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Le Scolan, N., Hausberger, M., & Wolff, A. (1997). Stability over situations in temperamental traits of horses as revealed by experimental and scoring approaches. Behav. Process., 41(3), 257–266.
Abstract: Individual behavioural reactions of adult horses in a variety of experimental tests were compared with ratings by riding teachers. The tests were made in a non working situation, with the animals being released in an arena, a box (arena test, new object test, learning tests) or handled (new object/handling situation). The traits rated by teachers were fearfulness, nervousness, gregariousness and learning abilities at work (ridden or handled). Despite a great homogeneity in the reactions exhibited by the horses in the different situations, large individual differences were present. Correlations appeared between the reactivity in the arena test and the score of gregariousness, between the reactivity in the novel object test and the rating of nervousness when ridden, between the results in the handling test and the rating of general fearfulness and between the ability to memorise an instrumental task and the score of general learning ability. Such results strengthen the idea that there are underlying behavioural dispositions that are stable across situations and that the experimental tests may be good predictors of the temperament in untrained animals.
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Heath-Lange, S., Ha, J. C., & Sackett, G. P. (1999). Behavioral measurement of temperament in male nursery-raised infant macaques and baboons. Am. J. Primatol., 47(1), 43–50.
Abstract: We define temperament as an individual's set of characteristic behavioral responses to novel or challenging stimuli. This study adapted a temperament scale used with rhesus macaques by Schneider and colleagues [American Journal of Primatology 25:137-155, 1991] for use with male pigtailed macaque (Macaca nemestrina, n = 7), longtailed macaque (M. fascicularis, n = 3), and baboon infants (Papio cynocephalus anubis, n = 4). Subjects were evaluated twice weekly for the first 5 months of age during routine removal from their cages for weighing. Behavioral measures were based on the subject's interactions with a familiar human caretaker and included predominant state before capture, response to capture, contact latency, resistance to tester's hold, degree of clinging, attention to environment, defecation/urination, consolability, facial expression, vocalizations, and irritability. Species differences indicated that baboons were more active than macaques in establishing or terminating contact with the tester. Temperament scores decreased over time for the variables Response to Capture and Contact Latency, indicating that as they grew older, subjects became less reactive and more bold in their interactions with the tester. Temperament scores changed slowly with age, with greater change occurring at younger ages. The retention of variability in reactivity between and within species may be advantageous for primates, reflecting the flexibility necessary to survive in a changing environment.
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Anderson, M. K., Friend, T. H., Evans, J. W., & Bushong, D. M. (1999). Behavioral assessment of horses in therapeutic riding programs. Appl. Anim. Behav. Sci., 63(1), 11–24.
Abstract: A behavioral assessment of horses who were being used and not used in therapeutic riding programs was conducted to help determine useful methods of selecting horses for use in therapeutic riding programs. A total of 103 horses (76 horses from five therapeutic riding centers and 27 non-therapeutic riding horses from four sites) were used. Temperament survey for each horse were completed by three riding instructors at each therapeutic riding center or by the individual most knowledgeable about the horse at the other sites. Twenty personality traits from the survey were used to quantify temperament. Concentrations of plasma cortisol, norepinephrine and epinephrine were also measured in each horse. A reactivity test was then conducted which involved introducing three novel stimuli: a walking and vocalizing toy pig placed on a cardboard surface in front of the horse for 20 s; popping a balloon near the horse's flank area; and suddenly opening an umbrella and holding it open in front of the horse for 20 s. Reactions (expressions, vocalizations and movement) to each of the stimuli were scored and used to calculate an average reactivity score for each horse. The therapeutic riding instructors did not often agree on the temperament of their center's horses. The personality trait ratings made by the therapeutic riding instructors at each center were on average significantly correlated (P<0.01, r>0.52) for only 37.8% of the horses for any two instructors and 7.8% for three instructors. No significant correlations were found between temperament, reactivity, and the hormone concentrations (r<0.19), but regression analysis indicated a possibility of predicting temperament from the reactivity score and hormone concentrations (P<0.08). There was also a tendency for relationships between extremes in temperament (desirable vs. undesirable) and the hormone concentrations (P<0.09), and between extremes in reactivity (low vs. high) and the hormone concentrations (P=0.08). The difference in ratings among riding instructors indicates a need for more collaboration between instructors when evaluating horse temperament. This study also indicates that it was very difficult to objectively determine the suitability of horses for therapeutic riding programs regarding their temperament and reactivity, probably because other traits (e.g., smoothness of gait) are also considered very important.
