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McBride, S. D., & Wolf, B. (2007). Using multivariate statistical analysis to measure ovine temperament; stability of factor construction over time and between groups of animals. Appl. Anim. Behav. Sci., 103(1-2), 45–58.
Abstract: The ovine arena test in conjunction with multivariate statistical analysis (factor analysis) may be a means of measuring ovine temperament for practical purposes. Stability of factor construction over time and between groups of animals is considered to demonstrate trait consistency and is, therefore, one of the first steps in validating a temperament/personality test from this perspective. The aim of this study, therefore, was to assess the stability of factor construction, as a measure of trait consistency, using arena test data from three groups of animals with one group (Group 1) tested repeatedly over three rounds (twice at 8 months and once at 22 months of age). Group 1 consisted of 193 mule (Bluefaced Leicester Sire x Scottish Blackface/Welsh Speckled Face dam), ewe lambs (8 months old). Groups 2 and 3 consisted of 189 and 185 mules, respectively (14 months old). All animals were tested for 6 min in a 13 m x 3 m arena. Factor analysis (varimax rotation) was performed twice on the behavioural data (latency to bleat, total number of vocalisations, distance travelled, time spent in different areas of the arena and number of times crossing in and out of pertinent areas), initially using all data recorded on a per minute basis (`Per Minute') for all 6 min of the test (10 factors extracted) and then using total values (`Total'), the summation of the 6 min for each behaviour measured (4 factors extracted). Stability of factor loadings between rounds and between groups was tested using Kendall's coefficient of concordance. For the `Per Minute' data, 5 out of the 10 factors showed significant (p < 0.05) concordance between rounds whilst 9 out of 10 factors showed significant (p < 0.05) concordance between groups. All four factors generated from the `Total' data demonstrated significant (p < 0.05) concordance between rounds and between groups. The four factors generated from the `Total' data were considered to be of potential merit for future studies. These factors were named--`conspecific motivation-fear', `conspecific motivation-distress', `activity' and `low conspecific motivation'.
Keywords: Arena test; Factor analysis; Temperament; Sheep
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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.
Keywords: Heart rate; Heart rate variability; Consistency; Behavioral tests; Temperament; Emotionality; Horses
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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.
Keywords: Horses; Temperament; Individual differences; Behavioural variables; Pca
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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., Takeuchi, Y., Tozaki, T., Kikusui, T., Hasegawa, T., Raudsepp, T., et al. (2007). SNP detection and radiation hybrid mapping in horses of nine candidate genes for temperament. Anim Genet, 38(1), 81–83.
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Visser, E. K., Van Reenen, C. G., Rundgren, M., Zetterqvist, M., Morgan, K., & Blokhuis, H. J. (2003). Responses of horses in behavioural tests correlate with temperament assessed by riders. Equine Vet J, 35(2), 176–183.
Abstract: REASONS FOR PERFORMING STUDY: Behavioural tests as well as observers' ratings have been used to study horses' temperament. However, the relationship between the ratings and the responses in behavioural tests has not yet been studied in detail. OBJECTIVES: The aim of the present study was to examine this relationship between ratings and responses. METHODS: Eighteen mature Swedish Warmblood horses were subjected to 2 behavioural tests, one relating to novelty (novel object test) and one to handling (handling test). Subsequently, 16 of these horses were ridden by 16 equally experienced students, having no former experience with the horses. Immediately after each ride, the students scored the horse for 10 temperamental traits using a line rating method. RESULTS: It was shown that for each temperamental trait all 16 riders agreed on the ranking of the horses (0.212<W<0.505, P < 0.001). CONCLUSIONS: Correlations between behavioural and heart rate variables in the behavioural tests revealed that horses with a high level of locomotion or much restlessness behaviour exhibited high mean heart rate and low heart rate variability. In particular, heart rate variables in the behavioural tests were found to correlate with riders' rating scores. Furthermore, the underlying components of the handling test, retrieved with a principal component analysis (PCA) correlated with riders' rating scores while the underlying components of the novel object test did not. POTENTIAL CLINICAL RELEVANCE: It is concluded that it is possible for a large panel of assessors to agree upon a horse's temperament and that objective measures from behavioural tests correlate significantly with temperamental traits assessed by a panel of assessors.
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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.
