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Giles J.K et al. (1963). Methods of Training Horses.
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Williams, J. L., Friend, T. H., Nevill, C. H., & Archer, G. (2004). The efficacy of a secondary reinforcer (clicker) during acquisition and extinction of an operant task in horses. Appl. Anim. Behav. Sci., 88(3-4), 331–341.
Abstract: “Clicker training” is a popularly promoted training method based on operant conditioning with the use of a secondary reinforcer (the clicker). While this method draws from theories of learning and is used widely, there has been little scientific investigation of its efficacy. We used 60 horses, Equus callabus, and assigned each horse to one of six reinforcement protocols. The reinforcement protocols involved combinations of reinforcers administered (primary versus secondary plus primary), schedule of reinforcement (continuous versus variable ratio), and reinforcers applied during extinction (none or secondary). There were no differences (P>=0.11) between horses which received a secondary reinforcer (click) followed by the primary reinforcer (food) and those which received only the primary reinforcer (food) in the number of trials required to train the horses to touch their noses to a plastic cone (operant response). There also were no differences (P>=0.12) between horses which received the secondary reinforcer plus primary reinforcer and those which received only the primary reinforcer in regards to the number of trials to extinction. We conclude that there is no difference in the amount of training required to learn the operant task or in the task's resistance to extinction between horses that received a secondary reinforcer followed by a primary reinforcer versus horses which received only a primary reinforcer.
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Sappington, B. K. F., McCall, C. A., Coleman, D. A., Kuhlers, D. L., & Lishak, R. S. (1997). A preliminary study of the relationship between discrimination reversal learning and performance tasks in yearling and 2-year-old horses. Appl. Anim. Behav. Sci., 53(3), 157–166.
Abstract: A study was conducted to determine the relationship between discrimination reversal learning and performance tasks in horses. Ten yearling and seven 2-year-old mares and geldings of Arabian (n = 4), Quarter Horse (n = 9), and Thoroughbred (n = 4) breeding were given a two-choice discrimination task in which either a black or a white bucket contained a food reward for ten trials per day during 19 test days. The spatial position of the buckets was varied on a random schedule. The rewarded bucket color was reversed each time a subject met criterion of eight correct choices per day for 2 consecutive days. Discrimination reversal testing was followed by 6 days of performance tasks: three crossing a wooden bridge and three jumping an obstacle to reach food and conspecifics, within a maximum allotted time of 15 min day-1. Total reversals attained by the horses were low (x = 1.5 +/- 0.9). All subjects did attain at least one reversal, and six had two or more reversals. No differences (P > .05) were detected between ages or sexes, nor among breeds in discrimination reversal learning or performance test measurements. However, there was a trend towards a breed difference (P <= 0.09) in the mean number of correct responses to the first reversal criterion. Correlations between reversal learning results and performance task results were extremely low, indicating that the discrimination reversal learning test was not useful for predicting success at these performance tasks. Results from the two performance tasks also showed little correlation (r = 0.04, P < 0.91), indicating that horses might not use the same approach when solving the problem of crossing these two obstacles. The overall poor performance of the horses on the discrimination reversal task suggests horses may have difficulty reversing previously learned tasks.
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Mejdell, C. M., Buvik, T., Jørgensen, G. H. M., & Bøe, K. E. (2016). Horses can learn to use symbols to communicate their preferences. Appl. Anim. Behav. Sci., 184, 66–73.
Abstract: Abstract This paper describes a method in which horses learn to communicate by touching different neutral visual symbols, in order to tell the handler whether they want to have a blanket on or not. Horses were trained for 10–15 min per day, following a training program comprising ten steps in a strategic order. Reward based operant conditioning was used to teach horses to approach and touch a board, and to understand the meaning of three different symbols. Heat and cold challenges were performed to help learning and to check level of understanding. At certain stages, a learning criterion of correct responses for 8–14 successive trials had to be achieved before proceeding. After introducing the free choice situation, on average at training day 11, the horse could choose between a “no change” symbol and the symbol for either “blanket on” or “blanket off” depending on whether the horse already wore a blanket or not. A cut off point for performance or non-performance was set to day 14, and 23/23 horses successfully learned the task within this limit. Horses of warm-blood type needed fewer training days to reach criterion than cold-bloods (P < 0.05). Horses were then tested under differing weather conditions. Results show that choices made, i.e. the symbol touched, was not random but dependent on weather. Horses chose to stay without a blanket in nice weather, and they chose to have a blanket on when the weather was wet, windy and cold (χ2 = 36.67, P < 0.005). This indicates that horses both had an understanding of the consequence of their choice on own thermal comfort, and that they successfully had learned to communicate their preference by using the symbols. The method represents a novel tool for studying preferences in horses.
