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  • Post-Doc Researcher. PhD in Environmental Sciences both of Azores University, and Master degree in Integrated Managem... moreedit
Research Interests:
Cities develop according to different patterns, undergoing population growth during some periods and decline (shrinkage) during others. Theories attempting to understand these behaviours include: 1) shrinkage is a natural process in the... more
Cities develop according to different patterns, undergoing population growth during some periods and decline (shrinkage) during others. Theories attempting to understand these behaviours include: 1) shrinkage is a natural process in the life cycle of a city, alternating with periods of growth, or 2) shrinkage is an extreme event that places cities into a continuous decline process with no return to population growth. We use retrospective data over a period of 130 years to study 25 Portuguese cities currently facing population decline, and show that both theories coexist in time and space. Five types of shrinking city are revealed: “Persistent Early Shrinkage” due to exodus fromthe rural periphery, “Metropolitan Shrinkage” due to the challenges of urban sprawl, “Recent Shrinkage” in de-industrialisation hotspots, “Cyclic Shrinkage” occurring in political transformation cores, and “Mild Shrinkage” due to life-style disamenity. As diversity of city population trajectories appears to be the norm in both Portugal and other Western European countries, the incorporation of this range into the management of urban transitions is recommended in order to reinforce city resilience.
The concept of base-multiplier analysis is that export activities constitute the economic base of a region, whereas the other economic activities that sell their goods and services to the local residents grow or shrink depending on the... more
The concept of base-multiplier analysis is that export activities constitute the economic base of a region, whereas the other economic activities that sell their goods and services to the local residents grow or shrink depending on the performance of the base activities. These concepts, with origins extending at least as far back as the early 1900s, have reached maturity and are widely applied. The attractiveness of an economic base model (EBM) draws in its simplicity in expressing the power of demand in regional income determination. Extensive literature has grown up around the economic base theory, however, systematic publications concerning empirical application are scarce and focus mostly on the socioeconomic dimension of the analyzed system. Such territorially oriented economic models are useful in a variety of decision making procedures; preparation of annual budgets, short-run market demand forecasting, longer-term growth strategies. The purpose of this article is to present a practical application of EBM to the geographical area of the Guadiana Estuary, on the south coast of Portugal. The interest of the EBM application in this case study includes its integration in a broader project that applies a Systems Approach Framework (SAF) towards Integrated Coastal Zone Management (ICZM). There are three pillars of sustainability considered here: social, ecological and economic, hence, the article not only describes EBM application but also how it has been use to demonstrate a chain of events resulting from the interaction between the ecological and the socioeconomic sub systems of the area. The results obtained will probably raise the usual criticism to which the economic base model has been exposed previously; however it provides unequivocal evidence that a truly interdisciplinary approach to a given territorial target can be successfully shared with end users and the research community.
A B S T R A C T Co-management has shown promising results for the sustainable use of fishery resources. The common octopus (Octopus vulgaris) pot and trap fishery in the Algarve (Portugal) holds the potential for implementation of a... more
A B S T R A C T Co-management has shown promising results for the sustainable use of fishery resources. The common octopus (Octopus vulgaris) pot and trap fishery in the Algarve (Portugal) holds the potential for implementation of a co-management system. To explore this potential, seven participatory workshops took place between 2014–2015, bringing together 60 participants from 10 fishing associations and 16 fisheries management and research institutions. The exercise resulted in promising outcomes with regards to the possible implementation of a co-management system for the fishery. In the present work an overview of the outcomes of the participatory workshops is given and compared with initiatives worldwide. Among the management actions identified, some have direct impacts on the octopus' life cycle, while all target the same overall objective: to regulate fishing effort. In the informal setting of the workshops, a formal request was developed: the establishment of an annual closed season in the Algarve. This request was taken into consideration by the responsible management institution.
