Riders' Effects on Horses-Biomechanical Principles with Examples from the Literature

Movements of the horse and rider in equestrian sports are governed by the laws of physics. An understanding of these physical principles is a prerequisite to designing and interpreting biomechanical studies of equestrian sports. This article explains and explores the biomechanical effects between riders and horses, including gravitational and inertial forces, turning effects, and characteristics of rider technique that foster synchronous movement with the horse. Rider symmetry, posture, and balance are discussed in the context of their relationship to rider skill level and their effects on the horse. Evidence is presented to support the feasibility of improving equestrian performance by off-horse testing followed by unmounted therapy and exercises to target the identified deficiencies. The elusive quality of harmony, which is key to a true partnership between riders and horses, is explored and described in biomechanical terms.

Static pelvic posture is not related to dynamic pelvic tilt or competition level in dressage riders

Static assessment and grouping of riders by competition level are prevalent in equestrian coaching practice and research. This study explored sagittal pelvic tilt in 35 competitive dressage riders to analyse the relationship between static and dynamic postures and assess the interaction of competition level. Riders were assessed using optical motion capture on a riding simulator at halt and in walk, trot, and left and right canter. Mean, minimum and maximum pelvic tilt, and range of motion (ROM) were measured as the pitch rotation of a rigid body formed by markers placed on the rider's left/right anterior and posterior superior iliac spines and sacrum, averaged over six time-normalised strides. Three key results emerged: (1) there are correlations between the rider's mean pelvic tilt in simulated walk, trot and canter, but not at halt; (2) mean pelvic tilt values are not significantly influenced by competition level (p = 0.233); and (3) the minimum and maximum pelvic tilt values illustrate individual strategies between gaits. Therefore, results from static assessment and grouping of riders by competition level should be interpreted with caution. Riders should be assessed as individuals, during dynamic riding-specific tasks, to understand their postural strategies.

Coordination variability reveals the features of the 'independent seat' in competitive dressage riders

The rider's ability to consistently coordinate their movements to their horse is a key determinant of performance in equestrian sport. This study investigated the inter-segmental coordination variability between the vertical displacement of a riding simulator and the pitch rotation of 28 competitive female dressage riders' head, trunk, pelvis, and left foot, in simulated medium and extended trot. A statistical non-parametric mapping three-way repeated-measures ANOVA investigated the influence of gait, competition level and segment on coordination variability. There was a significant main effect of gait and segment (p = 0.05), however, no significant effect of competition level. In medium trot, simulator-pelvis coupling was significantly (p < 0.001) less variable than simulator-head, -trunk, and -foot couplings. Significantly greater coordination variability of simulator-head and -foot relative to the trunk and pelvis suggested that riders can maintain stability in the saddle with their trunk and pelvis while allowing greater variability of their head and foot coupling to the simulator's vertical displacement. It is proposed that stronger coupling of the rider's pelvis relative to their other segments is one facet of the equestrian dressage skill of the independent seat. However, greater perturbations during simulated extended trot may necessitate a decrease in the independence of the rider's seat.

Physiological Demands and Muscle Activity of “Track-Work” Riding in Apprentice Jockeys

Purpose: To enhance performance in race riding, knowledge of current training workload is required. The objectives of this study were to quantify the physiological demands and profile the muscle activity of jockeys riding track-work. Methods: Ten apprentice jockeys and 48 horses were instrumented with heart-rate monitors, accelerometers, and a surface electromyography BodySuit (recording 8 muscle groups: quadriceps, hamstrings, gluteal, lower back, obliques, abdominal, trapezial, and pectoral) that recorded continuously while riding their normal morning track-work. Data were extracted and time matched into 200-m sections for analysis once the jockey reached steady-state canter (6.9 m·s−1). Results: Jockeys rode a mean (±SD) of 6 (1) horses each morning over 2.5 hours, spending ∼30 minutes at a canter (8.8  [ 0.7] m·s−1), with mean heart rate of 129 (11) beats·min–1 and ratings of perceived exertion representing easy-/moderate-intensity exercise. Mean magnitude of horse (0.17 [0.01] m) and jockey center of mass (0.16 [0.02] m) displacement per stride differed from that of the jockey’s head (0.11 [0.01] m, P < .05). The majority of horse oscillation was damped in the upper body with a 3-fold reduction in the medio/lateral and fore/aft planes (P < .05), to minimize jockey head movement. Lower-body muscles absorbed horse motion, with core and upper-body muscles important for postural stabilization. Conclusions: The physiological demands of riding track-work were low, with no evidence of fatigue. Future research on jockeys in races as comparison would identify the specific requirements of a jockey-specific physical conditioning program.

Performance demands in the endurance rider

Endurance is one of the fastest growing equestrian disciplines worldwide. Races are long distance competitions (40-160 km), organised into loops, over variable terrain usually within one day. Horse and rider combinations in endurance races have to complete the course in good condition whilst also aiming to win. Horse welfare is paramount within the sport and horses are required to ‘pass’ a veterinary check prior to racing, after each loop of the course and at the end of the race. Despite the health, fitness and welfare of both athletes within the horse-rider dyad being essential to achieve success, few equivalent measures assessing the wellbeing of the endurance rider are implemented. This review considers evidence from ultra-endurance sports and rider performance in other equestrian disciplines, to consider physiological and psychological strategies the endurance rider could use to enhance their competition performance. Successful endurance riding requires an effective partnership to be established between horse and rider. Within this partnership, adequate rider health and fitness are key to optimal decision-making to manage the horse effectively during training and competition, but just as importantly riders should manage themselves as an athlete. Targeted management for superior rider performance can underpin more effective decision-making promoting ethical equitation practices and optimising competition performance. Therefore, the responsible and competitive endurance rider needs to consider how they prepare themselves adequately for participation in the sport. This should include engaging in appropriate physiological training for fitness and musculoskeletal strength and conditioning. Alongside planning nutritional strategies to support rider performance in training and within the pre-, peri- and post-competition periods to promote superior physical and cognitive performance, and prevent injury. By applying an evidence informed approach to self-management, the endurance athlete will support the horse and rider partnership to achieve to their optimal capacity, whilst maximising both parties physical and psychological wellbeing.

