Hocus Pocus: a new body organization on the longe and in-hand

Earlier this summer, I welcomed Hocus Pocus, a horse I had known many years ago, back into my life. He was on his way to becoming unsound so I immediately set out to change his unhealthy, habitual postures. (To learn more about this process, read my previous post, Shape-shifting Into Healthy Movement.)

His initial training, which spanned about three months, focused exclusively on teaching Hocus Pocus to carry himself in a new posture. The habitual way a horse organizes their body is a combination of their comformation, their emotional state and what they have been taught, intentionally or unintentionally, in their previous training. Maintained day after day, a horse’s habitual posture will incrementally change the horse over time, either strengthening and improving a horse’s longevity or causing long term imbalances that will result in tension, larger energy requirements in general, joint stress/damage and, often, a shorter lifespan. In Hocus Pocus’s case, his habitual posture was very unhealthy. He tended to move with his head up high, his brachiocephalic (underside) neck muscle braced, his back in tension and his pelvis disengaged out behind him. This posture reduced his range of motion, stressed his joints and made carrying himself, much less a rider, very difficult. I wanted Hocus to work toward his athletic potential, not away from it, so I set out to teach him a new coordination.  I needed to teach him that lowering and extending his neck and letting his back relax would allow his hind end to step up and under toward his rib cage, making movement easier and allowing him to become stronger through his work. In addition, because he would be in a more powerful balance, he could begin to feel safe emotionally, rather than disconnected and vulnerable.

Initially, I taught Hocus this new posture in ground work. Ground work is when a human teaches the horse from the ground, often just in a halter and a lead rope. Ground work simplifies the process for the horse and reduces stress by keeping the lesson straightforward. It is a good starting place, but once the horse has mastered the lesson, it’s time to move on. (To read about the ground work process in detail, read my earlier post, “Shape-shifting into healthy movement”) From ground work, you can choose to move to longeing, in-hand work (work between two reins that educates the horse about how to use their body in relation to itself and in relation to a caveson or bridle),  or ridden work. For Hocus, I chose the longe.
The longe provides a few different benefits:

1)  Longeing offered me an opportunity to re-build Hocus Pocus’s longeing behavior in the positive reinforcement paradigm, confirming that he understood each aspect of longeing and was truly relaxed and active in the process.

2) I could allow Hocus to move out freely at a comfortable speed for him without me having to keep up. This builds fitness.

3) I could see Hocus’s entire body unlike working directly next to him in groundwork. (This is also called “seeing the panoramic”. It’s important to see fine details; it’s equally important to zoom out and be aware of the whole horse.)

4) Hocus could practice moving in relaxation for longer periods of time. This builds lovely emotional control for riding.

To appreciate the difference the ground work immediately created in Hocus’s posture on the longe, below is a photo of Hocus Pocus  before he came to live here:
DAE Hocus old life, no posture 2
His neck is shortened, his hind end is out behind him rather than stepping toward his center of mass and his underline is the same length as his topline. He’s just slouching along; exercise in this posture will have no real benefit.

Below is a photo of Hocus Pocus on the longe after a few months of solid ground work:
Hocus Pocus trot 10-6
This is a clickable moment! Here he is moving with a relaxed back and lengthened topline, which, in turn, allows him to have softer joints and a more expansive range of motion. His inside hind leg is stepping quite deeply for him up and under his rib cage which is the first touchstone on the road to collection. The entire picture gives the impression of roundness and elasticity. This is an “access posture”, meaning it’s not a long-term working posture, but an initial coordination where I can begin to influence Hocus’s hind foot flight arcs and general pelvic orientation. This is the posture where real conversations about balance and strength can begin.

This is the organization he chooses for his body now because of the solid reinforcement history we built over the last few months. He was clicked and fed for choosing this organization hundreds and hundreds of times. It’s a “default posture”, meaning, unless influenced otherwise, he chooses to move in this general shape.

