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Sloet van Oldruitenborgh-Oosterbaan, M. M., Blok, M. B., Begeman, L., Kamphuis, M. C. D., Lameris, M. C., Spierenburg, A. J., et al. (2006). Workload and stress in horses: comparison in horses ridden deep and round ('rollkur') with a draw rein and horses ridden in a natural frame with only light rein contact. Tijdschr Diergeneeskd, 131(5), 152–157.
Abstract: 'Rollkur' or 'overbending' is the low and deep riding of a dressage horse during training or warming up. Lately, this technique has been criticized, and not necessarily objectively, on welfare grounds. To be able to evaluate these criticisms, more needs to be known about the workload and stress of horses being ridden 'rollkur'. The aim of the present study was to compare the workload of eight riding-school horses when being ridden deep and round with a draw rein ('rollkur') and when being ridden in a natural frame with only light rein contact ('free'). Workload (as measured by heart rate and blood lactate concentration) was slightly higher when horses were ridden 'rollkur' than when they were ridden 'free'. There were no differences in packed cell volume, or glucose and cortisol concentrations. No signs of uneasiness or stress could be determined when the horses were ridden 'rollkur'. Subjectively, all horses improved their way of moving during 'rollkur' and were more responsive to their rider.
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König von Borstel, U., Euent, S., Graf, P., König, S., & Gauly, M. (2011). Equine behaviour and heart rate in temperament tests with or without rider or handler. Physiol. Behav., 104(3), 454–463.
Abstract: The aim of the present study was to compare horses' heart rate (HR), heart rate variability (RMSSD, pNN50) and behaviour in the same temperament test when being ridden, led, and released free. Behavioural measurements included scores and linear measurements for reactivity (R), activity (A), time to calm down (T) and emotionality (E), recorded during the approach (1) and/or during confrontation with the stimulus (2). Sixty-five horses were each confronted 3 times (1 ridden, 1 led, 1 free running in balanced order) with 3 novel and/or sudden stimuli. Mixed model analysis indicated that leading resulted in the lowest (P < 0.05 throughout) reactions as measured by A1, A2, E1, E2, R2, and pNN50 while riding produced the strongest (A1, T2, HR, RMSSD, pNN50) or medium (E1, E2, R2) reactions. Free running resulted either in the strongest (A2, E1, E2, R2) or in the lowest (A1, T2, HR, RMSSD, pNN50) reactions. The repeatability across tests for HR (0.57), but not for RMSSD (0.23) or pNN50 (0.25) was higher than for any behavioural measurement: the latter ranged from values below 0.10 (A1, A2, T2) to values between 0.30 and 0.45 (E1, E2, R2). Overall, the results show that a rider or handler influences, but not completely masks, the horses' intrinsic behaviour in a temperament test, and this influence appeared to be stronger on behavioural variables and heart rate variability than on the horses' heart rates. Taking both practical considerations and repeatabilities into account, reactivity appears to be the most valuable parameter. Emotionality and heart rate can also yield valid results reflecting additional dimensions of temperament although their practical relevance may be less obvious. If a combination of observed variables is chosen with care, a valid assessment of a horse's temperament may be possible in all types of tests. However, in practice, tests that resemble the practical circumstances most closely, i.e. testing riding horses under a rider, should be chosen.
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Hoffmann, G., Bockisch, F. - J., & Kreimeier, P. (2009). Einfluss des Haltungssystems auf die Bewegungsaktivität und Stressbelastung bei Pferden in Auslaufhaltungssystemen. Landbauforschung – vTI Agriculture and Forestry Research, 2(59), 105–112.
Abstract: Frühere Untersuchungen haben gezeigt, dass die tägliche Bewegung für die Gesunderhaltung der Pferde notwendig ist. Inwieweit sich jedoch unterschiedliche Bewegungsangebote auf das Stress-und Bewegungsverhalten von Pferden in einer Gruppen-Auslaufhaltung auswirken und ob der Bewegungsbedarf der Pferde durch eine Auslaufhaltung ohne zusätzliche Bewegung gedeckt werden kann, ist der Literatur bisher nicht zu entnehmen. Daher sollte in der nachfolgend beschriebenen Untersuchung der Frage nachgegangen werden, welche Auswirkungen verschiedene Bewegungsangebote auf die Bewegungsaktivität von Pferden in Gruppen-Auslaufhaltungen haben und ob diese das Wohlbefinden der Tiere beeinflussen. Letzteres wurde durch Messung der Herzfrequenzvariabilität und Bestimmung von Cortisolmetaboliten im Pferdekot erfasst und die Bewegungsaktivität der Pferde wurde mit ALT-Pedometern bestimmt.
