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Dalla Costa, E., Dai, F., Lebelt, D., Scholz, P., Barbieri, S., Canali, E., et al. (2016). Welfare assessment of horses: the AWIN approach. Anim. Welf., 25(4), 481–488.
Abstract: The EU-funded Animal Welfare Indicators (AWIN) research project (2011-2015) aimed to improve animal welfare through the development of practical on-farm animal welfare assessment protocols. The present study describes the application of the AWIN approach to the development of a welfare assessment protocol for horses (Equus caballus). Its development required the following steps: (i) selection of potential welfare indicators; (ii) bridging gaps in knowledge; (iii) consulting stakeholders; and (iv) testing a prototype protocol on-farm. Compared to existing welfare assessment protocols for other species, the AWIN welfare assessment protocol for horses introduces a number of innovative aspects, such as implementation of a two-level strategy focused on improving on-farm feasibility and the use of electronic tools to achieve standardised data collection and so promote rapid outcomes. Further refinement to the AWIN welfare assessment protocol for horses is needed in order to firstly gather data from a larger reference population and, secondly, enhance the welfare assessment protocol with reference to different horse housing and husbandry conditions.
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Rubin, L., Oppegard, C., & Hindz, H. F. (1980). The effect of varying the temporal distribution of conditioning trials on equine learning behavior. J. Anim Sci., 50(6), 1184–1187.
Abstract: Two experiments were conducted to study the effect of varying the temporal distrbution of conditioning sessions on equine learning behavior. In the first experiment, 15 ponies were trained to clear a small hurdle in response to a buzzer in order to avoid a mild electric shock. Three treatments were used. One group received 10 learning trials daily, seven times a week; one group was trained in the same fashion two times a week and one group was trained once a week. The animals conditioned only once a week achieved a high level of performance in significantly fewer sessions than the ones conditioned seven times a week, although elapsed time from start of training to completion was two to three times greater for the former group. The twice-a-week group learned at an intermediate rate. In the second experiment, the ponies were rearranged into three new groups. They were taught to move backward a specific distance in response to a visual cue in order to avoid an electric shock. Again, one group was trained seven times a week, one group was trained two times and one group was trained once a week. As in the first experiment, the animals trained once a week achieved the learning criteria in significantly fewer sessions than those trained seven times a week, but, as in trial 1, elapsed time from start to finish was greater for them. The two times-a-week group learned at a rate in-between the rates of the other two groups.
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Krueger., K., & Farmer, K. (2018). Social learning in Horses: Differs from individual learning only in the learning stimulus and not in the learning mechanisms. In 14th Meeting of the Internatinoal Society for Equitation Science.
Abstract: Equine welfare can be enhanced by applying species specific training. This may incorporate social learning, as horses are highly social and social stimuli are of primary importance. Social learning is comparable to individual learning in its learning mechanisms, differing primarily in the way it is stimulated. Our initial study showed that horses of different breeds (N = 38) follow humans after observing other horses doing so, but only if the observed horse was familiar to and higher ranking than the observer (Fisher's exact test: N = 12, P = 0.003). A second study showed that horses and ponies (N = 25) learned to pull a rope to open a feeding apparatus after observing demonstrations by conspecifics, again, only if the demonstrating horse was older and higher ranking than the observer (Fisher's combination test, N = 3, v2 = 27.71, p = 0.006). Our third approach showed that horses and ponies (N = 24) learned to press a switch to open a feeding apparatus after observing a familiar person (GzLM: N = 24, z = 2.33, P = 0.02). Most recently, we confronted horses and ponies (N = 50) with persons demonstrating different techniques for opening a feeding apparatus. In this study we investigated whether the horses would copy the demonstrators' techniques or apply their own. Here only some horses copied the technique, and most of the successful learners used their mouths irrespective of the demonstrators' postures (Chi Square Test: N = 40, df = 2, χ2 = 31.4, p < 0.001). In all the approaches social stimuli elicited learning processes in the test horses, while only a few individuals in the control groups mastered the tasks by individual learning. The following behaviour observed in the initial study may have been facilitated by a social stimuli (social facilitation), and the opening of the feed boxes in the subsequent studies appear to be mostly the result of enhancement (social enhancement). Some horses may have used the social stimuli at first and continued their learning process by individual trial and error. However, the horses were also selective in whom and some in how to copy. This may have been conditioned (socially conditioned) or the result of simple forms of reasoning on the reliability of the particular information provided by demonstrators of certain social ranks or social positions, as high ranking and familiar horses and familiar persons were copied and some imitated exactly.
