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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.
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Jezierski, T., Jaworski, Z., & Górecka, A. (1999). Effects of handling on behaviour and heart rate in Konik horses: comparison of stable and forest reared youngstock. Appl. Anim. Behav. Sci., 62(1), 1–11.
Abstract: Thirty foals and young Konik horses born in 3 consecutive years and reared up to weaning either in a forest reserve (R) or conventional stable (S) were compared with respect to behavioural reactions and heart rate (HR) during handling manipulations. The foals were randomly allocated within sex and rearing group to one of two handling treatments. Intensively handled (IH) foals received a 10-min handling, 5 days/week, beginning at the age of 2 weeks (S foals) or 10 months (R foals), and lasting up to the age of 24 months. During handling IH foals were haltered, touched, rubbed and their feet were picked up; non-handled (NH) foals were not handled except for routine or emergency veterinary care. The horses were tested at the age of approximately 6 months (S only) and 12, 18 and 24 months of age. In a test comprising catching the horse on a paddock, leading away from and towards the stable, picking up feet and being approached by an unfamiliar person, the horses' behaviour was scored and the HR was recorded telemetrically. The IH horses scored better as far as manageability behaviour is concerned (P<0.001) and demonstrated lower HR than the NH ones and the S horses scored better than R ones (P<0.001). Fillies demonstrated higher HR than colts (P=0.007). Youngstock of all groups tended to be less manageable at the age of 24 months than at 18 months. Differences between youngstock stemming from particular harems from the reserve seem to be related to differences in accidental contact with people visiting the forest reserve.
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