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Patterning as a Learning Device

Because every horse is as different as its rider, each horse we meet presents us with unique challenges. From getting them to leave the barn (alone or in company), to getting them to not jig on the trail home, to asking them to load into a trailer, riders get to tackle new challenges every day. It takes time, patience, willingness and a lot of imagination to overcome behavioral problems, in both our horses and ourselves. In this article we’ll discuss some of the most common challenges horse owners face, and how they can be changed with simple patterns that can help your horse become braver, more settled, and ready to ride.

At our training facility in California, I receive horses who need to be started and/or rehabilitated. Since I am a behavioral specialist, I tend to get a lot of horses who have been labeled "difficult". Sometimes the difficulty was caused by an owner, sometimes its the result of trainers. But almost always, the original source of the problem is caused by a human. Humans, either out of ignorance or forcefulness, are the source most of the negative behavioral patterns in horses, and therefore humans must also be pivotal in correcting them.

When a difficult horse comes into my facility, I spend their first day of training diagnosing the exact nature of their problem, and then coming up with a workable solution for both the horse and the rider. Every horse has at least one natural talent, and some horses have several. Some talents are related to breed, but each talent can be channeled into one of the equine sports. The 7 natural talents of a horse are: running, jumping, turning, stopping, backing up, pulling, and transportation. A horse that is talented at running makes for a great racehorse: a horse that is talented at turning and stopping makes a great cutting horse.

When I am assessing a horse, I keep the 7 talents in mind and pay close attention to what a particular horse is good at. In my mind, I am thinking of how to turn the horse’s negative behavioral problem into a positive talent. Diagnosing a horse in this manner helps me determine whether a horse would be naturally inclined to be a great jumper, or whether he has the potential to become a winning reining horse. It also gives me a game plan about how to change their difficult behavior, and it gives the rider a road map of what kinds of activities their horse is well-suited for.

Some behavioral problems are more likely to be encountered with certain breeds, but breed is never a true diagnostic indicator when it comes to horse behavior. Owners and trainers in the horse industry would be well served by becoming familiar with horse behavior and how to motivate horses to be excellent at what their natural talents are. People in the racing industry, for example, could develop the ability to know which horses have a natural talent for running. This way, real winners with a love for the sport would be encouraged to win, instead of nurturing mediocre talent in a horse who has no heart for going fast.

There are basically 2 types of horses, and there are several patterns that can be used effectively with them:

THE SHORT HORSE: The horse that is balky, won’t go forward, or is happy going a few feet and then putting his head down to graze. In terms of breeds, these horses are often Mustangs or Appaloosas. These horses are very stubborn and can be relentless at turning around, rearing or backing up to go home. They need to learn to go forward, so humans need to create incentive for them to want to go past their comfort zone (the barn, their stable mate). This incentive can be found through patterning.

THE LONG HORSE: This horse is like the Energizer bunny- he just keeps going and going, even after his rider is exhausted. Thoroughbreds, Arabians, and most gaited horses are "long" horses, and they have been bred for endurance. These horses often have difficulty stopping, have a tendency to be runaways, and can develop bad stable behaviors such as weaving and cribbing because of their pent up energy. These horses require patterns that slow them down and make them sane and responsive.

(I should note here that there is a 3rd type of horse: the medium horse. This is the horse that is neither short nor long, and is essentially the horse that every rider really wants. It goes when you want and stops when you ask. Quarter horses are often considered Medium horses, but whatever breed or type of horse we have, we can work "towards the middle").

In general, there are a few simple rules that apply to patterning.
Rule number 1: Circles shorten and straight lines lengthen. For a horse that won’t stop, we want to use patterns with circles, and for a horse that won’t go forward we want to use straight lines.

Rule number 2: Make it simple and keep it consistent. Horses don’t need a lot of complicated patterning, they simply need repetition until they understand what’s being asked of them.

Rule number 3: Create a place of release in the center of a pattern. This gives the horse a resting spot, a place to dwell after they have done the right thing, and somewhere to think about what they have learned.

Rule number 4: Only repeat a pattern until a horse understands it, then stop. Horses learn through release, and once they respond positively, leave them alone.

Short horses are the toughest and most exasperating horses for trainers to motivate to learn. Short horses can bring up anger in humans, and many trainers will resort to whipping out of frustration and impatience. Whipping a horse only accelerates a fearful response, and it leads to increasingly difficult behavior, as they learn to not trust the human, The short horse has no desire to want to go forward and needs specific geometric configurations to help him learn to move out and gain self-confidence. The best pattern for these horses is short, straight lines, where release is found often and quickly. This technique gives a horse ever more incentive to be curious and brave, to continue to move forward without dulling him with endless repetition.

With the short horse, we have to come up with imaginative ideas to cause them to want to go forward. We can place grain in various places around the ranch and show the horse that we don’t necessarily need them to go out on a 5 hour trail ride, we just want them to move forward without hesitation or resistance. By allowing the horse to nibble at the grain we have left for him, and then asking him to continue on, he begins to get the idea that every time he moves forward there is both a reward and a resting place. Being imaginative doesn’t end when your horse begins to adopt new behaviors. Once you have a short horse who is becoming willing to go forward, trailering him to new places will help his incentive and build his confidence.