Verglichen wurden eine Einzel-und Gruppenhaltung mit jeweils angrenzendem Auslauf, aber ohne eine zusätzliche Bewegung der Pferde außerhalb des Stalls. In drei weiteren Varianten der Gruppenhaltung bekamen die Pferde täglichen Auslauf auf einer unbegrünten Koppel, auf einer Weide oder durch gezielte Bewegung in einer Führanlage. Die Bewegungsaktivität konnte durch die zusätzliche Bewegung in Form von Weide oder Führanlage signifikant gesteigert werden.
Ein zusätzliches Bewegungsangebot führte bei den Pferden zu einer Abnahme der Stressbelastung und sollte auch den Pferden ermöglicht werden, die in einer Gruppenhaltung gehalten werden, um ihre physische und psychische Gesundheit zu erhalten.
[Former studies confirm the necessity of daily movement for the health of a horse. But so far no description could be found in the literature how different movement offerings impact the stress and movement behaviour of horses in group husbandries with close-by discharge. The same holds true for the question whether a discharge husbandry system can meet the movement requirements of horses if there isn�t any additional movement possibility. The aim of the present study was to examine different movement offerings, their effects on the movement activities of horses in a group horse husbandry with close-by discharge and the impact of the movement on the wellbeing of the animals.
The heart rate variability and the concentration of the cortisol metabolites in the horse excrement were analyzed for detecting the wellbeing of the horses. Additionally ALT-Pedometers were used for determining the movement activity.
A single and a group husbandry system, each with closeby discharge, were compared when horses had no additional movement outside the stable. In three further variants the group husbandry was supplemented with daily time on a non-grassy pasture land, a pasture or in a horse walker. Pasture or horse walker increased movement activity significantly. Nevertheless an additional movement offering resulted in a lower stress load of the horses and should also be allowed to horses in group husbandry systems to ensure the horse�s physical and mental health.]
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Zeitler-Feicht, M. H., Streit, S., & Dempfle, L. (2010). Automatic feeding systems for horses in group housing systems with regard to animal welfare. Part 1: Feeding stalls versus automatic feeding systems. Tierärztl Prax, 38(G), 363–370.
Abstract: Gegenstand und Ziel: Überprüfung der Tiergerechtheit von Abrufstationen
für Kraftfutter und Heu in der Gruppenhaltung von Pferden anhand
ethologischer und physiologischer Parameter im Vergleich zu konventionellen
Fressständen. Material und Methoden: Die Verhaltensbeobachtungen
fanden in 11 bzw. 10 Offenlaufställen mit Abrufstationen
bzw. Fressständen statt. 270 Pferde wurden individuell unterschieden.
Untersuchungsparameter waren: Drohverhalten mit und ohne Verletzungsrisiko,
Meideverhalten, Verdrängung aus dem Fressstand sowie
Herzfrequenz und Integumentverletzungen. In jedem Betrieb erfolgten
kontinuierliche Direktbeobachtungen für je einen 24-Stunden-Tag (Tortenstückverfahren).