So what does he look like in real time? Let’s take a look at Hocus Pocus in action on the longe line:

Watching the video, it’s easy to see that sometimes he drops his head too low and this makes him heavy on his front end and shoulders. He also still lacks any real power or engagement behind, but none of these things are anything to worry about at this stage of his training. All that matters right now is that he has the gross motor pattern of an open, lengthened spine and a relaxed back which allows his hind end to step up and under toward his rib cage. As he repeats this coordination in session after session, he will begin to step under more and more deeply and coil his loins to lift his back. Then, it will be easy for him to raise his head and neck; it will happen organically.
It’s also easy to see that longeing is being used to reinforce a specific skill, not just to blow off steam or to allow my horse to move in an over-stimulated or unhealthy way. Hocus has a clearly defined behavior to offer on the longe. This helps keep him focused on his own body rather than worrying about the environment.

Since  I want to help Hocus Pocus become much stronger than he is currently, I also need to be able to work him in-hand. In-hand work, or work between two reins, differs from groundwork in that it connects to both sides of a horse’s body, so is more precise. Through in-hand work, I can teach Hocus to be straight, aligned, and healthy in his movement. In-hand work allows me to communicate more specifically to him about individual body parts through the reins. These connections through the reins are learned: as Bent Branderup says,” The response to the rein is a pedagogical process.” Many horses don’t receive a very detailed set of lessons regarding the reins, so they learn to shorten above or behind the reins which is natural, but not healthy. Teaching a horse to stretch down to a point of contact, which is described in countless books,  in practice it is often not taught or well understood. Because Hocus Pocus had previously learned to shorten his neck and drop his back in response to rein contact, I needed to teach a new response in-hand. I wanted him to be able to stretch his neck out to reach for contact in my hand, the same posture we had confirmed on the longe. This is often described as “trusting the trainer’s hands”, which I suppose is true, but it is also a measurable behavior that I can click and reinforce. Here’s a photo of a particularly nice moment of Hocus stretching down to my point of contact in the walk in-hand:
Hocus Pocus in-hand

Here’s a similarly lovely moment in the trot:
Hocus Pocus trot in-hand
This is a beautiful starting point for our ridden work that will come later. Riding begins on the ground. From this biomechanically healthy place between two reins, I can start to teach stretching down into transitions and correct, balanced halts. These will help Hocus Pocus become more agile AND more confident about accepting suggestions from a human regarding his body. When we do begin riding for short periods, he will already know how to slow down and stop by stepping up and under with his hind feet, rather than slamming his weight onto his shoulders. It will just be one more cue transfer from in-hand to under saddle. Below is a short video of Hocus Pocus working in-hand, learning to stretch down into a downward transition, rather than shortening into disengagement.
You can see that he is largely able to stretch forward into the contact offered. When I ask him to walk by gently squeezing alternate reins, he has a few strides where he reverts to his old habit posture and raises his head and drops his back. That’s good information. He doesn’t get into trouble for this behavior, he’s not “wrong”, his old learning is just showing through. So we keep walking and I make contact with my outside rein and he is able to pick up that contact and stretch forward into it. A beautiful recovery and a clickable moment. Over time, he will regularly choose the new, lengthened posture over the old, stilted posture because of the reinforcement history, practice (repetition) and physical comfort it provides.

Before I can even consider sitting on Hocus’s back, I need to confirm that he can carry just his own body with strength and coordination. Adding weight, even with a small person like myself, makes maintaining these healthy postures much more difficult. Learning to carry weight is a gradual schooling process. Years and years ago, when Hocus Pocus was only three, I was the first person to “back” him, or sit on him just to introduce him to the idea that humans sit on horses (not to begin riding training, too early!). I remember that he dropped his back immediately and I decided he needed months more of work before I sat on him again. He was too weak. Now, I have a chance to re-start him, but with far more tools at my disposal than I had before. He is still the beautiful learner that he was, and now he is a mature horse coming eleven. With consistent work through this winter, he should be strong enough and educated enough to begin light riding in mid-spring.

Hocus Pocus: shape-shifting into healthy movement

This spring I was lucky enough to purchase a horse who I loved many years ago but thought I would never own. Hocus Pocus is a tall, black and white, Saddlebred/Friesian cross who was mine to train from the ages of two to three. Even as a Hocus Pocustwo-year-old, he was the sort of horse who was thoughtful and kind. He was such a good learner, and so easy to train, that I called him my “yes” horse. I wanted very badly to buy him for myself but he had been purchased to prepare for sale, and I knew I could never afford him. This year, seven years from the last time I saw him, his owner now with both a young child and a business to run, decided she just couldn’t offer him the time she felt he deserved. When she contacted me to say he was for sale, I arranged to go see him with a check and a trailer. I wanted to welcome him here at Idle Moon Farm to join the rest of my family.

