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Horse Training

The pony you never had

January 17, 2010

Every now and then you here a story, it touches a cord and you know others will benefit from the telling.  Soso’s story reminds us of every child who never had a pony, the child who ‘made do’ with whatever animal encounters (s)he could seek out, and the life-long love of animals that ensued. Soso’s story follows, in her own words, and she shares some great ideas about how to learn more about horse and animal training – even if you don’t own a horse!

Just wanted to thank you for taking on some of the biggest issues in the horse world today…. as a young girl I always wanted my own horse but came from a poor family so it was not to be…..

As I grew older, I spent many years working around horses,cleaning stalls, exercising, etc. learning as much as I could and riding whenever someone would offer me a mount to work with…. never had any formal training as most of the trainers I had access to at that time were rough, even cruel to their show horses in the name of winning ribbons…. I just couldn’t bring myself to treat horses in that way…

Though I may not have had my own horse during those years I spent the time learning about other animals as well, working in zoos and museums and eventually acquiring my own USDA and U.S. Fish and Wildlife Educators licenses, as well as a wonderful group of exotics, mammals, birds of prey, insects and reptiles who traveled with me to help teach people of all ages about respect and understanding for the other creatures that share this planet with us….

During that time I also had the opportunity to engage in many different animal interaction programs with elephants, sea mammals and big cats learning about the training methods used by trainers at Sea World, Ringling Brothers’ circus and Disney World among others… these methods were different than what I had seen being used with horses and dogs, for the most part by people who believe that animals need to be “dominated”… the exotic and sea mammal trainers I worked with had very different methods, kindness and empathy for the animals feelings ruled the training sessions…. and I learned how to communicate what I wanted not just with voice cues but with body language as well….

When I turned 50 a few years ago I decided that it was time to revisit my deepest desire to acquire a horse, however, after doing quite a bit of research I decided to start with a mule!!!  I never regretted that decision and still have mules today…. I will always remember my first mule Tigger who taught me a lot about training equines of all types especially as she was a rescue case and needed retraining on a grand scale….  I learned how to work with her rather than try to beat her into submission and to this day I refuse to carry a crop or whip while working with equines…… there is no need if you put in the time to train properly from the ground first and develop a strong relationship based on friendship not fear….

To be honest I’m not into the horse training method du’jour, instead I take the lessons I have learned while working with other animals and bring them to my equine training with great success… I enjoy reading what other people have to say about their own training methods but mine is a potpourri of methods  learned over a period of 30 years which allows me to evaluate each animal as an individual and create a training method that works for that particular animal…. it is unfortunate that too many trainers treat horses in the same way without giving any thought to individual needs creating a cookie cutter methodology which is easy for the trainer but hell on the individual horses they train….

I know a lot of people in the horsie set here in New England think that I’m nothing more than a stall mucker and stable hand, however, all those years mucking stalls, working closely with horses of all types, observing behaviors has given me a base education in equines that goes far beyond a couple of hours a week taking a riding lesson from some trainer who may or may not be competent or even empathetic to the animals they are training… for many training horses and riders is nothing more than a paycheck…..

Based on my own experiences I hope you will encourage all horse owners and trainers to participate in animal interaction programs with other species in order to start thinking outside the box… most aquariums and zoos offer some sort of “trainers day” or “behind the scenes” tours to patrons in order to help people learn more about training methods….

Just because someone has won a couple of blue ribbons or even an Olympic Gold Medal does not mean that they are humane or even capable trainers…. as far as I’m concerned if they need to use methods such as Rollkur, harsh bits, whips, etc., I consider them incompetent, lazy idiots who have the empathy level of a kumquat…. harsh perhaps, but with all of the amazing things that people are doing these days without the use of cruel methods and equipment it’s time that we set the bar a lot higher when it comes to working with and training one of the most beautiful creatures that walks this planet….

With thanks so Soso for sharing her story, which is used here with permission.

