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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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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.
Keywords: Horse; Long-reining; Rein contact; Rein tension; Riding; Training
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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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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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Malara, L., De Pasquale, A., Ingala, A., & Innella, G. (2008). The influence of management on horse behavioural reactivity in therapeutic riding programs. In IESM 2008.
Abstract: We investigated 8 horses in five therapeutic riding centres situated in San Cataldo (Caltanissetta – I), Nicosia (Catania – II), Pellaro (Reggio Calabria – III), San Gregorio (Catania – IV), Niguarda Hospitals (Milan – V). The managements of the animals were of different typologies: Type 1, Type 2 and Type 3. In type 1 the horses were used for therapeutic riding only. Furthermore intra and interspecific social interactions were not allowed. In type 2 the horses played kinetic activities and made social interactions. In type 3 the horses were free in paddock, as intra and interspecific social interactions were allowed. The centre I, with a management of type 1, housed 1 horse (A1); the centre II, with a management of type 2, housed 1 horse (B2); the centre III, with a management of type 1, housed 1 horse (C1); the centre IV, with a management of type 2, housed 2 horses (D2 and E2); the centre V, with a management of type 3, housed 3 horses (F3, G3 and H3). Breeds of horses were: Anglo-Arab (n°1), Avelignese (n°3), Italian Selle (n°3), draught-horse crossbreed (n°1). They were 2 geldings and 6 females. Their ages ranged from 12 to 23 years. We observed a total of 64 patients affected by different pathologies: autism, motory handicap, blindness and deafness, children“s cerebral paralysis, relational problems, mental deficiency, Down”s syndrome.
The horses" behaviour was observed at rest and during therapeutic activities with these patients. The Heart Rate (HR) was used as physiological parameter for an ethological evaluation, measured by a telemetric heart rate monitor (Polar Horse Trainer). Horses were analysed with a reactivity test for emotional homeostasis evaluation, too. Heart rate values were studied with non parametrical statistical analysis methods. Distinct management typologies provided statistically different basal mean values of heart rate (intergroup and intragroup): Type 1 vs Type 2 (P~0.05) and Type 1 vs Type 3 (P<0.05). The comparison of heart rate during therapeutic activities of diverse management showed the following results: A1 vs B2 (P<0.05), B2 vs C1 (P<0.05), Type 1 vs Type 2 (P<0.01). Different managements, both in the same or different typologies, gave significantly diverse results (A1 vs E2: P~0.05; C1 vs E2: P~0.05; B2 vs E2: P~0.05). This study shows that the statistic differences obtained by therapies with autistic patients derive from management conditions of Type 1. In reactivity test there aren"t any significant differences among the three management typologies. However, we recorded strong variation between medium and maximum values of heart rate, especially in Type 1 and Type 2 of management. These high variations of heart rate indicated fear reaction of the horse to new stimuli. This reaction could lead to dangerous accidents for patients during therapeutic activities. Horses used in therapeutic riding programs must be evaluated before this employment. Horse's behaviour can be assessed by an ethological observation and a reactivity test. Furthermore, the horses must be guaranteed welfare conditions and must live in an environment enriched with sensorial stimuli and respectful of their physiological and ethological needs. Keywords: Management; Horses; Therapeutic Riding; Behaviour; Reactivity
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Pauw, J. (2000). Therapeutic Horseback Riding Studies: Problems Experienced by Researchers. Physiotherapy, 86(10), 523–527.
Abstract: Summary Since the therapeutic use of horse riding has been realised, several research studies investigating the physical and psychosocial effect of therapeutic riding have been conducted. A summary is given of therapeutic riding research studies where formal statistical tests were used to analyse the data as well as a summary of studies where different techniques were used to process the data. These summaries give an overview of the variables measured in previously conducted therapeutic riding studies. The general problems experienced by therapeutic riding researchers are given after the summaries. Possible explanations are discussed for some of these problems. In conclusion a few suggestions are given for future research, not only for therapeutic riding studies, but for any study where the effect of a therapeutic intervention is investigated.
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Uchiyama, H., Ohtani, N., & Ohta, M. (2011). Three-dimensional analysis of horse and human gaits in therapeutic riding. Appl. Anim. Behav. Sci., 135(4), 271–276.
Abstract: Therapeutic horse riding or hippotherapy is used as an intervention for treating individuals with mental and physical disabilities. Equine-assisted interventions are based on the hypothesis that the movement of the horse's pelvis during horseback riding resembles human ambulation, and thus provides motor and sensory inputs similar to those received during human walking. However, this hypothesis has not been investigated quantitatively and qualitatively. This study aimed to verify the hypothesis by conducting a three-dimensional analysis of the horse's movements while walking and human ambulation. Using four sets of equipments, we analysed the acceleration patterns of walking in 50 healthy humans and 11 horses. In addition, we analysed the exercise intensity by comparing the heart rate, breathing rate, and blood pressure of 127 healthy individuals before and after walking and horse riding. The acceleration data series of the stride phase of horse walking were compared with those of human walking, and the frequencies (in Hz) were analysed by Fast Fourier transform. The acceleration curves of human walking overlapped with those of horse walking, with the frequency band of human walking corresponding with that of horse walking. Exercise intensity, as measured by the heart rate and breathing rate, was not significantly different between horse riding and human walking. The levels of diastolic blood pressure were slightly higher during horse riding than during walking, but were lower during both conditions compared with those in normal conditions (P < 0.01). The present study shows that, although not completely matched, the accelerations of the horse and human walking are comparable quantitatively and qualitatively. Horse riding at a walking gait could generate motor and sensory inputs similar to those produced by human walking, and thus could provide optimum benefits to persons with ambulatory difficulties.
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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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Normando, S., Meers, L., Samuels, W. E., Faustini, M., & Ödberg, F. O. (2011). Variables affecting the prevalence of behavioural problems in horses. Can riding style and other management factors be significant? Appl. Anim. Behav. Sci., 133(3-4), 186–198.
Abstract: The effects of riding style and various management factors on the prevalence of stereotypies and other behavioural problems among 346 mixed-breed saddle horses (phase 1) and 101 Arabian horses (phase 2) were analysed through a questionnaire answered by owners. In phase 1, the questionnaire data were partially validated through 20-min observations of 81 (23.3%) of the cases. Results indicate that horses primarily ridden in the English style were reported to be significantly more likely to display stereotypies (p < 0.001), problems when transported (p = 0.001), multiple behavioural problems (p < 0.001), and to have more restrictive stabling (p < 0.001) than horses ridden with other styles. When only Arabian horses were assessed in phase 2, however, there was no significant difference in behavioural problems between the Arabian horses ridden English style versus other riding styles. However Arabian horses were housed less restrictively than horses in phase 1 and English riding style and restrictive stabling tended to exacerbate each other's association with stereotypies. Management-related effects were found when, e.g., horses housed in restrictive stabling were more frequently reported to show locomotion stereotypies (p = 0.02) and those denied ad libitum hay displayed stereotypic wood-chewing behaviour (p = 0.02). To aid diagnosing and prioritizing interventions and care, the most predictive subsets of factors were computed for the various problem behaviours. E.g., among saddle horses, a statistical model comprised of the main riding style, duration of access to a paddock, and horse's age predicted whether a horse was reported to display any behavioural problem 62% of the time. This study supports the effects of management and handling on the prevalence of behavioural problems, and helps prioritize the relative importance of broad management categories on equine welfare. In particular, it underscores the importance of riding style on the well-being of saddle horses.
Keywords: Horse; Management; Problem behaviour; Riding style; Saddle; Stereotypies
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