The horse I saw when I went to pick up Hocus was obedient but rather checked-out. Instead of looking like a mature ten-year-old in his prime, he looked more like an aged horse. His back was dropped and his topline was completely wasted away. I hesitated when I saw him, but was set on bringing him home. We would address whatever physical issues were going on; I had decided there were no deal breakers when it came to him, though I wondered if my “yes” horse was still in there.  Here’s a picture of his back the first week I brought him home:
Eastwick Day One- 5-29-15You can see that the top of the individual vertebrae are visible, as well as the top of his sacro-iliac joint and a very prominent point of hip. He was going to need some serious conditioning to put muscle back in the right places and make sure he became stronger instead of stiffening into this muscular imbalance. People often believe, as I used to, that turning a horse out to pasture for six months or a year helps them to loosen up and  heal. But the truth is horses turned out to pasture tend to reinforce the same muscular patterns they had going into the time off. Six months or a year out to pasture often yields a horse who has the same crookedness or weakness, sometimes more pronounced, in addition to them then being out of shape. I wanted to start changing the muscles Hocus Pocus used in movement, preferably with a good head start before winter. I wanted him to have some mass to take him through the cold and over the slippery spots.

The first order of business was to get Hocus moving throughout the day, so he could do lots of walking and start to build up some muscle through easy, low-impact exercise. Once he was worked onto grass, we let him out onto our track system so he could walk and graze alongside the other horses. Having his head down kept him released over his back and allowed his tight, weak muscles to move through their range of motion and build up some strength. Having a paddock set up that allowed him to move as continuously as possible all day long provided much more movement than one human trying to exercise him ever could.

The second order of business was to teach Hocus Pocus a new way to carry himself posturally. He tends to be nervous in the arena, his head flies up, his back inverts and he braces his big brachiocephalic muscle on the underside of his neck. This tension limits his range of motion, stresses his joints and continues to atrophy the back muscles he needs for healthy Spellbound Hocus head downlocomotion. To begin to change his habits, I taught him to lower his head in the halt from the ground. The head-down behavior serves a dual purpose: it allows Hocus to self-calm by giving him a measurable behavior to concentrate on in the arena and it is the new gross motor pattern I want him to generalize and offer. There are other bells and whistles to add on, but the main pieces are there: lengthen your neck and release over your back. Before adding bend or asking for any other nuances in the way he moves, I want him to know one thing for sure: a lengthened topline is the right answer. When in doubt, start there. Click. Treat.

At first we spent most of our time in the arena in the halt in the head-down behavior. Every time I asked him to walk off his head would fly up and he would take short tense steps. After three or four steps, I would click him just for staying with me regardless of the quality of the movement and we would go back into our deep meditation within the head-down behavior. I would ask him to do three to five repetitions of the behavior, clicking and treating each one, until he felt calm and centered and ready to walk off again. Hocus Pocus had been caught in a vicious cycle. He was naturally a bit “startle-y”, which caused him to tense and tighten. The tightening and tensing up made his body uncomfortable, which caused him to spook and startle even more. Left to his own natural inclinations with no support or new learned response, he was only going to reinforce his old, habitual patterns of fear and unhealthy movement. Head-down offered him room to begin to change shape emotionally and physically. In this deceptively simple behavior there was space for a new horse to emerge. Since the behavior was taught and maintained with clicker training, there was the added relaxation of food and fun woven into the training sessions. Lightbulbs went off. Soon, Hocus Pocus was able to start lowering his head in the walk from a gentle slide on the lead. Soon after that, he was able to offer more and more steps in walk with a lowered head and his back Hocus Pocus- ST, week one, FD 2muscles working in relaxation. Soon after that, he began to breathe normally again in the arena space and he stopped spooking at noises and counter-bending to swivel his head around to look in every corner for danger. Very soon, I had a true partner who was motivated, relaxed and an absolute pro at stretching over his topline and keeping step with me. The entire process took roughly four weeks.
Some people fear repetition, but to really build a reinforcement history on a behavior, to make it a place where you and your horse can check-in, discuss how tight or relaxed they are, to use it as an anchor in a storm, takes repetition. Thoughtful repetition is necessary for robust learning and really cementing new neural pathways. Improved Hocus in arenaPractice makes permanent. The reinforcement history we have built around head-down has made it an absolute favorite of Hocus Pocus and he even offers it when walking at liberty from his side paddock back to where he sleeps at night. It’s not just a motor pattern, it’s a request to be paid some grain, a way to self-soothe, physical therapy and a easy conversation we have with tiny nuances being added all the time. Head-down is familiar now. It’s valuable to Hocus. It’s useful to me. It feels good to both of us. It has changed the shape, nuance and energy of all of our work together. And most importantly, it’s already begun to change the shape of his back. Here’s a comparison photo from our first week together, (left) and almost four months later, (right.) Hocus Back Comparison Photo