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Negative reinforcement gets a bad rap – after all, why would someone want to beat a horse? Why indeed! When asked about if they use negative reinforcement in their training, riders frequently assure one that they do not…  ‘no, I only use positive reinforcement’ comes the earnest reply.

But in fact, negative reinforcement is indeed the trainer’s friend, and has nothing to do with beating horses or performing any other dodgy activities.

But what does negative reinforcement actually mean?

Unlike the common misconception that it is something ‘bad’ – as humans, we tend to associate the word ‘negative’ to averse consequences, for example a sarcastic remark is ‘negative’, a fight is ‘negative’; but negative reinforcement in animal training is simply the removal of something that results in improved responding rates.

While this terminology originates in behavioural psychology, the meaning can be found in the Concise Oxford Dictionary [negative n. 2. negative quality, absence of something, negative v.t. neutralize (effect)].

To understand this negative reinforcement, we also probably need to know what ‘reinforcement’ means… the Concise says that to reinforce something means ‘to strengthen or support’, including in quantity, size, importance – so this suggests an impression of an increase in force or magnitude.

But The Penguin Dictionary of Psychology, written by Arthur and Emily Reber recognises use of the term also elicits confusion among psychologists. Is it any wonder we are confused?! The Rebers – after a useful diatribe exploring ‘reinforcement’ finally come up with

any event, stimulus, act, response or information when made contingent upon the response that preceded it, serves to increase the relative frequency or likelihood of occurrence of that response.

Simply put, negative involves removal or absence, and a reinforcer increases responses – Simple!

What does it mean to a horse-rider? No matter what anyone says, people ride using negative reinforcement. The stimulis (aids) are applied using a bridle, bit, halter, string around the neck and the legs on the horse’s sides. The removal of the bit pressure or the leg pressure removes discomfort and signals to the horse that his response was correct. The horse has no way of determining that his response is ‘correct’ if he is not rewarded by a removal of the stimulus when the response occurs.

All good horsemen (yes, women too) know this. The Dorrance brothers knew this, Philippe Karl knows this, Andrew McLean knows this, Steffen Peters knows this. The old masters knew this ‘leg without hand, hand without leg’. Gas pedal and brakes do not go on together.

Repeat after me…

‘correct use of negative reinforcement is a good thing’!

At the most subtle level (blink and you will miss it) the best proponents of the German system may recognise this, but that system is terrible at expressing it or teaching riders to ride using correct negative reinforcement, with confusion produced by statements such as ‘the horse must be through’, and be ridden ‘with the forward-driving aids into the hand’, undoubtedly leading to some of the abominations seen at all levels of the sport with horses suffering from relentless pressure.

Another day, we will explore positive reinforcement – also a good thing!

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Lessons in Lightness, the art of educating the horse by Mark Russell with Andrea W. Steele

'Lessons in Lightness, the art of educating the horse' by Mark Russell & Andrea W. Steele

I have been reading an excellent book by Mark Russell and Andrea Steele,  Lessons in Lightness – the art of educating the horse. Not only reading the book, but experimenting with my clients and their horses (with their permission, of course!). In this way I have been able to assess the ease of understanding and application of the concepts, to observe and experience the outcomes in a variety of horses, and to discuss the outcomes with the owners so as to gauge their feedback on whether they found the method valuable or otherwise.

First – a little background on Mark; Mark Russell trains horses and riders in Tennessee, U.S.A. Having trained Western performance horses and learnt to shoe, Mark was introduced to dressage by way of a fortuitous clinic given by the Portuguese Master, Nuno Oliveira who was touring the United States at the time, a clinic that changed Mark’s approach forever:

the moment I saw Master Oliveira ride, I knew the secret that had eluded me was right before my eyes. I saw not only lightness, balance, and harmony,but a horse that was happy and proud in his work. Oliveira’s humanity spoke to me through the movement of his horse – this was my revelation.

A personal study of ‘the old masters’ ensued, and this is where I find this book a revelation – Mark discusses and demonstrates exercises that integrates Frenchman Baucher’s principles in such a way that it is readily accessible to readers.

