Ethical equitation: Capping the price horses pay for human glory

Ethical equitation is nowadays coming into sharp focus in equestrian culture. Concerns surround the ethics of sports based on controlling an animal's locomotory responses and in using animals such as horses in sport in general. Anthropomorphically labeled misinterpretations of the responses of trained horses, such as the use of terms like “mad,” “lazy,” “keen,” and “stubborn,” may be detrimental to optimal equine welfare. Similarly, the concept of the “equine athlete” may imply an ill-informed teleological explanation of the motives of the horse in sport. Despite problems in identifying the happy horse, rewarding optimal welfare and the absence of critical stress responses in performance horses is an important step forward.Horse racing is the source of many welfare concerns because of the use of the whip and the physical dangers to horses involved in hurdle racing and steeplechasing. The use of the whip in racing is controversial and, because it does not always lead to acceleration, problematic. There is a pressing need for learning theory to be adopted in all equestrian pursuits, because such an approach would obviate the need for whips, punishment, and the use of fear in escape learning. In other disciplines, practices such as hyperflexion and soring have a significant potential to compromise the welfare of the horse in sport.The future of horse sports should involve abandoning the mandatory use of primitive control devices, such as curb bits, that have a real potential to cause harm. International governing bodies and national equestrian federations ought to proceed with removing any requirements to use curb bits and judges should reward riders who use the most humane control devices at the higher levels of competition.Finally, horse breeding should also be scrutinized under an ethical spotlight. Selecting horses on the basis of temperament has inherent risks, including lowered motivation of riders and trainers to refine their training skill set, which may also lead to significant wastage. Pure breeding risks the health and welfare of horses owing to increases in homozygous deleterious genes expressing themselves.     

Horse-training techniques that may defy the principles of learning theory and compromise welfare

This review considers some contemporary training and restraining techniques that may lead to confusion or abuse in ridden and nonridden horses. As competitive equestrian sports boom, the welfare of the horse is under increasing scrutiny. The current focus on hyperflexion of the neck in dressage warm-up has exposed the problems with relying on subjective opinions when attempting to safeguard horse welfare. The discussion also highlights an opportunity for equestrian federations to evaluate practices within the various horse sports. Our review considers numerous examples of unorthodox practices that modify locomotion and posture. It offers a scientific framework for consideration of many contentious techniques in horse sports and emphasizes the role of Equitation Science in generating evidence-based enlightenment.     

Roles of learning theory and ethology in equitation

By definition, ethology is primarily the scientific study of animal behavior, especially as it occurs in a natural environment; applied ethology being the study of animal behavior in the human domain. The terms equine ethology and ethological training are becoming commonplace in the equestrian domain, yet they seem to be used with a conspicuous lack of clarity and with no mention of learning theory. Most of what we do to train horses runs counter to their innate preferences. This article summarizes the ethological challenges encountered by working horses and considers the merits and limitations of ethological solutions. It also questions the use of terms such as “alpha” and “leader” and examines aspects of learning theory, equine cognition, and ethology as applied to horse training and clinical behavior modification. We propose 7 training principles that optimally account for the horse’s ethological and learning abilities and maintain maximal responsivity in the trained horse. These principles can be summarized as: (1) use learning theory appropriately; (2) train easy-to-discriminate signals; (3) train and subsequently elicit responses singularly; (4) train only one response per signal; (5) train all responses to be initiated and subsequently completed within a consistent structure; (6) train persistence of current operantly conditioned responses; and (7) avoid and disassociate flight responses. Adherence to these principles and incorporating them into all horse training methodologies should accelerate training success, reduce behavioral wastage of horses, and improve safety for both humans and horses.     