We purpose a mixed-mode survey to sample special purpose tourists. The mode includes on-site and off-site samples of a small population of bird watchers. We explore online social networks to get in touch with the target population. We... more
We purpose a mixed-mode survey to sample special purpose tourists. The mode includes on-site and off-site samples of a small population of bird watchers. We explore online social networks to get in touch with the target population. We obtained convergent validity of the samples in terms of elicited preferences. The approach is useful for studies targeting small and socially cohesive populations. a b s t r a c t This paper reports findings derived from a study of birdwatchers in the Azores. The subject was bird-watchers' preferences for given management actions designed to improve the attractiveness of bird watching sites. In the absence of official statistics on this market segment, use was made of a mixed-mode survey incorporating both on-site and off-site surveys and the use of on-line social networks and communications tools. The variable willingness-to-stay more time at the site was used as a welfare measure. It has the advantage that it can be used to demonstrate the significant returns of eco-tourism to local communities. Two findings emerge. First, tourists practicing wildlife viewing and nature-based activities are less worried about infrastructures and care more about biodiversity and habitat quality, and second, the research technique appears to be successful when surveying seasonal recreation communities that are small and socially cohesive.
A Choice Modeling (CM) study was chosen to assess specific management actions related to bird-watching on the Portuguese island of Terceira in the Azores. The usual willingness-to-pay measure was replaced by the willingness-to-stay (WTS)... more
A Choice Modeling (CM) study was chosen to assess specific management actions related to bird-watching on the Portuguese island of Terceira in the Azores. The usual willingness-to-pay measure was replaced by the willingness-to-stay (WTS) longer on the island for bird-watching, given changes in the site attributes. Results of the valuation study were presented to stakeholders and policy-makers using an innovative method. In particular , CM results were incorporated into a modeling tool which simulated the impact of alternative policy packages. For each selected scenario, users were able to understand birders' WTS and its impact on the local economy. The tool provided a fast and clear way of communicating relevant information, resulting in a more informed and inclusive deliberative process. Furthermore, we were able to see how results were used by the final users and came to the conclusion that local managers had preconceived ideas which did not match birders' preferences. This work led to a shift regarding prior beliefs about the relevance of bird-watching activities on the local economy as well as management actions likely to promote it. The underlying participatory approach was found to be an essential feature for the success of this science and policy interaction.
Transdisciplinarity is a demanding paradigm, considered by many in the literature as the way to move forward in terms of science and policy integration. In this paper we present the example of a tailored transdisciplinary (TD) process to... more
Transdisciplinarity is a demanding paradigm, considered by many in the literature as the way to move forward in terms of science and policy integration. In this paper we present the example of a tailored transdisciplinary (TD) process to tackle a key topic of European policy – the future of agriculture at the regional level. This phased process was followed in seven regions across Europe and involved the co-construction of future visions, engaging both researchers and a range of relevant stakeholders. This paper presents results based on a critical reflection made by researchers and stakeholders in Portugal and Scotland, throughout the participatory process. These results provide insights into the roles and responsibilities of researchers and stakeholders in TD processes. One main conclusion is that accumulated social capital can be essential to initiate and maintain a TD process, and requires a commitment between the research community and the surrounding society. Our analysis demonstrates the challenges of implementing a TD process within the temporal frame/boundaries of a research project and the added value of having transdisciplinarity as part of the long term strategy of a research group, not just one part of a specific project. Not acknowledging this may lead to disappointment and fatigue amongst those connecting with researchers. We also found that researchers position themselves differently in a TD process depending on their soft skills, experience and knowledge about transdisciplinarity; hence we call attention to the need to work more explicitly with these skills in the research environment and to present this concept in an early stage of researcher training, if better transdisciplinarity is to be achieved.
