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 Withdrawn or agitated behaviours in situ, avoidance behaviour during handling and agonistic intra-species interactions were indicative of negative affective state.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

The number of equines injured as a result of incidents during road transport is currently unknown in the United Kingdom. Although previous research has identified factors that affect an equine’s behavioural and physiological responses to transportation, their contribution to incident occurrence and injury risk is unclear. The aim of this study was to identify factors associated with incident occurrence and equine injury during transportation by road. An online survey was administered between 12 May 2017 and 21 July 2017 in the UK. The survey was open to those transporting equines non-commercially and comprised two sections. Questions relating to general transport behaviour were completed by all participants. Participants who had experienced an incident then provided details of these, including outcomes. Incidents were reported by 16.2% (342/2116) of participants, with details included for 399 incidents. Those participants who had a professional/competitive involvement with equines reported more incidents than those with a predominantly leisure involvement (p < 0.01). Equine behaviour was the attributed cause of 56% of incidents reported and most incidents occurred during the first hour of travel (65%). In over 50% of the incidents reported, the equine was injured, with those incidents attributed to transport vehicle malfunction being associated with the highest percentage of injury (68%). This study highlights the need for better preparation of the equine for transportation and to identify risk factors associated with transport vehicle type, design and operation.

Quality of life is dependent upon the extent to which behavioural needs are met, and the balance between pleasant and unpleasant lifetime experiences. In Part II of this systematic review, articles (n = 109) relating to horse-human interactions were reviewed to identify behavioural evidence of their positive or negative impact on the horse. The number of articles (n = 22) relating to the recognition of pain in horses, indicated the importance of identifying health issues, which are also likely to increase the aversiveness of interactions. These and articles relating to emotional reactivity testing in horses (n = 19), the behaviour of horses during handling and management procedures (n = 17), behaviour of the horse when ridden (n = 17), non-procedural horse-human interactions (n = 13), horse behaviour during transportation (n = 12) and behaviour during training other than when ridden (n = 9) were reviewed. During most interactions, horse behaviour is controlled and/or restricted by the human, masking negative or positive signs, and may be confounded by factors including fear and individual differences. In situations involving freedom of movement, positive experiences of horses with humans were associated with approach behaviour, negative ones with avoidance, but training could affect both. Undoubtedly, change is needed to reduce the extent to which interactions with humans are unpleasant for the horse. Only when the needs of the horse are fulfilled and interactions with humans are predominantly pleasurable will their quality of life improve.

The gaze behaviour of riders during their approach to a jump was investigated using a mobile eye tracking device (ASL Mobile Eye). The timing, frequency and duration of fixations on the jump and the percentage of time when their point of gaze (POG) was located elsewhere were assessed. Fixations were identified when the POG remained on the jump for 100 ms or longer. The jumping skill of experienced but non-elite riders (n = 10) was assessed by means of a questionnaire. Their gaze behaviour was recorded as they completed a course of three identical jumps five times. The speed and timing of the approach was calculated. Gaze behaviour throughout the overall approach and during the last five strides before take-off was assessed following frame-by-frame analyses. Differences in relation to both round and jump number were found. Significantly longer was spent fixated on the jump during round 2, both during the overall approach and during the last five strides (p<0.05). Jump 1 was fixated on significantly earlier and more frequently than jump 2 or 3 (p<0.05). Significantly more errors were made with jump 3 than with jump 1 (p = 0.01) but there was no difference in errors made between rounds. Although no significant correlations between gaze behaviour and skill scores were found, the riders who scored higher for jumping skill tended to fixate on the jump earlier (p = 0.07), when the horse was further from the jump (p = 0.09) and their first fixation on the jump was of a longer duration (p = 0.06). Trials with elite riders are now needed to further identify sport-specific visual skills and their relationship with performance. Visual training should be included in preparation for equestrian sports participation, the positive impact of which has been clearly demonstrated in other sports.