Diversity in horse enthusiasts with respect to horse welfare: An explorative study

A reduced level of welfare of horses is related to management factors such as low forage feeding, short feeding time, social isolation, and lack of unrestrained exercise. It has been assumed that welfare problems can be reduced and/or partly prevented by improving the knowledge and skills of horse enthusiasts. It has also been assumed that to improve the provision of information to horse enthusiasts, it is important to explore and gain more insight into horse enthusiasts’ motives, knowledge, and behavior. The aim of this exploratory study was to identify the diversity of horse enthusiasts in the Netherlands, with respect to the way they search and find out information, their emotional involvement with horses, and their attitude, their knowledge, and daily practices with regard to equine welfare. A Web-based survey using a 30-item questionnaire resulted in 4,267 respondents. Most respondents (84.6%) were female; the average age of the respondents was 34.2 (±13.5) years. More than half of the respondents (64.5%) believed that there were welfare problems throughout the whole horse industry. The most important reported source for information was the personal contact with other horse enthusiasts (82.8%), with veterinarians (74.5%), and with farriers (69.5%). It is, therefore, recommended that to disseminate relevant knowledge on equine welfare, particular attention should be paid to the acquisition and dissemination skills within the education programs of veterinarians and farriers. Although most respondents were aware of the issues that can compromise welfare, their knowledge did not always result in appropriate practices. Furthermore, a cluster analysis showed that horse enthusiasts can be categorized into 4 clusters from the way they search and find out information, their emotional involvement with horses, and their attitude, their knowledge, and daily practices with regard to the welfare of horses. To improve the provision of information to horse enthusiasts, it is recommended that the information provision to horse enthusiasts is organized around these 4 clusters of horse enthusiasts.     

Ethical equitation: Applying a cost-benefit approach

Riding and training horses is the basis of a multi-billion dollar industry, but their use in the developed world is predominantly for recreational, competitive, entertainment, or performance purposes. However, when we consider the poor welfare outcomes for the horses involved, our ultimate focus on fun seems a poor justification for using horses in this way. This article is not intended to diminish the use of horses in the ridden context, rather it foreshadows a time when horse welfare and equestrian competition are as balanced and sustainable as possible.Any use of horses is inevitably associated with a range of activities and interventions that can, collectively, compromise welfare. Laws are unlikely to adequately protect horse welfare if they assume traditional practices, including the use of the whip to accelerate horses, to be “reasonable” and “acceptable” without regard to their effect. Objective measures of the influence of training and riding methods on horse welfare are needed, along with a more sophisticated ethical framework than legislation or codes currently provide.Using a cost-benefit analysis approach is one way to test the acceptability of our impacts on horses. This requires that welfare costs associated with an activity can be reliably estimated and balanced against the potential benefits of the activity to both humans and horses. To justify our use of horses for fun, we must have a strong moral obligation to ensure that we do everything possible to avoid jeopardizing their welfare.In other areas of animal use, particularly research, ethical models permit objective comparisons of the relative impact of different activities through “impact scales.” We propose the adaptation of such models for use in equestrian contexts to identify ways to improve ridden horse welfare.The challenge to equestrians is to maintain current levels of difficulty in competition without compromising horse welfare—for example, relying more on the skill of the trainer and rider and removing devices and training methods that negatively affect the horse.     

Assessment of ridden horse behavior

Assessments of the behavior of ridden horses form the basis of performance evaluation. The purpose of any performance being evaluated will determine the factors considered important, factors indicative of “poor” performance, and what makes a successful equine athlete. Currently, there is no consistent objective means of assessing ridden horse behavior, and inevitably, given the different equestrian disciplines, the likelihood of a universal standard of good and bad performance is remote. Nevertheless, to protect the welfare of the ridden horse regardless of its specific role, we should strive for consensus on an objective means of identifying behavioral signs indicative of mental state. Current technological developments enable objective evaluation of movement patterns, but many aspects of the assessment of ridden behavior still rely on subjective judgment. The development of a list of behaviors exhibited by ridden horses, a ridden horse ethogram, will facilitate recording of observable behavioral events. However, without objective evidence of the relevance of these behavioral events, such a resource has limited value. The aim of this review was to investigate potential sources of such evidence and relate these to the assessment of ridden horse behavior. The current and potential contribution that further objective measures can make in this process is evaluated. We believe that the only way to improve the welfare of the ridden horse is by objectively identifying behavioral signs that indicate that the horse is either comfortable or uncomfortable with the activity in which it is participating. After there is clear evidence to support this, appropriate adaptation of performance criteria in all disciplines can proceed along with alignment in training systems that ensures a mutually positive experience for both horse and human partners.     