Estuaries belong to the most biologically productive ecosystems of our planet, and do offer countless ecosystem services which are relying on the scenic beauty and on overall environmental quality. Their multipurpose attractiveness... more
Estuaries belong to the most biologically productive ecosystems of our planet, and do offer countless ecosystem services which are relying on the scenic beauty and on overall environmental quality. Their multipurpose attractiveness explains the ever evolving process of occupation by humans. In Guadiana estuary which is the terminal segment of a 730 km long river the ecosystem services are shared by Portugal and Spain. The economic development pursued by both countries in the river catchment creates rising pressures mainly on water resources. At the moment there are more than 100 dams, 1.9 million people and 300,000 hectares of irrigated areas along the basin. This paper reports the first application of Contingent Valuation Method to the assessment of public sensibility and preferences with respect to the improvement of water quality in Guadiana Estuary. The survey was carried out at both margins of the river. Data analysis includes the use of a two steps model; in the first step voting behavior is analyzed using logistic regression while in the second step, bid decision is examined using Generalized Additive Models (GAM). The results demonstrate strong public support for the improvement of water quality and identified the key determinants of this attitude. In addition, survey evidences demonstrate that the estuary is regarded as a common and share resource hence, any action plan should be guided in this integrated direction. This analysis is part of the System Approach Framework tested and developed within SPICOSA project, financed by EU's Sixth Framework Programme. Results will be integrated in a decision support system concerning different strategies related to water quality improvement in the Estuary. M.H. Guimarães () · T. Dentinho
Cities develop according to different patterns, undergoing population growth during some periods and decline (shrinkage) during others. Theories attempting to understand these behaviours include: 1) shrinkage is a natural process in the... more
Cities develop according to different patterns, undergoing population growth during some periods and decline (shrinkage) during others. Theories attempting to understand these behaviours include: 1) shrinkage is a natural process in the life cycle of a city, alternating with periods of growth, or 2) shrinkage is an extreme event that places cities into a continuous decline process with no return to population growth. We use retrospective data over a period of 130 years to study 25 Portuguese cities currently facing population decline, and show that both theories coexist in time and space. Five types of shrinking city are revealed: " Persistent Early Shrinkage " due to exodus from the rural periphery, " Metropolitan Shrinkage " due to the challenges of urban sprawl, " Recent Shrinkage " in de-industrialisation hotspots, " Cyclic Shrinkage " occurring in political transformation cores, and " Mild Shrinkage " due to lifestyle disamenity. As diversity of city population trajectories appears to be the norm in both Portugal and other Western European countries, the incorporation of this range into the management of urban transitions is recommended in order to reinforce city resilience.
The number of cities experiencing population decline has been increasing worldwide. Despite the existence of theoretical propositions of shrinkage as an opportunity to increase levels of residential satisfaction, the issue has not been... more
The number of cities experiencing population decline has been increasing worldwide. Despite the existence of theoretical propositions of shrinkage as an opportunity to increase levels of residential satisfaction, the issue has not been addressed empirically. This article contributes to fill this gap by assessing, through survey, the residential satisfaction of inhabitants of four shrinking Portuguese cities. Data were analysed by means of a tree-decision approach: the Chi-squared Automatic Interaction Detection analysis. A sense of safety is the feature that best discriminates inhabitants' level of residential satisfaction. The results show that shrinkage due to deindustrialisation processes is detrimental to residential satisfaction.
Internet is an increasingly used tool opening a new era of communication. These opportunities are progressively adopted in SP studies. Little consideration has been given to its potential influence on sample composition and on how... more
Internet is an increasingly used tool opening a new era of communication. These opportunities are progressively adopted in SP studies. Little consideration has been given to its potential influence on sample composition and on how preferences are formed and stated. In Praia da Vitória bay, located in Terceira Island, in Azores archipelago, Choice Modeling was applied to understand birdwatchers preferences towards management options for bird watching sites. The survey included several challenges overcomed by choosing a mixed-mode surveying. Birders were questioned on-site using CAPI and off-site by phone/Skype assisted interviews. Respondents answered questionnaires by themselves in both cases. Birders identification, contact and pre-schedule were done using a mix of available tools, such as internet social networks, Facebook, birding forums and personal pages. In total 91 questionnaires were obtained, in a universe no bigger than 200 birders. Model estimations were performed taking into account total sample and the two subsamples: 1) on-site birders interviewed using CAPI; (2) off-site birders assisted by phone. Estimations were done with MNL and RPL models to check the influence of survey mode in preferences. No differences were found to survey mode which stresses the relevance of mixing-mode survey to respond to constraints imposed by the target population specificities.
Despite the worldwide trend of urbanisation, data reveal that some cities are growing whereas others are losing inhabitants. To assess such dynamics in Portuguese cities, demographic, employment, housing, and climate variables were... more
Despite the worldwide trend of urbanisation, data reveal that some cities are growing whereas others are losing inhabitants. To assess such dynamics in Portuguese cities, demographic, employment, housing, and climate variables were analysed as possible drivers of population change for the period 1991–2011. Panel data models show that higher shares of employment in the secondary and tertiary sectors, higher maximum temperatures, and a higher proportion of middle-aged vacant houses act as pull factors attracting inhabitants, whereas a higher unemployment rate is a push factor for cities.
