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McGreevy, P. D. (2006). The advent of equitation science. Vet J, 174(3), 492–500.
Abstract: The lengthy association of humans with horses has established traditional equestrian techniques that have served military and transport needs well. Although effective, these techniques have by-passed the research findings of modern psychologists, who developed the fundamentals of learning theory. That said, the pools of equestrian debate are far from stagnant. The latest wave of horse whisperers has offered some refinements and some novel interpretations of the motivation of horses undergoing training. Additionally, the Federation Equestre Internationale (FEI) has introduced the concept of the 'happy equine athlete' and, in the light of the hyperflexion (Rollkur) debate, recently examined the possible effects of some novel dressage modalities on equine 'happiness'. However, many still question the welfare of the ridden horse since it is largely trained using negative reinforcement, has to respond to pressure-based signals and is seldom asked to work for positive rewards. Science holds tremendous promise for removing emotiveness from the horse-riding welfare debate by establishing how much rein tension is too much; how much contact is neutral; how contact can be measured; how discomfort can be measured; how pain can be measured; and how learned helplessness manifests in horses. These are some of the topics addressed by equitation science, an emerging discipline that combines learning theory, physics and ethology to examine the salience and efficacy of horse-training techniques.
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Holmstrom, M., Magnusson, L. E., & Philipsson, J. (1990). Variation in conformation of Swedish warmblood horses and conformational characteristics of elite sport horses. Equine Vet J, 22(3), 186–193.
Abstract: The variation in conformation of 356 Swedish Warmblood horses is described, using a quantitative method of measuring horses. Thirty-three of the horses were elite dressage horses, 28 were elite showjumpers, 100 were riding school horses and 195 were unselected four-year-olds. Most horses had a long body form. The average height at the withers was 163.4 cm. Sixty per cent of the horses had a bench knee conformation, 50 per cent had a toe-in conformation of the forelimbs and 80 per cent had outwardly rotated hind limbs. The majority of these deviations were mild or moderate. Conformation was influenced by sex and age. Mares were smaller and had longer bodies and shorter limbs. The elite dressage horses and showjumpers had larger hock angles and more sloping scapulas than other horses. The showjumpers also had smaller fetlock angles in the front limbs. It is suggested that the larger hock angles among the elite horses may be because hocks with small angles are more prone to injury, and because small hock angles may negatively influence the ability to attain the degree of collection necessary for good performance in advanced classes.
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Clayton, H. M. (1994). Comparison of the stride kinematics of the collected, working, medium and extended trot in horses. Equine Vet J, 26(3), 230–234.
Abstract: Highly-trained dressage horses were studied to test the hypothesis that stride length is altered independently of stride duration in the transitions between the collected, working, medium and extended trot. Six well-trained dressage horses were filmed at a frame rate of 150 frames/s performing the collected, working, medium and extended trots in a sand arena. Temporal, linear and angular data were extracted from the films, with 4 strides being analysed for each horse and gait type. There were no significant asymmetries between the left and rights limbs or diagonals when data from the whole group were pooled, but 3 horses showed asymmetries in one or more variables (P < 0.01). Analysis of variance and post-hoc tests indicated that the speed increased significantly (P < 0.01) from the collected (3.20 m/s) to the working (3.61 m/s) to the medium (4.47 m/s) to the extended (4.93 m/s) trot. The increases in speed were associated with a significant increase in stride length from 250 cm in the collected trot, to 273 cm in the working trot, 326 cm in the medium trot and 355 cm in the extended trot (P < 0.01). The lengthening of the stride was a result of increases between each gait type in the over-reach distance, whereas the diagonal distance was significantly longer in the extended than the collected trot only (P < 0.01). The stride duration tended to decrease as speed increased, and the difference became significant between the collected and extended trots (P < 0.01).
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Holmstrom, M., Fredricson, I., & Drevemo, S. (1995). Biokinematic effects of collection on the trotting gaits in the elite dressage horse. Equine Vet J, 27(4), 281–287.
Abstract: Trot in hand, working trot, collected trot, passage and piaffe of 6 Grand Prix dressage horses were recorded by high speed film (250 frames/s). Angular patterns and hoof trajectories of the left fore- and hindlimbs were analysed and presented as mean and standard deviation (s.d.) curves. Speed and stride length decreased and fore- and hind stance phase durations increased with collection resulting in no suspension in piaffe. The diagonal advanced placement was positive in all gaits except for piaffe. Most of the changes in forelimb angular patterns were effects of reduction in forelimb pendulation. The horses did not step under themselves more in collected trot, passage and piaffe than in trot in hand. The stifle and hock joints were more flexed at the start of the stance phase in piaffe and passage than in the other gaits. Flexion of the hock joint at the middle of the stance phase was largest in passage and piaffe. In spite of the limited number of horses the present study confirmed earlier observations of conformation and gaits in dressage horses. Hindlimb pendulation, femur and pelvis inclinations and elbow, carpal, stifle and hock joint angles seem to be the most significant angular measurements for dressage performance.
