by K.M. Olson-Rutz,
C.B. Marlow, K. Hansen, L.C. Gagnon, and RJ. Rossi*
Abstract
Recreational packhorse grazing is
one of many uses of high elevation wildland meadows.
We quantified the behavior of horses grazing on an upper
timberline meadow in southwestern Montana and the immediate
impact on the plant community. Horses were picketed
on 15-rn diameter circles for different durations (0,
4, 8, 18 hours), months (July, August, September), and
frequencies (1 month only, all 3 months) over 3 summers.
We recorded the amount of time horses spent grazing
or resting, horse movement while grazing, plant height,
and grazed plant frequency before and after grazing.
Grazing was the dominant activity throughout the trial.
After an initial 3-4 hour feeding bout, horses continued
to graze intermittently. When not grazing, horses rested
more than walked. Horses grazed a higher percent of
grasses at first (4 hour picket duration) but the percent
of forbs grazed increased with increased time on picket.
After 18 hours of use, or after repeated use on the
same picket circle through the summer, more than 50%
of the grasses and 20% of the forbs had been grazed
and tallest plant material was less than 12 cm tall
Recreational packhorse management should include previous
training (picket grazing experience), limiting time
on specific circles to 8 hours or less, and using picket
circles only once each season.
Range management practices have been
developed largely to enhance or maintain a sustained
level of productivity from rangelands. Thus, the change
in plant community composition induced by grazing is
usually balanced with economic concerns. Such management
philosophy is generally accepted for use on most rangeland,
but it may be unacceptable for Wilderness Areas (Cole
1989, McClaran and Cole 1993). Changes in vegetation
composition would be unacceptable regardless of the
potential economic output because the loss or diminution
of the "naturalness" of a wilderness site reduces its
value as wilderness (Stankey and Schreyer 1987). Most
grazing literature addresses plant or animal production
issues which may not be pertinent to wilderness management
problems (Cole 1987, McClaran and Cole 1993).
In July 1988 we began a field study
to quantify horse (Equus caballus) grazing impacts on
an upper timberline meadow in a federally designated
wilderness. We simulated recreational pack-horse management
by grazing horses on picket circles and tying them to
a high-line when they were not grazing or being ridden.
We quantified horse behavior while on pickets and recorded
proportion of grasses and forbs grazed and plant heights
immediately before and after horses grazed. Comparisons
of grazing induced changes were made with similar measurements
taken on nearby ungrazed areas and may be useful in
assessing horse grazing impacts and developing wilderness
management guidelines.
Methods
Study Site
Grazing experiments were conducted
in a 40-50 ha meadow/timber complex in the headwaters
of Bacon Rind Creek. This stream lies within the Lee
Metcalf Wilderness of southwestern Montana at approximately
111E10' longitude
and 44E58'
latitude. The study site is characterized as an upper
timberline meadow (2,700 m elevation) with fine, textured
soils of the Cryoboroll or Cryochrept group (Montagne
et al. 1982). The plant community is classified as a
Festuca idahoensis/Elymus trachycaulus habitat type
(Mueggler and Stewart 1980). While large numbers of
elk (Cervus elaphus elaphus) use the area during summer
and early fall, records of the Hebgen Ranger District,
Gallatin National Forest, indicate that the area was
never part of a livestock grazing allotment. In addition,
there is little recreational horse use in the area because
of limited hunting and fishing opportunities. Thus,
we considered the plant community at our study site
undisturbed by human or domestic animal activity.
Grazing Treatments
Horses were constrained to a given
area for grazing by a 15 m picket rope. By attaching
1 end of the rope to a horse's front foot and tying
the other end to a metal stake in the ground, each horse
grazed a circular area of 175 m2. The grazing treatments
were a) the duration a circle was grazed (0 = ungrazed
control, 4, 8, or 18 hours) and b) the month the circle
was grazed (July, August, or
September). In 1988, there were 4
replicate circles per month by duration combination
for a total of 48 circles which were randomly interspersed
on a 3 ha portion of the meadow.
In 1989, we applied the same treatments
to a different 3 ha portion of the same meadow. We included
circles which were grazed repeatedly during the summer
(frequency) to assess the impact of repeated visits
to a given site. These circles were grazed for 4 or
8 hours in July, again in August, and for a third time
in September (hereafter referred to as JAS circles).
All 56 circles used in 1989 were regrazed in 1990 with
the same month, duration, and frequency treatment.
