Understanding a basic progression in the education of a horse

Spryte at CBH horses SB

Me, at Camp Black Hawk in 1992, happy, but uneducated about learning.

The first horses that most of us ride are already trained. When I managed the barn for seven years at my girl scout camp, the horses came to us already trained. Sure, we tuned them up after their winter off, but they came to us knowing all the behaviors we needed them to know. We didn’t even talk about training, or understand the process of learning very well. This phenomenon is pretty much true throughout the horse world, in part because horses live so long and can have multiple stages in their lives, one often being where the horse goes to a beginner or a recreational rider with their skill set already in place to offer the human while they learn the basics of horse care and riding. In effect, because our horses are so long lived, and often so forgiving about their handling and ways of being ridden, training can be something that we understand vaguely as having happened in the past, but don’t truly understand as a process. In addition, because so few people start out with a foal or an untrained youngster, many professionals included, the process isn’t immediately obvious like it is with dog owners who often start with a young puppy who knows nothing about living with humans.

Because of this phenomenon, I often see huge holes in my students’ skill set when they get their first horse that needs active training, rather than passive maintenance of already acquired skills. In particular, I observe that people struggle to understand what to teach when, so I’ve created a basic curriculum to help guide folks working at home. It’s the general progression I use with my own horses and all my students’ horses as well. It allows you to rate where your horse is in their progression of learning and to know where to go next in their education. (This progression assumes a tame horse that wears a halter and is unafraid of humans.)

  1. Teach your horse to be operant through introduction of target training. If your horse isn’t operant and doesn’t understand they can effect change through their behavior, then you must go back and introduce this step. Even if they seem to have many other behaviors already learned, go back and confirm they are operant and not just passively compliant.
  2. Go through the process of teaching your horse foundation lessons.
    For me this means: Touch a target with your nose, walk forward from a cue on the lead, back up from a cue on the lead, stand quietly in with your head and neck in the center of your chest, aka, “neutral” position, stand on a mat, and offer head down from a cue on the lead.

    All of these behaviors can be taught from target training and transferred to tactile cues on the lead to avoid learner frustration, but it is very important that the cues transfer from visual to tactile cues as your horse becomes more educated. If they aren’t transferred, you will be limited when you want to begin riding, especially because targets from the saddle throw the horse off balance and badly out of alignment.

    Initial teaching of these foundation behaviors should occur in an environment where the horse is totally comfortable and learning is optimal.

  3. Establish that all of these responses are easy for your horse and can be put together in loops without “extra” behavior creeping in: walk forward – click – back up- click – head down – click, before you move on to rehearsing these behaviors in more challenging environments. (For more information on “loopy training”, check out Alexandra Kurland’s Loopy Training DVD.)
  4. Expand the context of your horse’s foundation behaviors. Use them in new and ever-widening environments: in the indoor arena, in the outdoor arena, on the road from the barn to the indoor, etc.
  5. Confirm that you can use the foundation behaviors you have taught your horse to  help them balance out emotionally. In the beginning, horse training is essentially energy regulation. Each of the foundation behaviors is there to place your horse in space and offer them an alternative to increasing adrenaline or fear. Being able to help them back away, stand still, move to a  mat or lower their head, suggest to them, “Do this for reinforcement rather than just react!”
    Once you can use your foundation behaviors to help your horse balance out emotionally, they are safe and ready to move on in the process. This stage of training can take some time, so be patient.
  6. Choose a discipline.
    What do you want to pursue? Now that you and your horse have built a system of communication and you both feel safe working in varied environments, it’s time to move on to new skills.
    Whether you want to pursue art form dressage, trail riding, horse agility, or working equitation, there will be a whole new set of component skills to teach your horse. Luckily, your horse will now be comfortable in the arena, or the outdoor arena or at a clinic, so you will be able to get to work on teaching the building blocks of your new discipline. And, if your horse gets worried, you know you have the foundation to go back to to help them calm down.
    Is your horse not even under saddle yet? Congrats! It’s time to start with the building blocks for ridden work!

    Helping people identify where they are in this progression with their own horses and helping them acquire the skills to teach each individual piece forms the bulk of my work with my students. In my experience, it takes from 2-4 years to learn the entire skill set as a human, but is a much briefer process to teach to a horse once you understand it yourself, six months to two years, depending on the horse.

    Where are you in the progression with your own horse? Do you know where you are going next?

    Enjoy the journey.

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Horse-centric protocols: What’s in fear free?

Sistine jolly ball target

Sistine targeting her ball while I simulate a jugular stick.