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Hinchcliff, K. W., Kohn, C. W., Geor, R., McCutcheon, L. J., Foreman, J., Andrews, F. M., et al. (1995). Acid:base and serum biochemistry changes in horses competing at a modified 1 Star 3-day-event. Equine Vet J Suppl, (20), 105–110.
Abstract: We examined the effects of participation in each of 3 modifications of Day 2 of a 3-day-event on blood and serum variables indicative of hydration, acid:base status and electrolyte homeostasis of horses. Three groups of horses – 8 European (E) horses and 2 groups each of 9 North American horses performed identical Days 1 (dressage) and 3 (stadium jumping) of a 3-day-event. E horses and one group of the North American horses (TD) performed modifications of Day 2 of a 1 Star 3-day-event and the other group of North American horses (HT) performed a Horse Trial on Day 2. Jugular venous blood was collected from each horse on the morning of Day 2 before any warm-up activity, between 4 min 55 s and 5 min 15 s after Phase D and the following morning. Eight E horses, 5 TD horses and 8 HT horses completed the trials. There were few significant differences in acid:base or serum biochemistry variables detected among horses performing either 2 variations of the Speed and Endurance day of a 1 Star 3-day-event, or a conventional Horse Trial. Failure to detect differences among groups may have been related to the low statistical power associated with the small number of horses, especially in the TD group, variation in quality of horses among groups and the different times of the day at which the E horses competed. Differences detected among time points were usually common to all groups and demonstrated metabolic acidosis with a compensatory respiratory alkalosis, a reduction in total body water and cation content, and hypocalcaemia. Importantly, horses of all groups did not replenish cation, chloride, and calcium deficits after 14-18 h of recovery.
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Gibson, K. T., Burbidge, H. M., & Anderson, B. H. (1997). Tendonitis of the branches of insertion of the superficial digital flexor tendon in horses. Aust Vet J, 75(4), 253–256.
Abstract: OBJECTIVE: To describe clinical findings, ultrasonographic features and outcome of injury to the branches of insertion of the superficial digital flexor (SDF) tendon in horses. DESIGN: Retrospective study of 14 cases. PROCEDURE: Fourteen Thoroughbred horses with tendonitis affecting the branches of insertion of the SDF tendon were examined for lameness, location and amount of swelling, and the presence of other musculoskeletal abnormalities. The flexor tendons were assessed by ultrasonographic examination, and recommendations were made for management of the cases. Outcome was assessed by re-examination of some horses, direct communication with the owner or trainer, and examination of race records. RESULTS: The lateral SDF branch was affected in 10 horses; the medial branch in three, and both branches in one horse. Two horses had concurrent injuries to the SDF tendon in the metacarpal region of the contralateral limb. Ultrasonographic findings included swelling of the affected SDF branch, peritendinous fluid accumulation, disruption of normal fibre alignment on sagittal scan, and variable loss of echogenicity. As healing occurred, there was return of normal echogenicity, but normal fibre alignment did not return completely and apparent adhesions formed between the affected SDF branch and adjacent structures. Seven of 10 horses which returned to their previous use were able to compete without further tendon injury. Recurrence of injury occurred in one case, and another two horses developed tendonitis in the metacarpal region. One horse was retired from racing but was able to compete at dressage without recurrence of injury. Two horses were retired for breeding without returning to training, and one horse was sold and lost to follow up but did not race. CONCLUSION: The prognosis is fair for return to previous use following injury to the branches of insertion of the SDF tendon in athletic horses.
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Clayton, H. M. (1997). Classification of collected trot, passage and piaffe based on temporal variables. Equine Vet J Suppl, (23), 54–57.
Abstract: The objective was to determine whether collected trot, passage and piaffe could be distinguished as separate gaits on the basis of temporal variables. Sagittal plane, 60 Hz videotapes of 10 finalists in the dressage competitions at the 1992 Olympic Games were analysed to measure the temporal variables in absolute terms and as percentages of stride duration. Classification was based on analysis of variance, a graphical method and discriminant analysis. Stride duration was sufficient to distinguish collected trot from passage and piaffe in all horses. The analysis of variance showed that the mean values of most variables differed significantly between passage and piaffe. When hindlimb stance percentage was plotted against diagonal advanced placement percentage, some overlap was found between all 3 movements indicating that individual horses could not be classified reliably in this manner. Using hindlimb stance percentage and diagonal advanced placement percentage as input in a discriminant analysis, 80% of the cases were classified correctly, but at least one horse was misclassified in each movement. When the absolute, rather than percentage, values of the 2 variables were used as input in the discriminant analysis, 90% of the cases were correctly classified and the only misclassifications were between passage and piaffe. However, the 2 horses in which piaffe was misclassified as passage were the gold and silver medallists. In general, higher placed horses tended toward longer diagonal advanced placements, especially in collected trot and passage, and shorter hindlimb stance percentages in passage and piaffe.
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Burns, T. E., & Clayton, H. M. (1997). Comparison of the temporal kinematics of the canter pirouette and collected canter. Equine Vet J Suppl, (23), 58–61.
