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Cooper, J., & McGreevy, P. (2002). Stereotypic Behaviour in the Stabled Horse: Causes, Effects and Prevention without Compromising Horse Welfare. In The Welfare of Horses (pp. 99–124).
Abstract: Apparently functionless, repetitive behaviour in horses, such as weaving or crib-biting has been difficult to explain for behavioural scientists, horse owners and veterinarians alike. Traditionally activities such as these have been classed amongst the broad descriptor of undesirable stable vices and treatment has centred on prevention of the behaviours per se rather than addressing their underlying causes. In contrast, welfare scientists have described such activities as apparently abnormal stereotypics, claiming they are indicative of poor welfare, citing negative emotions such as boredom, frustration or aversion in the stable environment and even suggesting prevention of the activities alone can lead to increased distress. Our understanding of equine stereotypics has advanced significantly in recent years with epidemiological, developmental and experimental studies identifying those factors closely associated with the performance of stereotypics in stabled horses. These have allowed the development of new treatments based on removing the causal factors, improving the horses“ social and nutritional environment, re-training of horses and their owners and redirection of the activities to less harmful forms. Repetitive activities conventionally seen as undesirable responses to the stable environment, their causal basis and the effectiveness of different approaches to treatment are discussed, both in terms of reducing the behaviour and improving the horse”s quality of life.
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Waran, N., McGreevy, P., & Casey, R. (2002). Training Methods and Horse Welfare. In The Welfare of Horses (pp. 151–180).
Abstract: Many aspects of horse care and handling are based upon convenience and traditional practices. Many of these methods of management and practice do not take into account the natural behaviour of horses. This is despite the belief that although domestic horses are probably more docile, stronger, faster growing and faster moving than their ancestors, they are unlikely to have lost any natural behaviours. The performance or sport horse is expected to perform a wide variety of movements and tasks, some of which are unnatural or exaggerated and most of which must be learned. The term “training” is commonly used to describe the processes whereby the human handler introduces the horse to new situations and associations. Performance horses are often required to tolerate stimuli that are innately aversive or threatening, such as having a person on their backs. They are also trained to respond to a stimulus with often unnatural or over-emphasised behaviour, such as some of the dressage movements. Effective and humane training requires an understanding of the processes underlying behaviour. These include knowledge of behaviour under natural conditions, learning processes, the influence of early experience and motivational forces. Horses differ from the other main companion animal species, namely cats and dogs, in that they are a prey species. They most commonly flee from dangerous and painful situations. Horses readily learn to avoid potentially threatening situations and if their attempts to avoid associated stimuli are prevented, they will often exhibit problem behaviours. In this chapter the history of horse training, the application of learning theory and a knowledge of equine behaviour to training, and innovative training methods are all considered.
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McGreevy, P. D., Webster, A. J., & Nicol, C. J. (2001). Study of the behaviour, digestive efficiency and gut transit times of crib-biting horses. Vet. Rec., 148(19), 592–596.
Abstract: The spontaneous behaviour and the apparent digestibility of dry matter and fibre and transit times of digesta were compared in four normal horses and four crib-biters. A technique was developed for measuring total gut transit times (TGTT) by using single-stool analysis of the passage of radio-opaque polyethylene markers. Longer TGTT were recorded in the crib-biters than in the normal horses but the orocaecal transit times did not differ. The crib-biters rested less than the normal horses.
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McGreevy, P. D., French, N. P., & Nicol, C. J. (1995). The prevalence of abnormal behaviours in dressage, eventing and endurance horses in relation to stabling. Vet. Rec., 137(2), 36–37.
Abstract: The behaviour of horses competing in different disciplines was studied and the relationship between the time they spent out of the stable and the prevalence of abnormal behaviour was examined. The owners of dressage, eventing and endurance horses were sent a questionnaire and a total of 1101 responses were received, giving data on 1750 horses. The behaviours studied were wood-chewing, weaving, crib-biting/wind-sucking and box-walking. The reported percentage prevalences of abnormal behaviour for the dressage, eventing and endurance horses were 32.5, 30.8 and 19.5, respectively. The relationship between the time spent in the stable and the prevalence of abnormal behaviour was examined by chi 2 tests which showed that there were significant linear trends for the eventing group (P < 0.001) and the dressage group (P < 0.05). It is concluded that the time a horse spends out of the stable is related to the discipline for which it is being trained and in dressage and eventing horses the time spent in a stable is correlated with an increased risk of abnormal behaviour.
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McGreevy, P. D. (2006). The advent of equitation science. Vet J, 174(3), 492–500.
Abstract: The lengthy association of humans with horses has established traditional equestrian techniques that have served military and transport needs well. Although effective, these techniques have by-passed the research findings of modern psychologists, who developed the fundamentals of learning theory. That said, the pools of equestrian debate are far from stagnant. The latest wave of horse whisperers has offered some refinements and some novel interpretations of the motivation of horses undergoing training. Additionally, the Federation Equestre Internationale (FEI) has introduced the concept of the 'happy equine athlete' and, in the light of the hyperflexion (Rollkur) debate, recently examined the possible effects of some novel dressage modalities on equine 'happiness'. However, many still question the welfare of the ridden horse since it is largely trained using negative reinforcement, has to respond to pressure-based signals and is seldom asked to work for positive rewards. Science holds tremendous promise for removing emotiveness from the horse-riding welfare debate by establishing how much rein tension is too much; how much contact is neutral; how contact can be measured; how discomfort can be measured; how pain can be measured; and how learned helplessness manifests in horses. These are some of the topics addressed by equitation science, an emerging discipline that combines learning theory, physics and ethology to examine the salience and efficacy of horse-training techniques.
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Heleski, C. R., McGreevy, P. D., Kaiser, L. J., Lavagnino, M., Tans, E., Bello, N., et al. (2009). Effects on behaviour and rein tension on horses ridden with or without martingales and rein inserts. The Veterinary Journal, 181(1), 56–62.
Abstract: Unsteady hand position can cause discomfort to the horse, potentially leading to conflict behaviours (CB) such as head tossing or tail lashing. Some instructors feel that martingales or elastic rein inserts can reduce discomfort caused by inexperienced and unsteady hands. Others consider these devices to be inappropriate [`]crutches'. Four horses and nine riders were tested under three conditions in random order: plain reins, adjustable training martingales (TM), and elasticised rein inserts (RI). Rein-tension data (7Â s) and behavioural data (30Â s) were collected in each direction. Rein-tension data were collected via strain-gauge transducers. Behavioural data were assessed using an ethogram of defined behaviours. No differences in the number of CB were observed. Mean rein tension for TM was higher than that of RI or controls. Relative to the withers, the head was lower for horses ridden with martingales. Carefully fitted martingales may have a place in riding schools that teach novices.
Keywords: Horse behaviour; Horse welfare; Equitation science; Rein tension; Martingales
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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.
Keywords: Horse; Training; Equitation; Learning theory; Ethology; Cognition
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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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McGreevy, P. D., McLean, A. N., Warren-Smith, A. K., Waran, N., & Goodwin, D. (2005). Defining the terms and processes associated with equitation. Proceedings of the First International Equitation Science Symposium, , 10–43.
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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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