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Goodwin, D., McGreevy, P., Waran, N., & McLean, A. (2009). How equitation science can elucidate and refine horsemanship techniques. Special Issue: Equitation Science, 181(1), 5–11.
Abstract: The long-held belief that human dominance and equine submission are key to successful training and that the horse must be taught to [`]respect' the trainer infers that force is often used during training. Many horses respond by trialling unwelcome evasions, resistances and flight responses, which readily become established. When unable to cope with problem behaviours, some handlers in the past might have been encouraged to use harsh methods or devices while others may have called in a so-called [`]good horseman' or [`]horse whisperer' to remediate the horse. Frequently, the approaches such practitioners offer could not be applied by the horse's owner or trainer because of their lack of understanding or inability to apply the techniques. Often it seemed that these [`]horse-people' had magical ways with horses (e.g., they only had to whisper to them) that achieved impressive results although they had little motivation to divulge their techniques. As we begin to appreciate how to communicate with horses sensitively and consistently, misunderstandings and misinterpretations by horse and trainer should become less common. Recent studies have begun to reveal what comprises the simplest, most humane and most effective mechanisms in horse training and these advances are being matched by greater sharing of knowledge among practitioners. Indeed, various practitioners of what is referred to here as [`]natural horsemanship' now use techniques similar to the [`]whisperers' of old, but they are more open about their methods. Reputable horse trainers using natural horsemanship approaches are talented observers of horse behaviour and respond consistently and swiftly to the horse's subtle cues during training. For example, in the roundpen these trainers apply an aversive stimulus to prompt a flight response and then, when the horse slows down, moves toward them, or offers space-reducing affiliative signals, the trainer immediately modifies his/her agonistic signals, thus negatively reinforcing the desired response. Learning theory and equine ethology, the fundamentals of the emerging discipline of equitation science, can be used to explain almost all the behaviour modification that goes on in these contexts and in conventional horsemanship. By measuring and evaluating what works and what does not, equitation science has the potential to have a unifying effect on traditional practices and developing branches of equitation.
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Tomkins, L. M., McGreevy, P. D., & Branson, N. J. (2010). Lack of standardization in reporting motor laterality in the domestic dog (Canis familiaris). Journal of Veterinary Behaviour, 5(5), 235–239.
Abstract: Over the past 2 decades, numerous studies have been undertaken to assess motor laterality in the domestic dog. In anticipation of growth in this area of enquiry, we decided to review the literature on canine motor biases to identify any shortcomings, reflect on the lessons to be learned from and offer ways forward for future research into canine laterality. The aim of this review is to (i) summarize motor laterality findings in the dog, (ii) highlight areas lacking in standardization, and (iii) propose necessary criteria for future tests and global reporting protocols. Our review of the literature highlighted the lack of standardization between studies in task selection, sample size, number of behavior scores recorded, and the methods by which motor laterality were classified and reported. This review illustrates the benefits of standardizing methods of motor laterality assessment so that comparisons can be made between the populations sampled. By adopting such an approach, researchers should mutually benefit as motor laterality data could then be compared and subjected to meta-analysis.
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Tomkins, L. M., Williams, K. A., Thomson, P. C., & McGreevy, P. D. (2010). Sensory Jump Test as a measure of sensory (visual) lateralization in dogs (Canis familiaris). Journal of Veterinary Behavior, 5(5), 256–267.
Abstract: Sensory lateralization in dogs (n = 74) was investigated in this study using our innovation, the Sensory Jump Test. This required the modification of head halters to create three different ocular treatments (binocular, right, and left monocular vision) for eye preference assessment in a jumping task. Ten jumps were recorded as a jump set for each treatment. Measurements recorded included (i) launch and landing paws, (ii) type of jump, (iii) approach distance, (iv) clearance height of the forepaw, hindpaw, and the lowest part of the body to clear the jump, and (v) whether the jump was successful. Factors significantly associated with these jump outcomes included ocular treatment, jump set number, and replication number. Most notably, in the first jump set, findings indicated a left hemispheric dominance for the initial navigation of the Sensory Jump Test, as left monocular vision (LMV) compromised of jumping more than right monocular (RMV) and binocular vision, with a significantly reduced approach distance and forepaw clearance observed in dogs with LMV. However, by the third jump set, dogs undergoing LMV launched from a greater approach distance and with a higher clearance height, corresponding to an increase in success rate of the jump, in comparison with RMV and binocular vision dogs. A marginally non-significant RMV bias was observed for eye preference based on the laterality indices for approach distance (P = 0.060) and lowest body part clearance height (P = 0.067). A comparison between eye preference and launching or landing paws showed no association between these measures of sensory and motor laterality. To our knowledge, this is the first study to report on sensory lateralization in the dog, and furthermore, to compare both motor and sensory laterality in dogs.