Undesired behaviour in horses: A review of their development,prevention, management and association with welfare

Undesired behaviours are a common problem amongst leisure and sporting horses in the UK and have a significant impact on the work of equine practitioners. In most cases, behaviours considered aberrant by owners are normal responses for their horses. Behaviours perceived as ‘naughtiness’ may in fact signify direct actions to avoid pain‐ or fear‐inducing stimuli. Examples that practitioners might deal with include trailer loading problems, avoidance of having saddlery equipment applied or reluctance to leave the yard. Even where no evidence of physical problems or pain can be detected, avoidance behaviours may reflect learnt responses that previously led to success in evading unpleasant consequences. Because owners often misunderstand the reason for such behaviours to develop in their horses, attempts at resolution often involve suppression or punishment based approaches. Although repeated subjugation of undesirable responses may ultimately appear to resolve the overt behavioural problem in some cases, in many others it can lead to a worsening of the problem, the development of alternative avoidance strategies or the horse learning that escaping the source of its pain or anxiety is impossible and ceasing to respond. Some horses develop abnormal or repetitive behaviours, which are not in the ‘normal’ behavioural repertoire. These stereotypic behaviours, sometimes termed ‘vices’, can indicate strategies to cope with a suboptimal environment. Indeed, their performance may serve to improve the situation for the animal. Attempts to suppress or prevent horses showing stereotypies, therefore, will generally exacerbate the underlying welfare problem. When dealing with either stereotypies or avoidance behaviours, it is important to recognise the role of learning in their development and maintenance. Resolution involves both understanding the underlying motivation for showing the behaviour and how it has become reinforced and established over time, for each individual case. The use of environmental change and/or behavioural modification techniques that are both successful and welfare compatible, are important in dealing with undesired behaviour in horses and selection of suitable professionals for referral an important responsibility for the equine practitioner.     

Problems at the human–horse interface and prospects for smart textile solutions

The significant potential for so-called “smart textiles” in the design of the next generation of devices that measure pressure, tension, moisture, and heat at the human–horse interface is discussed in this article. Research techniques from theoretical and experimental physics laboratories, combined with wireless technology, can be readily adapted to measure and store metrics for numerous variables in equine structure and function. Activities, such as breathing, the extension and flexion of joints, limb kinematics, and cardiac function, can be logged as indicators of physiological and behavioral conditioning (training). Such metrics may also, one day, support veterinary diagnostics but also play a role in safeguarding sport-horse welfare, especially in elite contexts where the horse may be pushed to its functional limits. As such, they are likely to emerge as an area of great interest to equitation and welfare scientists. It is important to note that smart textiles sense and react to exogenous stimuli via integrated sensors. So, beyond the equitation science laboratory, the emergence of polymers and smart materials may enhance the effectiveness of, or challenge us to completely rethink, traditional items of saddlery, thus improving equitation. The integration of smart textiles in all sorts of extant and emergent equipment for everyday equestrians could, in the future, lead to equipment that responds appropriately to the demands of equitation in its various forms. Rethinking equitation through physics and the use of smart textiles seems to have merit in that it is a novel means of both investigating and addressing problems that compromise the welfare and performance of horses. The purpose of this article is to envision the use of smart textiles in research, clinical, equestrian, and horse care contexts.     

Equine Nutrition in the United States: A Review of Perceptions and Practices of Horse Owners and Veterinarians

Nutrition plays a critical role in equine health. The horse owner and/or manager has a multitude of equine nutrition sources available to them, with preferences for how, and from whom, this information is delivered. Despite this, poor feeding practices continue to negatively affect the health, wellness, and welfare of equids and have a detrimental impact on the environment. The veterinarian is the primary expected source of equine nutrition information; yet, little is known about their recognition and acceptance of such a role. Doubt has arisen concerning the quality and provision of nutrition education within the veterinary curriculum and subsequent continuing education. Moreover, the value equine nutrition education plays in the veterinarian's practice philosophy, and the resulting provision of such in clinical practice, remains under evaluated. This review examines the present state of equine nutrition and how horses are being fed in practice, in the United States. It considers feeding horses from the horse owner's perspective and the expected role the veterinarian plays in such. Last, it goes on to evaluate this expected role from the veterinarian's perspective, examining how current nutrition education and practices may be falling short and offering recommendations for future research.     