We used mature Quarter Horses trained
to grazing on pickets while on pack trips in previous
summers. The 4-hour circles were grazed a continuous
4 hours. The 8-hour circles were grazed twice each for
4 hours. Horses grazing these circles were placed on
the pickets in mornings and again at evening. The 18-hour
circles were grazed for 9 continuous hours on each of
2 consecutive days, beginning in the morning. The horses
watered after their grazing time, except those grazing
for 9 hours which were also watered mid-way through
their 9 hour grazing time. Horses were maintained on
a high-line when not on a treatment picket or being
ridden. Individual horses were assigned to the same
duration of grazing in all months. There were 4 to 12
horses grazing at any given time and all grazing treatments
were applied over a 3 day period.
Horse Behavior and Plant Measures
Picketed horses were observed in
1988 and 1989. Horses were not observed while grazing
the repeatedly grazed (JAS) circles. Beginning 1/2-hour
after picketing, each horse was watched for 15 continuous
seconds every 5 minutes for the next 1/2-hour. The 1/2-hour
observation periods were alternated with 1/2-hour of
no observations. During the 15 second observation we
noted whether the horse grazed, traveled, or rested,
and the number of grazing stations used. Grazing stations
were defined as areas grazed that were separated by
at least 2 steps taken by the horse. This observation
method was a combination of a focal animal and instantaneous
sampling method (Altmann 1964). The 15 second focal
period was necessary to get information on grazing stations,
but short enough to enable observing all horses within
a few minutes, therefore similar to an instantaneous
sampling method. Jacobsen and Wiggins (1982) found instantaneous
sampling to have the highest correspondence between
estimate and actual time-inactivity if the intervals
between sampling were less than or equal to 5 minutes,
which ours were. However, because of the 15 second observation
period, more than 1 activity could occur and be recorded
at 1 observation time.
To determine whether month or duration
of grazing influenced horse behavior on the picket circles,
we calculated the average of the proportion of observations
in which grazing, resting, or traveling occurred during
each 1/2-hour observation period, per horse. These data
were analyzed as an AOV (SAS 1988) with month ~.'d duration
of grazing as main effects and replicate (horse) witnin
grazing duration as error term for duration.
To determine whether horses rest
quietly or walk when finished with grazing, we used
a step-wise regression to test the correlation between
hourly proportion of observations in which horses were
grazing and hourly proportion of observations where
horses were resting. The model was, graze = hour + hour2
+ month + stint + rest (1) where graze and rest
are hourly proportions of the respective behaviors,
hour is the actual hour on the picket circle (1-9),
month is the month of grazing, and stint is the time
the horse was on the picket (1 for all 4-hour horses,
1 or 2 for the 8 and 18-hour horses depending on whether
the horse was on the circle for the first or second
half of the total duration of grazing).
We tested for a linear and quadratic
relationship between hourly grazing observations and
time (h) on picket circle (GLM, SAS 1988) by month of
grazing. Number of grazing stations was analyzed in
the same manner.
Plant measurements were recorded
before and after horses grazed. Measurements were made
in 2 X 5 cm frames at 0.30 m intervals along N to S
and E to W diameter transects. Only the outer 4 m of
the E and W transects were measured to avoid over sampling
circle interiors. In 1988 we noted the height class
(0, no plant present; 1, 0-2 cm; 2, 2-4 cm; 3, 4-12
cm; 4, 12-24 cm; 5,
> 24 cm) of the tallest plant
material. In 1989 and 1990 plant height classes were
recorded for the tallest of each plant type (grass and
forb) and we noted whether any grasses or forbs had
been grazed within the 2 X 5 cm frame.
To describe the immediate impact
of horse grazing on plant heights, we analyzed both
the post-grazing and the change in (post- minus pregrazing)
the proportion of plants in each height class with an
AOV. The model had grazing duration, grazing month,
and vegetation type (grass or forb) as main effects
with all 2- and 3-way interactions. There were many
significant interactions, which are hard to interpret.
Therefore, we present the mean monthly means and standard
errors of the proportion of plants in each height class
after horse grazing.
The percentage of plants grazed before
horses grazed the circles was attributed to elk grazing.
To determine how much the horses grazed, these pregrazing
values should be subtracted from the percentage of plants
grazed after the horses were removed. However, to contrast
the impact of a single grazing with 3 grazings per summer
we had to analyze the percentage of plants grazed after
the horses finished grazing, because on the repeatedly
grazed circles (JAS), once the horses had grazed the
circles, we could not, in subsequent pregrazing measurements,
distinguish between elk and horse use. On those circles
grazed only once during the summer, month of grazing
did not influence plants grazed, therefore we present
the means of monthly means and monthly standard errors.