Lay person message: Traditional riding instructions suggest that horses learn by observing other horses. For example, older, more experienced driving horses are used for initial training of young driving horses. We have shown that horses indeed use learning stimuli provided by other horse, as well as by humans. Horses readily accept stimuli observed in high ranking and familiar horses, and familiar persons. Such stimuli elicit learning processes which are comparable to individual learning. We suggest applying social learning whenever possible, as it is much faster and less stressful than individual learning, where learners experience negative outcomes in trial and error learning.
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Krueger, K., Flauger, B., Farmer, K., & Hemelrijk, C. (2014). Movement initiation in groups of feral horses. Behav. Process., 103, 91–101.
Abstract: Abstract Herds of ungulates, flocks of birds, swarms of insects and schools of fish move in coordinated groups. Computer models show that only one or very few animals are needed to initiate and direct movement. To investigate initiation mechanisms further, we studied two ways in which movement can be initiated in feral horses: herding, and departure from the group. We examined traits affecting the likelihood of a horse initiating movement i.e. social rank, affiliative relationships, spatial position, and social network. We also investigated whether group members join a movement in dominance rank order. Our results show that whereas herding is exclusive to alpha males, any group member may initiate movement by departure. Social bonds, the number of animals interacted with, and the spatial position were not significantly associated with movement initiation. We did not find movement initiation by departure to be exclusive to any type of individual. Instead we find evidence for a limited form of distributed leadership, with higher ranking animals being followed more often.
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Maros, K., Boross, B., & Kubinyi, E. (2010). Approach and follow behaviour – possible indicators of the human-horse relationship. In Interaction Studies (Vol. 11, pp. 410–427).
Abstract: The aim of our study was to analyze the behavioural responses of horses (N = 51) to familiar humans and to find factors that may affect these responses in three tests: (1) approach to, (2) standing beside, and (3) following the familiar person. We investigated the impacts of horse-related factors (gender and age) and human-related factors (type of work, housing management, amount of handling, number of handlers and training to follow).<br xmlns=“http://pub2web.metastore.ingenta.com/ns/”></br> Horses with one handler needed less time to approach the human than horses with more handlers. Standing beside the human correlated positively with following. Following was mainly affected by training.<br xmlns=“http://pub2web.metastore.ingenta.com/ns/”></br> According to our results, the number of handlers has an important effect on horses' responses to familiar humans, especially regarding approach and follow behaviour. However, following behaviour is fundamentally determined by training.
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Bonin, S. J., Clayton, H. M., Lanovaz, J. L., & Johnston, T. (2007). Comparison of mandibular motion in horses chewing hay and pellets. Equine Vet. J., 39(3), 258–262.
Abstract: Summary Reasons for performing study: Previous studies have suggested that temporomandibular joint (TMJ) kinematics depend on the type of food being masticated, but accurate measurements of TMJ motion in horses chewing different feeds have not been published. Hypothesis: The temporomandibular joint has a larger range of motion when horses chew hay compared to pellets. Methods: An optical motion capture system was used to track skin markers on the skull and mandible of 7 horses as they chewed hay and pellets. A virtual marker was created on the midline between the mandibles at the level of the 4th premolar teeth to represent the overall motion of the mandible relative to the skull during the chewing cycle. Results: Frequency of the chewing cycles was lower for hay than for pellets. Excursions of the virtual mandibular marker were significantly larger in all 3 directions when chewing hay compared to pellets. The mean velocity of the virtual mandibular marker during the chewing cycle was the same when chewing the 2 feeds. Conclusions: The range of mediolateral displacement of the mandible was sufficient to give full occlusal contact of the upper and lower dental arcades when chewing hay but not when chewing pellets. Potential relevance: These findings support the suggestion that horses receiving a diet high in concentrate feeds may require more frequent dental prophylactic examinations and treatments to avoid the development of dental irregularities associated with smaller mandibular excursions during chewing.
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Morgan, K., Funkquist, P., & Nyman, G. (2002). The effect of coat clipping on thermoregulation during intense exercise in trotters. Equine Veterinary Journal, 34(S34), 564–567.
