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König von Borstel, U., Pasing, S., & Gauly, M. (2011). Towards a more objective assessment of equine personality using behavioural and physiological observations from performance test training. Appl. Anim. Behav. Sci., 135(4), 277–285.
Abstract: Current definitions of horse personality traits are rather vague, lacking clear, universally accepted guidelines for evaluation in performance tests. Therefore, the aim of the present study was to screen behavioural and physiological measurements taken during riding for potential links with scores the same horses received in the official stallion performance test for rideability and personality traits. Behaviour, heart rate (HR) and HR variability from thirty-six stallions participating in a performance test were recorded repeatedly during their performance test training. Using the coefficient of determination, regression analysis revealed that about 1/3 of variation (ranging between r = 0.26 (“constitution” (i.e. fitness, health)) and r = 0.46 (rideability)) in the personality trait scores could be explained by selecting the three most influential behaviour patterns per trait. These behaviour patterns included stumbling (with all traits except character), head-tossing (temperament, rideability), tail-swishing (willingness to work), involuntary change in gait (character) and the rider's use of her/his hands (constitution, rideability), voice (temperament) or whip (constitution). Subsequent mixed model analysis revealed a significant (P < 0.05) influence of the behaviour pattern “horse-induced change in gait” on character (-0.98 ± 0.31 scores per additional occurrence of change in gaits), of head-tossing (-0.25 ± 0.08 scores) and rider's use of voice (-0.51 ± 0.25; P = 0.0594) on temperament, and of stumbling on each of the following: willingness to work (-2.5 ± 1.2), constitution (-2.5 ± 1.2 scores; P = 0.0516) and rideability scores (-3.3 ± 1.4). In addition, constitution scores tended (P = 0.0889) to increase with higher low frequency/high frequency heart rate variation ratios (LF/HF), indicating a shift towards sympathetic dominance and thus a higher stress load in horses with higher scores for constitution. Rideability scores from the training phase were also significantly influenced by head-tossing (-0.5 ± 0.1), and in addition rideability scores from the final test were influenced by the training rider, ranging between average estimated rideability scores of 6.8 ± 0.4 for one training rider and 8.36 ± 0.3 scores for another training rider. Horses ridden with their nose-line predominantly behind the vertical received higher scores for rideability (8.3 ± 0.3) than horses ridden with their nose-line at the vertical (7.7 ± 0.2). These findings indicate that either judges perceive horses to have a better rideability when they readily offer a more extreme poll flexion, or that riders make use of horses’ better rideability by imposing a more extreme poll flexion. Several of the above described associations, but also of the non-existing links (e.g. no association between shying or heart rate and temperament) between behaviour patterns and scores for personality traits are rather surprising, warranting further investigation regarding the underlying causes of these relationships. Some of these behaviour patterns should be considered when redesigning the current guidelines for evaluation of personality traits during breeding horse performance tests, ultimately leading to improved genetic selection for equine personality traits. However, ethical implication of defining aversive behaviour such as head-tossing as an indicator of, for example, poor temperament, should not be neglected when devising new guidelines: such aversive behaviour may in fact be an indication of inadequate training techniques rather than poor horse personality.
Keywords: Horse; Personality; Behaviour; Heart rate variability; Riding; Performance test
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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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König v. Borstel, U., Pirsich, W., Gauly, M., & Bruns, E. (2012). Repeatability and reliability of scores from ridden temperament tests conducted during performance tests. Appl. Anim. Behav. Sci., 139(3–4), 251–263.
Abstract: Current scores for equine personality traits assessed during performance tests are characterised by high means and inadequate variation, hampering genetic selection for these traits. A number of temperament and related behaviour tests have been developed in order to make assessment of equine personality more objective. However, rarely these tests have been validated for their use as a selection tool. Thus, as a first step the aim of the present study was to integrate a temperament tests into horse performance tests, in order to assess variability and repeatability of horses’ reactivity under the rider and the reliability of the judges’ assessment thereof. The temperament test was comprised of three novel stimuli, including a visual stimulus (BALL), a visual and tactile stimulus (GATE), and a visual and auditory stimulus (CANS). A total of 224 mares and stallions were subjected to the test during their participation in station performance tests for riding horses, and 133 of these horses were subjected to the test a second time either 2–3 weeks or 18 weeks after the first test. Horses were ridden in the test by professional riders, and their reactions to the stimuli were evaluated each by two judges and the rider using scores on a scale from 1 (task not concluded) to 10 (completely calm but attentive horse). Mean scores (±SD) ranged between 6.6 ± 2.4 (GATE) and 7.8 ± 2.1 (BALL), demonstrating lower means and considerably higher standard deviations than the same horses’ scores from present evaluation of the trait labelled temperament (8.1 ± 0.9) or related personality traits (e.g. character: 8.3 ± 0.8). Using variance components from mixed model analysis, inter-observer agreement between the two judges was for the individual stimuli very high (0.95 (BALL), 0.96 (GATE), 0.89 (CANS)), and there was likewise high agreement between the judges’ and the riders’ combined scores (0.93). Repeatabilities of horses’ scores were 0.72 (BALL), 0.75 (GATE), and 0.69 (CANS). Correlations to traits from the present evaluation of personality were low or non-existent, indicating that these traits are not a reflection of anxiety or fear reactivity as assessed by novel object tests. Horses’ improvement in judges’ combined scores from first to second test was not (P > 0.1) influenced by differences in time between tests, but differed between breed-types and individual riders. Also, not surprisingly, the higher horses’ scores in the first test were, the lower their improvement in the second test was (-0.45 ± 0.06 per additional score in the first test). Temperament tests using novel stimuli presented to horses under a rider may be a practical and valid tool for improving the current assessment of equine personality traits during performance tests. Considering a combination of absolute scores and horses’ improvement in scores of repeated tests, rather than measuring only absolute scores yields relevant information about horses’ personality, and at the same time it may prevent owners from deliberately training their horses for low reactions to the test-stimuli.
