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McGreevy, P. D., Harman, A., McLean, A., & Hawson, L. (2010). Over-flexing the horse's neck: A modern equestrian obsession? Journal of Veterinary Behavior: Clinical Applications and Research, 5(4), 180–186.
Abstract: We used an opportunistic review of photographs of different adult and juvenile horses walking, trotting, and cantering (n = 828) to compare the angle of the nasal plane relative to vertical in feral and domestic horses at liberty (n = 450) with ridden horses advertised in a popular Australian horse magazine (n = 378). We assumed that horses in advertisements were shown at, what was perceived by the vendors to be, their best. Of the ridden horses, 68% had their nasal plane behind the vertical. The mean angle of the unridden horses at walk, trot, and canter (30.7 ± 11.5; 27.3 ± 12.0; 25.5 ± 11.0) was significantly greater than those of the ridden horses (1.4 ± 14.1; ?5.1 ± ?11.1; 3.1 ± 15.4, P < 0.001). Surprisingly, unridden domestic horses showed greater angles than feral horses or domestic horses at liberty. We compared adult and juvenile horses in all 3 gaits and found no significant difference. Taken together, these findings demonstrate that the longitudinal neck flexion of the degree desirable by popular opinion in ridden horses is not a common feature of unridden horses moving naturally. Moreover, they suggest that advertised horses in our series are generally being ridden at odds with their natural carriage and contrary to the international rules of dressage (as published by the International Equestrian Federation). These findings are discussed against the backdrop of the established doctrine, which states that carrying a rider necessitates changes in longitudinal flexion, and in the context of the current debate around hyperflexion.
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Fenner, K., Freire, R., McLean, A., & McGreevy, P. (2018). Behavioral, demographic and management influences on equine responses to negative reinforcement. Journal of Veterinary Behavior, .
Abstract: Understanding the factors that influence horse learning is critical to ensure horse welfare and rider safety. In this study, data were obtained from horses (n=96) training to step backwards through a corridor in response to bit pressure. Following training, learning ability was determined by the latency to step backwards through the corridor when handled on the left and right reins. Additionally, horse owners were questioned about each horse's management, training, behavior and signalment (such as horse breed, age and sex). Factors from these four broad domains were examined using a multiple logistic regression (MLR) model, following an Information Theoretic approach, for associations between horses' behavioral attributes and their ability to learn the task. The MLR also included estimates of the rider's ability and experience as well as owner's perceptions of their horse's trainability and temperament. Results revealed several variables including explanatory variables that correlated significantly with rate of learning. Horses were faster at backing, a behavioral trait, when handled on the right (t = 3.65, df = 94, P < 0.001) than the left side. Thoroughbred horses were slower at completing the tests than other breeds of horses when handled on the left side (LM, F1,48=4.5, P=0.04) and right side (LM, F1,45=6.0, P=0.02). Those in regular work, a training factor, did not learn faster than their unworked counterparts on the right rein but completed the task faster on the left rein (F1,44=5.47, P=0.02). This may reflect differences in laterality and habituation effects. In contrast, more anxious horses were faster at completing the test when handled from the right (Spearman, r=-0.22, P=0.04). It is possible that these horses have an increased arousal level when interacting with handlers, resulting in more engagement with the lesson, accounting for the improved performance results. The findings of this study will help clarify how horse behavior, training and management may influence learning and how their application may optimize learning outcomes. Future equine behavior assessment and research questionnaires should include items that assess these qualities.
Keywords: Learning; horse management; training; temperament; negative reinforcement
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Hendriksen, P., Elmgreen, K., & Ladewig, J. (2011). Trailer-loading of horses: Is there a difference between positive and negative reinforcement concerning effectiveness and stress-related signs? J. Vet. Behav., 6(5), 261–266.
