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Warren-Smith, A. K., Greetham, L., & McGreevy, P. D. (2007). Behavioral and physiological responses of horses (Equus caballus) to head lowering. Journal of Veterinary Behavior: Clinical Applications and Research, 2(3), 59–67.
Abstract: Horse trainers often report that lowering the height of a horse's head so the poll is below the height of the withers can induce a calming effect during training. Four groups of horses were used in a 2-part study to investigate the behavioral and physiological effects of head lowering in horses. In Part 1, Group A had no experimental stimuli applied and horses in Group B were trained to lower their heads when presented with a specific stimulus by the handler. The stimulus for head lowering was the application of downward pressure on the headcollar via the lead rope until the horse lowered its head such that its lips were approximately at mid-cannon (third metacarpal) height, whereupon the pressure was released. The stimulus was applied again if the horse raised its head during the 300-second test period. In Part 2, Groups C and D were aroused until their heart rates exceeded 100 beats per minute (bpm). Group C had no further experimental stimuli applied whereas Group D lowered their heads as a response to the above stimulus for a period of 300 seconds. Repeated measures analysis showed that there was no difference between the heart rate of Groups A and B or Groups C and D but that the heart rate of Groups A and B were lower than Groups C and D during the 300-second post-arousal (P < 0.001). The horses in Groups A and B were more likely to contact the handler (P < 0.001), exhibit licking and chewing (P < 0.001), rest a hindleg (P < 0.001), and sniff the ground (P < 0.001) than those in Groups C and D. The number of stimuli required to maintain the head in a lowered position was greatest during the first 30 seconds (P = 0.012 and P < 0.001, Parts 1 and 2, respectively). The current study has shown that head lowering in horses does not influence cardiac responses, even after the horses had been aroused to have their heart rates above 100 bpm. Therefore, it is not a method that will aid in calming an aroused horse in training. Contrary to popular belief, there was no association with licking-and-chewing and head lowering, nor with these behaviors and response acquisition.
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Warren-Smith, A. K., Curtis, R. A., Greetham, L., & McGreevy, P. D. (2007). Rein contact between horse and handler during specific equitation movements. Appl. Anim. Behav. Sci., 108(1-2), 157–169.
Abstract: To explore the range of tensions used in reins to elicit specific movements from a range of horses, 22 horses of mixed age, sex, breed and training history were long-reined and ridden through a standard course. The reins contained embedded load cells so that tensions used to elicit specific movements could be measured and logged. These movements were categorised into `left turn', `right turn', `going straight' and `halt' and were separated for left and right rein tensions. The data were analysed using two-sample non-parametric Kolmogorov-Smirnoff tests and the differences between categories of horse and equipment were analysed with one-way analysis of variance. The tensions recorded in the reins were greater for long-reining than riding (median 5.76, Q25 3.9, Q75 13.3 N and median 5.29, Q25 9.3, Q75 2.9 N, respectively, P = 0.025), irrespective of whether the horses were ridden with a halter or a bridle or whether the test was completed at a walk or a trot. The tensions did not differ between the left and right reins (P > 0.05) when the horses were being driven or ridden in a straight line, providing evidence that an `even contact' was maintained. The rein tension required for going straight was less than for any other responses, showing that a lighter contact on the reins can be maintained between the application of specific stimuli. The rein tension required to elicit the halt response was greater than for any other response (P < 0.001). The rein tensions required to complete the course did not differ with the use of bridle versus the halter (P > 0.05). Clearly, a range of rein tensions is required for horses to elicit specific responses. In the interests of horse welfare and avoidance of habituation, those involved in equitation need to become aware of the tensions used in training horses and seek to keep them to a minimum. When rein tension can be measured objectively, this process can be easily implemented and monitored.
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