Keywords: Anxiety; Heart rate; Horse; Questionnaire; Temperament
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McCall, C. A., Hall, S., McElhenney, W. H., & Cummins, K. A. (2006). Evaluation and comparison of four methods of ranking horses based on reactivity. Appl. Anim. Behav. Sci., 96(1-2), 115–127.
Abstract: Four methods of ranking horses on reactivity were evaluated and compared: isolation from conspecifics, presentation of a static novel stimulus, traversing a novel stimulus in a runway (isolation, novel stimulus and runway tests, respectively) and assigning subjective emotionality scores. In all tests, horses' heart rates were recorded and behaviour was videotaped. To be considered a valid test of reactivity, at least one heart rate and one behavioural measurement in the test had to change significantly between treatments (tranquilizer administation versus sham tranquilizer administration), and behavioural measures had to be displayed in at least 75% of the trials. Forty horses performed each of the three tests daily on three different days in a switchback design. Horses were assigned randomly to a daily test sequence, which was maintained throughout the study. In the runway test, no significant difference in heart rate values in tranquilized and non-tranquilized horses was found, and no behavioural attribute was displayed in more than 52% of the trials; therefore it was rejected as a valid test of reactivity. Both isolation and novel stimulus tests produced valid measurements. Mean heart rate was the most precise physiological measure for these tests, and walking and defecation frequency were the most precise behavioural measures for novel stimulus and isolation tests, respectively. Mean heart rates on the novel stimulus and isolation tests were correlated (rs = 0.79, P < 0.01) indicating that these tests produced similar rankings based on physiological responses. However, behavioural measures ranked horses differently (rs = 0.27, P < 0.10) on the tests. Rank correlations between mean heart rates and behavioural measures were higher in the novel stimulus (rs = 0.66, P < 0.01) than the isolation test (rs = 0.55, P < 0.01), indicating that the novel stimulus test ranked horses based on either physiological or behavioural responses more similarly than did the isolation test. Therefore, the novel stimulus test was considered the more accurate evaluation of reactivity. Subjective emotionality scores were correlated moderately with mean heart rates (rs > 0.33, P < 0.01) from the novel stimulus and isolation tests and with walking scores (rs = 0.47, P < 0.01) from the novel stimulus test. Assignment of subjective emotionality scores was not as accurate as the novel stimulus or isolation tests in ranking horses for reactivity. Using physiological data alone, combining physiological and behavioural measurements or using more than one behavioural measurement in reactivity tests may reflect the reactivity of the horse better than a single behavioural measurement.
Keywords: Horse; Reactivity tests; Heart rate; Emotionality; Temperament
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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.
Keywords: Behavioural tests; Horse; Ratings; Temperament
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Nicol, C. J., Badnell-Waters, A. J., Bice, R., Kelland, A., Wilson, A. D., & Harris, P. A. (2005). The effects of diet and weaning method on the behaviour of young horses. Appl. Anim. Behav. Sci., 95(3-4), 205–221.
Abstract: The effects of diet on horse behaviour have not previously been quantified in detail. In this study, we examined the behaviour of 17 foals from the age of 2 to 40 weeks. Each foal received either a starch and sugar (SS) diet or a fat and fibre (FF) diet. The two diets contained similar digestible energy, crude protein and micronutrients, but differed in the fat and non-structural carbohydrate balance. The baseline behaviour of the foals was observed every 2 weeks by focal animal sampling. Additional behavioural observations were conducted when the foals were weaned by one of two methods. Approximately 2 months after weaning, the temperament and tractability of the young horses was assessed using standardised tests. Responses to a novel object, to a novel person, and during a handling test were observed and quantified. Horses grew well on both diets with no apparent effects of diet on growth rate or baseline behaviour. Immediately after weaning, horses receiving the FF diet cantered less frequently (F = 5.10; p < 0.05), for a shorter duration (F = 7.23; p < 0.05) and appeared to be more settled. Foals that were barn-weaned appeared more stressed than foals that were paddock-weaned. In the temperament tests, horses receiving the FF diet spent significantly more time investigating (F = 6.78; p < 0.05), and less time looking at (F = 7.93; p < 0.05), the novel object than horses receiving the SS diet. They also spent less time walking away from the novel person (F = 5.16; p < 0.05) and their time taken to complete the handling test was significantly lower (F = 8.72; p = 0.01). Overall, the horses that received the FF diet appeared less distressed immediately after weaning and seemed calmer and more inquisitive during a range of temperament tests.
Keywords: Horse; Diet; Weaning; Temperament test
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