Abstract: The traditional way to train horses is by the application of negative reinforcement (NR). In the past few years, however, the use of positive reinforcement (PR) has become more common. To evaluate the effectiveness and the possible stressor effect of the 2 training methods, 12 horses showing severe trailer-loading problems were selected and exposed to trailer-loading. They were randomly assigned to one of the 2 methods. NR consisted of various degrees of pressure (lead rope pulling, whip tapping). Pressure was removed as soon as the horse complied. PR horses were exposed to clicker training and taught to follow a target into the trailer. Heart rate (HR) was recorded every 5 seconds and behavior denoting discomfort was observed using one-zero sampling with 10 seconds sampling intervals. Training was completed when the horse could enter the trailer upon a signal, or was terminated after a maximum of 15 sessions. Of the 12 horses, 10 reached the criterion within the 15 sessions. One horse was eliminated from the study because of illness and 1 PR horse failed to enter the trailer. A Mann-Whitney U-test indicated that the horses trained with NR displayed significantly more discomfort behavior per training session than horses trained with PR (NR: 13.26 ± 3.25; PR: 3.17 ± 8.93, P < 0.0001) and that horses in the PR group spent less time (second) per session to complete the training criterion (NR: 672.9 ± 247.12; PR: 539.81 ± 166.37, P < 0.01). A Mann-Whitney U-test showed that no difference existed in mean HR (bpm) between the 2 groups (NR: 53.06 ± 11.73 bpm; PR: 55.54 ± 6.7 bpm, P > 0.05), but a Wilcoxon test showed a difference in the PR group between the baseline of HR and mean HR obtained during training sessions (baseline PR: 43 ± 8.83 bpm; PR: 55.54 ± 6.7 bpm, P < 0.05). In conclusion, the PR group provided the fastest training solution and expressed less stress response. Thus, the PR procedure could provide a preferable training solution when training horses in potentially stressing situations.
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McGreevy, P. D., & McLean, A. N. (2009). Punishment in horse-training and the concept of ethical equitation. J. Vet. Behav., 4(5), 193–197.
Abstract: By definition, punishment makes a response less likely in the future. Because horses are largely trained by negative reinforcement, they are susceptible to inadvertent punishment. Delays in the release of pressure can make desirable responses less likely and thus punish them. This study examines the correct use of negative reinforcement and identifies a continuum between poorly timed negative reinforcement and punishment. It explores some of the problems of non-contingent punishment and the prospect of learned helplessness and experimental neurosis. It concludes by introducing the concept of ethical equitation.
Keywords: conditioning; welfare; ethical equitation; horse; punishment; training
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Vitale, V., Balocchi, R., Varanini, M., Sgorbini, M., Macerata, A., Sighieri, C., et al. (2013). The effects of restriction of movement on the reliability of heart rate variability measurements in the horse (Equus caballus). J. Vet. Behav., 8(5), 400–403.
Abstract: Analysis of heart rate variability (HRV) is a noninvasive approach for investigating the sympathovagal balance of the autonomic nervous system. In recent years, HRV has been increasingly evaluated in animal research. In horses, it has been suggested that basal resting conditions can be achieved by restraining them. The aim of this study was to verify how restriction of movement influences HRV i2n horses. Ten healthy standardbred mares were used to measure the electrocardiographic signal under 2 conditions: free to move in the stall and restrained in the stock. Results indicate that the restriction of movement is associated with increased nervous system sympathetic activity not consistent with resting conditions.
Keywords: behavior; heart rate variability; horse; measurement; reliability; restriction of movement
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Dyson, S., Berger, J., Ellis, A. D., & Mullard, J. (2018). Development of an ethogram for a pain scoring system in ridden horses and its application to determine the presence of musculoskeletal pain. Journal of Veterinary Behavior, 23, 47–57.