In the dog world, cooperative care is a concept that is really catching on. There’s an entire “fear free” movement, and a certification for trainers, vets, vet techs and motivated owners. The horse world, though, lags behind the dog world in terms of an awareness of the science of learning and fully understanding the components of animal-friendly practices. Because most of the focus of the fear free movement is on small animals, it’s very satisfying to develop fear free protocols for horses.

My mare, Sistine, a mustang rescued from a kill pen,  is the perfect horse for this work,

Sistine Fear free

Sistine Seraphim

because of her previous bad handling. Because she is afraid of all traditional handling, she is helping me to develop new ways to approach husbandry and vet care. I don’t know for sure what happened in her earlier life: if she was ever fully tame, if she was tamed well but mistreated later or a little of both. I do know she ended up starving and about to ship for slaughter, so it’s safe to assume there was little to no attention given to her emotional states during training. What that means for us today is that I have a very large mare (easily 1350 lbs) who is afraid of: halters, ropes, basic handling, people and objects. We desperately needed to build a relationship, but I needed to approach it creatively.

For most horse husbandry and vet protocols, the base behavior is “stand still and don’t move.” It sounds easy enough until you are staring down the lead rope at a thousand pound animal who is nervous and doesn’t have the coping skills to self-soothe and stand still at the same time. Fights are born, the chain is tightened over the nose and the horse learns that the vet predicts stress.

The other problem is that “stand still and don’t move” is passive. When your only job is to do nothing, it’s really natural to worry about what everyone else is doing. It enhances fear. It’s far easier to be involved in an active behavior so that your mind has a directed focus separate from the procedure being performed. Make sense?
In order to give Sistine an active focus WHILE standing still, I taught her to touch a jolly ball with her lips for grain. At first she just needed to learn to touch the ball at all, because she was nervous of any objects humans held in their hands. Once she learned to touch the ball with confidence, I taught her to touch the ball continuously, with duration. Once she understood both of those concepts, I went through a few sessions to teach her to do the same behaviors with a ball hanging on a post rather than in my hands. And once she could remain targeted on her ball with duration on the post, I introduced the idea that I would touch HER while she was touching the ball. Below is some short video of our process:

In the above video, you can see Sistine learning to target her ball on a post. You can see by all her extra head movements, and the fact that I need to put my hand on the ball to help cue her, that she has some anxiety about touching the ball in a new context. As the videos progress, you can see these extra movements resolve.

In the above video, you can see me introducing Sistine to the idea that I am going to initiate touch while she targets her ball. The first two repetitions are nice, but you can observe that she hesitates to put her nose back on the ball on the third repetition, and when she does and I touch her, she turns her neck away. I leave my hand out, which is a mistake, I should have taken it away and just clicked her for returning to the ball. Because this repetition was too hard for her and elicited signals of stress and body irritation (lean away, head shake, tail flip), I go back to re-establishing duration at the ball.

The next video is after a few more sessions. You will easily see Sistine is more relaxed, more eager to get to the ball and all the stress behaviors – looking away, waiting awhile to walk back to the ball, tail swishes – have all disappeared. I am able to touch her while she maintains contact with her target. In addition, it’s windy and I have two other trainers observing, normally something that causes Sistine concern. Watch below:

It’s easy to see that by giving Sistine an active focus, she is able to stay quite calm when she would otherwise be afraid. Over time I will be able to listen to her heart, take her temperature, rehearse vaccinations and needle sticks. There’s a process to introducing each novel procedure, but the familiarity of the ball will serve to anchor Sistine in place and provide a sense of safety.

Teaching a nose target/ball target is a fairly simple procedure, even for newer trainers. Considering that a study out of the U.K. found that being a horse veterinarian is more dangerous than even being a firefighter, it would seem logical that we would be looking for new ways to train horses to relax and be less fearful during procedures. With a nose target, the moment Sistine removes her lips from the target, I stop whatever I am doing – brushing, sliding down her neck for a jugular stick, brushing her mane. When she puts her nose back on the ball target, I click and reinforce. In this way, she can say “no” to anything that makes her uncomfortable by just taking her nose off the ball. Rather than run off, kick, or struggle, she can just back up half an inch. And, because I take her at her word, she can relax and go quickly back to her nose target behavior. It keeps emotional spikes low and relaxation high. That is the place where safety lies.
As we move toward the next century, our consciousness about what comprises humane care for animals will continue to evolve. I suspect that in the near future, cooperative care and the fear free movement will move into the mainstream, rather than just the sidelines. Medical care for any species holds the potential to be stressful, painful and scary. With horse’s size compared to ours, restraint isn’t always the smartest or safest choice. Teaching them how to partner in their own care, so they can be as fear free as possible, is the ethical choice for horse and human lives. I am grateful for and to Sistine for being an integral part of helping develop these protocols for everyone.