Management of natural resources is a complex issue. Human history shows the need for sustainable management of natural resources and one of the premises for this is knowledge integration. Nevertheless the need to integrate different types... more
Management of natural resources is a complex issue. Human history shows the need for sustainable management of natural resources and one of the premises for this is knowledge integration. Nevertheless the need to integrate different types of knowledge poses a challenge. This paper proposes Conceptual Modeling as a tool to improve deliberation processes and research. Praia da Vitoria Bay in Terceira Island, part of Azores archipelago is the case study for Conceptual Modeling in a transdisciplinary setting towards system definition. During a three hour workshop, 18 stakeholders worked together to produce Conceptual Models describing Praia da Vitória Bay socio-ecological system. Participants included scientist of Azores University, local government with management responsibilities, private institutions that explore the area and local non-governmental institutions. The process, models obtained and stakeholder feedback are discussed. The exercise reveals that conceptual modeling is a challenging task for non-scientists. Nevertheless participants agree that this was a profitable moment of discussion and sharing visions, while cooperating to finalize the task. Information derived from the workshop includes not only variables and processes but, also scenarios. The overall result shows that during the 3 hour workshop data identification and integration has been achieved. The conclusion of this application is that collective Conceptual Modeling will not serve all purposes but, can be an important step towards integrated management.
When dealing with complex issues commonly found in Coastal Zones, there is a need to find an efficient assessment strategy of processes and their causes, as well as a method which could effectively promote a dialogue with the stakeholder... more
When dealing with complex issues commonly found in Coastal Zones, there is a need to find an efficient assessment strategy of processes and their causes, as well as a method which could effectively promote a dialogue with the stakeholder affected by these processes. This dialogues is an essential part of problem structuring routine since it allows mutual learning by generating and evaluating divergent knowledge claims and viewpoints. Problem structuring can start from a broad subject that is refined until the definition of a policy issue which requires a deeper analysis of its cause, as well, as possible alternatives of action. We explore the use of Q methodology as a tool for problem structuring and policy issue definition. In addition, Q methodology can be suitable for a first evaluation of the system in analysis while uncovering the several perspectives of stakeholders. We applied this methodology in Praia da Vitória Coastal System located in Terceira Island, in Azores Archipelago. The method has been applied in its original format as a method of identifying stakeholders discourse. Additionally we modified it and use it in group discussions aiming at promoting stakeholder dialogues. Results obtained show that Q methodology is an adequate to understand the value and interest of stakeholders, while adding useful information for stakeholder selection in stakeholder dialogues. The use of the method in its original format and in group session also allowed a reflection concerning the challenge of designing and promoting dialogue processes.
Tourism related to bathing has a growing economic importance in the Guadiana Estuary in southern Spain and Portugal. Polls of local public opinion showed an awareness of potential and current threats to the aquatic environment posed by... more
Tourism related to bathing has a growing economic importance in the Guadiana Estuary in southern Spain and Portugal. Polls of local public opinion showed an awareness of potential and current threats to the aquatic environment posed by regulation of river flow and untreated/poorly-treated urban sewage discharge. Because of this strong concern for water quality, it was selected as the policy issue for our application of the Systems Approach Framework (SAF). We developed an integrated simulation model of the Guadiana estuarine system in which the ecological system and socioeconomic components are linked by means of beach eco-label (Blue Flag Award) through its dependence on fecal bacterial thresholds. We quantified the socioeconomic impacts of water quality through an Economic Base Model that is used to portray the effect of increasing employment on resident population as a result of change in coastal water quality. A Cost-Benefit Analysis provides monetary indicators for scenario evaluation. It includes a monetary valuation of changes in water quality on human welfare using a Contingent Valuation Method. Because the population has a strong seasonal influence on the wastewater discharge into the estuary, we were able to simulate the feedback loop between the human activities that control water quality and those that benefit from it. We organized a critical evaluation of our efforts with the stakeholders, which allowed us to better understand their perceptions of the strengths, limitations, and opportunities for future SAF applications. Here we describe several aspects of our efforts that demonstrate the potential value of the SAF to environmental managers and stakeholders in clarifying some of the causal mechanisms, management options, and costs for resolution of the conflictual problem between water quality and tourism in the Guadiana estuary.