Abstract: There is evidence that more than 47% of the sports horse population in normal work may be lame, but the lameness is not recognized by owners or trainers. An alternative means of detecting pain may be recognition of behavioral changes in ridden horses. It has been demonstrated that there are differences in facial expressions in nonlame and lame horses. The purpose of this study was to develop a whole horse ethogram for ridden horses and to determine whether it could be applied repeatedly by 1 observer (repeatability study, 9 horses) and if, by application of a related pain behavior score, lame horses (n = 24) and nonlame horses (n = 13) could be differentiated. It was hypothesized that there would be some overlap in pain behavior scores among nonlame and lame horses; and that overall, nonlame horses would have a lower pain behavior score than lame horses. The ethogram was developed with 117 behavioral markers, and the horses were graded twice in random order by a trained specialist using video footage. Overall, there was a good correlation between the 2 assessments (P < 0.001; R2 = 0.91). Behavioral markers that were not consistent across the 2 assessments were omitted, reducing the ethogram to 70 markers. The modified ethogram was applied to video recordings of the nonlame horses and lame horses (ethogram evaluation). There was a strong correlation between 20 behavioral markers and the presence of lameness. The ethogram was subsequently simplified to 24 behavioral markers, by the amalgamation of similar behaviors which scored similarly and by omission of markers which showed unreliable results in relation to lameness. Following this, the maximum individual occurrence score for lame horses was 14 (out of 24 possible markers), with a median and mean score of 9 (±2 standard deviation) compared with a maximum score of 6 for nonlame horses, with a median and mean score of 2 (±1.4). For lame horses, the following behaviors occurred significantly more (P < 0.05, chi-square): ears back, mouth opening, tongue out, change in eye posture and expression, going above the bit, head tossing, tilting the head, unwillingness to go, crookedness, hurrying, changing gait spontaneously, poor quality canter, resisting, and stumbling and toe dragging. Recognition of these features as potential indicators of musculoskeletal pain may enable earlier recognition of lameness and avoidance of punishment-based training. Further research is necessary to verify this new ethogram for assessment of pain in ridden horses.
Keywords: Lameness; Equine behavior; Pain grading; Headshaking; Bucking; Rearing
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Whiten, A., Horner, V., Litchfield, C. A., & Marshall-Pescini, S. (2004). How do apes ape? Learn. Behav., 32(1), 36–52.
Abstract: In the wake of telling critiques of the foundations on which earlier conclusions were based, the last 15 years have witnessed a renaissance in the study of social learning in apes. As a result, we are able to review 31 experimental studies from this period in which social learning in chimpanzees, gorillas, and orangutans has been investigated. The principal question framed at the beginning of this era, Do apes ape? has been answered in the affirmative, at least in certain conditions. The more interesting question now is, thus, How do apes ape? Answering this question has engendered richer taxonomies of the range of social-learning processes at work and new methodologies to uncover them. Together, these studies suggest that apes ape by employing a portfolio of alternative social-learning processes in flexibly adaptive ways, in conjunction with nonsocial learning. We conclude by sketching the kind of decision tree that appears to underlie the deployment of these alternatives.
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A. Wiggins, & K. Crowston. (2011). From Conservation to Crowdsourcing: A Typology of Citizen Science. In 2011 44th Hawaii International Conference on System Sciences (pp. 1–10). 2011 44th Hawaii International Conference on System Sciences.
Abstract: Citizen science is a form of research collaboration involving members of the public in scientific research projects to address real-world problems. Often organized as a virtual collaboration, these projects are a type of open movement, with collective goals addressed through open participation in research tasks. Existing typologies of citizen science projects focus primarily on the structure of participation, paying little attention to the organizational and macrostructural properties that are important to designing and managing effective projects and technologies. By examining a variety of project characteristics, we identified five types-Action, Conservation, Investigation, Virtual, and Education- that differ in primary project goals and the importance of physical environment to participation.
Keywords: groupware; natural sciences computing; research and development; social sciences; crowdsourcing; citizen science typology; research collaboration; scientific research projects; virtual collaboration; Communities; Education; Monitoring; Collaboration; Organizations; Biological system modeling; Production
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Dong, D., Jones, G., & Zhang, S. (2009). Dynamic evolution of bitter taste receptor genes in vertebrates. BMC Evolutionary Biology, 9(1), 12.
Abstract: Sensing bitter tastes is crucial for many animals because it can prevent them from ingesting harmful foods. This process is mainly mediated by the bitter taste receptors (T2R), which are largely expressed in the taste buds. Previous studies have identified some T2R gene repertoires, and marked variation in repertoire size has been noted among species. However, the mechanisms underlying the evolution of vertebrate T2R genes remain poorly understood.
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Clutton-Brock, T. H., & Harvey, P. H. (1980). Primates, brains and ecology. J. Zool. Lond., 190(3), 309–323.
Abstract: The paper examines systematic relationships among primates between brain size (relative to body size) and differences in ecology and social system. Marked differences in relative brain size exist between families. These are correlated with inter-family differences in body size and home range size. Variation in comparative brain size within families is related to diet (folivores have comparatively smaller brains than frugivores), home range size and possibly also to breeding system. The adaptive significance of these relationships is discussed.
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