‘Rules’ vs ‘Principles’ in Horse Training (this might be eye-opening!)

When people learn to interact with horses it usually starts with riding lessons or they learn from a seasoned horse person. You’ll learn the ropes, which usually means the ‘rules’ of how things are done. Then one day, you discover that the rule doesn’t apply anymore… Why is that?

Why Rules Not Always Apply

Over the years you already might have learned some rules don’t work for you or the horses you work with. Why is that?

Why rules in horse training not always work

Because when you’re focused on the rule, you miss the principle behind the rule. That’s why it’s not working. Learn the Principle and you discover the Gold! That’s why I teach all my clients to base their training on Key Lesson #1 for Trainers: The Principle of Learning & Motivation.

It’s like Give a man a fish and he’ll eat for a day (rule), if you teach him how to fish (principle) he’ll never be hungry.

What’s the Principle behind the Rule?

That’s what I’ve been working on the past 3 decades and that’s why I can lead others to success in horse training. I don’t work with rules, I teach clients principles. They are way more worth, because it sets them up for life!

Examples of Rules that Not Always Work

These are rules that apply to some or maybe even most horses, not to all horses!

1. Horses will work for carrots.

My horse Kyra was born in a nature reserve and foals learn to eat what moms and other herd members eat. In nature horses don’t feed on carrots because they don’t grow in their habitat! Kyra literally had to learn to eat carrots, apples and man-made treats. Foals who are born at a barn have already learned that what people feed you is edible.

So what would be a principle behind this rule? The principle is that the receiver determines the reward (read: appetitive).

Some horses like to work for carrots, others prefer grain, grass pellets or something else. As trainer you have to figure out what motivates your horse.

You know that not all horses can’t be lured out of the pasture with a carrot. The carrot is simply not appetitive enough in those cases. More principles could be at work why the horse won’t come and how to determine that, is a whole other topic.

Still people are asking on the Internet: ‘What treats are best for in clicker training?’ The answer is… it depends on the horse and the situation. Appetitives can change in value.

If clicker training doesn’t work, it’s because people don’t apply the Key principles of Learning and Motivation, they try to apply ‘rules’ ~ HippoLogic

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The rule people hear is:

2. “Pressure-release will make the horse do what I want”.

Look at people that have trouble loading their horse into a trailer. They apply pressure, they apply release and still the horse is outside the trailer.

In training it’s about the timing (learning happens when the aversive stimulus is released) and also about the strength and direction of the aversive (if the trailer is more aversive than the applied pressure, the horse won’t go in) or if an appetitive stimulus outside the trailer is stronger than the applied pressure the horse won’t go in. It’s about how the learner experience the aversive stimulus.

When I started to figure out the principles at work behind every rule in horse training things changed quickly. My clients got better results and problems were solved quicker and with less struggle.

3. Heels down, hands low, back straight, chin up!

This is what I was taught in riding lessons for many, many years. It didn’t make me a good rider at all. These are rules, the principle behind it (that they never taught me in the riding school), is to sit in balance.

When I took Centered Riding lessons I learned how to sit in balance. I learned that balance starts at the position of my pelvis: tipping it slightly forward it created a hollow back, legs that went backwards, heels went up and hands that were moving very much in order to keep my balance.

When I had my pelvis slightly tipped backwards, I rode with a curved back, my legs were in chair seat (before my point of gravity) and my chin was down.

Only if I kept my pelvis in ‘neutral’ (this is where your balance starts!) I was able to keep my legs in the right position, my back straight and could move with my horse instead of being before or behind my horse’s movement.

Only when I keep my pelvis in ‘neutral’ I can move with my horse. I am balanced, my hands can become soft because I move them in the rhythm of the movement of my horse’s head instead of my own body. My legs become still (in relation to the horse flank movements) because I don’t need to squeeze them in order to keep my balance. I became confident because I felt safe! That’s when I became a good rider.

Now you can see why these rules started: heads up, back straight and so on. They want to solve the symptoms of an unbalanced rider. Unfortunately they don’t work (how many times have you heard them!?) because they don’t solve the problem (balance). The principle of riding does: where does balance in a rider start? Right, in the pelvis! And that’s why it’s called ‘centered’ riding.