A survey on the use of rugs in Australian horses

The practice of horse rugging has important implications for horse welfare and performance, but in Australia, rugging practices have not been properly documented. The objective of this study was to obtain an understanding of Australian horse rugging practices. An online survey reviewed the management of 2659 Australian horses over 12 months. Of the reported horses a total of 84.8% were rugged, although most owners (69.5%) indicated that they were unsure whether horses needed to be rugged at all. Rugging was felt by 59.8% of owners to be a requirement for horses in competition. Riding and competition were significantly associated with the use of rugs. Nearly all respondents (89.0%) felt that ‘over-rugging’ was a concern. However, 4.8% of owners would use up to 4 rugs at any one time on their horse and 21.4% of horses were still rugged in temperatures above 20°C in Australia. Many Australian horse owners (42.8%) also believe that horses feel cold if they are not rugged. Anthropomorphism when it comes to rugging horses cannot be justified as the horse has a much wider thermoneutral zone (TNZ) than humans. Australian climate, owner opinions, equestrian discipline and whether a horse is used for riding influence Australian horse rugging practices. However, current practices are based on limited available research and are not necessarily to the benefit of the horse. The major limitation was that the survey likely attracted respondents who are interested in the topic creating a self-selection bias.     

A retrospective survey of riders' opinions of the use of saddle pads in horses

Horse riders have used layers between saddles and their horse's back since ancient times. Despite the apparent common usage of such layers, most research regarding pressures under horses' saddles seems to have been conducted without such layers present. An online survey of equestrian riders was conducted to quantify the use of such layers and how the layers behaved during use. This produced 1,011 responses from participants in 16 equestrian activities. More than 98% of respondents reported they used some form of layer between their horse's back and the saddle. Differences in layer usage were associated with the respondent's preferred riding discipline and the wither type of their horse. Compensation for perceived saddle fit problems was commonly cited as a reason for using layers. Although horse comfort was nominated by 87.5% of respondents as a reason for using a layer between saddle and the horse's back, many respondents (45%) reported using more than 1 layer. This often resulted in layers thicker than 1 cm, which paradoxically could compromise horse welfare. Half of the respondents reported that the layer between the saddle and the horse's back slipped during riding. Although some significant risk factors for this slippage were identified, they are deemed not to be definitive because of similar factors being identified by the group who did not report layer slippage. These results suggest that incorrect usage of layer between saddles and horses' backs can sabotage good saddle design and compromise equine welfare. Future research on the layers used between the saddles and horses' back is warranted. The question of whether using thicker layers can create greater pressure under saddles or improve rider–horse communication also needs to be investigated.     

The structure and regulation of the Irish equine industries: Links to considerations of equine welfare

The equine industries in Ireland are vibrant and growing. They are broadly classified into two sectors: Thoroughbred racing, and sports and leisure. This paper describes these sectors in terms of governance, education and training in equine welfare, and available data concerning horse numbers, identification, traceability and disposal. Animal welfare, and specifically equine welfare, has received increasing attention internationally. There is general acceptance of concepts such as animal needs and persons' responsibilities toward animals in their care, as expressed in the 'Five Freedoms'. As yet, little has been published on standards of equine welfare pertaining to Ireland, or on measures to address welfare issues here. This paper highlights the central role of horse identification and legal registration of ownership to safeguard the health and welfare of horses.     

