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Shoulder-in is the aspirin of dressage – Nuno Oliveira.

In his book, School of Horsemanship, published in 1733, François de la Guérinière describes shoulder-in as the alpha and omega of all exercises for developing suppleness and agility in horses.  An exercise used by classical dressage trainers for centuries, unchanged and instantly recognisable, it is one of the earliest lateral movements taught to horses.

Well ridden, shoulder-in provides major benefits in the schooling of horses, essentially the suppling of the horse’s shoulders, preparation for the horse to be placed into their haunches and it trains the horse to move away from the rider’s leg.

The basic principle of shoulder-in is that the horse brings their shoulder away from the line of travel, with the hind legs remaining on the line of travel, and then the horse proceeds stepping slightly sideways in the original direction. The angle may vary from horse to horse, depending on their conformation, suppleness and level of training, but all shoulder in shoulder exhibit the same qualities.
 
  • The haunches should remain near the wall, the shoulders should be about 45 cms to 60 cms away from the wall.
  • The horse’s inside foreleg should cross the outside foreleg, and their inside hind leg should cross the outside hind leg.
  • They should remain equally bent through their body.
  • The haunches must be engaged under their body. The degree to which they can achieve this is influenced by their conformation and level of training.
  • The steps shoulder be small so the hind legs cross closely.
Common faults are;

  • The horse drops to their outside shoulder and straightens their body with an exaggerated bend in their necks.
  • The horse does not cross their hind legs and steps forward from the line of travel.
  • The horse places weight in their inside shoulder and braces their ribs against the rider’s leg, accompanied by stepping forward.
  • The horse turns their shoulders too far to the inside and steps forward.
  • The horse pushes the haunches out rather than moving their shoulders inwards.

Have a look at the pictures below, the horses are in the same stride in shoulder-in, but the pictures look quite different. Both horses show a good degree of suppleness but the horse on the right has disengaged his haunches, hollowed his back and is dropping towards his outside shoulder.
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One of the most important things I learnt from Nuno Oliveira is that you cannot train each horse exactly the same way. Although there were many Lusitano horses at Mr Oliveira’s stables, we also trained other breeds, Selle Francais, Arabian, Russian Budyonny and Thoroughbred among others, and Mr Oliveira adapted his methods to suit each horse’s physical and mental needs throughout their training.
 
By closely observing the horse that I am working with I can see how and why they move in a particular way. Some things to look for are;

  • Evenness of stride.
  • The action of the hind legs, particularly the hocks.
  • The movement of the shoulders, does the stride flow out from the shoulder or is it blocked and short?
  • Is one shoulder heavier than the other?
  • Does the neck look supple or does it appear rigid, either in a specific place or throughout the length?
  • Listen to the footfalls, is the rhythm even or are the steps heavy?
 
Choosing an appropriate exercise encourages the horse to release restrictions they may have by developing suppleness, strength and balance. Sometimes it is necessary to be a little creative and adapt an exercise or develop a new pattern of work that is more effective for the horse and if the exercise is not working as you expected, again analyse where the problem is and make the necessary changes or use a new exercise.
 
If the rider is not sitting well it has a huge impact on the way the horse moves. Working on the rider’s position, balance and aids is central to creating a horse that is well balanced and supple. If the rider is off balance their horse will be constantly adjusting his balance to compensate, and the rider’s aids will be unclear which leads to difficulty in communication.
 
Watch the horse continually and make small adjustments as necessary. Don’t expect too much, be satisfied with small improvements and give plenty of rests, tired horses become sour, and always reward their efforts.
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Following on from circles and the serpentine exercises, another useful movement is to ride shallow loops. These are performed down the long side of school and can vary in depth from 2 metres to 10 metres. These are used to supple and strengthen your horse and great attention needs to be taken on the quality of the changes of bend.

A basic shallow loop
  1. Start by riding the short end of the school well so your horse is balanced as the come to the long side.
  2. Bring your horse off the track about 2m and then make a slight change of bend to the outside of the school.
  3. As you straighten, parallel to the long side of the school, maintain a very slight outside flexion.
  4. Start to move back towards the track and as you do this carefully change the bend to the inside again in preparation for the next corner.
Throughout, be attentive to your horse’s balance and having correct changes of bend in balance.
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Variations.
  1. Do half loops by coming off the track and then riding straight to the end of the school, or by turning onto an inner track and then performing the second part of the loop moving back to the track. These variations are easier as you only need to do 2 changes of bend.
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​2. Increase the depth of the loop so your horse has to turn more through the loop.
3. Introduce some lateral steps to the work. Begin by riding off the track with a well-balanced inside bend. Keeping the same bend, move down the inner track, parallel to the wall in a slight shoulder fore position. At the end either go straight towards the short side or move back to the track with an inside bend, taking care to ensure that your horse does not drop to their outside shoulder.

