Behavioral, demographic, and management influences on equine responses to negative reinforcement

Rein tension in harness trotters during on-track exercise

Horseracing is under public scrutiny with increasing demands to safeguard horse welfare. It is accepted that, as a result of bit pressure and/or equipment, mouth lesions accompany many types of horse use, including racing. However, there are currently no data available on the range of bit pressures in driven trotters. Our aim was to investigate whether rein tension (RT, proxy for bit pressures) differs among gaits, between tempo within gait, between horses and drivers, and between left/right reins. Standardbreds (n = 9), driven by experienced drivers (n = 11), performed exercise tests on a racetrack (cross-over design; total 31 tests, data available from 26 tests). Horses' motion symmetry was measured before tests (trotting in hand). Rein tension, speed and heart rate were measured during exercise. A moving-window filter was applied to RT raw data. Median, maximum and interquartile range for the estimated stride median RT were determined for each rein (left/right) and segment: walk; circling in slow trot followed by transition to faster trot; fast (racing) trot; and slowing down to walk. Mixed models were used for statistical analysis. Least square means for segment median RT ranged between 17-19 N in walk, 34-40 N during circling-accelerating, 51-62 N in fast trot, and 53-71 N for slowing down. Segment maximum RT was between 60-81 N in walk, 104-106 N during circling-accelerating, 72-86 N in fast trot, and 86-129 N during slowing down. Interquartile ranges were between 7-9 N in walk, 28-31 N during circling-accelerating, 8-10 N in fast trot, and 12-18 N for slowing down. Hind limb asymmetry exceeded the recommended threshold in three horses and was associated with higher median (48 N) and maximum (106 N) RT than symmetric horses (29 N and 73 N, respectively, p < 0.01). Consistent left-right asymmetry in RT was more common among horses than among drivers. Rein tension increased with increasing heart rate (p ≤ 0.0006). Rein tensions were higher than those reported during riding or in horses worked from the ground. The findings of high RT, taken together with the high reported prevalence of oral injuries in harness trotters, call for further research into RT, motion symmetry and use of equipment.

Equine Responses to Acceleration and Deceleration Cues May Reflect Their Exposure to Multiple Riders

Simple Summary

Successful horse training depends on riders giving clear and consistent cues. When cues are inconsistent, the horse may become confused, frustrated, or unresponsive. It is likely that each rider or horse trainer differs in the way they deliver training cues because humans vary in their weight, height, riding style, handedness, experience, and skill level. This study explored relationships between the number of people to ride or handle a horse and the horse’s response to training cues. Data describing 1819 horses and ponies were obtained from the Equine Behavior Assessment and Research Questionnaire (E-BARQ), an online global survey of horse owners and caregivers. The number of riders or handlers showed a significant relationship with two behavioural indices. Specifically, as the number of riders or handlers increased, horses were more difficult to accelerate and less difficult to decelerate compared to horses with fewer riders or handlers. This could indicate that an increase in rider or handler numbers is associated with those horses becoming relatively more unresponsive to leg and whip cues than to rein cues.

Abstract

It is logical to assume that horses with multiple riders encounter variation in application of training cues. When training cues are inconsistent, we expect to see a decrease in trained responses or an increase in conflict behaviours. This study investigated the relationship between the number of people that regularly ride or handle a horse and the horse’s response to operant cues. Data on 1819 equids were obtained from the Equine Behavior Assessment and Research Questionnaire (E-BARQ), an online global survey of horse owners and caregivers. Three mutually independent indices (acceleration, deceleration, and responsiveness) were derived from a parallel analysis of E-BARQ items related to acceleration and deceleration cues. These indices were then subjected to multivariable modelling against a range of dependent variables including horse and human demographics, horse management, and the number of riders or handlers. The number of riders or handlers was a significant predictor for two out of three indices. As the number of riders or handlers increased, horses were more difficult to accelerate (regression coefficient = 0.0148 ± 0.0071; p = 0.0366) and less difficult to decelerate (regression coefficient = −0.017 ± 0.008; p = 0.030) than those with fewer riders or handlers. These findings suggest that horses’ responses to rein tension cues are more persistent than their responses to leg pressure or whip cues. Alternatively, horses with these responses may be actively selected for multiple rider roles. Longitudinal studies of this sort should reveal how the number of riders or handlers affects horse behaviour and could lead to safer and more humane equestrian practices.