Keywords: Horse; Personality; Temperament test; Riding; Repeatability; Performance test
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von Borstel, U. U. K., Duncan, I. J. H., Lundin, M. C., & Keeling, L. J. (2010). Fear reactions in trained and untrained horses from dressage and show-jumping breeding lines. Appl. Anim. Behav. Sci., 125(3–4), 124–131.
Abstract: Horses’ fear reactions are hazardous to both horses and human beings, but it is not clear whether fear is influenced more by training or by other factors such as genetics. The following study was designed to detect differences between young, untrained (U) and older, well-trained (T) horses of dressage (D), show-jumping (J), and mixed (M) genetic lines with regard to intensity of reaction and ease of habituation to a frightening stimulus. In five consecutive trials, 90 horses were exposed to a standardized fear-eliciting stimulus where intensity and duration of the reactions were recorded. Repeated measures analysis showed that flight reactions by J were less intense (p < 0.05) than those by D or M regardless of training status or age. Habituation to the stimulus over time was not significantly (p > 0.1) different between the disciplines, as indicated by similar slopes for all measurements, but reaction vigour declined faster for T than for U. These findings indicate that there may be a genetic basis for less strong, though not shorter-lasting, fear reactions in J compared to D or M lines of horses. Research including the estimation of genetic correlations between traits related to fearfulness and to performance would be required to verify this assumption.
Keywords: Horse; Fear; Habituation; Riding; Training; Genetic selection
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Gorgasser I., Tichy A., & Palme R. (2007). Faecal cortisol metabolites in Quarter Horses during initial training under field conditions[Messung der Kortisolmetaboliten im Pferdekot während der Grundausbildung von 2jährigen Quarter Horses]. Wien. Tierärztl. Mschr. – Vet. Med. Austria, 94, 226–230.
Abstract: The first month of training of a young horse is suspected to be stressful, but the endocrine responses to initial training are unknown. Therefore in our study a total of 40 Quarter Horses (QH), all at the age of almost 2 years, were followed during the first 30 days of their training. During this time faecal samples were collected twice daily and faecal cortisol metabolites (FCM) were measured. Baseline values of FCM ranged between 1.3 and 20.1 (median: 6.7) ng/g faeces. No differences in FCM values between days of training were found. Mares showed the highest values. Significant diurnal variations were observed in mares (p=0.035) and stallions (p=0.003), but not in geldings (p=0.282). As in this study adrenocortical activity was not increased during initial training, horses seem to cope very well with this new situation. The results of our large-scale study provide basic physiological data about initial training. This gives additional input in an emotional debate about animal welfare aspects of first time handling and training of horses.
Abbreviations: 11,17-DOA = 11,17-dioxoandrostanes; EIA = Enyzme Immunoassay; FCM = faecal cortisol metabolites; GC = glucocorticoids; HPA-axis = hypothalamic-pituitary-adrenocortical-axis; QH = Quarter Horses [Das Einreiten eines jungen Pferdes steht unter Verdacht belastend zu sein. Bisher gibt es aber keine Veröffentlichungen über endokrine Vorgänge während dieser Phase. Mit der vorliegenden Studie wurde überprüft, ob Pferde aufgrund physischer und psychischer Belastungen während des Trainings höhere Konzentrationen an Kortisolmetaboliten im Kot (FCM) aufweisen. Es wurden dazu 40 Quarter Horses im Alter von 2 Jahren während der ersten 30 Tage der Grundausbildung des Westernreitens beobachtet und ihre FCM Werte gemessen. Während dieser Zeitspanne wurden täglich morgens und abends Kotproben der Pferde genommen. Die Basalwerte der FCM Konzentration variierten zwischen 1,3 und 20,1 (Median: 6,7) ng/g Kot, wobei Stuten die höchsten Werte hatten. Signifikante Unterschiede während der einzelnen Trainingstage konnten nicht festgestellt werden. In der Tagesrhythmik wurden signifikante Unterschiede bei Stuten (p=0,035) und bei Hengsten (p=0,003), jedoch nicht bei Wallachen (p=0,282) ermittelt. In dieser Studie konnte keine erhöhte Aktivität der Nebennierenrinde im Verlauf der Grundausbildung eines Pferdes im Westernreitstil festgestellt werden. Das legt nahe, dass Pferde mit dieser neuen, zeitlich kurz andauernden Situationen gut zurechtkommen. Unsere Studie wurde an einer großen Anzahl von Tieren unter Feldbedingungen durchgeführt. Sie bietet daher eine gute Datenbasis über Belastungen während des Einreitens. Damit liefert sie einen zusätzlichen Beitrag zu einer mitunter emotional geführten Debatte über tierschutzrelevante Aspekte bei der Grundausbildung von Pferden.] |
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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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Adelman, M., & Knijnik, J. (2013). Gender and Equestrian Sport. Dordrecht: Springer.