Hocus and I have only just begun this new leg of our journey together. It’s so rare to get anything back that you have lost; he is the first second-chance I have  had in my life. I want to honor him by keeping him healthy, helping him to be strong and teaching him how to relax and truly love his work.

How to create a training session: part one

First ride of spring

Happy after our session.

I’ve had numerous conversations lately about how to structure a good training session. While the initial mechanical skills of training are fairly simple to learn or be coached through, the larger picture of structuring a session is more complex. In The Little Book of Talent, by Daniel Coyle, he discusses hard skills versus soft skills. Hard skills or “high precision skills are actions that are performed as correctly and consistently as possible, every time.” In horse training, hard skills would be: click/treat order, treat hand remaining still between dispensing rewards, skilled rope and rein handling, and consistent and intentional body language on the ground and in the saddle.  Hard skills can and should be  learned from a live coach, if possible. They are finite and very measurable; they form the foundation of your skill set as a trainer.

Aesop rein mechanics

Using the rein to ask the shoulders to move over.

But, as you master your hard skills and move from working your horse in lessons to teaching him by yourself, you will need to have more soft skills so you can create useful training sessions for your horse. Soft skills are about flexibility, recognizing and creating patterns, breaking patterns when necessary, reading situations and adjusting accordingly. Soft skills are both what guide you in making a training plan and help you change that training plan in the moment so your horse can be successful. Soft skills are harder to learn because they are very subjective to the individual horse and learning situation. Keeping notes about each training session, being aware and responsive to your horse’s body language during training and videotaping yourself while your train for review later are all practices that will help you develop your own soft skills. They take time. So where to begin if you are just getting started?

Aesop on his mat

Aesop standing on his mat offering bend.

Kay Laurence, a talented dog trainer who runs “learning about dogs” differentiates between a teaching session and a training session. A teaching session is a short session where the entire time is devoted to teaching the horse one new behavior.  You will still be shaping or using successive approximations, but your focus will be on teaching your learner just one behavior or motor pattern. Teaching sessions are necessary and, in the early stages of training, make up a majority of your sessions. Think of your teaching sessions as installing the foundation or component skills of your horse’s program. You will use these components in more complex sessions later.

Aesop- rftg, right

Maintaining our line (duration).

Training sessions are focused practice where you will work on multiple behaviors in one session, usually toward a larger unified goal. Initially,  you should work on  moving smoothly between repetitions of your component skills. Even very advanced  training  sessions are made up of component skills, they’ve just been layered skillfully together. If your horse knows two foundation behaviors, you could do five repetitions of the first behavior and then five repetitions of the second behavior, clicking and treating for each repetition. The larger goal is just to teach your horse emotional flexibility in moving between different skills and to teach yourself how to gracefully transition between multiple subjects in one lesson. Make sure you can do this simpler training exercise before biting off something more complex. If you aren’t sure what component skills your horse should have, a coach or trainer can help you identify and teach those individual pieces.

Below, I have  video of Aesop, my 2007 BLM mustang gelding in a more layered training session preparing him for riding. I’ve listed the component skills we utilized so  you can watch for them as they come up. All of these are behaviors I will click and reinforce:

  • bend to the inside from a balanced slide down the rein
  • go forward from slight touch on your side (my ribcage)
  • bring your shoulders toward me from an opening slide down the inside rein
  • move your shoulders over and away from me from a lift on the inside rein
  • maintain your line once started unless another cue is give (duration)
  • stand on a mat
  • offer bend when standing still
  • target poll to fingers when raised above head
  • trot on a verbal cue

Combined together, these component skills add up to a horse who understands the cues needed to be responsive under saddle. He knows how to respond in multiple ways to the rein, how to use my body as a target, how to stop and stand quietly and how to offer the beginnings of softness. He’s ready to be ridden. In part two, I will explain and detail how to set up a training session to transfer these cues to a novel situation – riding!