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Coleman, K., Tully, L. A., & McMillan, J. L. (2005). Temperament correlates with training success in adult rhesus macaques. Am. J. Primatol., 65(1), 63–71.
Abstract: In recent years there has been a marked increase in awareness of issues involving the psychological well-being of nonhuman primates (NHPs) used in biomedical research. As a result, many facilities are starting to train primates to voluntarily cooperate with veterinary, husbandry, and research procedures, such as remaining still for blood draws or injections. Such training generally reduces the stress associated with these procedures, resulting in calmer animals and, ultimately, better research models. However, such training requires great investments in time, and there can be vast individual differences in training success. Some animals learn tasks quickly, while others make slower progress in training. In this study, we examined whether temperament, as measured by response to a novel food object, correlated with the amount of time it took to train 20 adult female rhesus macaques to perform a simple task. The monkeys were categorized as “exploratory” (i.e., inspected a novel object placed in the home cage within 10 sec), “moderate” (i.e., inspected the object within 10-180 sec), or “inhibited” (i.e., did not inspect the object within 3 min). We utilized positive reinforcement techniques to train the monkeys to touch a target (PVC pipe shaped like an elbow) hung on their cage. Temperament correlated with training success in this study (Pearson chi2=7.22, df=2, P=0.03). We easily trained over 75% of the animals that inspected the novel food (i.e., exploratory or moderate individuals) to touch the target. However, only 22% of the inhibited monkeys performed the task. By knowing which animals may not respond to conventional training methods, we may be able to develop alternate training techniques to address their specific needs. In addition, these results will allow us to screen monkeys to be assigned to research projects in which they will be trained, with the goal of obtaining the best candidates for those studies.
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Visser, E. K., van Reenen, C. G., Hopster, H., Schilder, M. B. H., Knaap, J. H., Barneveld, A., et al. (2001). Quantifying aspects of young horses' temperament: consistency of behavioural variables. Appl. Anim. Behav. Sci., 74(4), 241–258.
Abstract: Performance of horses, whether in sports or in leisure, depends on both physical abilities as well as temperament. The aim of the present work was to measure individual variation and consistency of behavioural variables, related to temperament, in young horses of the same breed and age, and reared under controlled housing conditions and management. A total of 41 Dutch Warmblood horses were tested at 9, 10, 21 and 22 months of age in two behavioural tests, i.e. the novel object test and the handling test. In the novel object test horses were confronted with an open umbrella that was lowered from the ceiling. In the handling test horses were led by a human to cross a bridge. Per test, behavioural variables in the following behavioural classes were observed: locomotor activity, latency times, postural expressions and vocalisations. Within years, all behavioural variables in the handling test, and all but two in the novel object test were positively correlated (0.36<Rs<0.81, P<0.05). For both tests, at 9, 10, 21 and 22 months of age, a principal component analysis (PCA) was carried out to examine whether there were indications for underlying components of these individual behavioural variables that could possibly serve as measures for temperamental traits. The first component in the novel object test could be regarded as `flightiness' and the second as `sensitiveness'. In the handling test, the first component was suggested to relate to `patience', the second component to `willingness to perform'. The temperamental trait `flightiness' (novel object test) as well as the temperamental trait `patience' (handling test) were positively correlated within both years (0.36<Rs<0.65, P<0.05). For the traits `sensitiveness' (novel object test) and `willingness to perform' (handling test) a positive correlation was only found within the first year (0.44<Rs<0.57, P<0.01). A few individual behavioural variables showed consistency over years. Additionally, just one out of four temperamental traits, namely `flightiness', proved to be consistent over years (Rs=0.49, P<0.01). The temperamental trait `patience' showed a trend between years (Rs=0.31, 0.05<P<0.1). It is concluded that the behavioural tests employed in the present study can be used to reliably identify individual behavioural variables and temperamental traits in young horses. Long-term consistency, i.e. between subsequent years, could not be demonstrated convincingly. Nevertheless, future work may indicate that employing the same approach and considering an even longer time period or different phases of the horse's life, long-term consistency does exist.
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Visser, E. K., van Reenen, C. G., van der Werf, J. T. N., Schilder, M. B. H., Knaap, J. H., Barneveld, A., et al. (2002). Heart rate and heart rate variability during a novel object test and a handling test in young horses. Physiol. Behav., 76(2), 289–296.