When using patterning with short horses, they should not be spurred to move forward as this will create more elevation (i.e. rearing). Spurring this kind of horse can also create nervous behaviors such as pawing, backing up and tail wringing. Instead of using spurs, a better idea would be to use a crop or a string to gently spank their hindquarters to cause forward movement.

3 patterns that work well with short horses are:
Follow The Rail: In this simple pattern, we bring our horse into an arena and ask that he stay on the rail without dropping in towards the center. We use our inside leg and outside rein to lead our horse back to the rail whenever he comes off of it. If he stays on the rail, leave him alone, and only when he makes a mistake do we correct him by gently using pressure on our inside leg and outside rein to lead him back.

Cloverleaf: In this pattern, we divide the arena into 4 quadrants: you enter the pattern at the center of the cloverleaf, and then move into each quadrant in order, always turning in the same direction each time you come to the center. When you have completed a turn in each quadrant, you ask to the horse to stop in the center. This teaches him that release is available to him and that you won't ask him to repeat a pattern endlessly.

Point to Point: Pick a point, either in the arena or on the trail, focus your attention on it, and ride to it. Stop, relax for a minute, then pick another point, focus your attention on it, and ride to it. This creates the short straight lines that increase confidence in balky horses, and it builds the power of focus and concentration in a rider.

Overdoing any pattern with a short horse will usually result in more bad behavior, so don’t over lunge or over pattern this type of horse. Oftentimes, 20 minutes of learning is enough for this horse. You want to be effective and precise, and leave them alone when they are doing the right thing.

Long horses are at the opposite end of the spectrum. Long horses can cause fear in their owners, which leads to dramatic and often cruel "gimmicks" to cure their unruly behavior, such as tie downs and curb bits. In a horse that is long, you can use release as both a teaching tool and as an incentive.

Most long horses are used to being held, and what they really desire is release. It goes against human instinct and human nature, but what is required to teach a long horse to slow down is to LET THEM GO. By letting go of the false sense of control found in reins and gimmicky equipment, we teach the long horse that it is their responsibility to maintain self control and self carriage. Contrary to what many riders (and horses) have been taught, it is not the rider’s responsibility to micromanage every movement the horse makes in order to maintain some semblance of sanity.

Some patterns we can use to encourage self carriage in a long horse are:

Go Out The Way You Want: Let the long horse go out on the trail the way it wants to go out, even if its at the trot or the canter. Often times, long horses have a lot of energy that has been suppressed while they’ve been in their stall, and if you let them express this exuberance in the first few minutes of the ride your horse will naturally calm themselves down. This pattern speaks again to the idea of the horse being responsible for their own maintenance of gait.

Bend To Slow: If your horse is jigging on the trail, instead of holding him you simply "bend" him by disengaging his hindquarters. This causes the horse to have to break gait and slow down. As soon as the horse slows, release and go to a loose rein. You must allow this release, as it is the cue that teaches your horse that he has done the right thing (i.e. slow down). If you have to repeat this disengagement every 3 feet as you move down the trail, so be it. Eventually, your horse will get the idea that it is a lot easier to slow down than it is to disengage their hindquarters all the way home. Note: do not use this pattern if you are on the trail with other horses, as it will put your horse behind the lead horse and lead to more jigging behavior as your horse attempts to catch up with the herd.

The Standstill 2 Step: For horses who can’t seem to stand still, use this technique. When the horse moves forward, back him up 2 steps and let go of the reins. If he moves forward again, repeat. Again, the key to every pattern with a long horse is to LET GO, so make sure that as soon as your horse has backed up 2 steps you drop the reins and ask him to hold his position on his own. Eventually he'll get the cue that 2 steps back means standstill, and pretty soon you’ll have a horse who doesn’t nervously move around all the time.

Corner to Corner: Go to one corner of the arena and wait. Next, turn your horse, allow him to go to another corner, and wait again. Repeat this pattern with each of the 4 corners in the arena. This pattern slows down a long horse’s natural forward momentum without having to overuse the reins.

Whether you have a short horse or a long horse, you need always to remember the rules of patterning, and to be consistent and fair when you ask your horse to learn a new way of thinking. Being able to send a clear message is of the utmost importance when dealing with horses, as using patterns to teach can actually create more bad habits when they are used improperly. It has been said that it takes just 3 times of doing something wrong to create a negative behavior in a horse, and it takes 28 days of positive reinforcement to undo that bad habit.

All riders want that "middle of the road" horse, the one who is willing and responsive, not too short and not too long. Whatever type of horse we currently have, we can help him to "move toward the middle" by being patient, staying open to creative solutions, and having a limitless imagination. By allowing a horse to express his natural talents, we create confidence and natural rhythm, which benefits our horse and strengthens our partnership with him.

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