Ergebnisse: Im Wartebereich der Abrufautomaten
traten signifikant mehr Drohgesten ohne bzw. mit Verletzungsgefahr je
Pferd und Tag (8,6 bzw. 3,0) auf als im Wartebereich der Fressstände
(3,4 bzw. 0,9). Demgegenüber konnten die Pferde in Abrufstationen
(1,4 Drohgesten je Pferd und Tag) ungestörter fressen als in Fressständen
(3,2 Drohgesten je Pferd und Tag). Insgesamt betrachtet ergab sich
jedoch bei beiden Fütterungssystemen eine geringe Anzahl an sozionegativen
Interaktionen im Bereich der Futtereinrichtungen. Die Herzfrequenz
lag im Warteareal im Durchschnitt im physiologischen Bereich
(44,59 ± 11,73 Schläge/min). Integumentverletzungen im Zusammenhang
mit dem Fütterungssystem traten nicht auf. Der wichtigste Einflussfaktor
auf die Untersuchungskriterien war der Betrieb (Fläche, Konzeption,
Management). Schlussfolgerung: Unter dem Aspekt der Tiergerechtheit
hinsichtlich des Stress- und Verletzungsrisikos durch soziale
Interaktionen eignen sich bei ordnungsgemäßer Gruppenhaltung mit
fachgerechtem Management sowohl Fressstände als auch Abrufstationen
für Pferde im Offenlaufstall.
[Objective: A comparison with regard to animal welfare of feeding
stalls and automatic feeding systems for hay and concentrates in group
housing systems for horses using parameters of ethology and physiology.
Material and method: The observations of animal behaviour took
place in 10 stables with feeding stalls and in 11 stables with automatic
feeding systems. The field around the feeding systems was divided into
three areas with comparable dimensions (waiting area, exit area and
inside of the feeding system). 270 horses were individually observed.
Parameters of research comprised: threatening behaviour with and
without risk of injury, avoiding behaviour, ”chasing away from the feeding
place”, as well as heart rate and injuries of the integument. Every
group of horses was continuously observed for 24 hours. This observation
took place on four different days and comprised six sessions, each
of 4 hours. Results: In the waiting area of the automatic systems there
were significantly more threatening gestures with and without risk of
injuries for each horse and day (8.6 and 3.0, respectively) than in the
waiting area of the feeding stalls. In contrast, the horses could eat more
relaxed in the automatic systems (1.4 threatening gestures for each
horse and day) than in the feeding stalls (3.2 threatening gestures for
each horse and day). All together the number of negative interactions in
the feeding area of both feeding systems was relatively low. The heart
rate was within the physiological range (44,59 ± 11,73 beats/min) in
the waiting area. There were no injuries of the integument in correlation
with the feeding systems. The most important factor of the observation
criteria was the individual group housing system with its different dimension,
conception and management. Conclusion: Under the aspect
of animal welfare both feeding systems are suitable for horses with respect
to the risk of stress and injuries by social interactions and under
the condition of proper group housing with professional management.]
Keywords: Pferd, Fütterungseinrichtungen, soziale Interaktionen, Herzfrequenz, Verletzungsrisiko, Betriebseinfluss [Horse, feeding stations, social interactions, heart rate, risk of injury, individual farm management]
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Zeitler-Feicht, M. H., Streit, S., & Dempfle, L. (2011). Automatic feeding systems for horses in group housing systems with regard to animal welfare. Part 2: Comparison of different automatic feeding systems. Tierärztl Prax, 39(G), 33–40.
Abstract: Ziel: Überprüfung der Tiergerechtheit von in der Bauweise unterschiedlichen
Futterabrufstationen für Pferde in Gruppenhaltung anhand ethologischer
und physiologischer Parameter. Material und Methoden: In 32
Offenlaufställen (452 Pferde) mit computergesteuerten Abrufstationen
für Kraftfutter und Heu erfolgten kontinuierliche Direktbeobachtungen
für je einen 24-Stunden-Tag (Tortenstückverfahren). Erfasst wurden: Aufenthaltsdauer,
Besuchshäufigkeit, Droh- und Meideverhalten im Fütterungsbereich,
Blockaden sowie Herzfrequenz und Integumentverletzungen.
