Social License to Operate - Why Public Perception Matters for Horse Sport - Some Personal Reflections

Exploring the induction and measurement of positive affective state in equines through a personality-centred lens

There is increasing focus on how to induce and measure positive affective states in animals and the development of social license to operate has brought this to the forefront within equestrianism. This study aimed to utilise a range of methods to induce and measure positive affect in horses in real-world settings. Twenty healthy horses were scored for personality, exposed to four induction methods (wither scratching, high value food provision, positive reinforcement training and the addition of an affiliative conspecific), and data collected on their behaviour (QBA and ethograms) and physiology (heart and respiratory rate, heart rate variability, eye and ear thermography and salivary cortisol). Analyses identified potentially sensitive and specific behavioural (ear and eye position, QBA items, frustration items) and physiological (RR mean, HF power, LF power, LF/HF ratio, mean HR, RMSSD and pNN50) measures of affective state across the four quadrants of core affect. Individual difference effects were found, and personality traits such as unfriendly, nervous and unresponsive were associated with differing responses to induction stimuli indicating that all four induction stimuli are potentially useful for inducing positive affect depending on their salience to the individual. Research measuring and inducing positive affect in animals rarely considers personality, but this study underscores its importance. The dimensional approach taken allowed for assessment of the broad arousal and valence components of affect without ascribing measures to discrete emotions. Accurate, real-world measures of affect could benefit 116 million equines globally, and exploring ways to promote positive affect in horses can significantly enhance their welfare.

The Role of Horses as Instructional and Diagnostic Partners in Riding Lessons

In many types of embodied skills instruction, the learnables-that is, the local and jointly negotiated foci of instruction-emerge from a combination between a pre-existing lesson plan and the spontaneous interaction between teacher and student. Through the analytical lens of Conversation Analysis, this paper investigates the interspecies instruction setting of horse-riding lessons and shows how here, it is not only the human teachers and learners that determine the emergence of new learnables but also the horses. Horses' actions can initiate new courses of action in a lesson, and horses can thus become interactional partners in the instructional project. Horse-led learnables can be initiated in at least three ways: through horses' displays of mental or physical states that pre-date the instruction sequence; through actions that respond to local contingencies of the instruction sequence; and through actions that respond specifically to the rider's actions. In the last case, their responses become diagnostic of the rider's mistakes. In all three cases, the human participants take their cue from the horse and base new learnables on horses' actions. Human-led learnables can be adjusted, changed, replaced, or abandoned completely in response to horses. The study broadens the emerging field of interspecies pragmatics to include instructional interactions involving the triad of human-human-horse triad.

Inducing and measuring positive affective state in domesticated equines: A Delphi consultation

Over the last twenty years the definition of good animal welfare has advanced from the 'absence of negative welfare states' to the aim of identifying the presence of positive welfare states; however, research on positive animal welfare is relatively new. Consequently, through expert consultation, this study aimed to synthesise knowledge regarding domesticated equine emotional state, specifically methods to induce and measure positive affective states, which could be of significant benefit to equine welfare across sectors. A Delphi consultation of experts in the field of equine behaviour, welfare and affective state was undertaken to derive consensus agreement on definitions used when considering positive affective state in equines and methods suitable for inducing and measuring these states within experimental investigations. Ninety-three international experts participated in a robust three-round Delphi consultation with data gathered analysed qualitatively (thematic analysis) and quantitatively (ranking data, consensus benchmarks and Content Validity Index (CVI) / Content Validity Ratio (CVR) analyses). Retention rates were high (78 %), and consensus (minimum 70 % agreement) was reached within Round three of the consultation. Nineteen methods for inducing positive affect reached consensus (provision of high value food, an affiliative companion and a substrate to roll in where the highest ranked), and twelve behavioural (assessment of body language, facial actions and horse-horse interactions were ranked highest) and three physiological (evaluation of heart rate, heart rate variability and respiratory rate) variables for measuring positive affect also reached consensus. This consultation highlights several important considerations surrounding the induction and measurement of positive affective state in equines, including consideration of the individual's personality and individual preference within any measures of affective state. We therefore recommend that establishing individual preference should be a prerequisite of research into positive affective states. It is anticipated that the results of this study can be used to provide new direction for research on positive affective states by providing expert agreed methods and measures for policy and practice through expert agreed approaches to induce positive affect in horses.