This article describes how a research institute went about reviewing the relationship between its members and external research partners in engaging in collaborative research. A systematization of experiences (SE) process was implemented... more
This article describes how a research institute went about reviewing the relationship between its members and external research partners in engaging in collaborative research. A systematization of experiences (SE) process was implemented to enable such review and draw implications for the institute's strategy regarding research into the sustainability of Mediterranean agriculture. The SE exercise included four workshops attended by selected researchers, one questionnaire survey targeting the institute's research community, and three focus group discussions with external research partners. The rate of participation by researchers decreased during the process; however, those that followed through to the end of the SE exercise found it to be useful in clarifying both individual and institutional perspectives. Further, SE was seen as a vehicle for increasing the level of understanding between researchers and their willingness to engage in collaborative actions. However, the rapid pace of today's academic world and the dominant mode of evaluating scientific performance were identified as hindering the conditions needed to allow the necessary space and time for reflection and collaborative efforts. Therefore, the results highlight the current tension between the production of scientific knowledge according to existing patterns and the development of socially meaningful research. Index Terms: systematization of experiences; science and society; collaborative research; participative reflection; reflexive research; sustainable development; agricultural knowledge system; learning and innovation network
The definition of management actions in natural resource management requires the integration of all types of knowledge involved. An appropriate approach for such a challenge is the ideal of transdisciplinarity. A transdisciplinary process... more
The definition of management actions in natural resource management requires the integration of all types of knowledge involved. An appropriate approach for such a challenge is the ideal of transdisciplinarity. A transdisciplinary process can be considered " consultative " when knowledge is simply gathered and collated, or " participatory " when knowledge integration is undertaken collectively. In this paper, we present a mixed mode procedure (i.e., using interviews, questionnaires, and group discussions) that empirically demonstrates the difference between consultative and participatory transdisciplinary processes. The mixed mode procedure is used for identifying the most relevant problems occurring in the coastal system of Praia da Vit oria bay, Azores, Portugal. This mixed mode procedure is likely to be useful for other studies, because the results highlight the need to promote face-to-face interaction at the earliest opportunity, and because it allows an understanding to be gained of social learning processes, the influence of power, and participant behaviour during interaction with others.
Science and policy integration towards natural resource management is not novel; however it has not always been successful. Partially, this failure is explained by the lack of consideration of different forms of knowledge. In order to... more
Science and policy integration towards natural resource management is not novel; however it has not always been successful. Partially, this failure is explained by the lack of consideration of different forms of knowledge. In order to incorporate the diversity of knowledge, transdisciplinary has been proposed and, this paper tests conceptual modeling as a tool to promote it. Qualitative modeling is an intermediate step of Systems Approach Framework (SAF) that is a methodology towards the sustainability of social-ecological systems. SAF has been applied in Praia da Vitoria Bay, in the Azores to analyze the future use of wetlands. We promoted a workshop bringing together 18 stakeholders: scientists, managers, private sectors and Non-Governmental Organizations. This paper presents the procedures and discusses the observed interaction between participants, their views and, how the wetlands services were described. Results show that non-scientists found the exercise particularly challenging but with high value due to: the systemic view and, opportunity of sharing viewpoints. The wetlands were mostly described by the direct benefits. The results show that transdisciplinarity can be operationalized and that conceptual modeling is an adequate exercise to achieve it. However, interdisciplinary work and stakeholders' analysis are also necessary because the knowledge gathered is different.
Cities facing a continued and prolonged process of population decline require innovative urban regeneration policies complementary to growth-oriented policies. Losing inhabitants involves a decrease in economic activity and social... more
Cities facing a continued and prolonged process of population
decline require innovative urban regeneration policies
complementary to growth-oriented policies. Losing inhabitants
involves a decrease in economic activity and social capital.
