Champing at the Bit for Improvements: A Review of Equine Welfare in Equestrian Sports in the United Kingdom

Stakeholder Views on the Potential Benefits and Feasibility of an Equestrian Industry-Specific Health, Safety and Welfare Management System

With the growth of the equestrian industry, risk exposure and the obligation to maintain the health, safety, and welfare of humans and horses remain front and centre. As there has been no apparent reduction in non-fatal human horse-related injuries, we asked industry stakeholders to discuss their current management and risk mitigation practices and highlight potential barriers to improving these processes. Semi-structured interviews were conducted with 20 stakeholders from Australian equestrian work- (n = 9) and non-work- (n = 11) related organisations to determine the potential benefits and feasibility of adopting an industry-specific health, safety, and welfare (HSW) management system. The International Organisation for Standardisation (ISO) 45001:2018 Occupational Health and Safety Management framework, often used by high-risk industries, guided deductive data coding. Most participants preferred formal HSW management systems and supported improvements in their current HSW practices. Industry gaps included (1) lack of training, education material, and competency; (2) social licence to operate (SLO) regarding horse welfare; and (3) management of and resistance to change. Industry barriers included (1) lack of good governance and (2) poor safety culture related to tradition and human behaviours. Most stakeholders sought further collaboration, HSW guidance materials, and national industry representation opportunities, with supporting the concept of an adaptable industry-specific HSW management system. Further multi-sector equestrian stakeholder engagement is recommended to determine the feasibility of adopting and modifying (ISO) 45001:2018 as a suitable equestrian industry-specific HSW management system.

Hyperflexing the horse's neck: a systematic review and meta-analysis

The article reports a meta-analysis of 58 peer-reviewed studies investigating on dorsoventral hyperflexion of the neck in horses, a practice under substantial public and scientific scrutiny for the past two decades. The following databases were last searched on 28.05.2023: CAB, Google Scholar, Web of Science, NAL/Agricola, PubMed and ScienceDirect. After evaluating the conclusions of each study, we performed statistical analyses to establish a consensus on welfare and performance (performance marks, kinematics and musculoskeletal) outcomes in horses performing with a hyperflexed head and neck posture (HNP). The analysis revealed that a significant majority of the articles (75% of n = 36; Z = 3.00; P>|Z|=0.0027) expressed concerns about the welfare of horses working in this posture. Parameters such as dressage training level, prior experience, duration, and method of achieving the hyperflexed posture did not influence welfare concern conclusions significantly (P > 0.1). Therefore, it appears that the practice impairs welfare regardless of how it is imposed. A concurrent assessment of the weight of evidence for performance benefits showed inconclusive results: approximately one-quarter of the studies showed benefits and one-quarter detrimental effects, while the largest proportion (44%) showed no significant effect on performance. On balance, it appears that the costs associated with hyperflexed HNPs exceed potential benefits.

Comparative analysis of breeding patterns and reproductive efficiency of mares in subtropical conditions of Pakistan

BACKGROUND AND AIM

The present study aimed to evaluate and compare the overall and breed-specific seasonal breeding patterns, fertility rates, cyclicity, and follicular dynamics of Arab, Thoroughbred, and Percheron mares under the subtropical conditions of Pakistan.

MATERIALS AND METHODS

A retrospective analysis of climatic data and breeding records of eleven breeding studs spanning four years (2020-2023) was made to find out the overall seasonality in the breeding pattern of mares. Fifty mares of each breed (n = 150 in total) were scanned by ultrasonography for a calendar year to find the cyclicity pattern and follicular dynamics (follicular growth rate, size of ovulatory follicle, and days from estrus till ovulation).