Developments in European Horse Breeding and Consequences for Veterinarians in Equine Reproduction

The liberalization of European animal breeding legislation and an increasing diversity of equestrian sports have led to a constant rise in the number of horse breeds and breed registries. In addition to the trend towards more and smaller breed registries, there is another trend towards an international expansion of the bigger established sport horse breeds. Regional breeds, at least in smaller countries, may no longer be able to run an independent breeding programme. The typical horse breeder, in the future, will be a female and qualified in equestrian sports. Artificial insemination (AI) mainly with fresh or cooled-transported semen has become a major breeding tool, allowing breeders all over Europe to benefit from the best stallions of most breeds. New AI techniques such as low-dose insemination may remain restricted to individual stallions and also the interest of breeding programmes in sex determination of foals via semen sorting is limited. Embryo transfer and associated techniques, although allowed by most breeds, have not contributed significantly to genetic progress in European sport horses so far. A potential use of cloning may be to produce gonad-intact copies from geldings that have performed to a superior level. With a more open and international structure of horse breeding and increased use of AI, equine reproduction and biotechnology should be emphasized by veterinary curricula and continuing professional education programmes.     

Aspects of the owning/keeping and disposal of horses, and how these relate to equine health/welfare in Ireland

Background

Ireland has long been renowned as a major centre for the breeding, rearing and keeping of horses. Since 2007, however, there has been increasing concern for horse health and welfare standards, and links between these concerns and the structures, governance and funding of the Irish equine industries have been reported. This paper addresses two central issues: firstly the local governance of, trade in and disposal of unwanted horses; and secondly mechanisms employed to improve standards of care given to horses owned by certain communities.

Method

Primary information was gathered through visits to horse pounds run by and on behalf of Local Authorities, to social horse projects, to horse dealer yards, ferry ports, horse slaughter plants and knackeries.

Results

The approach adopted by members of a given group, e.g. ferry ports, is described and differences are highlighted, for example in how different Local Authorities implement the Control of Horses Act of 1986, and how the choice, for example, of disposal route affects the standard of animal welfare.

Conclusions

There is a pressing need for a more centrally mandated and uniformly applied system of governance to safeguard the health and promote the keeping of horses to a higher welfare standard in Ireland. Fundamental to an understanding of why there is insufficient oversight of the keeping and proper disposal of horses is the lack of a comprehensive, integrated system for the registration, identification and tracing of equidae in Ireland.     

Artificial Insemination in Horses—More than a Century of Practice and Research

Important early studies on mammalian artificial insemination (AI) were carried out in equids, and at the end of the 19th century, the first AI programs were set up in horses. At that time, the most systematic research on equine AI was performed in Russia. After World War I, AI research shifted to cattle and sheep. This time saw major advances such as the development of artificial vaginas and phantoms for semen collection. Semen dilution counteracted the detrimental effect of seminal plasma, allowed semen storage, and increased the volume of an ejaculate for insemination of more mares. In the late 1930s, techniques for cooled semen AI as used today were in principle available. After World War II, the number of mares inseminated decreased, but with a new role of the horse as a partner in equestrian sports, new interest in equine AI was raised. In contrast to the situation in cattle, frozen semen has not replaced cooled semen AI in the horse. Recent advances in insemination of horses are the sexing of sperm, low-dose deep intrauterine insemination, and intracytoplasmic sperm injection.     

Exercising arrhythmias and sudden cardiac death in horses: Review of the literature and comparative aspects

Arrhythmias are common in equine athletes during and immediately after exercise. Many of these rhythm variations are not clinically relevant. In horses, a link between different exercising arrhythmias and poor performance or between exercising arrhythmias and sudden cardiac death (SCD) is strongly suspected but not fully understood or proven. SCD during races or competitions is rare, but has catastrophic consequences for the safety of the human partner and public perceptions of welfare during equestrian sports. This review summarises current knowledge of equine exercise arrhythmias and their implications in SCD and compares existing principles and recommendations for equine subjects with those for human athletes.     

