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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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Dyson, S., Berger, J., Ellis, A. D., & Mullard, J. (2018). Development of an ethogram for a pain scoring system in ridden horses and its application to determine the presence of musculoskeletal pain. Journal of Veterinary Behavior, 23, 47–57.
Abstract: There is evidence that more than 47% of the sports horse population in normal work may be lame, but the lameness is not recognized by owners or trainers. An alternative means of detecting pain may be recognition of behavioral changes in ridden horses. It has been demonstrated that there are differences in facial expressions in nonlame and lame horses. The purpose of this study was to develop a whole horse ethogram for ridden horses and to determine whether it could be applied repeatedly by 1 observer (repeatability study, 9 horses) and if, by application of a related pain behavior score, lame horses (n = 24) and nonlame horses (n = 13) could be differentiated. It was hypothesized that there would be some overlap in pain behavior scores among nonlame and lame horses; and that overall, nonlame horses would have a lower pain behavior score than lame horses. The ethogram was developed with 117 behavioral markers, and the horses were graded twice in random order by a trained specialist using video footage. Overall, there was a good correlation between the 2 assessments (P < 0.001; R2 = 0.91). Behavioral markers that were not consistent across the 2 assessments were omitted, reducing the ethogram to 70 markers. The modified ethogram was applied to video recordings of the nonlame horses and lame horses (ethogram evaluation). There was a strong correlation between 20 behavioral markers and the presence of lameness. The ethogram was subsequently simplified to 24 behavioral markers, by the amalgamation of similar behaviors which scored similarly and by omission of markers which showed unreliable results in relation to lameness. Following this, the maximum individual occurrence score for lame horses was 14 (out of 24 possible markers), with a median and mean score of 9 (±2 standard deviation) compared with a maximum score of 6 for nonlame horses, with a median and mean score of 2 (±1.4). For lame horses, the following behaviors occurred significantly more (P < 0.05, chi-square): ears back, mouth opening, tongue out, change in eye posture and expression, going above the bit, head tossing, tilting the head, unwillingness to go, crookedness, hurrying, changing gait spontaneously, poor quality canter, resisting, and stumbling and toe dragging. Recognition of these features as potential indicators of musculoskeletal pain may enable earlier recognition of lameness and avoidance of punishment-based training. Further research is necessary to verify this new ethogram for assessment of pain in ridden horses.
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Guidi, A., Lanata, A., Valenza, G., Scilingo, E. P., & Baragli, P. (2017). Validation of smart textile electrodes for electrocardiogram monitoring in free-moving horses. J. Vet. Behav., 17, 19–23.
Abstract: This article focuses on the validation of smart textile electrodes used to acquire electrocardiogram (ECG) signals in horses in a comfortable and robust manner. The performance of smart textile electrodes is compared with standard Ag/AgCl electrodes in terms of the percentage of motion artifacts (MAs, the noise that results from the movement of electrodes against the skin) and signal quality. Seven healthy Standardbred mares were equipped with 2 identical electronic systems for the simultaneous collection of ECGs. One system was equipped with smart textile electrodes, whereas the second was equipped with standard Ag/AgCl electrodes. Each horse was then monitored individually in a stall for 1 hour, without any movement constraints. The ECGs were visually examined by an expert who blindly labeled the ECG segments that had been corrupted by MAs. Finally, the percentage of MAs (MA%) was computed as the number of samples of the corrupted segments over the whole length of the signal. The total MA% was found to be lower for the smart textiles than for the Ag/AgCl electrodes. Consistent results were also obtained by investigating MAs over time. These results suggest that smart textile electrodes are more reliable when recording artifact-free ECGs in horses at rest. Thus, improving the acquisition of important physiological information related to the activity of the autonomic nervous system, such as heart rate variability, could help to provide reliable information on the mood and state of arousal of horses.
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Quick, J. S., & Warren-Smith, A. K. (). Preliminary investigations of horses' (<em>Equus caballus</em>) responses to different bridles during foundation training. Journal of Veterinary Behavior: Clinical Applications and Research, 4(4), 169–176.