Abstract: Summary The aim of this study was to study the physiological, especially thermoregulatory, responses during intense exercise in the clipped horse compared to the horse with winter coat. Six Standardbred trotters were studied before and after clipping. They performed an inclined incremental high intensity treadmill exercise test and were monitored during recovery. The clipped horse differed significantly (ANOVA) during exercise as compare to coated: less increase in central venous blood temperature, higher skin surface temperature, greater difference skin to ambient temperature and higher rate of nonevaporative heat loss. The clipped horse had significantly lower total cutaneous evaporative heat loss from walk to end of peak exercise and a shorter time for recovery for the respiratory rate using a paired t test. The clipped horse showed a tendency (P = 0.059) to decreased oxygen uptake during the stepwise increase in workload. We concluded that the clipped horse experienced less strain on the thermoregulatory system due to an enhanced heat loss. Some clipped horses in the study showed a more efficient power output; future studies with emphasis on respiration and oxygen demand are needed to explain this.
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Goodwin, D. (1999). The importance of ethology in understanding the behaviour of the horse. Equine Veterinary Journal, 31(S28), 15–19.
Abstract: Summary Domestication has provided the horse with food, shelter, veterinary care and protection, allowing individuals an increased chance of survival. However, the restriction of movement, limited breeding opportunities and a requirement to expend energy, for the benefit of another species, conflict with the evolutionary processes which shaped the behaviour of its predecessors. The behaviour of the horse is defined by its niche as a social prey species but many of the traits which ensured the survival of its ancestors are difficult to accommodate in the domestic environment. There has been a long association between horses and man and many features of equine behaviour suggest a predisposition to interspecific cooperation. However, the importance of dominance in human understanding of social systems has tended to overemphasise its importance in the human-horse relationship. The evolving horse-human relationship from predation to companionship, has resulted in serial conflicts of interest for equine and human participants. Only by understanding the nature and origin of these conflicts can ethologists encourage equine management practices which minimise deleterious effects on the behaviour of the horse.
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Sighieri, C., Tedeschi, D., De Andreis, C., Petri, L., & Baragli, P. (2003). Behaviour Patterns of Horses Can be Used to Establish a Dominant-Subordinate Relationship Between Man and Horse. Animal Welfare, 12(4), 705–708.
Abstract: This paper describes how man can enter the social hierarchy of the horse by mimicking the behaviour and stance it uses to establish dominance. A herd is organised according to a dominance hierarchy established by means of ritualised conflict. Dominance relationships are formed through these confrontations: one horse gains the dominant role and others identify themselves as subordinates. This study was conducted using five females of the Haflinger breed, totally unaccustomed to human contact, from a free-range breeding farm. The study methods were based on the three elements fundamental to the equilibrium of the herd: flight, herd instinct and hierarchy. The trainer-horse relationship was established in three phases: retreat, approach and association. At the end of the training sessions, all of the horses were able to respond correctly to the trainer. These observations suggest that it is possible to manage unhandled horses without coercion by mimicking their behaviour patterns.
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Dyson, S. (2022). The Ridden Horse Pain Ethogram. Equine Vet Educ, 34(7), 372–380.
Abstract: Summary The Ridden Horse Pain Ethogram (RHpE) comprises 24 behaviours, the majority of which are at least 10 times more likely to be seen in lame horses compared with non-lame horses. The observation of >=8/24 behaviours is likely to reflect the presence of musculoskeletal pain, although some lame horses score <8/24 behaviours. A marked reduction in RHpE scores after resolution of lameness using diagnostic anaesthesia proves a causal relationship between pain and RHpE scores. Horses should be assessed for approximately 10?min in walk, trot (including 10?m diameter circles), canter and transitions. The validity of the RHpE has been verified for use in horses which perform dressage-type movements, and which have been trained to work with the front of the head in a vertical position. It has not, as yet, been used in horses while jumping, racehorses, western performance or endurance horses. The RHpE provides a valuable tool for riders, trainers, veterinarians and other equine professionals to recognise the presence of musculoskeletal pain, even if overt lameness cannot be recognised. Riders with a higher skill-level may improve gait quality, but cannot obscure behavioural signs of pain, although specific behaviours may change. Tight saddle tree points, the rider sitting on the caudal third of the saddle and rider weight may influence RHpE scores. Accurate application of the RHpE requires training and practice. The RHpE is a powerful tool for the assessment of ridden horses and the identification of likely musculoskeletal pain. Such pain merits further investigation and treatment, to improve equine welfare and performance. The RHpE provides an additional means of evaluating the response to diagnostic anaesthesia. It provides a mechanism for client education and a diplomatic way of communicating with clients about equine discomfort related to saddle-fit, rider size, their position in the saddle and ability to ride in balance.
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