Enhancing equine welfare: a qualitative study on the impact of RAiSE (Recognizing Affective States in Equine) as an educational tool

The horse industry's growing focus on improving horse welfare stems from stakeholders' desires, increasing public scrutiny, and potential threats to its Social License to Operate. Correctly assessing equine affective states is crucial for enhancing horse welfare. However, horse owners often struggle with this assessment, especially those with limited consistent access to horses. To address this gap, RAiSE (Recognizing Affective State in Equine) was developed as an educational tool aimed at improving horse industry participants' ability to recognize these states. After development of the educational tool, its effectiveness was assessed using an inductive qualitative approach to define themes and patterns. Interview responses were collected through open-ended questions and interviews, with thematic analysis revealing key improvements and challenges of online learning. Participants discussed feeling as if they had achieved improvements in their ability to assess affective states and expressed intent to alter their behavior. Important themes that emerged through the inductive analysis of open-ended questions included: awareness of horse's emotional state, comprehensive observation of horses' body language, interpreting equine senses, recognizing pain and its impact on equine behavior and well-being, and human influence on behavior and welfare. Interviews of ten users highlighted key themes regarding improvements needed with RAiSE, as well as the shared positive experiences throughout taking the online course. This study emphasizes the critical role of educational tools like RAiSE and the importance of their evaluation in advancing horse welfare by improving owners' awareness and understanding of equine emotions, thus enabling owners to make better decisions and management practices.

A wicked problem: Systemic issues surrounding Canadian equestrian dressage and dressage horse welfare

Competitive dressage's social licence to operate is in jeopardy due to ethical concerns surrounding the use of horses for dressage. There is limited research that contributes to our understanding of Canadian equestrian perspectives on the use of horses in dressage. The objectives of this study were to: (1) explore the cultural context of the Canadian dressage industry, including how horse well-being is integrated within the culture; and (2) investigate coaches' and riders' perceptions and experiences with the use of horses for dressage. An ethnographic case study approach was employed, where MR spent 2-6 weeks with each of the four participating Equestrian Canada Certified dressage coaches and their riders (at least four riders per coach for a total of 19 riders). Data collection included direct observation, recording field notes and conducting at least one in-depth interview with each coach and rider. Interviews and field notes were analysed using reflexive thematic analysis leading to the development of three themes: (1) the systems that participants operate within; (2) how these systems foster a culture of contradiction in the industry; and (3) the 'equestrian dilemma' highlighting how participants navigate their love for horses with their horses' well-being amid the sport's demands. The three themes portray that the issues faced by the dressage industry may be rooted in systemic problems and could be described as a 'wicked problem'. These results aim to inform future research initiatives that promote a holistic understanding of the challenges faced by the dressage industry and promote systems thinking solutions.

Living the good life? A systematic review of behavioural signs of affective state in the domestic horse (Equus caballus) and factors relating to quality of life. Part I: Fulfilment of species-specific needs

The welfare of horses involved in sport and leisure activities has come under increasing scrutiny, both from within the equine sector and from the public. A systematic review of scientific evidence was conducted to derive observable, evidence-based behavioural measures of positive or negative affective state and factors relating to quality of life in the domestic horse (Equus caballus). Two separate searches (including the terms 'emotion/affect', or 'stress') were conducted, with 179 articles being retained. In Part I of this two-part review (companion paper published simultaneously), articles relating to the extent to which the species-specific needs of the horse are fulfilled in the home environment (n = 21), in relation to social grouping (n = 20), and during weaning (n = 14) were reviewed. Experimental tests of affective state in relation to housing and management (n = 8), and studies relating to stereotypical behaviour (n = 7) were also included. Opportunities for behavioural expression were dependent upon the provision of social and physical resources. Withdrawn or agitated behaviours in situ, avoidance behaviour during handling and agonistic intra-species interactions were indicative of negative affective state. Affiliative intra-specific social interactions, and forage ingestion were considered positive signs. For horses to live a good life, their need for space, companionship, and forage must be prioritised from birth and throughout their lives.