Validation of the Equine Behaviour Assessment and Research Questionnaire (E-BARQ): A New Survey Instrument for Exploring and Monitoring the Domestic Equine Triad

Simple Summary

The Equine Behaviour Assessment and Research Questionnaire (E-BARQ) is an online questionnaire collecting information from horse-owners and riders on their horses’ training, management and behaviour. In order to compare different populations of domestic equids—for example, according to their breed, discipline, training or management type—it is important that the questionnaire administered to participants has been validated and found to be reliable. The questionnaire must reflect a true assessment of the horse’s behaviour, and, when taken by different users or the same user over time, the results should remain consistent. This article describes the process of validating the E-BARQ questionnaire, using three separate procedures. The results confirmed that the E-BARQ represents a standardised and validated behavioural assessment tool for horses.

Abstract

The Equine Behaviour Assessment and Research Questionnaire (E-BARQ) was developed to obtain quantitative data on the domestic equine triad: training, management and behaviour. It can be taken repeatedly, thus collecting longitudinal data to enable evaluation of how changes in a horse’s training and management are reflected in that horse’s behaviour over time and how these changes can impact horse welfare in the longer term. Questionnaire validation and reliability were tested by determining (a) whether an owner’s subjective ratings of their horse’s problematic behaviours or undesirable temperament traits were reflected in the questionnaire scores obtained for that horse (construct validity), (b) whether two respondents, equally familiar with a particular horse, reported comparable scores for that horse through the questionnaire (inter-rater reliability), and (c) whether the same respondent, scoring the same horse after a known interval of time, recorded similar responses (intra-rater reliability). Construct validity testing of 1923 responses showed significant alignment between owners’ reported experience of focal horses’ behaviour and those horses’ E-BARQ scores, with scores varying from 1.13 to 1.34 for ridden horse behaviour (all p < 0.001) and from 1.06 to 1.43 for non-ridden horse behaviour (all p < 0.001). Inter-rater reliability testing of ten horse–rider pairs revealed that 203 of the 215 question items were significantly aligned (p < 0.001) when tested by two independent raters. Of the remaining 19 items, four had fair alignment (ĸ = 0.174–0.316; p = 0.281) and ten items, largely related to whether the horse shows behavioural signs related to anxiety when taken away from home, did not align (ĸ = 0; p = 1). Intra-rater reliability tests showed that the responses significantly aligned on all 215 question items tested (p < 0.001). The results of these tests confirmed the construct validity and reliability of E-BARQ as a standardised behavioural assessment tool for horses.

Identifying Sources of Potential Bias When Using Online Survey Data to Explore Horse Training, Management, and Behaviour: A Systematic Literature Review