​4. This can then be developed further to a few steps if shoulder-in. I find that this exercise works well with horses who tend to try to run through their riders’ aids when shoulder-in is asked on the long side.

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Following on from my previous blog on circles, this time we are focusing on riding a serpentine. A Serpentine is a very useful exercise for all horses regardless of their level of training.

In young horses, a well ridden serpentine creates suppleness and responsiveness to the rider’s aids. By developing the positive reaction to the rider’s inside leg aid horses learn to release their ribs rather then brace them against the rider’s leg.

For more advanced horses a serpentine can be used to set up lateral movements and a few lateral steps can be inserted into the serpentine itself, developing more suppleness and engagement in your horse.

The simplest serpentine is a 3 looped serpentine. The key points to consider when riding serpentine:
  • Each loop should be rounded with correct inside bend. Ride the loop as you would a circle.
  • As you cross the school, give your horse time to change the bend, e.g. go from left bend to straight, straight to a slight right flexion, then right bend. If you change the bend too quickly you will unbalance your horse. The change of bend will become quicker as your horse becomes more supple.
  • If you run out of room, don’t try to squeeze in a small tight loop as this will unbalance your horse. Ride out of the movement and start again.
  • Try to feel how your horse is managing and adjust the exercise accordingly.

There are several variations of serpentine that you can use. They all start at either A or C, in the middle of the short side of the school, and finish at the other end of the school, in the middle of that short side. 
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​1. A 4 looped serpentine increases the difficulty as the loops are smaller and can be ridden when your horse is moving easily round a 3 looped serpentine.

2. Riding a serpentine with 3 squared loops in walk increases the difficulty and helps to improve the engagement of the haunches. You can then start to add a few steps of shoulder fore as you ride along the track.

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3. ​A serpentine that loops back on itself, rather than going straight across the school, can be very useful as they give you more time to create a well-balanced circle at the top of each loop. To ride this shape, begin as for a normal serpentine, and continue the curve of the loop for a few steps more so that you come straight to change the bend heading back down the school. Each loop becomes a ¾ circle shape.

4. For more advanced horses you can ride a 3 looped serpentine in shoulder-in. Either doing a few steps of shoulder-in through the top part of the loop or maintaining shoulder -in throughout the whole serpentine. Well ridden this will improve your horse’s engagement and suppleness.

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This is a simple exercise and prepares the horse and rider for shoulder-in. It also develops suppleness, teaches control of the rein aids and places the horse from inside leg to outside rein and developing the on off aids. The exercise is hard to do well and requires consistent riding and aids.
 
This can be started when your horse is balanced round circle, responsive to your aids, and when you have good control of your leg aids and a balanced seat and soft hands
 
Start the exercise with a shallow bend and then gradually increase the bend as your horse's strength improves. Teach the exercise in walk to give you both time to understand it and then progress on to trot.

  1. Ride the corner very correctly and maintain the bend on the straight side.
  2. Through your body position, begin to increase the bend in each corner and maintain it through the straight side.
  3. Continue like this and your horse will begin to come into a shoulder fore position.
  4. The inside leg should touch to ask your horse to release their side and bend, and then remain soft and act if they lose the bend.
  5. To go straight, just sit straight, don’t try to straighten you horse or you will twist the bend to the outside.
 
Common Problems.
 
Over bending or horse drops to outside shoulder. Usually caused by the rider using too much inside rein. Keep your inside rein light and turn your shoulders slightly to the inside.
 
Your horse moves off track with insufficient bend. It may be that the inside rein is too tight, blocking the inside hind leg from moving, or that your horse has braces their ribs against your leg. Correct this by ensuring that you are correctly balanced, then close your body slightly towards your outside elbow.
 
If your horse becomes very contracted and short, check the balance of your rein aids and, if you are in walk, circle and stretch your horse softening the inside rein. If you are in trot, ride straight forward and ask for a little lengthening with a loose rein
 
Some horses have weak necks, and so their neck moves a lot. Ensure that your inside rein does not take back and support the movement delicately with your outside rein so they move from your inside leg to your outside rein.

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This simple exercise provides many benefits for both horse and rider, creating more suppleness, starting to engage the inside hind, teaching the light connection to the outside rein and beginning to move away laterally from the rider's inside leg.

A basic spiral exercise can be started once your horse understands how to form a correct circle. The circles don’t need to be perfect, but the rider needs to be able to correct any mistakes well.
  1. Start on a large circle, ensuring the bend and balance are correct.
  2. Gently use the outside aids to reduce the size of the circle to a smaller circle around the same centre point. Keep the inside rein light and the outside rein against your horse’s neck.
  3. Judge the size of the small circle so your horse uses their inside hind a little more but doesn’t lose their balance.
  4. Then spiral out, asking your horse to step a little sideways from your inside leg towards the outside rein. Take care that they don’t fall through the outside shoulder.