In a philosophy reminiscent of the French tradition, the horse is relaxed from the front – releasing first the jaw, then the poll and in turn eliminating tension from his body to allow him to carry himself and give freely to the aids.

The work begins in hand, with lateral poll flexion and the horse is allowed to stretch forward and down toward the ground. It is only when balance is achieved, that more is asked of the horse – including higher gaits. Well-drawn and labelled diagrams of the horse’s anatomy help illuminate the concepts.

Lessons in Lightness lives up to its promise; you are treated to pictures of horses in softness, not tension, clear diagrams and photographs showing Mark and his horses performing exercises in English and Western attire, and to clear, concise lessons aided by thoughtful discussion of the principles behind.

You are guided through teaching lightness; working in hand (including shoulders in, counter shoulders in and half pass), and 3 phases of ridden work, moving through beginning on the circle, building a working frame, to lateral work under saddle (shoulders-in, counter-shoulders-in, half pass, travers, renvers), the canter, then to counter-canter and flying changes.

There are a couple of items of tack used where I would exercise caution – from a learning theory perspective. When lunging, sidereins are attached to the horse’s bit and hence his mouth; although popular in many systems, this can confuse the horse in his responses to rein signals – i.e. ’round’ versus ’slow’ or ’stop’. [Philippe Karl, former ecuyer of the French Cadre Noir is not a fan of side-reins either - he does not like the constriction they place on the horse. Sidereins remain a part of the German system and others, however]. Reins attached to the horse’s bit issue a signal that should result in a response from the horse’s legs, rather than a head-set. Mark uses an overcheck system at the same time (rather like a chambon) which may not be a problem if adjusted appropriately (i.e. if the horse is not unnecessarily shortened in the neck or encouraged to go behind the vertical, or to round further down the neck than the poll – for example at the C3). This piece of equipment applies poll pressure only if the head is raised, so is not de-training responses to the rein and therefore does not appear to violate the principles of  negative reinforcement to the rein – in that the poll pressure is released/removed when the horse lowers his head – and thereby is able to solve the problem of pressure with a consistent answer. (Beware if using such an item that some horses may react adversely, if they have not been taught to lower from poll pressure previously, so it does need careful introduction). Mark uses this lunging system so as to ensure the horse ‘is not put on his shoulders by an excessively low head carriage’.

For the same reasons of potential confusion over rein signals, my second caution is in the use of draw (or running) reins, which Mark only uses for horses that have trouble releasing at the poll – and they are only used in conjunction with his normal snaffle reins. You can find out more about draw reins and the biomechanics involved in Tug of War: classical versus “modern” dressage by Dr Gerd Heuschmann.

That said, I feel that the people attracted to this book will have no trouble avoiding inappropriate use of the fore-mentioned tack. Any issue I have with these pieces of equipment (if you consider them in the light of my discussion) is more than adequately made up for in the message, the lessons and the underlying principles described by this wonderful modern work.

As for my clients and their horses, they have achieved very positive results, achieving a new found relaxation that allows improved submission to the slightest aids. Personally, I have experienced what I can only describe as true ‘riding meditation’, and a horse that will softly travel in any direction with light pressure – as though moving soft butter!

I can only hope that Mark will soon be sharing with us an additional text, and meanwhile I understand DVDs are currently in production.

The value of the book, especially in the light of what one typically sees in the modern dressage arena, is immense – I advise you to personally determine what is ethically appropriate for the horse and let that guide you as to what and how you use training methods and tack; to explore and question what you are told by your instructors, what you have read, what you see at all levels (including at the local barn or shows, and Olympic and World level) – and to be your own judge for your horse’s sake.

I think your horse will thank you for reading (and applying) this book – don’t let it sit on the shelf – thumb through it, underline it and refer to it often.

I whole-heartedly recommend Mark Russell’s ‘Lessons in Lightness, the art of educating the horse’. If I had a star rating system, it would achieve 5 stars!