Exploring the relationship between horse-owner attributes and their approach to horse training

The way horses are trained has implications for equine welfare and training success, yet little is known about the factors that influence horse-owners' choice of training approach (TA). Limited understanding in this area will hinder the development and dissemination of evidence-based training advice to owners. Consequently, this study aims to identify demographic and attitudinal factors that influence horse-owner TA selection. A 22-question online survey collected information from 1,593 horse-owners about their demographics, equestrian activities, goals and beliefs. Participants rated how likely they were to use six different horse TAs on a five-point scale. Multinomial regression analysis and Spearman's correlation coefficients were used to identify factors associated with their likelihood of using each TA. Several factors were associated with reported TA use, including age, gender identity, goals, activities, industry role and whether they had training in animal behavior. Beliefs about equine sentience, cognitive ability and whether science should inform horse training correlated with likelihood of applying aversives. This study provides insight for further research and development of educational strategies to reduce the use of training approaches that may compromise equine welfare.

The Easiest Becomes the Rule: Beliefs, Knowledge and Attitudes of Equine Practitioners and Enthusiasts Regarding Horse Welfare

Inadequate management conditions can impair the welfare of captive-bred horses. Understanding individuals' viewpoints and the factors influencing their decisions about adopting or avoiding certain practices may provide insights into their motivations and decision-making processes. This is particularly relevant in the equestrian community, where equine practitioners and enthusiasts often engage in harmful practices. We explored the beliefs, knowledge, and attitudes of equine practitioners and enthusiasts about horse welfare and the barriers that prevent them from employing better management practices that are essential to promoting horses' welfare. The study consisted of in-depth semi-structured interviews conducted in person with 31 individuals directly involved in the equestrian environment in Brazil. Responses were analyzed through thematic analysis with a data-driven deductive approach. Participants' beliefs, knowledge and attitudes to horse welfare were divided into three themes. The first theme, "Let the horse be a horse", captured participants' perceptions about how physical and mental aspects related to the nature and welfare of horses. The second theme, "Everyone does it like that", includes the social norms that influence decisions about the practices that impact on the welfare of the horses. The third theme, "Beyond utopia: how and why horses are managed the way they are", covered barriers that participants perceived as impediments to the use of best practices for the welfare of horses. While participants demonstrated awareness of welfare issues and acknowledged factors that negatively impact horses, there was a notable discrepancy between this knowledge and the implementation of improved management practices. This could be explained by several perceived barriers to implementing management practices that could enhance horse welfare, including lack of financial resources, limited physical space, shortage of qualified labor, time constraints, inadequate tools, and insufficient knowledge. Additionally, we identified deeply rooted social norms within the equestrian community and culturally established practices that limit approaches to horse welfare. Participants underscored the influence of these norms and different interpretations of "letting the horse be a horse" based on the horse's value and purpose. Concerning low-value horses, the primary justifications for stall housing and concentrated feeding were linked to elevated costs involved in spatial demands and labor; in contrast, for high-value horses used in performance and aesthetics, the arguments shifted to potential benefits to the horses' well-being. From an ethical perspective, ideally, individuals should refrain from owning horses if they cannot ensure the animals' welfare. Additionally, if the equestrian community neglects public attitudes towards animal welfare, it risks eroding its social license.

Behavioral and physiological responses of horses to ground-based adaptive horsemanship lessons for veterans with post-traumatic stress disorder (PTSD)

Little literature exists on horses in adaptive horsemanship (AH) despite concerns about their well-being. The study objective was to evaluate behavioral and physiological responses of horses to ground-based AH lessons for veterans with post-traumatic stress disorder (PTSD). Lessons were expected to alter horses' hormone concentrations, behavior, and muscle activity. Geldings were assigned to AH (n=6; 20.3 ± 1.9 yrs., mean ± SE) or control (CON; stall in arena, n=6; 13.8 ± 1.7 yrs.) conditions for 8-week sessions based on current occupation (AH = equine-assisted services; CON = recreational riding). Plasma cortisol, epinephrine, norepinephrine, and oxytocin concentrations from samples at 0 (start of lesson), 3, 5, 25, and 30 (end) min were determined using assays validated in horses. Surface electromyography (sEMG) (masseter and brachiocephalic; Noraxon, Scottsdale, AZ, USA) and video were recorded continuously. Average rectified values (ARV) and median frequency (MF) were calculated (100 ms) after sEMG data were normalized, rectified, and filtered. The number, number of unique, and duration of stress related behaviors (ethogram) were recorded by three trained (ĸ ≥ 0.7) observers. Data were analyzed with repeated measures ANOVAs (significance P ≤ 0.05) with fixed effects of treatment, time point, week, and their interactions as appropriate and random effect of horse. CON horses had elevated cortisol concentrations (P = 0.0023) at 25 and 30 min. AH horses displayed fewer (P ≤ 0.0491) stress related and unique behaviors. CON horses were described as more (P < 0.0001) anxious, nervous, and stressed than AH horses (calm, comfortable, patient, and relaxed) in qualitative behavior analysis (22 observers). AH horses were less stressed than CON horses.