Variations

The variations for this exercise are many, and you can decide what to do during the exercise depending on how your horse feels. One thing that is important to remember is that if you have planned to do a specific series of movements, but your horse does not feel ready, change your plans for something easier. If your horse feels better than you expected, change your plans to something more advanced!
All variations improve the connection from inside leg to outside rein if ridden correctly.

  • After spiralling out to the large circle, ride some small circles from the large circle, - helps develop suppleness and connection to the outside rein.
  • Spiral out and make a transition to trot on the large circle this helps improve the walk to trot transition.
  • Ride a spiral in trot and lengthen on the large circle to help with engagement and impulsion.
  • Ride shoulder-in on the large circle, spiral down in a shallow shoulder-in to help with the suppleness and engagement.
  • Ride a shallow travers on the small circle and spiral out in travers which can improve suppleness and engagement.
  • Spiral down in trot, spiral out, and canter on the large circle to improve the canter transitions.
  • Spiral down in trot, spiral out and do shoulder-in or travers on the long side – improves inside hind engagement.
  • Spiral in and out in trot, change onto a circle in the other direction making a figure of 8 and then spiral back down again – develops suppleness and balance.
  • Spiral down in trot, spiral out and canter 1/2 circle, then make a transition to trot and ride a small circle – improves the canter transition.

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​In my blogs earlier this year, I covered how to start working your horse in-hand and how to do circles in-hand. When the circles are balanced and easy, you can begin to ask your horse for some side steps. These side steps teach your horse to move their inside legs across the outside legs as a preparation exercise for lateral movements.

Come to the middle of the school and halt with your horse’s fore legs level. If they are not level, walk on and halt again. Then ask for a very small inside bend with the lunge line.

Use the whip to gently tap your horse’s inside hind leg until he moves it. You will need to balance him with the lunge line to prevent him from stepping forwards. At this stage it doesn’t matter how much he moves; some horses will lift a small amount, others will pick the leg up higher. Reward him when he moves the leg. If he becomes anxious, go back to some circles and try again another day.

Once your horse is lifting his hind leg up immediately when you touch it, you can ask him to step across by continuing to tap his leg once he has lifted it. When he steps it across the other hind leg, immediately stop tapping, halt (whip on the quarters) and reward him.
 
As always, some horses find this easy, others take more time to understand. If your horse is finding it easy, don’t be tempted to ask for too much too quickly. Take time to build his strength and suppleness. If he is finding it more difficult, go back to the work he is comfortable with and then try the side steps just once in each session, and if he doesn’t lift the leg it doesn’t matter. Don’t push things, patiently repeat the aid a little more robustly.
 
Continue to do single steps for a few days until your horse starts to offer the side step straight away, then you can ask for a second and third step.

As your horse steps across with his hind legs, you should allow his front feet to follow, crossing round a very small circle. Try to keep your feet moving round a small circle as well, not stepping backwards. If you plant your feet, you will block his movement and he will become twisted and stuck.

Take your time. Don’t expect it all on day one. Be satisfied with a calm lifting of the leg for day one and build it over several days; work in your horse’s time. When he is confidently offering the steps, allow him to make the movement for himself, and just make corrections.

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In last month’s blog I wrote about the benefits of in hand work with your horse and how to start and stop when working in-hand. This month covers the next stage, circles.

Once your horse is walking on and halting with confidence, you can start to go around circles. Begin by walking on a straight line and then start to bring yourself round the circle and your horse should follow you.​
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If your horse continues down the side of the school, don’t try to pull him round the circle as this could make him push his outside shoulder out and fall more away from you. Instead, gently indicate to him that you want him to follow you with a soft give-take on the lunge line to bring his head round.

The hardest part is for you to make a correct circle shape, usually riders step to the inside, so move slightly towards your outside shoulder to avoid this.

It is important that your horse starts to curve round the shape of the circle, so initially don’t make the circle too small, give both of you a chance to understand what you are doing.

Keep your space: if he crowds you by falling in through his inside shoulder, use your hand against his shoulder or the whip gently on his side to invite him to move away.

If he drifts away from you, make sure the whip is quiet and gently give-take on the lunge line to bring him round. Keep walking backwards to draw him round the circle.

Stay in front and to the side of him.
 
After you have completed the circle go on to a straight line making sure you give your horse enough space between you and the fence, and halt. You can then build up to more circles and, as your horse becomes more supple and balanced, you can make the circles a little smaller. 

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​In-hand work is a very useful method for helping horses develop the strength, suppleness and understanding of movements without the added weight of a rider. I also use this technique to help riders with difficulties in certain movements.