Disclosure: My paperback copy of ‘Lessons in Lightness – the art of educating the horse’ was kindly provided to me by Hela Russell for review.  My review is given freely, without favour or prejudice.

I am happy to provide this link  where you can find out more about Natural Dressage: Mark Russell’s clinics and training.

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EponaTV has sparked much-needed debate on the use of Rollkur in horse-training, having taped a 2 hour video of a World Cup dressage horse ridden by Swedish rider, Patrik Kittel in warm-up.

The horse is seen in hyper-flexion (the scientific name for Rollkur), and the tongue is well extended, flapping outside the horse’s mouth and appears to be blue, leading to the footage becoming known as ‘the blue tongue’ debate.

You can view some footage here (there are extended versions available):

The journalists asked for comment by the horse’s rider, who apparently felt he was not contravening FEI welfare rules, although he was interested in speaking through his lawyer.

Submission to 5 veterinarians for comment noted hypoxia of the horse’s tongue, and YouTube viewers are increasingly vocal on what they see, resulting in petitions and letters to the FEI.

EponaTV has a website at http://www.epona.tv/uk, where you can find out more.

If you would like to follow through in petitioning the FEI, you can do it on iPetitions

UPDATE: As a result of the video that has emerged, the following has been reported in Horse & Hound:

At the Global Dressage Forum on Monday, FEI executive sports director David Holmes announced the FEI’s decision to investigate, saying: “The FEI’s main concern has always been and will always be the welfare of the horse. We are taking the issues raised in the video and in the comments made by other Youtube viewers very seriously and have opened an investigation. The conclusions of this investigation will be made public.”

However, BHS chairman Patrick Print has since written to HRH Princess Haya requesting the FEI launch a second investigation into the practise of hyperflexion.

Print’s letter reads: “The concerns so widely expressed are reasonable and therefore deserving of an urgent two-part investigation: first, an inquiry into the treatment of this particular horse on this particular occasion; and, second, a broader inquiry into the ethics and consequences of hyperflexion. In this second aspect The British Horse Society stands ready to assist the FEI in any way it can.”

In my opinion, Julie Taylor and Luise Tomsen from EponaTV deserve an award for services to horse welfare.

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A while back, Molly from goldentheponygirl asked about Klaus Hempfling training – what did I think about it ‘as a training method’. This is not a simple question, but fully worthy of further discussion…

Klaus Hempfling clinic (www.hestebasen.com)

Klaus Hempfling clinic (www.hestebasen.com)

In thinking about what I know of  Klaus, his books and watching a few video clips, I realised that if I only had two months to live, I would like to  spend a huge chunk of that time with Klaus and dedicate myself to experiencing horses as he experiences them.

Klaus Hempfling: what an inspirational man… but look beyond… what is happening here?

I think with his background of dance and performance, his deep creativity, coming to horses relatively late in life, and keen powers of observation give Klaus an absolutely different way and perspective; one that is so valuable to us who may become entrenched in our perspective or ‘way of seeing’, and consequently ‘way of being’.

I think there are many things going on here. I think he has an advanced user of a form of  ‘advance and retreat’, effective user of negative reinforcement (as is seen when he keeps the stallion at a ‘respectable’ distance, through a quick movement of the rope to motivate the horse to maintain appropriate distance), and then using a visual cue and quick timing to keep the horse’s attention, and additionally uses the principles of learning theory (such as ‘habituation’), as we saw in Klaus’s video in my previous post.

His creative mind allows him to empty himself of thoughts beyond the moment to enable ‘being’ and ‘doing’ seemingly effortlessly and unconcerned. However – every cell in his body is tuned to the horse. You can see this in his focused attention.

The breaking down of habitual movement (and thinking) patterns, I believe is really important, and am really interested to see that Klaus has a system of body awareness training that warrants consideration by ’seeking’ riders.

A word of warning – you need to be realistic about your current abilities before undertaking activities such as those shown in the videos unless under skilled supervision.
But don’t let this detract you from your mission of learning from the horses.

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