Abstract: This volume brings together studies from various disciplines of the social sciences and humanities (Anthropology, Sociology, Cultural Studies, History and Literary theory) that examine the equestrian world as a historically gendered and highly dynamic field of contemporary sport and culture. From elite international dressage and jumping, polo and the turf, to the rodeo world of the Americas and popular forms of equestrian sport and culture, we are introduced to a range of issues as they unfold at local and global, national and international levels. Students and scholars of gender, culture and sport will find much of interest in this original look at contemporary issues such as “engendered” (women’s and men’s) dentities/subjectivities of equestrians, representations of girls, horses and the world of adventure in juvenile fiction; the current “feminization” of particular equestrian activities (and where boys and men stand in relation to this); how broad forms of social inequality and stratification play themselves out within gendered equestrian contexts; men and women and their relation to horses within the framework of current discussions on the relation of animals to humans (which may include not only love and care, but also exploitation and violence), among others. Singular contributions that incorporate a wide variety of classic and contemporary theoretical perspectives and empirical methodologies show how horse cultures around the globe contribute to historical and current constructions of embodied “femininities” and “masculinities”, reflecting a world that has been moving “beyond the binaries” while continuing to be enmeshed in their persistent and contradictory legacy. The final chapter makes a brave attempt at synthesizing individual chapters and moving forward from the evidences they provide, to suggest a compelling agenda for future research.
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Christensen, J. W., Munk, R., Hawson, L., Palme, R., Larsen, T., Egenvall, A., et al. (2021). Rider effects on horses' conflict behaviour, rein tension, physiological measures and rideability scores. Appl. Anim. Behav. Sci., 234, 105184.
Abstract: Many breeding organisations include a subjective scoring of rideability by a professional rider into their evaluation of sports horses, but the consistency and reliability of the scoring system is debateable. The aim of this study was to investigate (i) whether professional riders agree in their scoring of rideability, and (ii) whether rideability scores are affected by rein tension, horse conflict behaviour, heart rate, and salivary cortisol, and (iii) whether riders induce different levels of conflict behaviour and physiological responses in the horses. Ten professional, female riders each rode 10 dressage horses (level M German scale; n = 100 combinations) through a standardised dressage test (10 min warm-up followed by a 4-min test) and subsequently scored the horses for rideability on the official 1-10 scale (1 = poor to 10 = excellent) from the Danish Riding Federation. Rein tension, horse heart rate, saliva cortisol and conflict behaviour were measured for each rider-horse pair. The riders were inconsistent in their scoring of rideability to the individual horses, e.g. scores for one of the horses ranged from 1 to 8. There was a significant effect of rider (P = 0.003) and the frequency of conflict behaviour (undesired head movements: P < 0.001, breaking the gait: P = 0.013, and other evasive behaviour: P = 0.032) on rideability scores, i.e. the more conflict behaviour the lower the score. There was no significant effect of rein tension and the physiological measures on rideability scores. However, there was a significant effect of rider on rein tension, horses' heart rate and increases in saliva cortisol concentrations and a tendency for some types of conflict behaviour, suggesting that some riders induced more discomfort in the horses. Future studies could help shed light on which elements of riding style are particularly important for sports horse welfare. In conclusion, this study found a large variation in rideability scores assigned to ten sports horses by ten professional riders. Rideability scores were dependent on the level of horse conflict behaviour, but not rein tension and physiological measures. Further studies are needed to improve the objectivity, consistency and reliability of rideability assessment of sports horses.
Keywords: Equitation science; Heart rate; Horse riding; Sport horse; Temperament; Training cues
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Huebener, E. (2006). How the Horse-Appropriate “Self-Acting” Leg Aid Could Be Better Communicated. Tierärztl. Umschau, 8, 403.
Abstract: From the base to the top of the sport horses are being coerced into “obedience” or the performance of exercises by force. Campaigns against the “Rollkur” or “Hyperflexion” fill the media. However the root of evil lies a lot deeper. The base of cultured riding in high harmony between horse and rider are sensitive, almost invisible aids which are being timed by the movements of the horse's back and trunk. Anchoring the knowledge of this interrelation in rider's minds has to this day been unsuccessful.
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