RESULTS AND DISCUSSION

The statistical analysis of breeding records demonstrated a clear pattern of seasonal breeding (p< 0.05). The highest monthly foalings were noted in March (247 ± 45.37), and overall breeding activities peaked in Spring season (p< 0.05). Breed-specific results of Arab, Thoroughbred, and Percheron mares revealed that Arab mares maintained stable breeding activity throughout the year, with the highest activity in spring and peak conception rate in winter (56.25% ± 32.78; p > 0.05). Thoroughbred mares experienced significant seasonal declines from spring to winter with a peak conception rate in winter (63.89% ± 27.37, p > 0.05). Percherons showed the most pronounced seasonal effects, especially with a high fall conception rate (73.04% ± 19.61) and a sharp decrease in winter breeding metrics (p< 0.05). Furthermore, Thoroughbred and Percheron mares displayed the most pronounced seasonal effects on the percentage of cyclic mares 77.3% and 56% in winters (p< 0.05). Moreover, the follicular dynamics of the three breeds also exhibited significant differences (p< 0.05).

CONCLUSION

The current study concludes that seasonal and breed-specific variability exists among the reproductive parameters of Arab, Thoroughbred, and Percheron mares in subtropics, necessitating breed-specific reproductive management measures to maximize mare breeding efficiency.

Social facilitation of trotting: Can horses perceive and adapt to the movement of another horse?

Exercise intensity is prone to be self-regulated in horses exercising freely. The main drivers include social, feeding and escape behaviors, as well as the operant conditioning. We hypothesized that self-regulated exercise intensity may increase due to the presence of another horse exercising ahead. Seven horses were assigned to a 2x2 crossover trial following treadmill familiarization. Video images of a trotting horse were displayed on the wall in front of the experimental unit (Visual), which was positioned in the treadmill. Physiological and behavioral markers were further compared with a control visual stimulus (Co), comprising a racetrack image without horses. Horses were sampled during a constant load exercise test (1) at rest (baseline), (2) after the warm-up (0 - 10th minute) and (3) after visual stimulation or control (10th- 12th minutes of the SET) to quantify plasma lactate and glucose concentration, heart rate, head angle, as well as behavioral markers. Following visual stimulation, heart rate (130.8 ± 27.8 b.p.m.) was higher than control (84.7 ± 15.1 b.p.m., P = .017), as was plasma lactate (Visual - 5.28 ± 1.48 mg/dl; Co -3.27 ± 1.24 mg/dl, P = .042) and head angle (Visual - 36.43 ± 3.69°; Co -25.14 ± 4.88°, P = .003). The prevalence of "ears forward" behavior was also higher following Visual (100% - 7/7) than Co (14% - 1/7, P = .004). These results suggest that visual stimulus (1) was safe and well tolerated and (2) prompted the anaerobic lactic pathways and shifted the behavior to a vigilant state. In conclusion, horses were able to perceive and adapt to a social environment. Our findings validate the use of social facilitation of trotting to encourage horses to move forward avoiding the use of the whip.

Physiological stress responses in horses participating in novice endurance rides

Horses participating in endurance events encounter enormous physical challenges. Heart rate (HR) and heart rate variability (HRV) have been reported before and after endurance rides, but these have not been determined during the rides. Moreover, the modulation in HRV and haematology in horses with different ride results (completed a course or disqualified due to irregular gait) have not been elucidated. Therefore, this study aimed to investigate changes in HR, HRV, and haematological parameters during novice endurance rides and to compare these parameters between horses that successfully completed the course (SC) or were disqualified for irregular gait (FTQ-GA). Beat-to-beat (RR) intervals of 16 healthy horses (aged 6-14 years) were recorded before and throughout the approximately 40 km endurance event. Blood samples were taken at the pre-ride inspection and after passing each veterinary inspection. HRV and haematology measures were determined from nine SC and seven FTQ-GA horses. Horses with different ride results demonstrated distinctive physiological stress responses. Increases in PCV, RBC, WBC and neutrophils after completing the ride were found only in SC horses, implying that they were ridden with greater effort than FTQ-GA horses. A reduction in HRV during warm-up, followed by a significant reduction during the first and second riding phases, was observed. HRV returned to baseline at the compulsory rest period of both phases. FTQ-GA horses experienced lower RR intervals, RR triangular index, modified deceleration capacity, very-low-frequency band, and parasympathetic nervous system index, coinciding with higher HR and sympathetic nervous system and stress indices than SC horses. These results indicated that endurance horses revealed a shift toward sympathetic activity during the ride. Lower parasympathetic activity in FTQ-GA horses suggests they were under more stress or discomfort than SC horses in novice endurance rides. These results have welfare implications, indicating the need for additional rest breaks in FTQ-GA horses.

