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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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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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Björk, N. (2008). Is it possible to measure the welfare of the ridden horse? Bachelor's thesis, , .
Abstract: Since the time of domestication, humans have trained horses for the purpose of serving man. Different training methods have been developed throughout the centuries; some were developed with consideration for the horse's welfare, while others disregarded welfare to a great extent. Most present day training is based upon making the horse perform a desired behaviour through dominance and subordination. Although cooperative training techniques have gained popularity, everyday training lacks the application of learning theory or neglects the horse's learning capacities and their species' specific behaviour. Thus, the horse's welfare may be jeopardised.
The aim with this review is to consider methods that allow an objective assessment of the welfare of horses undergoing training. The review gives a brief insight into the history of horse training and handling. It proceeds with an overview of the horse"s learning abilities which is argued to be of paramount importance for effective training. The review then describes a few selected training techniques that are used today, based on negative and positive reinforcement, and discusses parameters from which it could be possible to assess the welfare of the ridden horse. The work concludes with suggestion for future |
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Giles J.K et al. (1963). Methods of Training Horses.
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Kedzierski, W., Wilk, I., & Janczarek, I. (2014). Physiological response to the first saddling and first mounting of horses: comparison of two sympathetic training methods. Animal Science Papers and Reports, 32(3), 219–228.
Abstract: There is not much research done on the influence of sympathetic training on the emotional reaction
of horses. The aim of the present study was to evaluate the emotional response and the stress level in horses to two sympathetic training methods: (1) with the use of the “round pen technique” (RP), and (2) in which the RP was not applied (SH). Twenty two half-bred Anglo-Arab horses (2.5 years ±3 months of age) were subject to an initial training. Eleven horses were randomly included to the RP method and the other 11 horses for the SH method. Heart rate (HR) and saliva cortisol concentration were measured as indicators of horse emotional arousal and stress level, respectively. The HR values were analysed: at rest, during the habituation period, just after the first saddling and tightening of the girth, during the first time a human leaned over the horse’s back, and during the mounting of the horse. Saliva samples were taken before and 15 min after each training session studied. After saddling, the HR occurred significantly higher when the RP technique was used. The significant increase in saliva cortisol concentration was observed only after the first mounting of the horse. Generally, the use of the RP technique did not involve more important physiological reactions in the trained horses than did the SH method. |
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Clayton, H. M., Larson, B., Kaiser, L. A. J., & Lavagnino, M. (2011). Length and elasticity of side reins affect rein tension at trot. The Veterinary Journal, 188(3), 291–294.
Abstract: This study investigated the horse’s contribution to tension in the reins. The experimental hypotheses were that tension in side reins (1) increases biphasically in each trot stride, (2) changes inversely with rein length, and (3) changes with elasticity of the reins. Eight riding horses trotted in hand at consistent speed in a straight line wearing a bit and bridle and three types of side reins (inelastic, stiff elastic, compliant elastic) were evaluated in random order at long, neutral, and short lengths. Strain gauge transducers (240 Hz) measured minimal, maximal and mean rein tension, rate of loading and impulse. The effects of rein type and length were evaluated using ANOVA with Bonferroni post hoc tests. Rein tension oscillated in a regular pattern with a peak during each diagonal stance phase. Within each rein type, minimal, maximal and mean tensions were higher with shorter reins. At neutral or short lengths, minimal tension increased and maximal tension decreased with elasticity of the reins. Short, inelastic reins had the highest maximal tension and rate of loading. Since the tension variables respond differently to rein elasticity at different lengths, it is recommended that a set of variables representing different aspects of rein tension should be reported.
Keywords: Horse; Equitation; Training; Rein aids
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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.
Keywords: animal welfare; equitation; stress; training
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Fenner, K., Freire, R., McLean, A., & McGreevy, P. (2018). Behavioral, demographic and management influences on equine responses to negative reinforcement. Journal of Veterinary Behavior, .
Abstract: Understanding the factors that influence horse learning is critical to ensure horse welfare and rider safety. In this study, data were obtained from horses (n=96) training to step backwards through a corridor in response to bit pressure. Following training, learning ability was determined by the latency to step backwards through the corridor when handled on the left and right reins. Additionally, horse owners were questioned about each horse's management, training, behavior and signalment (such as horse breed, age and sex). Factors from these four broad domains were examined using a multiple logistic regression (MLR) model, following an Information Theoretic approach, for associations between horses' behavioral attributes and their ability to learn the task. The MLR also included estimates of the rider's ability and experience as well as owner's perceptions of their horse's trainability and temperament. Results revealed several variables including explanatory variables that correlated significantly with rate of learning. Horses were faster at backing, a behavioral trait, when handled on the right (t = 3.65, df = 94, P < 0.001) than the left side. Thoroughbred horses were slower at completing the tests than other breeds of horses when handled on the left side (LM, F1,48=4.5, P=0.04) and right side (LM, F1,45=6.0, P=0.02). Those in regular work, a training factor, did not learn faster than their unworked counterparts on the right rein but completed the task faster on the left rein (F1,44=5.47, P=0.02). This may reflect differences in laterality and habituation effects. In contrast, more anxious horses were faster at completing the test when handled from the right (Spearman, r=-0.22, P=0.04). It is possible that these horses have an increased arousal level when interacting with handlers, resulting in more engagement with the lesson, accounting for the improved performance results. The findings of this study will help clarify how horse behavior, training and management may influence learning and how their application may optimize learning outcomes. Future equine behavior assessment and research questionnaires should include items that assess these qualities.
Keywords: Learning; horse management; training; temperament; negative reinforcement
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de Oliveira, K., Soutello, R. V. G., da Fonseca, R., Costa, C., de L. Meirelles, P. R., Fachiolli, D. F., et al. (2015). Gymnastic Training and Dynamic Mobilization Exercises Improve Stride Quality and Increase Epaxial Muscle Size in Therapy Horses. Journal of Equine Veterinary Science, 35(11), 888–893.
Abstract: The objective was to evaluate the efficacy of gymnastic training (GYM) and dynamic mobilization exercises (DMEs) on stride length (SL) and epaxial muscle size in therapy horses. Nine cross-bred hippotherapy horses that performed three, 25-minute therapeutic riding sessions per week throughout the study period were randomly assigned to three experimental groups: a control group in which the horses were sedentary with no additional physical activity; a group that performed DMEs; and a group that performed both DMEs and additional GYM including pelvic tilting, backing, turning in small circles, and walking over a raised rail to strengthen the abdominal and pelvic stabilizer muscles. The exercises were performed 3Â days per week for 3Â months, with evaluations at the start and end of the study. Stride quality was assessed by measuring SL and tracking distance (TD). Epaxial muscle size was monitored by ultrasonographic measurement of m. longissimus dorsi (LD) thickness and m. multifidi (MM) cross-sectional area. Paired t tests were used to compare within groups across time, and between groups were detected using analysis of variance with Tukey post hoc test. When walking at 1.3Â m/s, SL and TD at walk increased significantly (P < .05) in horses subjected to GYM. Thickness of LD did not change in any group, but cross-sectional area of MM increased significantly by 3.55Â cm2 (DME) and 3.78Â cm2 (GYM). It was concluded that GYM training improved stride quality and DME-stimulated MM hypertrophy which has been shown to improve intervertebral joint stability in other species.
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