The Development of a Novel Questionnaire Approach to the Investigation of Horse Training, Management, and Behaviour

Reported Agonistic Behaviours in Domestic Horses Cluster According to Context

Agonistic behaviours are often directed at other animals for self-defence or to increase distance from valued resources, such as food. Examples include aggression and counter-predator behaviours. Contemporary diets may boost the value of food as a resource and create unanticipated associations with the humans who deliver it. At the same time the domestic horse is asked to carry the weight of riders and perform manoeuvres that, ethologically, are out-of-context and may be associated with instances of pain, confusion, or fear. Agonistic responses can endanger personnel and conspecifics. They are traditionally grouped along with so-called vices as being undesirable and worthy of punishment; a response that can often make horses more dangerous. The current study used data from the validated online Equine Behavioural and Research Questionnaire (E-BARQ) to explore the agonistic behaviours (as reported by the owners) of 2734 horses. With a focus on ridden horses, the behaviours of interest in the current study ranged from biting and bite threats and kicking and kick threats to tail swishing as an accompaniment to signs of escalating irritation when horses are approached, prepared for ridden work, ridden, and hosed down (e.g., after work). Analysis of the responses according to the context in which they arise included a dendrographic analysis that identified five clusters of agonistic behaviours among certain groups of horses and a principal component analysis that revealed six components, strongly related to the five clusters. Taken together, these results highlight the prospect that the motivation to show these responses differs with context. The clusters with common characteristics were those observed in the context of: locomotion under saddle; saddling; reactions in a familiar environment, inter-specific threats, and intra-specific threats. These findings highlight the potential roles of fear and pain in such unwelcome responses and challenge the simplistic view that the problems lie with the nature of the horses themselves rather than historic or current management practices. Improved understanding of agonistic responses in horses will reduce the inclination of owners to label horses that show such context-specific responses as being generally aggressive.

Genomic association using principal components of morphometric traits in horses: identification of genes related to bone growth

The measurement of morphometric traits in horses is important for determining breed qualification and is one of the main selection criteria for the species. The development of an index (HPC) that consists of principal components weighted by additive genetic values allows to explore the most relevant relationships using a reduced number of variables that explain the greatest amount of variation in the data. Genome-wide association studies (GWAS) using HPC are a relatively new approach that permits to identify regions related to a set of traits. The aim of this study was to perform GWAS using HPC for 15 linear measurements as the explanatory variable in order to identify associated genomic regions and to elucidate the biological mechanisms linked to this index in Campolina horses. For GWAS, weighted single-step GBLUP was applied to HPC. The eight genomic windows that explained the highest proportion of additive genetic variance were identified. The sum of the additive variance explained by the eight windows was 95.89%. Genes involved in bone and cartilage development were identified (SPRY2, COL9A2, MIR30C, HEYL, BMP8B, LTBP1, FAM98A, and CRIM1). They represent potential positional candidates for the HPC of the linear measurements evaluated. The HPC is an efficient alternative to reduce the 15 usually measured traits in Campolina horses. Moreover, candidate genes inserted in region that explained high additive variance of the HPC were identified and might be fine-mapped for searching putative mutation/markers.

Identification of Personality-Related Candidate Genes in Thoroughbred Racehorses Using a Bioinformatics-Based Approach Involving Functionally Annotated Human Genes

Considering the personality traits of racehorses (e.g., flightiness, anxiety, and affability) is considered essential to improve training efficiency and decrease accident frequency, especially when retraining for a second career that may involve contact with inexperienced personnel after retiring from racing. Studies on human personality-related genes are frequently conducted; however, such studies are rare in horses because a consistent methodology for personality evaluation is lacking. Using the recently published whole genome variant database of 101 Thoroughbred horses, we compared horse genes orthologous to human genes related to the Big Five personality traits, and identified 18 personality-related candidate genes in horses. These genes include 55 variants that involve non-synonymous substitutions that highly impact the encoded protein. Moreover, we evaluated the allele frequencies and functional impact on the proteins in terms of the difference in molecular weights and hydrophobicity levels between reference and altered amino acids. We identified 15 newly discovered genes that may affect equine personality, but their associations with personality are still unclear. Although more studies are required to compare genetic and behavioral information to validate this approach, it may be useful under limited conditions for personality evaluation.