Intersegmental strategies in frontal plane in moderately-skilled riders analyzed in ridden and un-mounted situations

The symmetry of the rider is highly relevant, and in the equestrian community it is generally thought that a symmetrical rider has a better possibility to influence the horse in an optimal way. The aim of the study was to analyse and compare frontal plane kinematics of the core body segments in ten riders while riding and while rocking a balance chair from side-to-side. It was hypothesized that the riders were asymmetrical in relation to their intersegmental strategies when comparing between left and right directions and that individual riders would display the same postural strategies when riding and when rocking the balance chair. Ten moderately-skilled riders wore a full-body marker set that was tracked by a motion capture system as they rocked a balance chair from side to side. Inertial measurement units attached to the head, trunk and pelvis were used to measure the segmental movements while riding in left and right directions. Roll rotation data for head, trunk and pelvis were averaged over available strides/cycles. Results from mixed models showed that the riders were asymmetric when comparing riding in left vs right directions, for example the trunk was rotated 19° to the right on the right circle and 14° to the left on the left circle, on average. Riders adopted the same asymmetrical posture whether they were riding in the left or right direction on straight lines, circles or leg yielding. A significant relationship was found between postural asymmetries when riding and when rocking the balance chair, one degree of pelvis or head roll asymmetry on the chair predicted 2.4 (SE 0.9) degrees of asymmetry while riding. Future studies may investigate the value of seated, off-horse postural training for improving rider symmetry and thereby equestrian performance.

Suspending loads decreases load stability but may slightly improve body stability

Here, we seek to determine how compliantly suspended loads could affect the dynamic stability of legged locomotion. We theoretically model the dynamic stability of a human carrying a load using a coupled spring-mass-damper model and an actuated spring-loaded inverted pendulum model, as these models have demonstrated the ability to correctly predict other aspects of locomotion with a load in prior work, such as body forces and energetic cost. We report that minimizing the load suspension natural frequency and damping ratio significantly reduces the stability of the load mass but may slightly improve the body stability of locomotion when compared to a rigidly attached load. These results imply that a highly-compliant load suspension could help stabilize body motion during human, animal, or robot load carriage, but at the cost of a more awkward (less stable) load.

How realistic is a racehorse simulator?

Race jockey training is demanding and technical. Increased horse care costs and demands on time have led to greater availability and use of racehorse simulators during training. Little is known about the accuracy of the simulated movement and therefore how effective they are for developing the desired technique. We quantified and compared sacral rotation and displacement vectors for a racehorse simulator and a real galloping horse. A single inertial measurement unit was placed on the sacrum of six horses (horse) during a training gallop along an all-weather seven furlong gallop and on the highest speed setting 'four' on the simulator. Displacements were calculated in all three axes before being cut into cycles and analysed along with roll and pitch. Displacement and rotation amplitudes were extracted and compared for the horse and simulator. Horse sacral movement parameters were more varied than those recorded on the simulator. The real horse exhibited greater dorso-ventral, medio-lateral and roll amplitude but smaller cranio-caudal displacement amplitude and no difference in pitch amplitude. Displacement trajectory of the simulator when viewed laterally from the left side, was anticlockwise, the opposite direction to that of the real horse leaving the regular use of a simulator during jockey training under question. Use of the racehorse simulator is beneficial to develop specific fitness and to enable physical manipulation into the optimal position. Care must be taken to avoid any detrimental effects of training with the opposite movement trajectory to that experienced during a race. The programming of the simulators may benefit from adaptations to maximise their benefits.

The kinematics and kinetics of riding a racehorse: A quantitative comparison of a training simulator and real horses

Movement of a racehorse simulator differs to that of a real horse, but the effects of these differences on jockey technique have not been evaluated. We quantified and compared the kinematics and kinetics of jockeys during gallop riding on a simulator and real horses. Inertial measurement units were attached mid-shaft to the long bones of six jockeys and the sacrum of the horse or simulator. Instrumented stirrups were used to measure force. Data were collected during galloping on a synthetic gallop or while riding a racehorse simulator. Jockey kinematics varied more on a real horse compared to the simulator. Greater than double the peak stirrup force was recorded during gallop on real horses compared to the simulator. On the simulator stirrup forces were symmetrical, whereas on a real horse peak forces were higher on the opposite side to the lead limb. Asymmetric forces and lateral movement of the horse and jockey occurs away from the side of the lead leg, likely a result of horse trunk roll. Jockeys maintained a more upright trunk position on a real horse compared to simulator, with no change in pitch. The feet move in phase with the horse and simulator exhibiting similar magnitude displacements in all directions. In contrast the pelvis was in phase with the horse and simulator in the dorso-ventral and medio-lateral axes while a phase shift of 180° was seen in the cranio-caudal direction indicating an inverted pendulum action of the jockey.