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Batt, L. S., Batt, M. S., Baguley, J. A., & McGreevy, P. D. (2009). The relationships between motor lateralization, salivary cortisol concentrations and behavior in dogs. Journal of Veterinary Behaviour, 4(6), 216–222.
Abstract: The degree of lateralization (LI) indicates both the direction and strength of a paw preference. Here, a positive value is indicative of a right paw bias, and a negative value of a left paw bias. Higher numbers on the positive side of the scale and lower numbers on the negative side of the scale indicate a greater strength of that lateralization. The strength of motor lateralization (|LI|) is the absolute value of the LI. The use of absolute value removes directionality (i.e., does not indicate left or right paw bias) and instead indicates only the strength of the paw preference. Both LI and |LI| have been associated with behavioral differences in a range of species. The assessment of motor lateralization in the dog can be conducted by observing the paw used to perform motor tasks. Elevated cortisol concentrations have been associated with fearfulness in many species. Additionally, fearfulness and boldness can be assessed in response to so-called temperament tests. Consequently, in this study we examine the relationship between lateralization, temperament test results, and cortisol concentrations in 43 potential guide dogs, of which 38 were Labrador retrievers and 5 were golden retrievers. Over a 14-month period, the current study assessed motor lateralization and salivary cortisol concentrations 3 times (approximately 6 months of age, 14 months of age, and after the dogs' performance in the guide dog program had been determined) and behavior twice (approximately 6 and 14 months of age). This study is the first to examine the relationship between behavior, lateralization, and cortisol concentrations in dogs. It implemented an objective and quantifiable assessment of behavior that may be of use to a variety of dog-focused stakeholders. Findings show that during the Juvenile testing period (6 months of age), dogs with higher cortisol concentrations were typically less able to rest when exposed to the unfamiliar testing room. Results from both Juvenile and Adult Test (14 months of age) periods showed that a greater |LI| and LI were associated with more confident and relaxed behavior when dogs were exposed to novel stimuli and unfamiliar environments. Significant elevations of cortisol concentrations were found at the completion of guide dog training when compared with results from the 2 prior test periods. This finding may reflect maturation or the effect of the prolonged kenneling which occurred during this period.
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McGreevy, P. D., Oddie, C., Burton, F. L., & McLean, A. N. (2009). The horse–human dyad: Can we align horse training and handling activities with the equid social ethogram? Special Issue: Equitation Science, 181(1), 12–18.
Abstract: This article examines the recently completed equid ethogram and shows how analogues of social interactions between horses may occur in various human–horse interactions. It discusses how some specific horse–horse interactions have a corresponding horse–human interaction – some of which may be directly beneficial for the horse while others may be unusual or even abnormal. It also shows how correspondent behaviours sometimes become inappropriate because of their duration, consistency or context. One analogue is unlikely to hold true for all horse–human contexts, so when applying any model from horse–horse interactions to human–horse interactions, the limitations of the model may eclipse the intended outcome of the intervention. These limitations are especially likely when the horse is being ridden. Such analyses may help to determine the validity of extrapolating intra-specific interactions to the inter-specific setting, as is advocated by some popular horse-training methods, and highlight the subsequent limitations where humans play the role of the ‘alpha mare’ or leader in horse handling and training. This examination provides a constructive framework for further informed debate and empirical investigation of the critical features of successful intra-specific interactions.
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König von Borstel, U., Kienapfel, K., McLean, A., Wilkins, C., Evans, D., & McGreevy, P. (2015). Hyperflexing the horse‘s neck: a cost-benefit and meta-analysis. In Proceedings of the 3. International Equine Science Meeting.