The Impact of the Sex of Handlers and Riders on the Reported Social Confidence, Compliance and Touch Sensitivity of Horses in Their Care

Simple Summary

Any influence of the sex of the human partner in human–horse interactions on the behaviour of horses is currently largely anecdotal. Associations between the sex of humans and equine behaviour may have welfare implications. Our study investigates observations of ridden and non-ridden horse behaviour, as reported by respondents (n = 1420) to the Equine Behaviour and Research Questionnaire (E-BARQ). Results reveal some human sex-related differences between horses handled and ridden by male and female humans. Horses ridden or handled by male humans were more likely to be difficult to catch and defensive when approached, but less likely to pull on the reins/brace the neck or toss their head. The study revealed the importance of considering the sex of the rider or handler when investigating equine behaviour.

Abstract

Current evidence of how human sex-related differences in riders and handlers may influence horse behaviour is limited. The Equine Behaviour Assessment and Research Questionnaire (E-BARQ) was used to collect demographic data on riders and handlers (n = 1420) and behavioural data on their horses. It includes demographic items about the sex of the respondent and how frequently the horse has been ridden or handled by male and female humans. The questionnaire then gathers observations on the horse’s behaviour on the ground and under saddle or when driven. Using E-BARQ’s battery of 97 questions, the current study showed differences in ridden and non-ridden horse behaviour that were related to the sex of the rider or handler. Data were evaluated using multivariate analysis and revealed that horses handled by male humans were significantly more difficult to catch (t-value = −3.11; p = 0.002) and significantly more defensive when approached (t-value = −2.104; p = 0.035), but significantly less likely to pull on the reins/brace the neck or toss their head (t-value 1.980; p = 0.048) than horses handled more frequently by female humans. The differences found between male and female horse handlers suggest that sex is an important factor to consider when understanding equine behaviour. Our study explored reported differences in confidence, handling and working compliance and touch sensitivity among horses ridden and handled by male and female humans and suggested further research into how these differences are gendered.

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

Simple Summary

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

Abstract

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

Associations between Owners' Reports of Unwanted Ridden Behaviour and In-Hand Behaviour in Horses

Simple Summary

Dangerous ridden behaviour in horses, such as bolting, rearing and bucking, are common and may reflect various aspects of the horses’ immediate experience, history and health. They can have a major impact on human safety and horse welfare because of the common misunderstandings of unwelcome behaviour in horses and popular treatments for so-called problem horses. The current study aimed to identify any in-hand behaviours associated with these dangerous ridden behaviours evaluated based on responses (n = 1584) to the Equine Behaviour Assessment and Research Questionnaire (E-BARQ). Declining reports of bolting were associated with decreasing problems loading horses onto transporters, increasing social confidence with other horses and other animals, improved leading behaviour and increased tolerance of restraint. Declining reports of rearing were associated with decreasing loading problems, increasing social confidence with other animals and increasing tolerance of restraint. Declining reports of bucking were associated with decreasing loading problems and increasing social confidence with horses and other animals, improved leading behaviour, increasing tolerance of restraint and increasing tolerance of head handling (when bridling/haltering). Findings from the current study could help riders and trainers predict dangerous ridden behaviour before they manifest fully, allowing for remediation that avoids the escalation of force in the training of misunderstood horses and thus improving safety and welfare for both horses and riders.

Abstract

An evidence-based understanding of dangerous or unwelcome behaviour in horses would greatly benefit both horses and humans who interact with them. Using owner-reported data from the Equine Behaviour Assessment and Research Questionnaire (E-BARQ), the current study investigated in-hand behaviours associated with dangerous or unwelcome ridden behaviours, notably bolting, rearing and bucking. Respondents (n = 1584) to the ridden horse section of the E-BARQ answered 42 demographic questions, followed by 268 behavioural items. Parallel analysis was conducted to group individual behaviours into rotated components to create independent and dependent indices. Multivariable general linear modelling and ordinal logistic regression were used to identify behaviours associated with bolting, rearing and bucking. Results revealed that safety-from-bolt increased as social confidence with horses (Odds ratio (OR) = 1.06; 95% confidence interval (cf = 1.02–1.09) and other animals (OR = 1.08; cf = 1.03–1.12), compliance in-hand (OR = 1.10; cf = 1.06–1.16) and tolerance of restraint (OR = 1.05; cf = 1.0–1.11) increased; and decreased as loading problems (OR = 0.95; cf = 0.92–0.99) increased. Safety-from-rear increased as tolerance of restraint (OR = 1.07; cf = 1.02–1.12) and social confidence with other animals (OR = 1.05; cf = 1.01–1.09) increased; and decreased as loading problems (OR = 0.94; cf = 0.91–0.98) increased. Safety-from-buck increased as social confidence with horses (b-value = 0.011, p < 0.001) and other animals (b-value = 0.010, p = 0.002), compliance in-hand (b-value = 0.015, p < 0.001), tolerance of restraint (b-value = 0.009, p = 0.027) and tolerance of haltering/bridling (b-value = 0.016, p = 0.010) increased, and it decreased as loading problems increased (b-value = −0.011, p < 0.001). By revealing, for the first time, that specific behaviours on the ground are associated with particular responses in the same horses when ridden, this study advances equitation science considerably. Identification of risk factors for dangerous behaviour while under saddle can improve safety for horses and riders and highlights the importance of effective and humane in-hand training.