Owner-reported behavioural observations form an essential part of the veterinarians’ diagnosis and treatment plan. The way we train and manage horses affects their behaviour and, in turn, their health and welfare. Current horse training and management practices are largely driven by traditional techniques and longstanding methodologies. These approaches generally lack an evidence base for evaluation purposes. The absence of evidence and evaluation contributes to the persistent use of risky practices and this, in turn, increases risk of potential harms for both horse and rider, and fuels questioning of the equine industry’s current social license to operate. Objective evidence is required to make training and management decisions based on demonstrable best practice. Large-scale experimental or intervention studies using horses are generally not practical because of the associated costs and logistics of gaining ethical approval. Small studies generally lack statistical power and are subject to the effects of many forms of bias that demand caution in the interpretation of any observed effects. An alternative to collecting large amounts of empirical data is the use of owner-reported observations via online survey. Horse owners are ideally placed to report on the domestic equine triad of training, management, and behaviour. The current article highlights three sources of potential bias in a systematic review of literature on large-scale online studies of horse owners’ observational reports that met the following selection criteria: English-language, published, peer-reviewed articles reporting on studies with over 1000 respondents and open access to the survey instrument. The online surveys were evaluated for three common forms of bias: recall, confirmation, and sampling bias. This review reveals that online surveys are useful for gathering data on the triad of horse training, management, and behaviour. However, current use of online surveys to collect data on equitation science (including horse training, management, and behaviour) could be improved by using a standardised and validated tool. Such a tool would facilitate comparisons among equine and equitation science studies, thus advancing our understanding of the impacts of training and management on horse behaviour. The authors of the current review suggest the use of a standardised behavioural and management assessment tool for horses. Such a tool would help define what constitutes normal behaviour within geographically disparate populations of horses, leading to improvements in rider safety and horse welfare.

Morphometric Characteristics of the Skull in Horses and Donkeys-A Pilot Study

Horses and donkeys belong to the genus Equus, but important differences exist between the species, many of which affect their management and welfare. This study compared skull morphology between horses and donkeys. Horse (n = 14) and donkey (n = 16) heads were obtained post-mortem, sectioned sagittally close to the midline, and photographed for subsequent measurement of various skull structures. Skull, cranial, nasal, and profile indices were calculated for topographical comparisons between the species. The olfactory bulb area (OBA), OB pitch (the angle between the hard palate and the OB axis), and whorl location (WL) were also measured. A General Linear Model determined the main effect of species with Sidak's multiple comparisons of species' differences among the various measurements. There was no species difference in cranial or nasal indices (p > 0.13), but donkeys had a larger cranial profile than horses (p < 0.04). Donkeys had a smaller OBA (p < 0.05) and a steeper OB pitch (p < 0.02) than horses. The WL corresponded to the level of the OB in horses but was extremely rostral in donkeys (p < 0.0001). These results show clear differentiation in skull morphology between horses and donkeys. This may be useful in validating other physiological and behavioural differences between horses and donkeys.

Reported Behavioural Differences between Geldings and Mares Challenge Sex-Driven Stereotypes in Ridden Equine Behaviour

Simple Summary

It has been shown that people within the horse industry have preconceived ideas about horse behaviour, temperament and rideability, based solely on the sex of the horse. Such ideas can have welfare implications, if personnel allow bias to affect their interactions with particular horses. Such welfare implications include employment of harsher training methods, and increased horse wastage. The current study explored data on riders’ and trainers’ reports of ridden horse behaviour. Reported sex-related behavioural differences were evaluated based on 1233 responses from the pilot study of the Equine Behaviour and Research Questionnaire (E-BARQ) survey. Results from the study suggest there are some sex-related differences in behaviour between male and female horses; geldings are more likely to chew on rugs and lead ropes when tied, and mares are more likely to move away when being caught in paddock. However, there was no evidence of sex-related differences associated with behaviour when ridden which may warrant further investigation. Findings from this study may be used to educate riders and trainers about the need to regard behaviour and motivation in ridden horses as sex-neutral.

Abstract

Horse trainers and riders may have preconceived ideas of horse temperament based solely on the sex of the horse. A study (n = 1233) of horse enthusiasts (75% of whom had more than 8 years of riding experience) revealed that riders prefer geldings over mares and stallions. While these data may reflect different sex preferences in horses used for sport, they may also reduce the chances of some horses reaching their performance potential. Further, an unfounded sex prejudice is likely to contribute to unconscious bias when perceiving unwanted behaviours, simplistically attributing them to demographic characteristics rather than more complex legacies of training and prior learning. The current study analysed reported sex-related behavioural differences in ridden and non-ridden horses using data from responses to the pilot study of the Equine Behaviour Assessment and Research Questionnaire (E-BARQ) survey. Respondents (n = 1233) reported on the behaviour of their horse using a 151-item questionnaire. Data were searched for responses relating to mares and geldings, and 110 traits with the greatest percentage difference scores between mares and geldings were selected were tested for univariate significance at p < 0.2. Multivariable modelling of the effect of sex (mare or gelding) on remaining traits was assessed by ordinal logistic regression, using a cumulative proportional log odds model. Results revealed mares were significantly more likely to move away when being caught compared to geldings (p = 0.003). Geldings were significantly more likely to chew on lead ropes when tied (p = 0.003) and to chew on rugs (p = 0.024). However, despite sex-related differences in these non-ridden behaviours, there was no evidence of any significant sex-related differences in the behaviours of the horses when ridden. This finding suggests that ridden horse behaviour is not sexually dimorphic or that particular horse sports variously favour one sex over another.