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6 Things That You Might Not Know About Clicker Training (5/6)

In this series I will be sharing 6 interesting facts I didn’t know about when I started using positive reinforcement in training animals. This is part 5. I like this one!

Some of these are common misunderstandings people have about clicker training while others are facts most equestrians don’t know at all.

The goal of this blog is to help more people understand how well positive reinforcement (R+) works in training our horses. I want every one to know that clicker training offers more great benefits besides training your goal behaviour. Positive side-effects you won’t get in negative reinforcement (R-) based training methods (traditional and natural horsemanship). I wish I had known these benefits earlier in life.

#5 Positive reinforcement has many smart training strategies that I haven’t found in other training methods

In the decades that I have been using positive reinforcement training I have discovered so many smart training strategies that I haven’t heard of in other methods.

This is what I learned in the first 20 years in horses

In traditional and natural horsemanship training the aim was to create more of the desired behaviour by taking away something the horse dislikes (an aversive). Therefor, the solution I was offered ,when a horse wouldn’t obey, was to ‘ask again but increase the pressure’ (the aversive): eg more leg! If that didn’t work: a tap with the whip. Increasing the command until my horse would go. The myth I learned was: ‘He (your horse) knows what to do.’

If a horse didn’t cooperated in taking an oral de-wormer, you just tied him up so he couldn’t pull his head away. Which most of the time resulted in a bigger struggle next time. The myth I was told (and I believed) was: ‘He will soon learn that this doesn’t kill him’.

Sounds familiar?

In general the ‘solution’ was often the same (more ‘pressure’) and only aimed to short-term success (the now). Basically the go-to solution was using more coercion, often painful. Rewards must be ‘only sparingly used’ otherwise ‘I would spoil the horse’.

Positive reinforcement expands your horizon

In positive reinforcement the aim is to train the horse by reinforcing the desired behaviour with something the horse wants to receive/have (appetitive). You focus on the good things!

So, when my horse doesn’t offer the desired behaviour I immediately start asking questions. Not the “How can I make the good thing easy and the bad thing difficult?”-question (which often means “How can I -the trainer- get to my goals ASAP?), but many questions. Horse-centered questions:

• Why does my horse not cooperate?
• Has my reinforcer (my reward) lost it’s value?
• Is something else more reinforcing or urgent?
• Am I clear in what I want my horse to do?
• How can I make it easier and more fun (!) for my horse?
• Does my horse understands what I want (Am I lumping? Is there a context shift? Is he distracted? Bored? Anxious or in flight mode?)
• and so on

Training strategies

Then you have those smart training strategies that really help achieving your goals and goal behaviour, like:

• positive reinforcement: reinforcing with appetitives (something the horse really wants to have and want to make an effort for to get it)
• 5 strategies to get your goal behaviour with R+
• writing a shaping plan (detailed step-by-step approach of training your goal behaviour)
• the use of a bridge/marker signal to pinpoint exactly what you want to see more of
• the use of high and low value reinforcers to increase engagement, decrease stress levels, prevent boredom and predictability in training and so on
• ‘jackpots’
• chaining behaviour
• back chaining behaviour

Except for the use of rewards I never heard of any of the above strategies until I learned more about positive reinforcement. A few of these are really your Key to Success in Equine Clicker Training. If you want to learn more join my Clicker Training Academy where you learn all 12 Keys to Success in Clicker Training.

It makes life so much easier that I can’t picture training horses or coaching people without these strategies.

Read the other articles in this series:

part 1 of 6 Things You Might Not Know About Clicker Training
part 2
part 3
part 4
part 5
part 6

Sandra Poppema, BSc
Founder of HippoLogic
Enhancing Horse-Human connections through clicker training

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“There is nothing wrong with Negative Reinforcement applied properly”

Said someone once to me. I didn’t say anything, but my body screamed: ‘Yes, there is….‘

Although I couldn’t explain in words why I felt that way, now I do. Since it was hard to catch it in words, it is a long explanation, so please get seated.

