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Flannery, B. (1997). Relational discrimination learning in horses. Appl. Anim. Behav. Sci., 54(4), 267–280.
Abstract: This series of studies investigated horses' ability to learn the concept of sameness under several different conditions. Before experimentation began, three horses were shaped to touch individually presented stimuli with their muzzles, and then to make two responses to two matching cards from an array of three. A modified version of the identity matching-to-sample (IMTS) procedure was used to present stimuli in a variety of configural arrangements on a barn wall (Experiment 1 and Experiment 2), and on a flat panel mounted to a barn door (Experiment 3). The task in each experiment was to select the two stimulus cards that were the same (either circles or Xs) and to avoid the nonmatching stimulus card (either a star or a square). In Experiment 1, the mean accuracy rate for selecting the matching alternatives was 74%. The horses' accuracy levels reached a mean level of 83% during Experiment 2, in which they received additional trials and an intermittent secondary reinforcement schedule. In Experiment 3, when the stimuli were moved further apart from each other within arrangements and were presented on a novel background, the mean accuracy rate was 73%. These data demonstrate that horses can learn complex discrimination problems involving the concept of sameness, and that they are able to generalize this learning to a novel stimulus presentation situation. These results also suggest that a relational discrimination test may be useful for assessing horses' learning ability and the level of training appropriate for individual horses.
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Slater, C., & Dymond, S. (2011). Using differential reinforcement to improve equine welfare: Shaping appropriate truck loading and feet handling. Behav. Process., 86(3), 329–339.
Abstract: Inappropriate behavior during common handling procedures with horses is often subject to aversive treatment. The present study replicated and extended previous findings using differential reinforcement to shape appropriate equine handling behavior. In Study 1, a multiple baseline across subjects design was used with four horses to determine first the effects of shaping target-touch responses and then successive approximations of full truck loading under continuous and intermittent schedules of reinforcement. Full loading responses were shaped and maintained in all four horses and occurrences of inappropriate behaviors reduced to zero. Generalization of the loading response was also observed to both a novel trainer and trailer. In Study 2, a changing criterion design was used to increase the duration of feet handling with one horse. The horse's responding reached the terminal duration criterion of 1 min and showed consistent generalization and one-week maintenance. Overall, the results of both studies support the use of applied equine training systems based on positive reinforcement for increasing appropriate behavior during common handling procedures.
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