Abstract: Since the time of domestication, humans have trained horses for the purpose of serving man. Different training methods have been developed throughout the centuries; some were developed with consideration for the horse's welfare, while others disregarded welfare to a great extent. Most present day training is based upon making the horse perform a desired behaviour through dominance and subordination. Although cooperative training techniques have gained popularity, everyday training lacks the application of learning theory or neglects the horse's learning capacities and their species' specific behaviour. Thus, the horse's welfare may be jeopardised.
The aim with this review is to consider methods that allow an objective assessment of the welfare of horses undergoing training. The review gives a brief insight into the history of horse training and handling. It proceeds with an overview of the horse"s learning abilities which is argued to be of paramount importance for effective training. The review then describes a few selected training techniques that are used today, based on negative and positive reinforcement, and discusses parameters from which it could be possible to assess the welfare of the ridden horse. The work concludes with suggestion for future

Abstract: The human-horse relationship forms an essential component in the diversity of todays use of horses. The reactions of horses to interactions with humans are mostly the result of interplay between their own temperament; the temperament and skills of the human and their previous experience – with humans. Moreover, the understanding of the human-horse relationship may improve the welfare of horses and humans. Nowadays, “sympathetic” training methods are gaining tremendous attention of horse owners. In the “sympathetic” training method the focus lies on the use of body language in human-horse communication, as well as respecting the horses natural needs. With 28 horses the effect of a “sympathetic” training method versus a conventional training method on the horse“s response on a human-approach test was studied. Fourteen horses of 3.5 years of age were subjected to a five week training period with a conventional training method, the other fourteen horses were subjected to a ”sympathetic“ training method. The overall frequency of snorting during the human approach tests decreased on average from 4.4 (± 1.1) before the training period to 3.1 (± 0.9) after the training period (both groups). However, there was a significant (p=0.006) difference between training methods: the horses trained in the ”sympathetic“ method decreased snorting by 4.3 (±1.1) while the horses trained in the conventional method increased with 1.5 (±0.9). While horses trained in the conventional method whinnied less in the second human approach test, horses trained in the ”sympathetic“ method whinnied more after the period of training. This difference was found to be significant (p=0.006). Defecating decreased over time, but was not different between training methods. The frequency of touching the unfamiliar handler increased over time for both training methods. The horses trained in a conventional method increased from 1.5 to 2.5 and for the sympathetic trained horses from 1.9 to 3.7. This increase was not significantly different for the training methods. Heart rate showed a minor decrease between the human approach tests (before training period 85.3 bpm, after training period 74.3 bpm) but there were no significant differences between training methods. Similarly, there was a slight increase in heart rate variability (rmssd: from 37.0 to 45.2), but no significant differences between training methods. Overal it was concluded that horses trained with this ”sympathetic“ method tended to be more trustful and less stressful in the presence of an (unfamiliar) human compared to horses trained with a conventional method. This may have been due to reduced stress during horse-human contact in the ”sympathetic" training method used. The long term effects on the welfare of the horses, still needs to be investigated.

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.

Abstract: Horse trainers often report that lowering the height of a horse's head so the poll is below the height of the withers can induce a calming effect during training. Four groups of horses were used in a 2-part study to investigate the behavioral and physiological effects of head lowering in horses. In Part 1, Group A had no experimental stimuli applied and horses in Group B were trained to lower their heads when presented with a specific stimulus by the handler. The stimulus for head lowering was the application of downward pressure on the headcollar via the lead rope until the horse lowered its head such that its lips were approximately at mid-cannon (third metacarpal) height, whereupon the pressure was released. The stimulus was applied again if the horse raised its head during the 300-second test period. In Part 2, Groups C and D were aroused until their heart rates exceeded 100 beats per minute (bpm). Group C had no further experimental stimuli applied whereas Group D lowered their heads as a response to the above stimulus for a period of 300 seconds. Repeated measures analysis showed that there was no difference between the heart rate of Groups A and B or Groups C and D but that the heart rate of Groups A and B were lower than Groups C and D during the 300-second post-arousal (P < 0.001). The horses in Groups A and B were more likely to contact the handler (P < 0.001), exhibit licking and chewing (P < 0.001), rest a hindleg (P < 0.001), and sniff the ground (P < 0.001) than those in Groups C and D. The number of stimuli required to maintain the head in a lowered position was greatest during the first 30 seconds (P = 0.012 and P < 0.001, Parts 1 and 2, respectively). The current study has shown that head lowering in horses does not influence cardiac responses, even after the horses had been aroused to have their heart rates above 100 bpm. Therefore, it is not a method that will aid in calming an aroused horse in training. Contrary to popular belief, there was no association with licking-and-chewing and head lowering, nor with these behaviors and response acquisition.

Abstract: Recent interest has focused on the advantage of intensively handling young foals as a means of producing more tractable horses, accustomed to humans and receptive to training. To date, the effect of this intensive handling, dubbed “imprint training” in the popular literature, has not been tested. The present study compares seven foals handled intensively as neonates with eight untreated controls. The handling protocol started from 2-8 h after birth and continued daily for a total of 5 days. The protocol consisted of a series of stimuli and experiences that were each repeated until the foal no longer resisted or reacted negatively. Subsequently, foals were tested before weaning, at 4 months of age. Results indicated that handled foals (HF) ranked higher than control foals (CF) in subjective ratings of calmness (*P<0.0117) and friendliness (*P<0.0001) and in several specific handling tasks (venipuncture *P<0.0220; placing in stock *P<0.0128). Although, in approach tests all foals but one allowed approach of a person to 4 m, significantly more HF approached the person than CF (P<0.0080). In stimulus tests, foals were presented specific stimuli to which they had been tested as neonates. Two of eight CF were too unruly and dangerous to test. Of foals that could be tested, CF required significantly more time to hook-up a heart rate monitor (**P<0.0055). Split-plot analysis indicated that HF had lower heart rates to initial left-sided stimuli, presented first, than CF (*P<0.0421). In response to right-sided stimuli, heart rate scores of CF were not significantly different from HF (P<0.2259), suggesting reduced reactivity over time due to a learning effect. Behavioral responses to specific stimuli did not differ between CF and HF, suggesting that neonatal handling has a general rather than specific effect on subsequent behavior. Cortisol concentrations were measured before and after testing and the difference calculated. All foals had higher post-testing levels than pre-testing levels. There was a significant difference between HF and CF, indicating greater reactivity among the CF (*P<0.050). In general, the results indicated that foals handled as neonates were more tractable and less reactive. Specific neonatal handling tasks, such as sticking a finger up the foal's nose or patting the bottom of the foot, seemed to have no beneficial effect on related tasks such as passing a nasogastric tube or tapping with a farrier's hammer at 4 months of age. Mechanisms for the observed effect of neonatal handling require further investigation.