Comparison of daily heart rate and heart rate variability in trained and sedentary aged horses

Athletic horses are usually retired from equestrian competition at an advanced age. Aged horses may then continue to have regular exercise or are sedentary. The comparison of autonomic regulation between sedentary aged horses (SAH) and trained aged horses (TAH) after retirement remains unpublished. This study compared daily heart rate (HR) and heart rate variability between 11 SAH and 11 TAH over 22 h (07.00 h to 05.00 h on an alternate day) and during the day and night. An increase in mean beat-to-beat (RR) intervals (p < 0.01-0.0001) and parasympathetic nervous system (PNS) index (p < 0.05-0.0001), corresponding to the decreased HR and sympathetic nervous system (SNS) index (p < 0.01-0.0001), was observed at night. Compared to SAH, lowered mean HR and SNS index, corresponding to elevated mean RR intervals and very-low-frequency bands, were marked in TAH during the day (p < 0.05 for all variables). Whereas the standard deviation of the RR intervals index was higher in TAH than in SAH during the day and night (p < 0.05 for both periods). It was suggested that aged horses with different physical activities revealed distinct autonomic responses. TAH demonstrated higher HRV than SAH during the day. A decreased HR in TAH is prone to result from a reduced SNS role, leading to a shift toward more PNS activity during the day. More research is warranted to determine to what extent the autonomic regulation is modulated by accompanying higher exercise volume or programmed exercise in aged horses.

Changes in the equine facial repertoire during different orthopedic pain intensities

A number of facial expressions are associated with pain in horses, however, the entire display of facial activities during orthopedic pain have yet to be described. The aim of the present study was to exhaustively map changes in facial activities in eight resting horses during a progression from sound to mild and moderate degree of orthopedic pain, induced by lipopolysaccharides (LPS) administered in the tarsocrural joint. Lameness progression and regression was measured by objective gait analysis during movement, and facial activities were described by EquiFACS in video sequences (n = 348, total length 892.5 min) of the horses obtained when resting in their box stalls. Predictive modeling identified 16 action units and action descriptors, related to ears, eyes, and lower face. Lower lip depressor (AU16), lips part (AU25), half blink (AU47), single ear forward (SEAD101) and single ear rotator (SEAD104) were selected as co-occurring significantly more in horses with pain than in horses without pain. The major change in co-occurring facial activities occurred in the transition from no pain to mild pain. In conclusion, resting horses with induced orthopedic pain showed a dynamic upper and lower facial repertoire and the relationship between level of pain intensity and facial activity appears complex.

Changing Hearts and Minds in the Equestrian World One Behaviour at a Time

Equestrianism is currently facing a range of pressing challenges. These challenges, which are largely based on evolving attitudes to ethics and equine wellbeing, have consequences for the sport's social licence to operate. The factors that may have contributed to the current situation include overarching societal trends, specific aspects of the equestrian sector, and factors rooted in human nature. If equestrianism is to flourish, it is evident that much needs to change, not the least, human behaviour. To this end, using established behaviour change frameworks that have been scientifically validated and are rooted in practice-most notably, Michie et al.'s COM-B model and Behaviour Change Wheel-could be of practical value for developing and implementing equine welfare strategies. This review summarises the theoretical underpinnings of some behaviour change frameworks and provides a practical, step-by-step approach to designing an effective behaviour change intervention. A real-world example is provided through the retrospective analysis of an intervention strategy that aimed to increase the use of learning theory in (educational) veterinary practice. We contend that the incorporation of effective behaviour change interventions into any equine welfare improvement strategy may help to safeguard the future of equestrianism.