When I talk about horse training, I like to use the scientific definitions in order to keep the language as clear as possible and to avoid emotional and subjective projection. Let’s start with some definitions because this statement (“There is nothing wrong with R- applied properly”) is one that causes a lot of commotion among horse people.

‘When can I stop using food?’ in Clicker Training

This is a question equine clicker trainers get asked often and is a really fascinating question for me as positive reinforcement horse trainer.

I get that it’s a concern for people who are interested in clicker training and those who are exploring the pros and cons. It seems like a hassle, right?

Why is this such an intriguing question?

If you know the principles of training you’ll understand. Let me explain. Basically there are only two ways you can motivate a horse in training.

1. Strengthen (reinforce) a behaviour by taking away an aversive. An aversive is something the horse wants to avoid or get away from.
2. Strengthen (reinforce) a behaviour by giving an appetitive. An appetitive is something the horse wants to receive, something he likes.

So if someone ask me ‘When can I stop using food in training?’ it sounds like the person wants to know ‘When can I stop reinforcing behaviour?’ or ‘When can I stop offering appetitives in training?’

I have never heard someone ask a riding instructor ‘When can I stop using my whip?’ or an employer that wants to know when he can stop paying his newly hired employees.

It is a legit question

However, I do understand where this question is coming from. It comes from a fear of never, ever doing something with your horse without having a treat in your pocket. I get that, but a reinforcer isn’t a bribe that you have to use every time and also have to keep increasing.

Here is what happens if you start using positive reinforcement:

• Your horse will learn that he can influence the training by his own actions (the right behaviour leads to a click, which leads to an appetitive)
• Your horse will gain the confidence to try out new behaviours because that increases his chances of getting what he likes (food). He is having fun discovering what leads to a treat and what doesn’t.
• He will like the engagement with his person, because there is a ‘puzzle’ involved and there is no punishment for ‘wrong answers’. All answers are ‘Good’ or, worst case scenario, ‘Not Reinforced’.
• In the beginning it will be about the food, yes, but if the trainer uses a marker (the click) to mark the desired behaviour in a consistent way, the horse will shift his attention from the reinforcer, the food, to the click (the marker) and therefor will be focused more on this behaviour instead of the food.
• As soon as the marker signal (the click) becomes a reliable predictor of the appetitive, the click becomes as valuable as the food. Now the click has become secondary reinforcer. Something the horse has learned to value. First it meant nothing, now it means ‘an appetitive is coming’.

Reinforcement never stops

In positive reinforcement as well as in negative reinforcement training (traditional training and natural horsemanship methods) reinforcement never stops.

If the reinforcement stops the behaviour will go extinct (die out), unless it is ‘self rewarding behaviour’, behaviour that reinforces itself without external interference. 

All behaviour must be reinforced 
in order to stay in the horses 
'repertoire'.

Riders will never stop using leg aids (pressure-release) and if the horse fades out his response, he will get a reminder (the rider will use reinforcement) to ‘hurry up and respond quicker’ by the use of a stronger leg aid, the tap of the whip or the use of spurs.

Does a (well trained) horse need to be in pain every time you ride him? No, he will learn to anticipate on a light cue, that now is a reliable predictor of an aversive. It’s this principle that ‘keeps the horse in line’. The horse had learned how to avoid it.

What about positive reinforcement training? Do I have to keep using food forever?

Yes and No.

Please explain!

Yes, you will have to reinforce a learned (trained) behaviour once in a while after it is established. This will prevent extinction. This means you will have to remind your horse that there is ‘still a chance of getting something good’ (food) once in a while for good performance.

No, it doesn’t have to be food!

Once you get more experience as trainer you can use other reinforcers too that aren’t food. You can even reward behaviour with behaviour.

Yes, you will carry food almost every training, but it is not what you think. Once you have discovered how much fun it is (for you and your horse) to clicker train him and how easy you get new behaviours you can’t stop teaching him more and more.