Abstract: Forty-one Dutch Warmblood immature horses were used in a study to quantify temperamental traits on the basis of heart rate (HR) and heart rate variability (HRV) measures. Half of the horses received additional training from the age of 5 months onwards; the other half did not. Horses were tested at 9, 10, 21 and 22 months of age in a novel object and a handling test. During the tests, mean HR and two heart variability indices, e.g. standard deviation of beat-to-beat intervals (SDRR) and root mean square of successive beat-to-beat differences (rMSSD), were calculated and expressed as response values to baseline measures. In both tests, horses showed at all ages a significant increase in mean HR and decrease in HRV measures, which suggests a marked shift of the balance of the autonomic nervous system towards a sympathetic dominance. In the novel object test, this shift was more pronounced in horses that had not been trained. Furthermore, statistical analysis showed that the increase in mean HR could not be entirely explained by the physical activity. The additional increase in HR, the nonmotor HR, was more pronounced in the untrained horses compared to the trained. Hence, it is suggested that this nonmotor HR might be due to the level of emotionality. HR variables showed consistency between years, as well as within the second year. These tests bring about a HR response in horses, part of which may indicate a higher level of emotionality; and horses show individual consistency of these HR variables over ages. Therefore, it is concluded that mean HR and HRV measures used with these tests quantify certain aspects of a horse's temperament.
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Seaman, S. C., Davidson, H. P. B., & Waran, N. K. (2002). How reliable is temperament assessment in the domestic horse (Equus caballus)? Appl. Anim. Behav. Sci., 78(2-4), 175–191.
Abstract: Differences in behavioural characteristics between individuals of the same species are often described as being due to the temperament of the individuals. These differences can have enormous implications for welfare with some individuals apparently being able to adapt to environmental challenge more easily than others. Such differences have resulted in animals often being described as either `active' copers, which try to escape from or remove an aversive stimulus, or `passive' copers, which show no outward signs of a situation being aversive, thus, appearing to be unaffected. Tests previously developed to assess the temperament of animals have been criticised for several reasons. Behaviour is often recorded and categorised using methods that are not objective and tests are generally carried out once with no consideration of whether or not behavioural responses are consistent over time. This study takes these factors into account. The behaviour of 33 horses was recorded in three types of test--an arena test, response to a person and response to an object. In order to test whether or not responses were consistent over time, the tests were repeated three times with an average of 9 days between trials. Test results were validated using responses from questionnaires completed by the farm team leader. The data were analysed using an initial principal component analysis (PCA) and factor analysis. The horses were found to behave consistently over the three trials in their responses in the arena test. The responses to the person test and the object test were similar to each other; however, these responses were not consistent over trials. The behaviour in the arena test was unable to be used to make a prediction of behaviour in the person and object tests and vice versa. The responses shown by the horses did not enable them to be categorised as either active or passive copers. Behavioural responses in the tests were not predictive of the response to a startle test (water spray), nor could they be used to predict status or response to being reintroduced to the group after testing. There was no relationship between the responses in the tests and the ratings given by the farm team leader. It was concluded that horses vary widely in their responses to artificial behavioural tests, with only the responses to an open-field arena test being consistent over time, and therefore, the only type of test which can indicate some core factor of temperament.
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Momozawa, Y., Ono, T., Sato, F., Kikusui, T., Takeuchi, Y., Mori, Y., et al. (2003). Assessment of equine temperament by a questionnaire survey to caretakers and evaluation of its reliability by simultaneous behavior test. Appl. Anim. Behav. Sci., 84(2), 127–138.
Abstract: We carried out a questionnaire survey of the caretakers, using 86 riding horses kept in the Equestrian Park, Tokyo (Japan Racing Association). The questionnaire survey used a 5-point scale and a 3-point scale to assess several caretakers' impressions of each horse's temperament, on the basis of the norm and the horse's tendencies in ordinary care and daily training. Factor analysis of the temperament scores obtained with the 5-point scale questionnaire revealed three mutually independent factors that we named “anxiety”, “novelty seeking” and “understanding”. In order to verify the reliability of this questionnaire survey, a balloon reactivity test was conducted using the same horses. Each horse was introduced into an unfamiliar indoor arena (7 mx12.5 mx3 m) in the center of which two balloons slowly revolved. The horses' responses were assessed by recording changes in their behavior and heart rate (HR) during the 5 min experimental period. By comparing the questionnaire survey and the balloon reactivity test, it was found that the horses evaluated as highly anxious by the caretakers tended to show greater HR increases and defecate more often during exposure to the balloon stimuli than did the other horses. Additionally, the horses assessed by caretakers to have problems with ordinary care and/or training showed greater increases of HR and frequency of defecation in the balloon reactivity test, and the horses assessed as having `a long adaptation time to unfamiliar objects' were found to be unwilling to touch the balloons. Thus, the horses' behavior during the balloon reactivity test was highly consistent with their temperament as determined by the questionnaire. These results suggest that the questionnaire survey would be an effective means to assess equine temperamental traits, especially those related to anxiety.