Longitudinal Training and Workload Assessment in Young Friesian Stallions in Relation to Fitness, Part 2-An Adapted Training Program

Young Friesian stallions have to complete a 10-week training program (70-day test) for acceptance as a breeding stallion. Part one of this study showed that the 70-day test was too intense and led to reduced fitness. In the present (part two) study, the effects of an adapted training program were studied. Training frequency and minutes of cantering per week were lowered compared with part one. The external workload (EW) of sixteen stallions (3.4 ± 0.8 years) was monitored during the 6-weeks before testing (preparation period) as well as during the 70-day test. Standardized exercise tests (SETs) were performed in week 1 (SET-I), 6 (SET-II), and 10 (SET-III) of the 70-day test, measuring heart rate (HR) and plasma lactate concentration (LA). Linear mixed effect models were used to analyze the EW, and the HR and LA related to the SETs. The EW increased from the preparation period to the 70-day test; this increase in the EW was lower compared with the original training program. The horses showed lower HR and LA levels in SET-III compared with SET-I. The young Friesian horses were at risk to be overtrained in part one, but the adapted training program resulted in increased fitness. This study shows that a carefully chosen program is necessary to improve the performance and welfare of (young) horses.

Sustainability and the Thoroughbred Breeding and Racing Industries: An Enhanced One Welfare Perspective

As society debates the use of animals in sport, entertainment, and leisure, there is an increasing focus on the welfare, social, and ecological impacts of such activities on the animals, human participants, people close to them, and the physical environment. This article introduces the "Enhanced One Welfare Framework" to reveal significant costs and benefits associated with Thoroughbred breeding and racing globally. In addition, relative to calls to ban horseracing and similar activities as part of sustainability approaches that focus chiefly on animals, the "Enhanced One Welfare Framework" is better positioned politically to guide discussions that renegotiate the conditions under which horses are used for sport and the impact racing has on humans and the planet. In 2020, the International Federation of Horseracing Authorities issued its minimum horse welfare standards based on the Five Domains model, positioning lifelong horse welfare as "fundamentally important to the viability and sustainability of the industry". In this article, we critique the One Welfare framework's historic lack of focus on sport and enhance it by including sport, leisure, and entertainment and framing it within the Five Domains model. We offer a novel extension of the Five Domains model beyond animal welfare to consider human welfare and the physical environmental impacts of the sport, leisure, and entertainment industries and propose innovations that may help thoroughbred breeding and racing assure a sustainable future.

A Bioeconomic Model for the Thoroughbred Racing Industry-Optimisation of the Production Cycle with a Horse Centric Welfare Perspective

The Thoroughbred racing industry faces new and competing pressures to operate within a modern, changing society. Three major moderators drive the focus and productivity of the industry worldwide: economic sustainability, horse biology and social licence to operate. This review proposes that despite the apparent homogeneity in the structure of racing across jurisdictions due to international regulation of the sport, there are significant differences within each jurisdiction in each of the three moderators. This creates challenges for the comparison of injury risk factors for racehorses within the industry across different jurisdictions. Comparison of the relative distribution of racing and gambling metrics internationally indicates that the Asian jurisdictions have a high focus on gambling efficiency and high economic return of the product, with a high number of starts per horse and the highest relative betting turnover. In contrast, the racing metrics from the USA have proportionally low racing stakes and fewer horses per race. These differences provide insight into the sociology of horse ownership, with a shift from the long-term return on investment held by most jurisdictions to a short-term transitional view and immediate return on investment in others. Wastage studies identify varying risks influenced by the predominant racing culture, training methods, production focus and environment within individual jurisdictions. Increasing societal pressure to maintain high racehorse welfare and reduce the negative impact of gambling poses fluctuating risks to each jurisdiction's social licence to operate. Based on the data presented within this review, the authors propose that the use of a bioeconomic model would permit consideration of all three moderators on industry practice and optimisation of the jurisdiction-specific production cycle with a horse-centric welfare perspective.