Food is a powerful primary reinforcer and comes in handy when teaching new behaviours. That is why clicker trainers almost always carry food: they are busy training new behaviours!

No, you don’t have to reinforce well known behaviour every time with food.

It can take a long time before positively reinforced behaviour goes extinct. Your horse will learn that you equal fun and he is willing to do so much more for you even when you don’t carry  food. Once your marker becomes valuable, you can replace food with other reinforcers, like scratches or other behaviours.

What about you?

What is your answer to the question ‘When can I stop using food in training?’ Please share it in the comments.

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Sandra Poppema, B.Sc.

My mission is to improve human-horse relationships. I reconnect horse women with their inner wisdom and teach them the principles of learning and motivation, so they become confident and skilled to train their horse in a safe and effective way that is a lot of FUN for both human and horse. Win-win.

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Difference between Negative (R-) and Positive Reinforcement (R+)

Let’s start with explaining what positive and negative reinforcement is. Then I will share what was a real eye-opener for me about the difference between positive reinforcement (R+) and negative reinforcement (R-). It is not so much the obvious difference (the carrot or the stick-difference), it’s way cooler!

Definitions

Reinforcement (R): strengthening (a behaviour)

+ (plus): adding

– (minus): removing

Appetitive: something the animal really wants to have and values

Aversive: something the animal really wants to avoid or escape from

Positive reinforcement: use of an appetitive in order to make a behaviour stronger (reinforce the behaviour).

Negative reinforcement (R-): taking away an aversive in order to make a behaviour stronger (reinforce the behaviour).

Positive reinforcement

In R+ trainers use mostly food rewards because food is of high value to the horse. In R+ the use of a marker signal (often a sound, eg a click) is used to communicate to the animal what behaviour the horse was reinforced for, not the moment of offering the appetitive. Clicker training is an example of positive reinforcement training.

Negative reinforcement

Traditional riding aids are based on R-

In R- trainers use mostly pressure to communicate. The moment of taking away the aversive is the way to communicate to the horse what behaviour the animal was reinforced for. Traditional training and natural horsemanship are based on negative reinforcement.

The difference between R+ and R-

It is not the food or the use of a marker in positive reinforcement that is the biggest difference. It is the way the horse responds in training that is the real difference.

In negative reinforcement it's the trainer that raises the criteria, 
in positive reinforcement it's the animal that raises the criteria.

In other words, in R- the horse will not offer behaviours spontaneously (because there is no reward involved for the animal).

The ‘release of pressure’ is not a reward: the horse will not offer ‘more behaviour’ in the hope of a more severe aversive ‘in order to earn a bigger sense of relieve’.

In R- the horse learns to avoid or prevent the aversive all together by anticipating his owners behaviour, but he will not actively seek ways to improve the behaviour since there is nothing in it for him if he does.

If the trainer wants to create more of a desired behaviour or better quality behaviour he uses an aversive to communicate that he wants something different now (raising criteria).

In R+ the horse keeps actively looking for ways to earn the appetitive reinforcer by offering more of the desired behaviour. The horse learns he can influence the appearance of an appetitive by anticipating the behaviour. He will actively look for ways to earn the reinforcer and therefor will raise the criteria on his own by offering more of the desired behaviour.

The horse as individual

For me this way of approaching the difference between R- and R+ was a real eye-opener!

I suddenly realized that not everyone is looking for a horse that learns to think and comes up with solutions on his own!

Personally I think this is a tremendous asset in training animals. It can sometimes be a challenge to channel this motivation, but if you know how you can achieve spectacular results! It not only helps speed up training but it also benefits the relationship with the horse: he wants to train with you because there is something in it for him!

I also realize that this is exactly the same reason it can be such scary thought: a huge animal that thinks he is entitled to his own ideas (he is!). What if this is turned against the trainer? Then what? What if the horse decides not to cooperate… does that mean he doesn’t like you or your training? What if the horse ‘decides to let you down’?

What if… this is not the case at all? What if the horse mostly doesn’t cooperate because he simply doesn’t understand the question? Or he won’t do it because he is afraid? What if he is allowed (and encouraged) to communicate his concerns or fears? Would that benefit the relationship? I think it does!