Values presented for the JAS-4 and JAS-8 circles represent
percentage of plants grazed after the September grazing
treatment.
We used stepwise regression (SAS
1988) to analyze the proportion of grasses and forbs
grazed by horses as a function of actual hours horses
grazed, proportion of plants taller than 12 cm before
grazing, and proportion of plants taller than 24 cm
before grazing. We expect fewer plants to be grazed
in tall than short vegetation. Also, a tight relationship
between plants grazed and time spent on pickets or hours
grazed would indicate grazed plant frequency could be
used by managers to estimate how many additional hours
horses could graze an area to reach a given level of
plant use. These analyses were done with the 1989 data,
the only year we collected both proportion of plants
grazed and horse behavior data.
With all data, years were analyzed
separately. To meet normality assumptions, proportions
and percents were arcsine squareroot transformed for
analyses, but arithmetic means and standard errors are
presented. We chose "
= 0.10 for all tests.
Results
In 1998 horses grazed during 70%"5.6
(" average
monthly SE among horses) of the observations, rested
during 34.5%"6.5,
and walked during 3.9%"1.5.
These do not add to 100 because more than 1 behavior
could be noted during a 15-second observation period.
The month or duration spent on picket circles did not
statistically influence how horses spent their time.
In 1989, horses spent more time grazing,
and less time resting or walking than in 1988.
In July and August 1989, horses spent more time grazing
(88.1%"3.9)
and less time resting (10.7%"3.9)
than in September 1989 (78%"3.5
and 20.3%"3.5
respectively). Time spent walking was the same
all 3 months (1.5%"0.8)
of 1989.
There was a moderate negative correlation
between grazing and resting in 1988 (Partial correlation
coefficient = 0.56, slope estimate = -0.69). The
correlation was lower in July than in August and September
(data not shown). The correlation was stronger
in 1989 (Partial correlation coefficient = 0.97, slope
estimate = -1.05) than in 1988 and consistent across
months. The correlation did not change over the
course of time on the picket line.
Time spent grazing and grazing stations
used over time on the picket circle did not fit a linear
or quadratic pattern. The horses tended to graze
avidly during the first 3 to 4 hours and intermittently
during the rest of the time n the picket circle (Fig.
1). Number of grazing stations was consistent
between years (data not shown), among months, and throughout
the duration on the picket circle (Fig.
1).
Plant Impact
Plant height class distributions
changed with grazing (Fig.2).
In 1998 more plants were measured in short (<4 cm)
thatn tall (>4 cm) height classes as grazing duration
increased (Fig. 2a). Although
a similar relationship was found int 1989 (Fig.
2b), more hours of grazing were required in 1989
to produce a similar post-grazing plant height distribution
as in 1988. In 1989, grass heights appeared to
be reduced more than forb heights. The impact
of grazing was similar in 1990 (Fig
2c). Grass heights were reduced as grazing
duration increased, however, forb heights changed little
even after 18 hours of grazing. In 1990 there
were more tall grasses and forbs than in 1989 (Fig.
2b,c 0-hour).
The cumulative impact of repeated
grazing through the summer (JAS-4, JAS-8) on plant height
class distribution was severe (Fig.
2b,c). By the end of the summer most plants
on the repeatedly grazed 8-hour circles (JAS-8) were
shorter than 12 cm (height classes 4 and 5), which is
lower than on the circles grazed once for 18 hours.
After repeated grazing, grasses and forbs in the 8-hour
circles appeared to have the same height class distribution.
In contrast, after repeated 4-hour grazing most forbs
were less than 2 cm tall while most grasses were in
the 4-12 cm height class (class 3). This can be
misleading, since the controls (0 hour) also had a greater
proportion of forbs than grasses in small height classes
and we measured the tallest remaining plant material
rather than average plant height.
Percent of grasses grazed increased
with duration of grazing (Table1).
Forb use was the same after 4 and 8 hours of grazing,
but increased with 18 hours of grazing. This indicates
that horses prefer not to graze forbs until they are
forced to remain on an area for longer than 8 hours.
The cumulative impact of repeatedly grazing 4 and 8
hours through the summer was equivalent to 8 and 18
hours grazing as single events respectively. The
pattern of use was the same in both years except that
fewer plants were grazed in 1990 than in 1989.