Ergebnisse: Eine Durchlaufstation reduzierte die Zahl der Auseinandersetzungen
im Fütterungsbereich signifikant. Ansonsten erhöhten die
für das fressende Pferd tiergerechten Varianten (Fressstand mit Eingangssperre,
ohne Austreibehilfe) Besuchshäufigkeit und Aufenthaltsdauer und
steigerten somit auch die Anzahl an Drohgesten je Tier und Tag. Insgesamt
betrachtet kann jedoch die Anzahl an sozionegativen Interaktionen
im Fütterungsbereich der Abrufstationen als relativ gering eingestuft
werden. Die Herzfrequenz lag im Warteareal bei den meisten Pferden im
physiologischen Bereich (45,1 ± 12,42 Schläge/min), erhöhte sich jedoch
in der Abrufstation um ca. 20 Schläge/min. Einige Tiere zeigten möglicherweise
stressbedingt kurzfristig auffallend hohe Werte (≥ 100 Schläge/
min). Integumentverletzungen im Zusammenhang mit dem Fütterungssystem
traten nicht auf. Der wichtigste Einflussfaktor auf die Untersuchungskriterien
war der Betrieb (Fläche, Konzeption, Management).
Schlussfolgerung: Durchlaufstationen sind pferdegerechter als Rücklaufstationen.
Nicht tiergerecht sind Stationen mit stromführender Austreibehilfe.
Weitere bauliche Unterschiede der derzeitigen Futterabrufstationen
dürften eher von untergeordneter Bedeutung sein, vor allem da
Flächengebot und Konzeption der Offenstallanlage sowie das Management
die überprüften Kriterien zur Tiergerechtheit maßgeblich beeinflussen.
Untersuchungen zur Abklärung der Ursache für die vereinzelt aufgetretenen
sehr hohen Herzfrequenzwerte sollten durchgeführt werden.
Objective: Comparison with regard to animal welfare of different automatic
feeding systems for hay and concentrate in group housing systems
for horses using parameters of ethology and physiology. Material and
methods: Parameters of research comprised: duration of stay, frequency
of visit, threatening behaviour with and without risk of injury, and avoiding
behaviour as well as heart rate and injuries of the integument. 452
horses were observed at the feeding area of 32 run-out-sheds. Every group
of horses was continuously observed following the pie chart system for
24 hours. Results: The “walk-through” station significantly reduced the
number of conflicts in the feeding area, whereas those systems which are
appropriate for the feeding horses (feeding station with access barrier and
without stimulation device by electric shock) led to a higher frequency of
visits and a longer duration of stay resulting in more threatening gestures.
However, the number of negative interactions in the feeding area of the
feeding systems can all together be classified as relatively insignificant.
The heart rate was within the physiological range (45.1 ± 12.42 beats/min)
in the waiting area, but increased by approximately 20 beats/min on average
within the feeding station. Some horses showed a very high heart rate
(≥ 100 beats/min) while entering the feeding station, possibly stress-related.
There were no injuries of the integument associated with the feeding
systems. The most important factor of the observation criteria was the
individual group housing system with its different dimensions, conception
and management. Conclusion: “Walk-through” stations are better than
”walk-back” stations with regard to animal welfare. Likewise, automatic
feeding stations with a current-carrying stimulation device are not supportive
of good welfare. The other differences between the constructions
of feeding stations of present systems are probably of less importance, particularly
as it was shown that the stable (management, stable area, conception)
had a significant influence on the surveyed parameters. Investigations
to obtain information on the cause for the sporadic occurrence of
very high heart rate values should be undertaken.]
Keywords: Pferd, Fütterungssystem, Bauvarianten, soziale Interaktionen, Besuchshäufigkeit, Aufenthaltsdauer, Herzfrequenz, Verletzungsrisiko [Horse, feeding system, different types of construction, social interactions, visiting frequency, duration of stay, heart rate, risk of injury]
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Keeling, L. J., Jonare, L., & Lanneborn, L. (2009). Investigating horse–human interactions: The effect of a nervous human. Vet J, 181(1), 70–71.
Abstract: The heart rates (HR) of horses and the people leading them (10 horses, 20 people), and riding them (17 horses, 17 people), were recorded in an indoor arena. The horses were Swedish leisure horses of mixed ages, sex and breed. All except two of the people were female and all were of mixed age and riding experience. Each horse–human pair walked or rode between points A and B (30 m) four times on each test occasion. However, just before the fourth pass, participants were told that an umbrella would be opened as they rode, or led, the horse past the assistant. The umbrella was not opened, so this pass was no different to the previous control occasions, but nevertheless there was an increase in HR for both the person (leading, P = 0.06; riding, P < 0.05) and the horse (being led, P < 0.05; being ridden, P < 0.05). The findings indicate that analysis of HR recorded simultaneously from people and horses under different experimental handling or riding conditions presents a useful tool to investigate horse–human interactions.