The beauty of herd animals is that they are hard-wired to cooperate: the drive to work together in order to keep safe and survive is so strong they can’t ignore it. That’s the same reason we could domesticate them in the first place.

I think it is amazing to see how much horses put up with in order to cooperate. That’s the very same reason you can train them so well with negative reinforcement: their will to stay safe and survive is so strong.

Food for thought

Anyway this fact was food for thought for me. What about you? Are you afraid or delighted to let your horse raise the criteria and have a say in his training?

Remember: 
Negative reinforcement for the horse, is positive reinforcement 
for the trainer (the trainer gets what he wants: desired behaviour).

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Myth Monday: ‘Clicker Trainers don’t use Pressure’

There is a huge misunderstanding about the word ‘pressure‘ in the horse world. I hear people who want to start positive reinforcement training but they hesitate: ‘How can I start clicker training my horse and don’t use any pressure? Isn’t that impossible?’ Yes, training a horse without pressure is impossible, but let me explain the difference between using pressure as cue and using pressure as reinforcer.

Definitions

Let’s discuss some definitions before I debunk the myth that +R trainers don’t use pressure.

What is ‘pressure’ according to the Cambridge Academic Content Dictionary:

Pressure (force): the force produced by pressing against something: air/blood/water pressure. Pressure is also the force that is put on a surface with reference to the area of the surface.

Pressure is per definition not ‘bad’.

Pressure can be 3 things for the horse:

1. pressure is  ‘unpleasant’
2. pressure is ‘neutral’ or
3. pressure is ‘pleasant’.

It can also happen that the association with pressure changes due to the horses training.

Pleasant pressure

Examples of pressure that feel good are mutual grooming, rubbing against a fence or horses that are playfully pushing each other.

Unpleasant pressure

Pressure that is aversive can be a kick or a bite or being chased away from the herd.

Neutral pressure

Pressure can also be neutral in the beginning: it doesn’t give the horse a good or a bad feeling or it doesn’t have a good or bad association yet.

I have trained horses with NH and traditional methods in the past. These methods use pressure as an aversive. Some horses don’t experience pressure as an aversive that they naturally want to avoid. Some horses (especially Fjorden horses, Halfingers and Friesians I worked with) need really strong pressure in order to learn to yield. The light pressure in the beginning is ‘neutral’ and in order to teach them to yield I had to make it unpleasant so they learn to anticipate on only association (‘light, gentle touch will turn into aversive if I don’t yield’).

Negative reinforcement (R-): A behaviour is strengthened by removing an unpleasant or painful (=aversive) stimulus.

Natural horsemanship & traditional training

In natural horsemanship and traditional methods it is this ‘pressure’ that makes the horse yield.

In traditional and natural horsemanship methods pressure is used in an accumulating way until it is aversive enough for the horse to yield. Then the pressure is released in order to make the wanted behaviour stronger.

For instance when a horse doesn’t respond to a light pressure of the riders legs (calf) to go forward, the rider builds up the pressure by squeezing harder or using his spurs. If that doesn’t work the leg aid is followed by a tap with the whip (which can be painful, try it on your own skin).

In this way the trainer teaches the horse to anticipate on the riders light leg aids. If the light leg aid isn’t aversive in the first place it is followed by more pressure until the horse moves forward. The light pressure of the leg becomes an aversive in itself: the horse has learned to associate the leg aid with an aversive to which he wants to anticipate with yielding. Which isn’t the case at all in positive reinforcement training.

Positive reinforcement (R+): A behaviour is strengthened by adding a pleasant (=appetitive) stimulus.

Positive reinforcement (clicker) training

In positive reinforcement training the desired behaviour is trained first. Only if the behaviour is established, a cue is added. The cue can be anything.

So in positive reinforcement training the trainer will teach the horse to move forward first and will use appetitives to reinforce the forward movement. The trainer can induce the forward movement in different ways, according to the situation (capturing, targeting, shaping or luring or moulding*). There is no use of pressure yet.