Age-Related Changes in the Behaviour of Domestic Horses as Reported by Owners

Simple Summary

Some treatments for common problem behaviours in domestic horses can compromise horse welfare. Such behaviours can be the manifestation of pain, confusion and conflict. In contrast, among the desirable attributes in horses, boldness and independence are two important behavioural traits that affect the fearfulness, assertiveness and sociability of horses when interacting with their environment, objects, conspecifics and humans. Shy and socially dependent horses are generally more difficult to manage and train than their bold and independent counterparts. Previous studies have shown how certain basic temperament traits predict the behavioural output of horses, but few have investigated how the age of the horse and the age it was when started being trained under saddle affect behaviour. Using 1940 responses to the Equine Behaviour Assessment and Research Questionnaire (E-BARQ), the current study explored the behavioural evidence of boldness and independence in horses and how these related to the age of the horse. Results revealed age-related effects on boldness and independence of horses. Older horses were bolder than younger horses, but horses started under saddle at an older age were less bold and independent than those started at a younger age. Additionally, significant differences in boldness and independence relating to specific breeds and primary equestrian disciplines also emerged. Finally, riders with eight or more years of riding experience reported having more independent horses than those who had ridden their whole lives. Understanding how horses’ ages affect behavioural traits can improve horse–rider matching and potentially also optimise welfare.

Abstract

The broad traits of boldness and independence in domestic horses can affect their usefulness and, indirectly, their welfare. The objective of the current study was to explore associations between attributes that reflect equine boldness and independence with both the age of horses and the age at which they were started under saddle, as well as other variables including breed, colour and primary equestrian discipline. All data were sourced from responses (n = 1940) to the 97-question online Equine Behaviour Assessment and Research Questionnaire (E-BARQ). Twenty E-BARQ items from the dataset were selected to reflect boldness and independence and were tested for univariate significance at p < 0.2. Multivariable modelling of the effect of age on remaining traits was assessed by an ordinal logistic regression, using a cumulative log odds model. This revealed that older horses were bolder (p = 0.012). However, horses started under saddle at an older age were less bold and less independent (p = 0.040 and p = 0.010, respectively). Australian Stock Horses were bolder and more independent (p = 0.014 and p = 0.007, respectively) than crossbreed horses. Horses used for breeding conformation (p = 0.039), working equitation (p = 0.045), eventing (p = 0.044) and traditional working horses (p = 0.034) were bolder than those used for other disciplines. Dressage (p = 0.039) and therapy (p = 0.040) horses were less bold than horses used for other disciplines. Stallions were bolder (p = −0.034) than geldings. Brown (p = 0.049) and chestnut (p = 0.027) horses were less bold than bay horses. Compared to crossbreed horses, Thoroughbreds (p = 0.000) and companion horses (p = 0.017) were less bold whilst heavy horses (p = 0.029) and ponies (p = 0.044) were bolder. Compared to pleasure horses, mounted games horses (p = 0.033) were less independent whereas working equitation horses (p = 0.020) were more independent. Riders with more than eight years’ experience reported more independence in their horses (p = 0.015) than those who had ridden their whole lives. The study findings suggest that boldness and independence are separate traits and only boldness was associated with the age of the horse. Factors that relate to desirable boldness and independence are important in ridden horses because they can affect rider safety. Results from this study should improve horse–rider matching and thereby potentially enhance horse welfare.

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

Simple Summary

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

Abstract

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