What’s in a trail ride? Making use of  objects to cue learned behaviors and classically conditioned emotional states.

What’s in a trail ride? Making use of objects to cue learned behaviors and classically conditioned emotional states.

Aesop in field sbEarlier this winter, I did a lot of hiking out in the 100 or so acres behind our farm. There was plenty of soft snow and it wasn’t demanding on cold muscles like accurate arena work.  It was a good way to get the blood flowing and as a bonus, I could wear gloves when I fed my horses and while I hiked. I didn’t need extra dexterity on the reins like I do in-hand or under saddle. As we hiked, technically on a “trail ride” as the horses and I were off property, moving in a relative line, I started to think about what a trail ride really is, to the horse, how many owners struggle with taking their horse out alone and what we can take from our daily work to make riding-out possible, safe and fun.

I was very interested in observing the general change in my horses’ arousal levels as we left our property. All of my horses eagerly volunteer to come out and learn, and all of them are used to working alone, without any other horses. But leaving the home property adds a level of unfamiliarity and a much larger physical distance from the actual herd. Because I am not interested in suppression or force as a tool for controlling behavior, my horses were totally at liberty so I would have an honest read on whether or not they wanted to come along. (Our farm is very secluded, so even if my horses were to go back home on their own, there is really no traffic or road to cross. Other people might not have this set up and will need to make adjustments to ensure safety for their horses.)

Initially, I took my horses two at a time out hiking. I knew having two together would easily increase relaxation, and I wanted to take advantage of creating positive initial experiences. I had my wife or other training friends come along and each of us was responsible for one horse.

Out for a hike in a group SB

Dragon, Aesop and Sara out on an early winter hike.

With two horses, the hikes were easy and they both stayed quite relaxed, their thresholds nearly identical to when we trained on property. Awesome! But, as we neared home, maybe the last 50 yards or so, they would speed up and canter back into view of the other horses and our barn. It improved with every hike, until it was only the last ten feet as the trail switched from the field to our property, but it was still anxiety. Small things can always turn into big things, so better to address them early. The horses were letting me know where the holes were in their emotional confidence.

The next time I brought Dragon and Aesop into the field, I had a new plan based on what I had observed. Before I took them out, I set up the field with objects I use in training sessions in the indoor arena. I dragged out mounting blocks, some large buckets I use to mark off circles when we longe at liberty, as well as a large plastic spool I got at a dog training store.

Mounting block SB

My well-loved mounting block.

I set these things up at the entrance to the field, so they were some of the very first and very last things we encountered as we hiked. As we entered the field the first time with the object set up, the change in the horses was measurable. They had felt relaxed before, but now they eagerly walked up to the familiar objects, lining up with the mounting blocks, sometimes moving out ahead to reach an object first and then wait for me to catch up and reinforce. They were focused and thoughtful.

Aesop and Sam at the mounting block SB

Aesop lining up at the bucket for Sam.

It became very clear to me very quickly, that adding in objects that already had conditioned associations with them and deep reinforcement histories allowed the horses to access their best, most responsive selves immediately. Adding the objects onto our trail walks was like when we got to use our notes for tests in school: everything felt easy and suddenly test taking wasn’t nerve wracking in the least!

Dragon at mounting block SB best

Dragon at the mounting block, offering stillness and his back. Lovely!

The objects you use in your everyday training sessions: mounting blocks, traffic cones to mark off circles, and buckets to practice turning around are more than just mundane objects. They become a deep and integral piece of the learning process. What functions do they serve?

  1. They cue you to stop and ask for a certain behavior from your horse. These objects help order and pattern your training sessions. Trail walks and rides can be long and continuous. Once people start, they rarely stop, which can lead to both the horse or human becoming overfaced as they steadily move into uncharted territory. Using objects along your path can break up the pressure to go, go, go and provide better context for you and your horse.
  2. They become secondary reinforcers to your horse. Even though these objects are neutral initially, over time, their presence becomes reinforcing to your horse because they so often lead to actual reinforcement. This classical conditioning will help your horse to feel relaxed and eager because working around these objects always predicts good things!
  3. These objects also cue your horses for certain operant behaviors. If you have done a solid job using objects as targets and context cues in your foundation work with your horse (stand on a mat, line up at a mounting block, trot to the outside of cones, touch your nose to a jolly ball), you have a whole lexicon of visual cues you can take with you on the trail or in new environments. Rather than abandoning all of the familiar and well learned objects, bring them into your trail ride or new environments to help your horse be right!
    Dragon riding out SB

    A short trail ride alone, once we were comfortable thanks to our object work. Heading back toward a mounting block, not pictured.