After the behaviour is established you add the cue. The behaviour already has a strong positive reinforcement history (going forward is strongly associated with pleasurable rewards). If the cue ‘light pressure of the calf’ is added to the forward movement, the rider is using pressure.

The pressure cue is only chosen if it is not aversive. If the leg pressure is considered aversive the trainer will either choose a different cue or can choose to counter condition the pressure cue first and make it neutral or change it to a pleasurable sensation before using it.

This cue will always has the same amount of pressure. If the horse isn’t responding to it, the pressure will not be accumulated. Why not? Because this changes the cue and therefor will not be understood by the horse (stronger leg pressure or a tap with the whip is not associated with going forward).

Differences in using pressure in R- and R+

In R- the pressure is used to teach a horse behaviours. The pressure is released to make the behaviour stronger. Therefore the pressure is associated with an aversive stimulus. If the cue wasn’t aversive, the horse wouldn’t have learned to yield/anticipate to it.

In R+ the pressure cue is added only after the behaviour is established with pleasurable stimuli. The pressure is therefor not associated with an aversive. The pressure cue that is chosen is not aversive in itself and it is trained with appetitives.

Behaviours that are trained with pressure and release and then rewarded with a treat or scratch at the end, are not considered positive reinforcement.

Conclusion

Pressure can be aversive, neutral or appetitive.

It is the trainers responsibility to turn a neutral pressure or aversive pressure cue in a way that it is useful for communication and becomes appetitive (associated with something pleasurable). That can only be achieved with positive reinforcement, not with traditional or natural horsemanship methods.

My goal is not to avoid pressure, my goal is to understand what association the horse has with pressure and make it a pleasurable way to communicate.

*) Attention! With moulding behaviour pressure is used, but it is never aversive. If the pressure in moulding turns aversive it is not moulding anymore, but ‘forcing a behaviour’.

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Sandra Poppema, B.Sc.

I help horse owners get the results in training they really, really want with joy and easy for both horse and human. I always aim for win-win!

Sign up for HippoLogic’s newsletter (it’s free and it comes with a gift) or visit HippoLogic’s website and join my online course Ultimate Horse Training Formula in which you learn the Key Lessons, Your Key to Success in Clicker Training.

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Natural Horsemanship vs Clicker Training

What I really liked about the Natural Horsemanship method I followed in the late nineties, was the step-by-step program I bought. It was very practical because it described the horse behaviour in advance: I could expect this, this and this. Fan-tas-tic! I just had to follow the steps and boom! “Friendship” and “Partnership” where delivered.

Step-by-step program
When things didn’t work out the way the book described you could look up “pitfalls” and read where you skipped a step and what you had to work on. Great. It worked. Best thing of all, I didn’t have to think for myself anymore. It was all in the levels. If it really didn’t work out “I was just not ready for the next level”.

A new way
The biggest struggle when I started clicker training in the late nineties was that there was no “method”, no step-by-step program to follow and few people to turn to for advice. There were only a few rules to follow: pinpoint the wanted behaviour with a bridge signal and let the bridge always be followed by a reward. The receiver determines the reward.

Not many experts available
The only source of knowledge that I had in the late nineties was an Yahoo email group. It was in English and this is not my first language, so that was a huge threshold to turn to for questions and advice. I was lucky to learn from someone who had followed a course about training sea mammals with positive reinforcement and that I had studied Learning theory during my bachelors in Animal Management. This made it much easier for me to understand the whole science behind positive reinforcement.

Outside the box
Not only did my clicker training journey come without a map and a clear road to follow, I had to learn to think outside the box. It was so completely different from all the things I had learned about horses in the previous 25 years and at the same time it made so much sense emotionally: looking forward to earning a reward versus avoiding an aversive.

Times changed
I am glad to see that there is so much information available for passionate horse owners and riders who like to start training their horses with rewards. There are books, clinics and also a lot of instructors and horse trainers who are available all over the world. It is still a minority but who knows what happens in a few more years. Internet is one of the blessings in spreading information these days.

Sandra Poppema