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Rørvang, M. V., Ahrendt, L. P., & Christensen, J. W. (2015). A trained demonstrator has a calming effect on naïve horses when crossing a novel surface. Appl. Anim. Behav. Sci., 171, 117–120.
Abstract: Abstract Habituated horses have been found to have a calming effect on conspecifics in fear-eliciting situations. In practice, experienced horses are often used as companions when young horses are introduced to potentially frightening situations, like loading onto a trailer. However, studies of social transmission of habituation in horses are scarce. This study investigated if demonstration by a habituated demonstrator horse influenced the willingness of young Icelandic horses (n = 22, 3 years old) to cross a novel surface. Observer horses (n = 11) were allowed to observe the similarly aged demonstrator horse being led five times across a novel surface. Immediately afterwards the observer horses were given the opportunity to cross the novel surface themselves to obtain food on the other side. Controls (n = 11) were allowed to observe the demonstrator eating on the opposite side of the novel surface but not the demonstration of crossing the novel surface. All observers and controls succeeded the task, but observers had significantly lower average and maximum heart rate, compared to controls. This result suggests a calming effect of the demonstration, which could be exploited for habituation training of horses in fear-eliciting situations.
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Leliveld, L. M. C., Düpjan, S., Tuchscherer, A., & Puppe, B. (2016). Behavioural and physiological measures indicate subtle variations in the emotional valence of young pigs. Physiol. Behav., 157, 116–124.
Abstract: Abstract In the study of animal emotions, emotional valence has been found to be difficult to measure. Many studies of farm animals' emotions have therefore focussed on the identification of indicators of strong, mainly negative, emotions. However, subtle variations in emotional valence, such as those caused by rather moderate differences in husbandry conditions, may also affect animals' mood and welfare when such variations occur consistently. In this study, we investigated whether repeated moderate aversive or rewarding events could lead to measurable differences in emotional valence in young, weaned pigs. We conditioned 105 female pigs in a test arena to either a repeated startling procedure (sudden noises or appearances of objects) or a repeated rewarding procedure (applesauce, toy and straw) over 11 sessions. Control pigs were also regularly exposed to the same test arena but without conditioning. Before and after conditioning, we measured heart rate and its variability as well as the behavioural reactions of the subjects in the test arena, with a special focus on detailed acoustic analyses of their vocalisations. The behavioural and heart rate measures were analysed as changes compared to the baseline values before conditioning. A limited number of the putative indicators of emotional valence were affected by the conditioning. We found that the negatively conditioned pigs showed changes that were significantly different from those in control pigs, namely a decrease in locomotion and an increase in standing. The positively conditioned pigs, however, showed a stronger increase in heart rate and a smaller decrease in SDNN (a heart rate variability parameter indicating changes in autonomic regulation) compared to the controls. Compared to the negatively conditioned pigs, the positively conditioned pigs produced fewer vocalisations overall as well as fewer low-frequency grunts but more high-frequency grunts. The low-frequency grunts of the negatively conditioned pigs also showed lower frequency parameters (bandwidth, maximum frequency, 25% and 50% quartiles) compared to those of the positively conditioned pigs. In any of the statistically significant results, the conditioning accounted for 1.5–11.9% of variability in the outcome variable. Hence, we conclude that repeated moderate aversive and rewarding events have weak but measurable effects on some aspects of behaviour and physiology in young pigs, possibly indicating changes in emotional valence, which could ultimately affect their welfare. The combination of ethophysiological indicators, i.e., the concurrent examination of heart rate measures, behavioural responses and especially vocalisation patterns, as used in the current study, might be a useful way of examining subtle effects on emotional valence in further studies.
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König v. Borstel, U., Visser, E. K., & Hall, C. (2017). Indicators of stress in equitation. Appl. Anim. Behav. Sci., 190, 43–56.