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Graf, P., Schneider, T., KönigvonBorstel, U., & Gauly M. (2013). Kosten-Nutzen-Analyse einer objektivierten Temperamentbeurteilung bei Pferden [Economic evaluation of an objective temperament assessment in horses]. Züchtungskunde, 85(2), 129–142.
Abstract: Das Ziel der vorliegenden Studie war die Ermittlung der Kosten eines Verhaltenstests zur
objektiven Temperamentbeurteilung. Sie wurde an 1028 Pferden auf 55 Zuchtveranstaltungen
und Privatbetrieben ermittelt.
Weiterhin wurde eine Befragung zur allgemeinen Akzeptanz einer solchen Beurteilung
bei Reitpferden durchgeführt. Zusätzlich wurde mit Hilfe einer Online-Umfrage die
Meinung zu den Kosten und dem Aufwand einer solchen Beurteilung ermittelt. Die
Kosten der Einführung einer objektiven Temperamentbeurteilung entsprechen nach Einbeziehung
aller Faktoren ca. 18 Euro je Pferd. Den Kosten steht die Zahlungsbereitschaft
für eine verbesserte, da objektivierte Temperamentbeurteilung gegenüber. Insgesamt
56,7% der Befragten wären bereit, mehr als 11 Euro für eine objektive Interieurbeurteilung
auf Leistungsprüfungen im Feld zu investieren. Im Rahmen von Stationsprüfungen
wären sie sogar bereit mehr als 30 Euro aufzuwenden. Die Wertsteigerung eines im
Rahmen des Verfahrens positiv bewerteten Pferdes um 5%, die von den Teilnehmern der
Umfrage durchschnittlich angenommen wird, würde zusätzlich den Gewinn beim Pferdeverkauf
steigern. Die Ergebnisse zeigen, dass die Kosten einer objektiven Temperamentbeurteilung
durch eine erhöhte Zahlungsbereitschaft der Käufer scheinbar kompensiert
werden können, so dass die Einführung eines Temperamenttests zur objektiven Interieurbeurteilung
in Form der vorgestellten Untersuchungen grundsätzlich finanzierbar ist.
[The aim of the present study was to assess costs as well as riders’ acceptance of an
objective temperament evaluation in riding horses. Costs were determined based on a
novel object test conducted in 1028 horses tested on 65 occasions during performance
tests or in private stables. In addition, an online survey was used to identify riders’
opinion about the costs and benefits of such an assessment. Based on the conditions
assumed in the present study the costs for temperament testing have amount 18 Euro per
horse. More than 50% of the respondents were willing to pay more than 11 Euro for an
objective temperament assessment in their horses during performance tests in field.
Within performance tests on station they would spend more than 30 Euro for an objective temperament assessment. Participants further assumed a rise in value of favourably
assessed horses by 5%, leading to increased profits when selling the horse. In conclusion,
riders appear to be willing to cover the additional costs accrued from the temperament
test. Therefore, the introduction of an objective temperament assessment is likely to pay
off.]
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h:, M., Lévy, F., Fortin, M., Leterrier, C., & LansadLansade, L. (2013). Stress and temperament affect working memory performance for disappearing food in horses, Equus caballus. Animal Behaviour, 86(6), 1233–1240.
Abstract: In the present study, we sought to determine the influence of stress and temperament on working memory for disappearing food in horses. After assessment of five dimensions of temperament, we tested working memory of horses using a delayed-response task requiring a choice between two food locations. Delays ranging from 0 to 20 s were tested. The duration of working memory for disappearing food was first characterized without stressors (N = 26). The horses were then divided into two groups and their performance was assessed under stressful (exposure to acute stressors prior to testing, N = 12) or control conditions (N = 12). Results showed that the duration of working memory for disappearing food lasted at least 20 s under nonstressful conditions, and that under stressful conditions this duration lasted less than 12 s. This stress-induced impairment confirms in a nonrodent species that working memory performance is very sensitive to exposure to stressors. In addition, working memory performance in horses is influenced by the temperamental dimension of fearfulness according to the state of stress: fearful horses showed better performance under control conditions and worse performance under stressful conditions than nonfearful horses. These findings are discussed in the context of the Yerkes–Dodson law of stress and performance.
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