Abstract: The objectives were to compare the temporal characteristics of canter pirouette strides with collected canter strides in elite dressage horses, and to determine whether the stride kinematics of the canter pirouettes fulfilled the requirements specified in the Federation Equestre Internationale Rules for Dressage Events. Eleven horses were videotaped (60 fields/s) during the individual medal competition at the 1992 Olympic Games. Temporal variables were extracted from the videotapes using standard methods. Two strides were analysed on each of the left and right leads and these were pooled to give mean values for the collected canter and the pirouettes. The pirouettes were completed in 4-9 strides, (mean of 6.4). In the collected canter strides, mean duration of the suspension was 0.013 s. There was no suspension in any of the pirouette strides, instead the stance phases of the leading forelimb and trailing hindlimb overlapped by a mean of 0.163 s. In 9 horses the trailing forelimb contacted the ground before the diagonal leading hindlimb in the collected canter, whereas in the pirouettes the leading hindlimb always made contact before the trailing forelimb (mean dissociation 0.164 s), giving the strides a distinct 4 beat rhythm. Due to increases in advanced placement between the diagonal limb pair and between the 2 forelimbs, the stride duration was longer in the pirouette (0.879 s) than the collected canter (0.629 s). It is concluded that the canter pirouette strides did not maintain the rhythm and timing of the the collected canter strides in any of the 11 horses.
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Holmstrom, M., & Drevemo, S. (1997). Effects of trot quality and collection on the angular velocity in the hindlimbs of riding horses. Equine Vet J Suppl, (23), 62–65.
Abstract: The angular velocities of the hindlimb angles of 14 horses, including 6 Grand Prix dressage horses, 4 horses judged as good at the trot and 4 horses judged as poor, were analysed. The horse material was the same as previously used by Holmstrom (1994) in studies on conformation and trotting gaits in the Swedish Warmblood riding horse. Four consecutive strides of each horse and the corresponding pace were analysed and mean velocity curves (Xh) for each angle were calculated. Before calculation the data were filtered forwards and backwards with a Butterworth third order filter with a cut off frequency of 60 Hz. During the last 60% of the stance phase there were differences between the horses judged as good and poor at the trot in all the analysed hindlimb angles except the femur inclination. The angular velocity in the hock joint, pelvis inclination and hindlimb pendulation was larger in the good horses. The angular velocity of the hindlimb pendulation decreased with collection in the Grand Prix horses. During parts of the stance phase, there was also a gradual decrease in the femur angular velocity from trot at hand to piaffe. In the hock joint, there was no difference in angular velocity between trot at hand and passage during the last 30%. The higher compression of the hock angle and pelvic angle to the horizontal plane probably reflects a higher compression of the whole hindlimb. It probably contributes to the greater springiness in the movements of good young horses and Grand Prix dressage horses. The results from the present study confirmed the importance of storing elastic strain energy for the quality of the dressage horse gaits.
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Morales, J. L., Manchado, M., Vivo, J., Galisteo, A. M., Aguera, E., & Miro, F. (1998). Angular kinematic patterns of limbs in elite and riding horses at trot. Equine Vet J, 30(6), 528–533.
Abstract: Normal speed videography was used to determine the angular parameters of 28 Spanish Thoroughbreds at trot. Horses were divided into 3 groups: Group UT, comprising 9 animals (provided by the VII National Stud, Cordoba, Spain) which had undergone no specific training programme and which were hand led at the trot; Group T, formed by 19 horses considered to be highly bred and trained, and which were also hand led; and Group RT, comprising the same horses as the latter group but this time trotted by a rider. Each animal was filmed 6 times from the right-hand side, using a Hi8 (25 Hz) video camera. Angular parameters for fore- and hindlimb joints were measured in each stride from computer-grabbed frames and entered into a spreadsheet for calculation; parameters included maximum and minimum angles, range of motion, and angles at landing, lift off and maximum hoof height; the times at which maximum angle, minimum angle, lift off and maximum hoof height occurred were calculated as percentages of total stride duration. Stride velocity (mean [s.d.]) was 4.01 (0.62), 3.60 (0.34) and 3.07 (0.36) m/s for Groups UT, T and RT, respectively. Data were then compared between Groups UT-T and Groups T-RT. Compared with Group UT, horses from Group T featured a shorter stance percentage (P<0.001) in both fore- and hindlimbs. The range of motion in forelimbs was smaller (P<0.05), due to lower retraction (P<0.001); moreover, maximum retraction appeared earlier (P<0.05). Greater scapular inclination was in evidence (P<0.05) and the shoulder joint extended further (P<0.05). Fore- and hind fetlock joints revealed a relatively shorter hyperextension period during the stance phase (P<0.01). Compared with Group T, horses from Group RT had a longer stance percentage, with belated maximum retraction of the fore- and hindlimbs. The range of movement in scapular inclination was greater (P<0.05), due to a smaller minimum angle (P<0.01), and the shoulder joint flexed more (P<0.05). The elbow joint extended more and for longer during the stance phase. Initial extension of the hip joint (P<0.05) and tarsus (P<0.001) lasted longer. The carpal and fore and hind fetlock joints recorded relatively longer hyperextension times, in addition to greater hyperextension during the stance phase. The results from the present study suggest that rider-effect must be taken in consideration when well gaited horses are selected for dressage purposes.
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