Horses regularly trained with ground work are more relaxed when ridden

Natalie and HarrisonA recent study of dressage horses in Germany that looked at rein length and tension revealed a surprising finding: horses who were regularly trained in ground work/in-hand  work had lower heart rates during ridden work than all of the other participating horses. This wasn’t what the researchers were investigating, but it was clear in the results. From this, the researchers concluded that, “Perhaps horses trained in ground work had more trust in their rider.”

So why would it be true that horses who regularly learn via ground work/in-hand work are more relaxed? There are a few possibilities.

1) Horses trained regularly with ground work are more relaxed because their trainers are more relaxed. It’s possible that humans who take the time to teach their horses from the ground are less goal oriented and more concerned with the process. They may be more relaxed in general and foster this same relaxation in their horses. As you are, so is your horse.

2) Horses trained regularly with ground work have trainers who are more educated about a horse’s balance.Dragon in-hand Their horses learn to move in correct balance which allows them to be healthy and sound in their bodies and, therefore, more relaxed. Physical balance is emotional balance.

3) Horses trained regularly with ground work understand the trainer’s criteria better. They have mastered the response to an aid before the rider mounts and know the “right answer” already once under saddle. They don’t experience any conflict when the rider asks for a behavior  because the neural pathway has already been installed. They are more relaxed about being ridden because it rarely has caused confusion for them.

Natalie and Aesop in the snowWhen I got my first horse  I had the idea that ground work was important but I had no idea why or what it was I should specifically be doing. I muddled my way through some of John Lyon’s Ground Control Manual but I didn’t really understand how to use it to benefit me or my horse. I’ve learned so much since then!  Now I know there are so many things you can teach your horse from the ground. You can teach him motor patterns like walk, trot, canter and whoa. You can teach him the verbal cues for those motor patterns. You can teach him the physical aid you will be using from the saddle to elicit those motor patterns while you are on the ground. You can teach him how to move in balance so he is better prepared to carry you. You can teach him how to give at the jaw. You can teach him how to bend correctly. You can and should teach the beginning of lateral work from the ground. And finally,  you can teach him more advanced work like shoulder-in, haunches-in, haunches out, school-halt, piaffe and levade.

For us highly visual humans I think that ground work is often a better way to begin exercises because we are much better at seeing our horse doing the right thing than feeling it from the saddle. Often, my feel in the saddle is enhanced by the fact that I have watched my horse perform an exercise over and over in our in-hand work. It feels how it looks. In-hand work is also a good way to teach our horses because our own bodies are often more in balance when we are walking beside our horses. With the ground under our feet we are able to be more relaxed if something goes wrong and less likely to be so busy wrapped up in our own balance that we give our horses conflicting or confusing aids. It’s a good place to figure things out. I am a huge fan of in-hand work.

I’m glad to learn research revealed ground work is good for horses. Horses with a low heart rate are relaxed and relaxed horses perform better and live longer.  In this day and age of people starting horses under saddle in under an hour and increasing monetary rewards for  the “young horse dressage program“, everything seems to be done in a hurry. The entire horse culture seems to privilege “getting up there and riding your horse”. But as one of my favorite writers and accomplished horsewoman, Teresa Tsimmu Martino writes, “In today’s horse culture there are clinics that brag about starting a colt in a day, as if the quickness of it was the miracle. But old horse people know it takes years to create art. Horses as great masterpieces are not created in a day. An artist does not need to rush.” We need more scientific studies like this one to encourage us to slow down and take our time with our horses.

So why were the horses in the study more relaxed? Likely it was a combination of all three factors – a relaxed trainer, better overall balance and clear understanding of criteria. These are things that matter to your horse, and yes, will allow him to trust you when you ride. Take some time to slow down and work from the ground, learn a bit more about equine balance and teach new things in-hand before asking for them under saddle. You can take your riding to a whole new level and help  your horse become more healthy and relaxed in the process.

 

 

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