A Delphi Study to Determine International and National Equestrian Expert Opinions on Domains and Sub-Domains Essential to Managing Sporthorse Health and Welfare in the Olympic Disciplines

The public is increasingly questioning equestrianism's social license to operate. While the focus historically centered on horseracing, increased scrutiny is now being placed on how dressage, showjumping, and eventing are addressing equine management and welfare concerns. Nominated equestrian federation and equestrian organization experts (n = 104) directly involved in international and/or national-level horse sports took part in a four-stage, iterative Delphi to obtain consensus on what factors should be considered essential to manage sporthorse health and welfare. Five core domains were agreed as essential: training management, competition management, young horse management, health status and veterinary management, and the horse-human relationship. Two further domains: stable and environmental management, and welfare assessment were rated as important but not essential, as most respondents felt that these areas were already managed well. Participants felt increased education and guidance combined with further policy development and regulation are needed to support stakeholders to optimize sporthorse management. An appetite to engage with research to generate evidence that promotes sporthorse welfare was evident. The development of a sporthorse welfare charter and evidence-based guidelines to inform the management and monitoring of sporthorses' health and welfare are recommended to provide horses with a good life and to safeguard the future of equestrian sports.

Used like Pawns or Treated like Kings? How Narratives around Racehorse Welfare in the 2023 Grand National May Affect Public Acceptance: An Informed Commentary

The 2023 Grand National steeplechase race was delayed when protesters from the animal rights group, 'Animal Rising', gained access to the course just prior to the race. The international media spotlight was focused on what is already a high-profile event and the social licence of both this race and racing in general was scrutinised. Both at the time and for several days afterwards, the general public was exposed to two different narratives from pro- and anti-racing communities. This paper discusses these perspectives and the potential impact on the general public's relationship with racing. Whilst well-meaning and aiming to promote racing, much of the racing industry's commentary inadvertently risked damaging its reputation due to a poor understanding of social licence principles. We explore the reasons for these two groups' alternative perspectives on welfare and suggest considerations for change. Ultimately, if 'the people's race' is to maintain its social licence, the racing community needs to both understand and embrace the concept. Welcoming independent opinions, engaging with different viewpoints, accepting that change is inevitable and, most importantly, being proactive in making changes to prioritise equine welfare will all help racing to move towards greater public acceptance.

How equestrians conceptualise horse welfare: Does it facilitate or hinder change?

More than ever the welfare of horses in equestrian sport is in the spotlight. In response to this scrutiny, one peak body, the Federation Equestre Internationale (FEI) has created an Equine Ethics and Wellbeing Commission to protect their sport's longevity. However, for welfare-based strategies to be successful, the conceptualisation of horse welfare must align across various stakeholders, including the general public. The value-laden nature of welfare makes agreement on its definition, even among scientists, difficult. Given little is known about how equestrians conceptualise horse welfare, we interviewed 19 Australian amateur equestrians using a semi-structured format. Systems thinking and the Five Domains Model provided the theoretical framework and informed our methods. Using reflexive thematic analysis, three themes were identified: (1) good horse welfare is tangible; (2) owners misinterpret unwanted horse behaviour; and (3) equestrians publicly minimise horse welfare issues but are privately concerned. Our results highlight participants' conceptualisations of horse welfare do not align with the Five Domains Model; participants' ideal of prioritising horse welfare does not align with their practice; and there is inconsistency between what participants share publicly and what they think privately about horse welfare. These findings can inform the development of programmes to improve ridden horse welfare throughout the horse industry. As a starting point, programmes that provide a safe space for equestrians to explore their private horse welfare concerns, and programmes that build a partnership mindset to facilitate knowledge exchange between all stakeholders are needed.