Abstract: Throughout equitation history, bitted bridles have been the primary method of controlling the ridden horse. In response to health and behavioral concerns arising from the use of bitted bridles, bitless bridles offer new methods of steering and control. However, the effectiveness of bitless bridles on horses had not been previously examined scientifically. Therefore, the current study measured behavioral and cardiac responses of horses undergoing foundation training (bridling, long reining, and riding) wearing either a bitted or a bitless bridle.The horses wearing the bitted bridle exhibited more chewing, opening of the mouth, pawing the ground, and tail swishing than those in the bitless bridle. The horses wearing the bitless bridle exhibited more head lowering during long reining compared to those in the bitted bridle. The frequency of chewing, opening the mouth, and head raising decreased as training progressed. The number of steps taken after the application of the halt stimulus was greatest for the horses in the bitted bridle during long reining compared with those in the bitless bridle. During long reining, the heart rate and heart rate variability of the horses were higher for those in a bitted bridle compared with those in a bitless bridle.The results of this study suggest that horses wearing bitless bridles performed at least as well as, if not better than, those in bitted bridles. If the use of bitted bridles does cause discomfort to horses, as suggested by some, then the use of bitless bridles could be beneficial and certainly warrants further investigation.
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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.
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Baragli, P., Mariti, C., Petri, L., De Giorgio, F., & Sighieri, C. (2011). Does attention make the difference? Horses' response to human stimulus after 2 different training strategies. J Vet Behav Clin Appl Res, 6(1), 31–38.
Abstract: We hypothesized that in an open environment, horses cope with a series of challenges in
their interactions with human beings. If the horse is not physically constrained and is free to move
in a small enclosure, it has additional options regarding its behavioral response to the trainer. The
aim of our study was to evaluate the influence of 2 different training strategies on the horse’s behavioral
response to human stimuli. In all, 12 female ponies were randomly divided into the following 2
groups: group A, wherein horses were trained in a small enclosure (where indicators of the level of
attention and behavioral response were used to modulate the training pace and the horse’s control over
its response to the stimuli provided by the trainer) and group B, wherein horses were trained in a closed
environment (in which the trainer’s actions left no room for any behavioral response except for the one
that was requested). Horses’ behavior toward the human subject and their heart rate during 2 standardized
behavioral tests were used to compare the responses of the 2 groups. Results indicated that the
horses in group A appeared to associate human actions with a positive experience, as highlighted by
the greater degree of explorative behavior toward human beings shown by these horses during the tests.
The experience of the horses during training may have resulted in different evaluations of the person, as
a consequence of the human’s actions during training; therefore, it seems that horses evaluate human
beings on daily relationship experiences.
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McGreevy, P. D., Harman, A., McLean, A., & Hawson, L. (2010). Over-flexing the horse's neck: A modern equestrian obsession? Journal of Veterinary Behavior: Clinical Applications and Research, 5(4), 180–186.
Abstract: We used an opportunistic review of photographs of different adult and juvenile horses walking, trotting, and cantering (n = 828) to compare the angle of the nasal plane relative to vertical in feral and domestic horses at liberty (n = 450) with ridden horses advertised in a popular Australian horse magazine (n = 378). We assumed that horses in advertisements were shown at, what was perceived by the vendors to be, their best. Of the ridden horses, 68% had their nasal plane behind the vertical. The mean angle of the unridden horses at walk, trot, and canter (30.7 ± 11.5; 27.3 ± 12.0; 25.5 ± 11.0) was significantly greater than those of the ridden horses (1.4 ± 14.1; ?5.1 ± ?11.1; 3.1 ± 15.4, P < 0.001). Surprisingly, unridden domestic horses showed greater angles than feral horses or domestic horses at liberty. We compared adult and juvenile horses in all 3 gaits and found no significant difference. Taken together, these findings demonstrate that the longitudinal neck flexion of the degree desirable by popular opinion in ridden horses is not a common feature of unridden horses moving naturally. Moreover, they suggest that advertised horses in our series are generally being ridden at odds with their natural carriage and contrary to the international rules of dressage (as published by the International Equestrian Federation). These findings are discussed against the backdrop of the established doctrine, which states that carrying a rider necessitates changes in longitudinal flexion, and in the context of the current debate around hyperflexion.
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