    Aesop riding out SB

    Riding object to object with Aesop out in the fields.

    When we work in arenas, we never ask our horses to go any further from home than they are when they enter the arena. It’s a static space, controlled and safe. But when we head out onto the trail, not only is it an unpredictable environment in terms of wildlife, geographical variation and unfamiliarity; it also takes our horses continually further from home and their herd mates. That’s pretty challenging. Getting our horses used to learning and working in novel environments should be approached thoughtfully and with attention to detail. Intentionally harnessing the power of familiar objects with deep reinforcement histories allows our horses immediate relaxation and context in what can be a fear-inducing situation. It’s just good training.


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A new venture!

A new venture!

Aesop Patreon

Aesop and I both practicing being spellbound. Magic works both ways.

When I started writing Spellbound years ago, it was more of a way to hold myself accountable to regular work and to have an online journal available to me of my horses’ training. But, somewhere along the way it grew into something far larger and more universal. Now, Spellbound is a place where I share positive reinforcement concepts, training progressions and mechanical skills with a community of progressive horse people. I deeply enjoy putting together material; I learn a lot through it and I’m delighted when I learn something I’ve written has helped others find their way with their own horse. I want to spend more time creating material, but to do that, I need to find a way to be paid.
Luckily, there’s an amazing site called Patreon that allows people who are creating content to be paid monthly by their supporters. It’s a fairly new concept, but it works off of the old model of a patron who supported an artist. Except, rather than only one very rich patron, Patreon works off of many regular people pledging small amounts that add up to really substantial support. I’ve created a page for myself  and I’m hoping you will join me on my journey by pledging! I’ve set some serious goals for myself and for what I want to create.
In addition to monthly blogs, I will be rolling out monthly “Try this at home” videos that offer direct instruction to readers who would like to teach behaviors and concepts to their horses at home. These videos will pull directly from my blogs so that you can work on exercises that lay the foundation for or are the same as what I am working on here.
Long term, I am at work on a deep, foundation-level horse course. The course will combine essential skills with a deeper look into emotional thresholds and basic biomechanics. Positive reinforcement, understanding horse behavior and teaching correct biomechanics are the golden ring of a happy AND sound horse and I want to put them together for you, the way I wish they had been for me. Becoming a patron supports me on this quest!
I am so excited to be at this new and deeply creative stage in my life. With everyone’s support, I will be able to pursue this work long-term, moving toward longer and more enduring forms as well as diving more thoroughly into Spellbound itself. Thank you for being a reader and I hope to see you on my Patreon page!



Do you know how to measure your horse’s overall balance?

Last year I went to an incredible, multiple day biomechanics lecture series with Jillian Kreinbring of JK Inspired. For those of you who are unfamiliar, Jillian is both an academic and a practiced horsewoman. While pursuing her masters degree in equine movement, posture and muscle development at The University of Wisconsin Madison, Jillian studied with Dr. Hillary Clayton, Dr. Sara Wyche, Dr. Nancy Nicholson, as well as Dr. Deb Bennett. In her life as a trainer and rider, Jillian has studied with Peggy Cummings, Mark Russell, Stephanie Millham and Manolo Mendez, among many others. While it is difficult to parse out one piece of information from her lecture that was the most valuable, what was the most empowering for me  and a powerful baseline to begin the study of biomechanics with, was the concept of overall balance.

Horse people are forever debating over the correctness or lack of correctness of horses in movement, debating the conformation of horses standing still and debating the correctness of movement of videos of horses in training at home or competition. Ask ten people what they see and you will get ten different answers. Often, what I see written out in discussion is a very fragmented knowledge of movement and a fidelity to small, peripheral details that can’t ever explain or acknowledge the whole. People “know” toe-flicking is bad, nose behind the vertical is bad or a dropped back is bad. Or matching angles in the trot is good, head in front of the vertical is good and a raised back is good. But, often, we are looking from the edges into the center, rather from the center out to the edges. Really looking at a whole horse, their body and balance together is a huge subject and it’s hard. So, for lots of us, there are small things we know are healthy or unhealthy for the  horse, but the larger picture eludes us. Ask us to break it down and we find we can’t speak about it as clearly as we’d like. And this isn’t for no reason. Solid information is difficult to find. Many riding instructors and trainers can’t even tell you why certain postures are good or bad, just that they are. I remember watching the summer Olympics in 2000  and being so moved by the dressage and then wondering, “Who is moving the best? Who would I pick to win?” and the truth was, I had no idea. I didn’t have the criteria to make an informed choice. (Now of course, I don’t look to sport dressage for healthy, beautiful movement, but it illustrates my point.)