Trialling Locally Made, Low-Cost Bits to Improve Bit-Related Welfare Problems in Cart Horses: Findings from a Study in Senegal

Bits used for cart horses in Senegal are typically made of recovered construction iron and often have defects related to design, shape, fit and metal quality. Consequently, there is widespread presence of bit-related oral injury amongst these equids. It was hypothesised that improving bit design would ameliorate bit-related welfare issues for working cart horses. This study aimed to develop locally made alternative bit prototypes and test their efficacy as less harmful to working horses, and their acceptability to their drivers. Eight animal-based welfare indicators (four physical and four behavioural) were designed to measure positive or negative effects of the new bits. Following a testing phase to appraise and mitigate potential animal welfare risk associated with the alternative bit designs, a total of 540 driver/horse combinations were opportunistically selected across five municipalities in Senegal. Welfare indicators were observed when new bits were introduced and again after 21 weeks of daily use. The results indicated statistically significant improvements in all welfare indicators measured (i.e., lesions on lip commissures, tongue, buccal mucosa and bars; and open mouth, tongue loll, head toss/shake, and head tilt/turn behaviours). None of the drivers reported any difficulty with horse control, nor chose to revert back to their original bits. Whilst acknowledging the limitation of inability to control all potential confounding variables, these preliminary findings suggest the bit itself as an important contributor to oral injury, and the possibility to improve this through alternative bit design that is low-cost, locally produced and acceptable to drivers.

"Not All Who Wander Are Lost": The Life Transitions and Associated Welfare of Pack Mules Walking the Trails in the Mountainous Gorkha Region, Nepal

Equids in general experience transient lives where ownership may change multiple times, for working equids this can be more extreme where ownership changes are not only numerous but abrupt, and situations encountered prove difficult, diverse and tough for equids to adapt. In this study, we investigate the life cycle of pack mules in Nepal, investigating the challenges they face during their lives through to end of life. To gain insight into the lives of mules, we conducted semi-structured interviews and livelihood surveys with 27 key informants, gathering the perspectives of the people working with mules. Welfare assessments of the mules were undertaken via the Equid Assessment Research and Scoping tool (EARS) by a trained assessor. Mules had to adapt swiftly to changes in industry type, enduring long distance transportation in overloaded vehicles and across country borders with no checks for biosecurity or welfare. Mules had to show swift adaptation to their new environment, to respond to and learn new tasks via inhumanely administered training, using inappropriate techniques, delivered by owners lacking in understanding of mule behaviour and learning. Environmental conditions were often hard; the negotiation of difficult terrain and challenging weather conditions during monsoon and subsequent high-altitude working without acclimatisation likely pushed mules to their biological limits. This study investigates the lives of a population of mules in the mountains of Nepal, developing a better understanding of their needs and their 'truth' or 'telos' informing what measures will help them to thrive.

Noseband Fit: Measurements and Perceptions of Canadian Equestrians

Recent concerns regarding horse welfare during competition has highlighted the occurrence of overtightened nosebands on competition horses. Current rules are often vague—e.g., “nosebands may never be so tightly fixed as to harm the horse.” To investigate the need and acceptance prior to any rule changes Equestrian Canada (EC) launched a pilot noseband measuring project. Nineteen officiating stewards measured noseband fit using the ISES taper gauge (TG) at 32 equestrian events of various disciplines in 2021. Additionally, stakeholder surveys collected data from 1528 EC members and 27 stewards regarding opinions and perceptions on noseband use, fit, measurement and rules. Descriptive and qualitative statistics along with Pearson chi-squared examined relationships between specific variables. Of the 551 horses tested with the TG, 71% passed the 1.5 cm (two-fingers) measurement and an additional 19% passed the 1 cm (one-finger) measurement. Stewards unanimously agreed that overtightened nosebands present a welfare issue although 63% believed this to represent only a small subset of riders. While 60% of stewards believed the current rules were sufficient, 40% did not. Despite the fact that 84% of stewards believe there should be a standardized fit across disciplines, 52% felt the use of the TG should be at their discretion. The top three reasons riders indicated for using nosebands were discipline expectation (41%), requirement for competition (39%) or for control/safety (32%). Open comments referred to an option to not wear a noseband in competition. Professional riders believed overtightened nosebands were less of a welfare issue than amateur riders (76% vs. 88% respectively; p < 0.025) and correspondingly did not feel the TG was a fair method (44% vs. 68% respectively; p < 0.001). Slightly more than half of the respondents (51.5%) believed that measuring noseband fit on the frontal nasal plane was the appropriate location. To advance equestrian practice, more education is needed to inform stakeholders of the reasons for noseband measurements and appropriate fit.