Therefore citizens’ participation in defining policies to cope with
population decline is being increasingly advocated. This research
focused on four shrinking cities of Portugal to capture residents’
knowledge about the strengths and weaknesses of their city of
residence as well as the policies and actions they prioritized for
dealing with the population decline. The responses from 701
questionnaires show that economic revival policies as well as
safety and accessibility policies were preferred. To put these
policies into action, the recovery of industrial activity, the creation
of business incubators, an improvement in law enforcement, and
public lighting were ranked as top priorities. Rank-ordered logistic
regression models were used to understand which variables
influenced the residents’ rankings. We found that the evaluation
of the city’s characteristics impact the ranking of the policies and
actions. Hence, residents show a high level of coherence when
engaging in a discussion at the level of policy-making. Therefore,
the findings support residents’ involvement in decision-making
processes regarding urban regeneration in shrinking cities.
The attractiveness of cities as places to live determines population movements into or out of them. Understanding the appealing features is fundamental to local governments, particularly for cities facing population decline. Pull and push... more
The attractiveness of cities as places to live determines population
movements into or out of them. Understanding the appealing
features is fundamental to local governments, particularly for
cities facing population decline. Pull and push attributes can
include economic aspects, the availability of amenities and
psychological constructs, initiating a discussion around which
factors are more relevant for migration. However, such discussion
has been underexplored in studies of shrinking cities. In the
present study, we contribute to the discussion by identifying pull
and push factors in Portuguese shrinking cities. Data were
collected using a face-to-face questionnaire of 701 residents in
four shrinking cities: Oporto, Barreiro, Peso da Régua and Moura.
Factor analysis and automatic linear modelling were used to
analyse the data. Our results show that the economic activity is
the most relevant feature for retaining residents. However,
characteristics specific to each city, related to heritage and natural
beauty, are also shown to influence a city’s attractiveness. The
cause of population shrinkage was also found to influence
residents’ assessments of the pull and push attributes of each city.
Furthermore, the results show the relevance of social ties and of
place attachment to inhabitants’ intention to continue living in
their city of residence.
It may seem paradoxical that in a period of rapid urban growth, some cities are shrinking; however, they are two sides of the same coin of urban change. This article identifies cities that are shrinking in Portugal. Looking at the... more
It may seem paradoxical that in a period of
rapid urban growth, some cities are shrinking;
however, they are two sides of the same coin of
urban change. This article identifies cities that
are shrinking in Portugal. Looking at the demographic
evolution from the 1991 until 2011 we
identified 17 cities that are losing inhabitants, 9
of them persistently and 8 since 2001. This
decline is present in the two biggest cities of
Portugal, Lisbon and Oporto that present 17%
and 21% decline respectively. After this first
screening, we crossed the history of each city
with socio-economic data (e.g. employment
rate, housing characteristics, and unemployment
among others) and purposed that reasons
for shrinking include: suburbanization, economic
transformation, satellite effect and environmental
drivers. However, several cities present
a mixture of reasons underlying shrinking
and further work should be undertake to complement
this exploratory analysis.
This article describes how a research institute went about reviewing the relationship between its members and external research partners in engaging in collaborative research. A systematization of experiences (SE) process was implemented... more
This article describes how a research institute went about reviewing the relationship between its members and external research partners in engaging in collaborative research. A systematization of experiences (SE) process was implemented to enable such review and draw implications for the institute's strategy regarding research into the sustainability of Mediterranean agriculture. The SE exercise included four workshops attended by selected researchers, one questionnaire survey targeting the institute's research community, and three focus group discussions with external research partners. The rate of participation by researchers decreased during the process; however, those that followed through to the end of the SE exercise found it to be useful in clarifying both individual and institutional perspectives. Further, SE was seen as a vehicle for increasing the level of understanding between researchers and their willingness to engage in collaborative actions. However, the rapid pace of today's academic world and the dominant mode of evaluating scientific performance were identified as hindering the conditions needed to allow the necessary space and time for reflection and collaborative efforts. Therefore, the results highlight the current tension between the production of scientific knowledge according to existing patterns and the development of socially meaningful research.
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A detailed exploration of the meaning and use of the terms multidisciplinary, interdisciplinary and transdisciplinary
Research Interests:
This report identifies a range of recommendations towards informing the next programming period (FP9) from the perspective of ID, SSH and RRI, and possibly contribute to inform the final programming stage of H2020 (2018-2020)report.
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