The particular beauty of biomechanics is that they aren’t subject to opinion. Biomechanics give us consistent landmarks we can use to understand how our horses are moving. They help us draw our maps of balance and to inform our work with our own horses regardless of our goals or individual discipline.

So let’s begin.

For starters, every horse has two general balances: their static balance and their dynamic balance. Their static balance is their balance when they are standing still and their dynamic balance is their balance when their body organizes into movement. Add a rider and the horse’s dynamic balance is influenced significantly.
Whether you are measuring your horse’s static balance or dynamic balance, you measure it the exact same way, by the relationship between two points on their spine; this value is your horse’s overall balance.
To measure your horse’s overall balance:  draw a straight line from cervical vertebrae 5 (c5) to the core of the lumbar-sacral joint, essentially, where the spine transitions from the low back into the sacrum. The slope of this line tells you how your horse carries his weight.
Let’s look at these two points on a real horse:

Hocus overall balance

Hocus Pocus: Measuring overall balance. He is basically level with the ground.

For a horse to be adept at carrying weight (a rider), you want your line to be no more than four inches off the horizontal, up or down. More than that and helping them organize into healthy movement is going to be more difficult. As you can see from the photo above, Hocus Pocus is a fairly level horse.

Below is a picture of another horse, whose overall balance is more downhill:

Downhill horse blog

The overall balance of this horse is more downhill. It will be harder for him to organize his body and carry a rider in a way that is not damaging for him.

Once you’ve assessed your horse’s static balance, then it’s time to get out the video camera and assess your horse’s overall balance when ridden. If you find your horse is even more downhill when you ride, don’t panic! It’s very common and once you know what you are looking at and looking for, you can begin to change. Let’s look at how Hocus Pocus was ridden before he came to Idle Moon Farm:

Hocus compressed spine

When you compare this picture of him in movement, you can see that his overall balance under a rider is more downhill than his overall balance when standing. Over time, this will cause wear and tear on his joints, atrophy his back muscles (already happened), make him more susceptible to injury and actually tighten his whole chest leaving less room for his heart and lungs. Let’s compare to his static balance picture.

Hocus static:poor ridden

A comparison of overall balance. Top: static, bottom:ridden.

Because Hocus was bumping into the bridle, he self-protected by dropping his back and pushing the base of his neck down into his chest, compressing his spine to avoid discomfort as much as possible. While he is still a work in progress, below is a photo of Hocus learning to carry himself in a new posture.

Hocus new ridden posture phase one

Although the line from his lumbar-sacral core to his C5 is still downhill, it’s now only about an inch downhill, rather than 4. Small improvements are cause for celebration: small changes rehearsed daily lead to large changes over time. Let’s compare this picture to his other ridden picture:

Hocus riding horse blog

A comparison of overall ridden balance. Old life, top. At Idle Moon, bottom. Notice the difference in the angle of the line.

He’s definitely improving, and that’s wonderful. But, because his back is still weak, riding is hard. Ideally, when I train Hocus, I can influence his posture to be more uphill than his overall balance when standing still. For him, this is only possible in-hand right now. So, that means, I work him primarily in-hand and ride once or twice a week for very short rides, stopping before he gets tired and finishing in-hand.

Hocus Elementary Balance

Hocus Pocus in elementary balance in-hand.

In this last photo, you can see that the line between C5 and the core of the LS joint is completely level; this is considered elementary balance. So, the overall balance in this picture is an elementary balance. Helping your horse into elementary balance in movement is a huge accomplishment and the first touchstone on the road to collection. Collection is something that happens in phases; this is phase one. Being strong enough to maintain an elementary balance through all three gaits, with a rider, could take anywhere from 3 months to a year, depending on the horse and his fitness. Since Hocus’s back was so atrophied when he came to me, he will spend this year working in elementary balance through all his gaits, until he is strong enough to lift from the base of his neck and maintain a healthier posture consistently. Learning to engage the muscles that make elementary balance possible takes time and repetition.We will work often in-hand and add in lateral work for flexibility and straightness.

When we understand how to measure overall balance using actual points on the horse’s spine, we can begin to build criteria for understanding healthy, weight-bearing movement. Without bony landmarks we can get stuck using outlines, old ideas or other peripheral information that is not sufficient to understand the whole of our horse. Most damage to horses is done inadvertently, but it is damage just the same. Moving forward into the 21st century with our horses, an understanding of healthy biomechanics and alignment is necessary in order to be true advocates for the animals we love.
To learn more about Jillian Kreinbring or attend one of her biomechanics lecture series, check out www.jilliankreinbringinspired.com