Abstract: Abstract Stress is a generic concept describing the body's reaction to external stimuli, including both physiological and psychological factors. Therefore, by definition, the assessment of psychological stress in the exercising horse encompasses the problem of teasing apart the psychological and physiological factors both of which result in stress responses. The present study reviews the existing literature on various measures of stress taken specifically in the context of equitation science. Particular attention has been paid to short-term effects, and commonly used measurements of short-term stress include heart rate, a number of heart rate variability parameters, blood or saliva cortisol levels, eye temperature, and various behaviour parameters including in particular behaviour patterns presumably indicative of conflict with the rider's/trainer's aids. Inspection of the individual studies' results revealed that disagreement between these different measures of stress is commonplace. For physiological parameters, the largest proportion of agreement (i.e. both parameters simultaneously indicated either higher, insignificant or lower stress compared to a control treatment) was found for heart rate and heart rate variability parameters, while generally limited agreement was found for cortisol. It appears that cortisol levels may not be particularly useful for assessing/assessment of the valence of a situation in the exercising horse as cortisol levels are predominantly linked to activation and exercise levels. Although heart rate variability parameters reflect in theory more closely sympathovagal balance compared to cortisol levels, great care has to be taken regarding the use of appropriate time-frames, appropriate raw data correction methods as well as the use of appropriate equipment. In spite of its wide-spread and apparently successful use, popular equipment may in fact not be accurate enough under field conditions. Eye temperature is another promising parameter for assessment of psychological stress, but the technique is likewise susceptible to application errors. Given the high susceptibility of physiological parameters to errors at various experimental stages, behavioural rather than physiological parameters may in fact provide more accurate measures of valence when conducting experiments in the exercising horse. Behavioural parameters that appear to be particularly practical in assessing stress in ridden horses' behaviour are associated with frequencies of behaviour indicative of conflict. However, while increased frequencies of are a good indicator of stress, the absence of conflict behaviour does not provide proof of the absence of stress due to the possible occurrence of conditions such as Learned Helplessness. In future studies, the above issues should be taken into consideration when designing experiments to assess psychological stress in ridden horses.
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Hendriksen, P., Elmgreen, K., & Ladewig, J. (2011). Trailer-loading of horses: Is there a difference between positive and negative reinforcement concerning effectiveness and stress-related signs? J. Vet. Behav., 6(5), 261–266.
Abstract: The traditional way to train horses is by the application of negative reinforcement (NR). In the past few years, however, the use of positive reinforcement (PR) has become more common. To evaluate the effectiveness and the possible stressor effect of the 2 training methods, 12 horses showing severe trailer-loading problems were selected and exposed to trailer-loading. They were randomly assigned to one of the 2 methods. NR consisted of various degrees of pressure (lead rope pulling, whip tapping). Pressure was removed as soon as the horse complied. PR horses were exposed to clicker training and taught to follow a target into the trailer. Heart rate (HR) was recorded every 5 seconds and behavior denoting discomfort was observed using one-zero sampling with 10 seconds sampling intervals. Training was completed when the horse could enter the trailer upon a signal, or was terminated after a maximum of 15 sessions. Of the 12 horses, 10 reached the criterion within the 15 sessions. One horse was eliminated from the study because of illness and 1 PR horse failed to enter the trailer. A Mann-Whitney U-test indicated that the horses trained with NR displayed significantly more discomfort behavior per training session than horses trained with PR (NR: 13.26 ± 3.25; PR: 3.17 ± 8.93, P < 0.0001) and that horses in the PR group spent less time (second) per session to complete the training criterion (NR: 672.9 ± 247.12; PR: 539.81 ± 166.37, P < 0.01). A Mann-Whitney U-test showed that no difference existed in mean HR (bpm) between the 2 groups (NR: 53.06 ± 11.73 bpm; PR: 55.54 ± 6.7 bpm, P > 0.05), but a Wilcoxon test showed a difference in the PR group between the baseline of HR and mean HR obtained during training sessions (baseline PR: 43 ± 8.83 bpm; PR: 55.54 ± 6.7 bpm, P < 0.05). In conclusion, the PR group provided the fastest training solution and expressed less stress response. Thus, the PR procedure could provide a preferable training solution when training horses in potentially stressing situations.
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