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Westermann, K. (2012). Das Therapiepferd: Was macht es so besonders und wertvoll? In K. Krueger (Ed.), Proceedings of the 2. International Equine Science Meeting (Vol. in press). Wald: Xenophon Publishing.
Abstract: Als Tierärztin beschäftige ich mich seit geraumer Zeit mit den Anforderungen und Belastungsmomenten von Therapiepferden. Mein Ziel ist es, geeignete Methoden für die Auswahl, Ausbildung, Ausgleichs- und Korrekturarbeit dieser Pferde zu entwickeln.
Umfangreiche Recherchen haben ergeben, dass ein Pferd unter Berücksichtigung seiner physischen und psychischen Fähigkeiten durch die derzeit verbreitete Ausbildung, Ausgleichs- und Korrekturarbeit nur unzureichend auf die Aufgaben eines Therapiepferdes vorbereitet bzw. während seinesEinsatzes begleitet wird.
Aber genau hier liegt der Schlüssel für die Sicherheit von Klient, Therapeut und Pferd und den Erfolg der Therapie- und Fördermaßnahme. Darüber hinaus ist es auch im Sinne der Verantwortung für das Pferd und des Tierschutzes an der Zeit, durch geeignete Maßnahmen die verantwortbare Nutzung des Pferdes als Therapiepferd zu unterstützten.
Auf der Basis von interdisziplinärem Wissenstransfer und interinterdisziplinärer Kooperation werden die entscheidenden Elemente einer nachvollziehbaren, zielorientierten, bedarfs- und pferdegerechten Ausbildung, Ausgleichs- und Korrekturarbeit von Therapiepferden kurz skizziert.
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Rozempolska-Ruciń, ska, I., Trojan, M., Kosik, E. ż, bieta, Próchniak, T., et al. (2013). How “natural” training methods can affect equine mental state? A critical approach -- a review. Animal Science Papers & Reports, 31(3), 185.
Abstract: Among equestrians the “natural” training methods of horses are gaining widespread popularity due to their spectacular efficiency. Underlying philosophy of trainers – founders of different “natural horsemanship training” (NHT) schools, along with other not well documented statements includes argumentation of solely welfare- and human-friendly effects of NHT in the horse. The aim of this review was to screen scientific papers related to NHT to answer the question whether „natural“ training methods may actually exert only positive effects upon equine mental state and human-horse relationship. It appears that NHT trainers may reduce stress and emotional tension and improve learning processes as they appropriately apply learning stimuli. Basing on revised literature it can be concluded that training is successful provided that [i] the strength of the aversive stimulus meets sensitivity of an individual horse, [ii] the aversive stimulus is terminated at a right moment to avoid the impression of punishment, and [iii] the animal is given enough time to assess its situation and make an independent decision in the form of adequate behavioural reaction. Neglecting any of these conditions may lead to substantial emotional problems, hyperactivity, or excessive fear in the horse-human relationship, regardless of the training method. However, we admit that the most successful NHT trainers reduce aversive stimulation to the minimum and that horses learn quicker with fear or stress reactions, apparently decreasing along with training process. Anyway, NHT should be acknowledged for absolutely positive role in pointing out the importance of proper stimulation in the schooling and welfare of horses.
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Williams, J. L., Friend, T. H., Toscano, M. J., Collins, M. N., Sisto-Burt, A., & Nevill, C. H. (2002). The effects of early training sessions on the reactions of foals at 1, 2, and 3 months of age. Appl. Anim. Behav. Sci., 77(2), 105–114.
Abstract: An early training procedure commonly termed “foal imprint training” is widely promoted in the horse industry. However, there have been no published scientific investigations of its efficacy. This study determined the effects of a training procedure on foals and their reaction to stimuli used in the early training procedure, and to a novel stimulus, at 1, 2 and 3 months of age. Twenty-five foals received a standard training procedure at 2, 12, 24, and 48 h after birth. After the training procedure, the foals received minimal additional handling that included veterinary treatments and occasional relocation. Twenty-two foals born over the same time period served as controls. All 47 (25 trained, 22 control) foals were tested at 1 month of age. Only 20 were available for testing at 2 months of age, and nine were available at 3 months. Percentage change from baseline heart rate, time required to complete exposure to each stimulus (foals that were more reactive took longer) and the behavior of each foal during the introduction of each stimulus were recorded. Overall, the control foals tended to receive lower (better) behavioral scores at 1 and 2 months of age. Foals that underwent the training procedure tended to require less time to complete exposure to the stimulus and had lower heart rates during exposure to the stimuli at 1 and 2 months of age. By 3 months of age, there were no significant differences between trained and control foals for any measures. Early training was not efficacious in this study.