Abstract: In ethical discussions, a cost-benefit analysis requires that welfare costs associated with an activity can be reliably estimated and balanced against the potential benefits of the activity to both humans and animals. The current study applies a meta-analysis to the peer-reviewed evidence for costs and benefits of hyperflexion of the neck in horses; a practice that has attracted enormous public and scientific scrutiny over the past 15 years. A literature review identified 55 studies dealing with horses’ head and neck postures. Fourty-two of these studies examined the impact of various postures on equine welfare, for example, by assessing behavior, physiological stress parameters, health or rider-horse interaction. Thirty-five studies examined the impact of various postures on gymnastics (e.g. kinematics, shifts in weight distribution, muscle activity, airway functioning or overall workload). For the meta-analysis a dataset containing information from each of the individual studies was created. Data included information such as type, degree, duration and circumstances of hyperflexion applied in that particular study as well as information on the horses (e.g., sport discipline, level of training, breed) and on the study design (e.g., size of study and experimental or epidemiological research design). The results of the study regarding the impact of hyperflexion on a) welfare and b) gymnastics were coded as positive (1), insignificant or contradictory (0) or negative (-1). The significant majority of studies (88%) concluded that a hyperflexed head and neck posture negatively impacts welfare. Just one study suggested welfare advantages of training in a hyperflexed head and neck posture. An analysis using a generalized linear mixed model to assess the influence of the above factors collated in the dataset revealed that none of these factors significantly influenced the probability of a study to detect negative welfare implications. Thus hyperflexing the neck appears to impair horses’ welfare regardless of, for example, the duration or the way of achieving hyperflexion. A concurrent assessment of the evidence for gymnastic benefits showed that approximately one quarter of studies conclude that there may be benefits, while another quarter of the studies conclude that hyperflexion has detrimental effects on gymnastics. Thus, on the costs-side there is a clear reduction in equine welfare and some undesirable gymnastic effects, as well as likely a compromised profile of the equestrian sports in public. Benefits, on the other hand, include some desirable gymnastic effects, and potentially increased control of the horse for the rider. On balance, it appears that the costs associated with hyperflexion exceed the potential benefits of the activity to both humans and horses.
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Hartmann, E., Christensen, J. W., & McGreevy, P. D. Dominance and leadership: Useful concepts in human-horse interactions? Journal of Equine Veterinary Science, .
Abstract: Dominance hierarchies in horses primarily influence priority access to limited resources of any kind, resulting in predictable contest outcomes that potentially minimize aggressive encounters and associated risk of injury. Levels of aggression in group-kept horses under domestic conditions have been reported to be higher than in their feral counterparts but can often be attributed to sub-optimal management. Horse owners often express concerns about the risk of injuries occurring in group-kept horses but these concerns have not been substantiated by empirical investigations. What has not yet been sufficiently addressed are human safety aspects related to approaching and handling group-kept horses. Given horses? natural tendency to synchronize activity to promote group cohesion, questions remain about how group dynamics influence human-horse interactions. Group dynamics influence a variety of management scenarios, ranging from taking a horse out of its social group to the prospect of humans mimicking the horse?s social system by taking a putative leadership role and seeking after an alpha position in the dominance hierarchy to achieve compliance. Yet, there is considerable debate about whether the roles horses attain in their social group are of any relevance in their reactions to humans. This article reviews the empirical data on social dynamics in horses, focusing on dominance and leadership theories and the merits of incorporating those concepts into the human-horse context. This will provide a constructive framework for informed debate and valuable guidance for owners managing group-kept horses and for optimizing human-horse interactions.
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McGreevy, P. (2012). Equine Behavior A Guide for Veterinarians and Equine Scientists.
Abstract: Chapter 1 – Introduction, Pages 1-36
Chapter 2 – Perception, Pages 37-54
Chapter 3 – Behavior and the brain, Pages 55-84, Caroline Hahn
Chapter 4 – Learning, Pages 85-118
Chapter 5 – Social behavior, Pages 119-150
Chapter 6 – Communication, Pages 151-163
Chapter 7 – Locomotory behavior, Pages 165-187
Chapter 8 – Ingestive behavior, Pages 189-215
Chapter 9 – Eliminative behavior, Pages 217-221
Chapter 10 – Body care, Pages 223-243
Chapter 11 – Behavior of the stallion, Pages 245-264
Chapter 12 – Behavior of the mare, Pages 265-290
Chapter 13 – Training, Pages 291-311, Andrew McLean, Paul McGreevy
Chapter 14 – Handling and transport, Pages 313-329
Chapter 15 – Miscellaneous unwelcome behaviors, their causes and resolution, Pages 331-345
Further reading, Page 347
Glossary, Pages 351-356
Index, Pages 357-369
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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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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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