Forb and grass use increased with
actual hours spent grazing (Equation 2 and 3, H = actual
grazing hours, P = proportion plants taller than 12
cm), however, grass use did not increase linearly with
time.
Forbs = 36.0 + 1.0 H + 242.6 P adj. R2 = 040
(2)
Grass = 28.0 + 8.5 H + 0.4 H2
adj. R2 = 0.56 (3)
The proportion of forbs grazed was
influenced by the proportion of forbs taller than 12
cm, whereas grass use was independent of grass height.
Table 1.
Percent of grasses and forbs grazed after picketing
horses once for 1, 4, 8, or 18 hours, or repeatedly
in July, August, and September for 4 or 8 hours each
time. Means and standard errors on the 0, 4, 8,
and 18 hour treatments are the average monthly mean
and SE (N = 4 horses).
|
Year |
Duration grazed (Hours) |
Grass (%) |
Forbs (%) |
|
1989 |
0 |
23.5"5.9 |
8.7".2 |
| |
4 |
41.5"5.8 |
16.0"3.9 |
| |
8 |
52.9"4.1 |
23.0"4.5 |
| |
18 |
72.4"6.1 |
36.5"8.0 |
| |
JAS-4 |
56.7"4.1 |
21.5"7.1 |
| |
JAS-8 |
77.6"3.1 |
35.2"8.0 |
|
1990 |
0 |
13.3"5.5 |
10.7"3.5 |
| |
4 |
26.4"7.2 |
14.3"4.3 |
| |
8 |
41.0"7.0 |
20.6"5.8 |
| |
18 |
54.9"7.1 |
30.7"7.1 |
| |
JAS-4 |
50.4"12.3 |
25.6"10.4 |
| |
JAS-8 |
69.1"8.9 |
29.4"7.5 |
Discussion
Our picketed horses behaved similarly
to free ranging horses (Archer 1973, Mayes and Duncan
1986, Ralston 1984). They grazed during every
hour and kept a constant rate of forward motion (number
of grazing stations) while grazing. Our animals
spent slightly more time grazing than free ranging horses
(Mayes and Duncan 1986) and the initial "meal" was slightly
longer than the 2 to 3 hour initial feeding bouts reported
by Ralston (1984). This is probably because the
horses do not voluntarily fast more than 3 to 5 hours
(Ralston 1984).
As the horses became accustomed to
the area, they spent more time standing and resting
rater than walking around on the picket line when not
grazing. Exercised horses also tend to be more
relaxed and move around less while on picket lines (Duren
et al. 1989). Horses that stand quietly when not
grazing could be left on picket lines, whereas those
horses that are restless my increase damage to meadow
communities through trampling.
Our data describe the behavior and
impact of horses on 15 m picket ropes. Handling
or picketing methods may influence horses' grazing behavior.
Horses picketed on ropes less than 3 m may not graze
because they believe they are ties (Duren et al. 1989).
Electric ribbon fence may become popular for containing
horses because horses train easily to its use and there
is little risk of injury. If properly managed
such fencing could distribute a small amount of impact
over a large area. However, the temptation would
be great to treat the area as a pasture to hold horses
whenever they are not in use. Pastured horses
can impact up to 90% of the forage on pasture with trampling,
urination, or defecation (Carson and Woods-Gush 1983).
Such impacts may not be compatible with other wilderness
uses (Moore and McClaran 1991, McClaran and Cole 1993).
The impact of horses grazing an area
may also be influenced by plant species composition
and structure. Horses are selective grazers when
forage quality and availavility is high (Mayes and Duncan
1986). Our horses consistently preferred grasses
over forbs until forage became limiting, sometime after
8 hours on the picket. Reiner and Urness (1982)
reported similar dietary selection by horses grazing
an intermountain foothill grass-forb-shrub community.
Their horses took more grass than forb bites until the
amount of grass biomass removed reached 65%. When
grass biomass removed was at 75%, forbs dominated the
diet.
We assume that fewer plants would
be grazed in areas where the vegetation was taller.
Taller plants would provide more forage per plant and
be more susceptible to being bent down by picket ropes,
making them undesirable and covering other plants.
The data did not support this perhaps because the long
durations on the picket circles encouraged horses to
graze bent over forage or because more than 80% of the
vegetation was less than 12 cm tall before grazing.
Short vegetation is less susceptible to being bent down
and more available for grazing. In area with taller
vegetation, plant damage from picket ropes may be a
consideration.