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Schmidt, A., Aurich, J., Möstl, E., Müller, J., & Aurich, C. (2010). Changes in cortisol release and heart rate and heart rate variability during the initial training of 3-year-old sport horses. Horm Behav, 58(4), 628–636.
Abstract: Based on cortisol release, a variety of situations to which domestic horses are exposed have been classified as stressors but studies on the stress during equestrian training are limited. In the present study, Warmblood stallions (n = 9) and mares (n = 7) were followed through a 9 respective 12-week initial training program in order to determine potentially stressful training steps. Salivary cortisol concentrations, beat-to-beat (RR) interval and heart rate variability (HRV) were determined. The HRV variables standard deviation of the RR interval (SDRR), RMSSD (root mean square of successive RR differences) and the geometric means standard deviation 1 (SD1) and 2 (SD2) were calculated. Nearly each training unit was associated with an increase in salivary cortisol concentrations (p < 0.01). Cortisol release varied between training units and occasionally was more pronounced in mares than in stallions (p < 0.05). The RR interval decreased slightly in response to lunging before mounting of the rider. A pronounced decrease occurred when the rider was mounting, but before the horse showed physical activity (p < 0.001). The HRV variables SDRR, RMSSD and SD1 decreased in response to training and lowest values were reached during mounting of a rider (p < 0.001). Thereafter RR interval and HRV variables increased again. In contrast, SD2 increased with the beginning of lunging (p < 0.05) and no changes in response to mounting were detectable. In conclusion, initial training is a stressor for horses. The most pronounced reaction occurred in response to mounting by a rider, a situation resembling a potentially lethal threat under natural conditions.
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Becker-Birck, M., Schmidt, A., Wulf, M., Aurich, J., von der Wense, A., Möstl, E., et al. (2013). Cortisol release, heart rate and heart rate variability, and superficial body temperature, in horses lunged either with hyperflexion of the neck or with an extended head and neck position. Journal of Animal Physiology and Animal Nutrition, 97(2), 322–330.
Abstract: Bringing the head and neck of ridden horses into a position of hyperflexion is widely used in equestrian sports. In our study, the hypothesis was tested that hyperflexion is an acute stressor for horses. Salivary cortisol concentrations, heart rate, heart rate variability (HRV) and superficial body temperature were determined in horses (n = 16) lunged on two subsequent days. The head and neck of the horse was fixed with side reins in a position allowing forward extension on day A and fixed in hyperflexion on day B. The order of treatments alternated between horses. In response to lunging, cortisol concentration increased (day A from 0.73 ± 0.06 to 1.41 ± 0.13 ng/ml, p < 0.001; day B from 0.68 ± 0.07 to 1.38 ± 0.13 ng/ml, p < 0.001) but did not differ between days A and B. Beat-to-beat (RR) interval decreased in response to lunging on both days. HRV variables standard deviation of RR interval (SDRR) and RMSSD (root mean square of successive RR differences) decreased (p < 0.001) but did not differ between days. In the cranial region of the neck, the difference between maximum and minimum temperature was increased in hyperflexion (p < 0.01). In conclusion, physiological parameters do not indicate an acute stress response to hyperflexion of the head alone in horses lunged at moderate speed and not touched with the whip. However, if hyperflexion is combined with active intervention of a rider, a stressful experience for the horse cannot be excluded.
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McGreevy, P. D., & McLean, A. N. (2007). Roles of learning theory and ethology in equitation. Journal of Veterinary Behavior: Clinical Applications and Research, 2(4), 108–118.
Abstract: By definition, ethology is primarily the scientific study of animal behavior, especially as it occurs in a natural environment; applied ethology being the study of animal behavior in the human domain. The terms equine ethology and ethological training are becoming commonplace in the equestrian domain, yet they seem to be used with a conspicuous lack of clarity and with no mention of learning theory. Most of what we do to train horses runs counter to their innate preferences. This article summarizes the ethological challenges encountered by working horses and considers the merits and limitations of ethological solutions. It also questions the use of terms such as “alpha” and “leader” and examines aspects of learning theory, equine cognition, and ethology as applied to horse training and clinical behavior modification. We propose 7 training principles that optimally account for the horse's ethological and learning abilities and maintain maximal responsivity in the trained horse. These principles can be summarized as: (1) use learning theory appropriately; (2) train easy-to-discriminate signals; (3) train and subsequently elicit responses singularly; (4) train only one response per signal; (5) train all responses to be initiated and subsequently completed within a consistent structure; (6) train persistence of current operantly conditioned responses; and (7) avoid and disassociate flight responses. Adherence to these principles and incorporating them into all horse training methodologies should accelerate training success, reduce behavioral wastage of horses, and improve safety for both humans and horses.
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