The effect of double bridles and jaw-clamping crank nosebands on temperature of eyes and facial skin of horses

Any apparatus that restricts a horse’s movement can compromise welfare. Eye temperature as measured remotely using infrared thermography is emerging as a correlate of salivary cortisol concentrations in horses. This article explores the effect on the temperature of the eyes and facial skin of horses wearing devices that restrict jaw movements. In certain equestrian disciplines, unacceptable equine oral activity, such as gaping of the mouth, is penalized because it reflects poor training and lack of compliance. This explains the wide range of nosebands and flash straps designed to prevent the mouth opening. Some of these nosebands are banned from higher-level dressage competitions in which double bridles are mandatory, possibly because they are regarded as restrictive. Nevertheless, the current international rules overlook the possibility that noseband can appear innocuous even though some designs, such as the so-called crank noseband, can be ratcheted shut to clamp the jaws together. Some equestrian manuals and competition rule books propose that “two-fingers” be used as a spacer to guard against overtightening of nosebands but fail to specify where this gauge should be applied. The vagueness of this directive prompted us to undertake a small random survey of the finger dimensions of adult men (n = 10) and women (n = 10). There were significant sex differences in the measurements of fingers of adults (P < 0.001), thus illustrating that the “two-finger rule” is not a reliable guide for standardized noseband fastening. Infrared thermography was used to measure the temperature of facial skin and eyes of adult horses (n = 5) wearing a double bridle with and without a cavesson noseband. A taper gauge was developed based on the mean circumference of adult index and middle fingers (9.89 ± 0.21 cm), and this was used as a spacer at the nasal planum or beside the mandible when tightening the noseband. The nosebands were fastened significantly tighter when the taper gauge was used beside the mandible than at the nasal planum (P = 0.02). Wearing double bridles and nosebands that had been tightened with and without the taper gauge caused an increase in eye temperature compared with baseline values (P = 0.012), and the tighter the noseband was fastened, the cooler the facial skin of the horse (and, presumably, the greater the impairment of vascular perfusion) when compared with baseline values (P = 0.016). This study suggests that horses wearing double bridles and tight nosebands undergo a physiological stress response and may have compromised vascular perfusion. Consequently, on welfare grounds, the use of nosebands that cause any constriction of jaw movement should be reviewed as soon as possible.     

Target Group Segmentation in the Horse Buyers’ Market against the Background of Equestrian Experience

Whereas in former times horses were reserved primarily for people involved in agriculture, elite equestrians or the military, nowadays equestrian sport has become an activity for people with a wide variety of backgrounds. However, as more and more people become involved with equestrian sport today, the knowledge concerning animal husbandry in general is diminishing due to an alienation from agricultural themes in modern societies. As a consequence, this development affects both riding ability and the appraisal of horses, especially with respect to the purchase of horses. In order to analyse which factors influence purchase decisions in the horse market in conjunction with equestrian experience, 739 horse riders were surveyed on their purchase behaviour in this study. Using cluster analysis, a typology was generated that provides a differentiated picture of the preferences of the various rider groups. Three clusters were distinguished: the “amateurs”, the “experienced” and the “experts”. Taking personal horse riding proficiency into account, it could be concluded that especially the “amateur” group required objective criteria for the evaluation of a horse they are considering purchasing. Alongside “measureable” qualities, such as previous showing success or the level of training of the horse, also other attributes such as the simple handling of the horse should be taken into consideration. As particularly the “amateur” group in equestrian sport is increasing in numbers, it is therefore advisable when preparing a horse for sale to align oneself to the needs of this customer segment in order to ensure an effective and targeted marketing of horses.     

Death and Euthanasia as Contemporary Topics in Equine Curricula

Few college-level curricula in equine management classes address the topics of death and euthanasia, even though every horse eventually will experience the process. A comprehensive educational approach includes topics on assessing the need for euthanasia, decision making techniques, acceptable euthanasia methods, physiology of dying, and appropriate carcass disposal options, as well as addressing the emotional context of the human-horse bond and the grief process. Suggested projects for students include the development of an equine euthanasia plan or a quality of life assessment. Since death and euthanasia are integral components in the U.S. societal issues concerning the number of unwanted horses, the slaughtering of horses for human consumption, and the development of minimum welfare standards and regulations, education and research in these subjects will help to effectively resolve these situations and enhance the welfare of horses.