Our data support a positive relationship
between grazed plant frequency and hours spent grazing,
but we do not recommend graze plant frequency be used
as the sole indicator to regulate horse grazing. Circles
grazed either once for 18 hours or grazed repeatedly
through the summer received heavy use. The immediate
impact of such use on a plant community is varied. Since
some plant communities evolved with disturbance, for
example, by elk grazing or burrowing animals, horse
grazing may have an immediate visual impact but not
influence the meadow community or may influence the
meadow at a rate too slow to measure during a 2 to 3
year study.
Summary
Picketed horses fed avidly for 3 to 4 hours and continued
to graze intermittently thereafter throughout their
time on picket circles. They moved continuously while
grazing, even when preferred forages were available.
When given a choice, the horses preferred
grasses over forbs. Forb use increased with more than
8 hours on the picket as grass became less available.
Our horses tended to stand and rest rather than pace
when not grazing, thus reducing trampling damage.
With more than 8 hours of grazing
or repeated grazing through the summer, most plants
were grazed to less than 12 cm tall. While horse grazing
has an immediate influence on wildland meadows its long-term
impacts have yet to be identified. Wildland managers
must balance the potential immediate and long term impacts
of packhorse grazing with the other uses and management
objectives of wildland areas when setting packhorse
use guidelines.
Literature Cited
Altmann, J. 1964. Observational study
of behavior: Sampling methods. Behav. 49:227-267.
Archer, M. 1973. The species preferences
of grazing horses. J. Brit. Grassi. Soc. 28:123-128.
Carson, K. and D.G.M. Wood-Gush.
1983. Equine behaviour: II. A review of the literature
on feeding, eliminative and resting behaviour. Appl.
Anim. Ethol. 10:179-190.
Cole, D.N. 1987. Effects of 3 seasons
of experimental trampling on 5 montane forest communities
and a grassland in western Montana, USA. Biological
Cons. 40:219-244.
Cole, D.N. 1989. Viewpoint: Needed
research on domestic and recreational livestock in wilderness.
J. Range Manage. 42:84-86.
Duren, S.E., C.T. Dougherty, S.G.
Jackson, and J.P. Baker. 1989. Modification of ingestive
behavior due to exercise in yearling horses grazing
orchardgrass. Appl. Anim. Behav. Sci. 22:335-345.
Jacobsen, N.K. and A.D. Wiggins.
1982. Temporal and procedural influences on activity
estimated by time-sampling. J. Wildl. Manage. 46:313-324.
Mayes, E. and P. Duncan. 1986. Temporal
patterns of feeding behaviour in free-ranging horses.
Behav. 96:105-129.
McClaran, M.P. and D.N. Cole. 1993.
Packstock in Wilderness: Impacts, monitoring, management
and research. USDA., For. Serv. Gen. Tech. Rep. INT-301.
Montagne, C., L.C. Munn, G.A. Nielsen,
J.W. Rogers, and H.E. Hunger. 1982. Soils of Montana.
Montana Ag. Exp. Sta. Bull. 744. 95pp.
Moore, S.D. and M.P. McClaran. 1991.
Symbolic dimensions of the packstock debate. Leisure
Sci. 13:22 1-237.
Mueggler, W.F. and W.L. Stewart.
1980. Grassland and shrubland habitat types of western
Montana. USDA, For. Serv. Tech. Rep. INT66.
Reiner, RJ. and P.J. Urness. 1982.
Effect of grazing horses managed as manipulators of
big game winter range. J. Range Manage.35:567-571.
Ralston, S.L. 1984. Controls of feeding
in horses. J. Anim. Sci. 59:1354-1361.
SAS Institute Inc. 1988. SAS/STAT
User's Guide, Release 6.03 Edition. Cary, N.C.
Stankey, G.H. and R. Schreyer. 1987.
Attitudes towards wilderness and factors affecting visitor
behavior. pages 246-293, In: R. Lucas (compiler). Proceedings-National
Wilderness Research Conference: Issues, state-of-knowledge,
future directions. USDA, For. Serv., Gen. Tech. Rep.
INT-220.
* Authors are former research associate, Animal
and Range Sciences Depart~nent, Montana State University,
Bozeman, Mont., 59717; associate professor, Animal and
Range Sciences Department, Montana State University,
Bozeman, Mont., 59717; associate professor, Earth Sciences
Department, Montana State University, Bozeman, Mont.,
59717; associate professor, Animal and Range Sciences
Department, Montana State University, Bozeman, Mont.,
59717; and assistant professor, Math and Computer Sciences
Department, Montana Tech, Butte, Mont., 59701.