasingly competitive tourism marketplace, and to create local distinctiveness in the face of globalization. The growing use of culture and creativity to market destinations is also adding to the pressure of differentiating regional identities and images.

A growing range of cultural elements are being employed to brand and market Boticas. This region is associated with the "wine of the dead", an increasingly important cultural asset as it creates distinctiveness in a crowded global marketplace. The complexity of both tourism and cultural sectors implies new structures and projects involving public-private partnerships and new strategic policies to support collaboration, and mechanisms must be found to ensure that these two sectors can communicate effectively. Culture and Wine tourism in Boticas have a mutually beneficial relationship which can strengthen the attractiveness and competitiveness of places, regions, and countries. The benefits are not only for winegrowers or cellars, but also for local communities as tourism destination (Getz, 2000).

Hence, to ensure success on cultural dynamics associated with Wine tourism in this territory, it will be necessary to develop strategies of coopetition. This concept was popularized by Brandenburger and Nalebuff (1996), who proposed a model of coopetition based on the capacity of an organization to form value networks, trying to understand and identify the factors and players' interdependencies. Following Lado et al.'s (1997) proposals, several perspectives can be observed regarding the development of Boticas territory. For these authors, coopetition is associated with competition, and the strategic synchronism between them would lead the stakeholders to achieve greater success in their dynamics, compared to the result obtained, if competition or cooperation were used in isolation. In turn, Bengtsson and Kock (2000) present a model of coopetition based on degrees of co-competitive relationships. For the authors, the organizations tend to compete in the actions closest to the clients (commercial area) and to cooperate in those more distant (production). Associating with Wine tourism, networking is advantageous for all stakeholders, because wine as a cultural product has great relevance for the development, enhancement, and promotion of the territories.

This project will go on listening to the players of the wine tourism ecosystem to identify and manage specific issues related to the endogenous resources of the wine industry, tourism sector, heritage, and their specific impacts.

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Web references

Publication Dates

  • Publication in this collection
    May-Aug 2017

History

  • Received
    10 Feb 2017
  • Accepted
    20 Apr 2017
Associação Nacional de Pesquisa e Pós-Graduação em Turismo Rua Silveira Martins, 115 - cj. 71, Centro, Cep: 01019-000, Tel: 11 3105-5370 - São Paulo - SP - Brazil
E-mail: edrbtur@gmail.com