Rein Tension in Transitions and Halts during Equestrian Dressage Training

Simple Summary

In the equestrian dressage discipline, the transitions (changes) between gaits and into halts, occur often in riding sessions. Rein tension before, during and after the transitions between gaits, and the transitions into halts were studied. The vertical motion data for the horse’s head and croup, and rein tension data were collected from six professional riders, each riding three of their own horses during normal training sessions. The horse training levels varied from basic to advanced. The activities during the sessions were categorised into gaits, transitions between gaits and into halts based on video evaluation. The transitions were categorised according to whether they had intermediate steps that were not characteristic of the preceding or the following gait. The rein tension just before the transition was strongly related to rein tension during the transitions. There was slightly lower tension during the upward transitions than during the downward transitions. There was no difference in rein tension depending on whether intermediate steps were present or not. The left rein tension was generally lower than the right rein tension. The rein tension associated with the transitions and halts varied substantially between riders and also the horses. This information is useful for trainers seeking to understand the rein tension patterns associated with transitions.

Abstract

In dressage, the performance of transitions between gaits and halts is an integral part of riding sessions. The study aimed to evaluate rein tension before, during and after the transitions between different gaits and the transitions into halts. The kinematic (inertial measurement units) data for the head and croup, and rein tension data, were collected (128 Hz) from six professional riders each riding three of their own horses, training levels varying from basic to advanced, during normal training sessions. The activities were categorised into gaits, halts and transitions based on video evaluation. The transitions were categorised as without (type 1) or with (type 2) intermediate steps that are not normally present in the gaits preceding or following the transition. The differences in the median rein tension before/during/after transitions, between the types and left/right reins were analysed in mixed models. The rein tension just before the transition was the strongest determinant of tension during the transition. The rein tension was slightly lower during upward transitions compared to downward transitions, reflecting the pattern of the preceding gait. Type 1 and 2 downward transitions were not different regarding rein tension. The left rein tension was lower than right rein tension. The rein tension associated with the transitions and halts varied substantially between riders and horses. The generally strong association of the gaits and their inherent biomechanics with rein tension should be taken into account when riding transitions and halts.

From Science to Practice: A Review of Laterality Research on Ungulate Livestock

In functional laterality research, most ungulate livestock species have until recently been mainly overlooked. However, there are many scientific and practical benefits of studying laterality in ungulate livestock. As social, precocial and domestic species, they may offer insight into the mechanisms involved in the ontogeny and phylogeny of functional laterality and help to better understand the role of laterality in animal welfare. Until now, most studies on ungulate livestock have focused on motor laterality, but interest in other lateralized functions, e.g., cognition and emotions, is growing. Increasingly more studies are also focused on associations with age, sex, personality, health, stress, production and performance. Although the full potential of research on laterality in ungulate livestock is not yet exploited, findings have already shed new light on central issues in cognitive and emotional processing and laid the basis for potentially useful applications in future practice, e.g., stress reduction during human-animal interactions and improved assessments of health, production and welfare. Future research would benefit from further integration of basic laterality methodology (e.g., testing for individual preferences) and applied ethological approaches (e.g., established emotionality tests), which would not only improve our understanding of functional laterality but also benefit the assessment of animal welfare.