​At the Quinta all our young horses were started using this in-hand method and by developing the basic work in hand before the rider was in the saddle. The whole process of starting the horse was calmer and simplified. They had the strength and balance to carry the rider more easily, and understood the basics; walking and halting, circles, stepping sideways, shoulder-in and rein back. Further on in their training, in-hand work was used to introduce the first steps of piaffe and passage.
 
There are two methods of working a horse in hand, and I use both in my teaching. The first is to work the horse from the ground by using the cavesson and the second is to work them using the reins. I start horses and riders using the cavesson because it is easier for both the horse and rider and is less harsh for the horse if the rider makes a mistake.
 
The model for the pictures is a young pony who is learning in hand work as part of being backed.
 
General Points

Use the lunge cavesson and whip with the long end wound up round the whip handle. Stand in front of, and to the side of your horse, so that you can see all of him and he can see past you.

The lunge line should be safely looped up and held close to the cavesson. Have your elbow near your side so you can control your horse on the cavesson.
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Hold the whip in your other hand. Have the handle in the palm of your hand so you can rotate your wrist, and hold it pointing it down towards the floor when you are not using it, and raise it gently when you use it.
Keep yourself on the inside; don’t step across your horse or allow him to step across you.

When you are walking, you need to step backwards and at the same speed as he does– but he should not rush past you. Use a light flick on the lunge line against the cavesson to slow him down. Keep your shoulders soft and your elbows bent, a lot of riders let the horse go past them and then they lose control of the horse, or hold their hand close to themselves which draws the horse’s head inwards, pushing the horse towards the outside shoulder.
  • Stay in front and to the side of him.
  • Keep your arms relaxed, elbows soft, and use your body language.
  • Be firm so he does as he’s asked, be clear so he knows what he’s got to do.
 
Some horses are very wary of the whip, so you can use a schooling whip or just your hand if they are more settled like that.
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Walking and Halting

​Stage 1
The first thing to teach your horse is to stop. This is done by gently placing the whip on his quarters but first you need to acclimatise him to this. He already understands the lunging instructions and so start by using these voice directions.

Gently encourage him to walk forwards, stepping back at the same time and speed that he does (some horses can be confused when you stand in this position, but gently encourage them to walk and they will move forward.)
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Then, using your voice only, ask him to halt. If he does not stop you can use a small jiggle on the cavesson to help. Try to keep the tension out of your body and just hold the whip softly, pointing down. It’s very important that this work is done calmly and quietly. Your horse will take triggers from your voice, body position and the whip (as well as any noises from outside!)


When he has taken a few steps, ask him to halt, again using your voice. You need to stop walking backwards when your horse stops. If you stop before he does he will walk straight past you!

When he stops, give him a pat. Repeat this a few times until you are both comfortable with walking and stopping.

Stage 2

Now you can introduce the idea that the whip is asking for halt. We do this through 3 steps. Firstly, ask your horse to walk and then ask your horse to halt by the wall or fence.
When your horse is quietly standing, very gently raise the whip up and rest it on his quarters. Some horses move away from the whip because they understand that this is what the whip indicates. Quietly lower the whip and ask them to stand again using your voice and repeat the raising of the whip to the quarters.
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Stage 3

Once your horse is standing quietly from your voice command and doesn’t move when you raise the whip to his quarters, you can start to lift the whip while he is walking.
Ask your horse to walk on and then, using your voice ask him to halt and at the same time, raise the whip to his quarters. Repeat this several times until he is quietly halting as you use both your voice and the whip together. You can support this with a light feel on the cavesson, but don’t rely on this aid.
​If he becomes anxious at any time, go back to the previous step.

Stage 4

Once he is stopping confidently from both your voice and the whip, start to bring the whip up before you use the voice command. You are looking for him to stop from the whip movement and your voice becomes a supplement to confirm the action. Look for the moment when your horse stops as you bring the whip up, before it touches his quarters!

Some horses pick this up very quickly, whereas others take a few sessions. It’s important that you don’t rush things. This work it takes as long as it takes, especially if both you and your horse are learning together.

Again, if at any point your horse becomes anxious, go back to the level he was comfortable with and repeat that step until he is calm again.

Common problems that riders find with this technique are:
  • The horse pushes past them and they lose control.
This can be a problem with big striding horses, in which case you need to take bigger steps backwards or you may need to steady them a little on the lunge line if they are rushing.
Sometimes it is because the aid you are giving is too big or the whip is not still.

  • The rider draws the hand with the lunge line towards them, pulling the horses head in and blocking the horse – and risks being stepped on!
Keep your elbow near your side and your hand away.

  • The aids are too big, so your horse’s responses are big.
Keep everything you do small and delicate.

  • Riders allow the lunge line to slip through their fingers so the horse drifts away from them.
 
  • When halting, the rider stops moving before their horse stops, so the horse just walks past them and often they end up pulling their horse’s head in.
 
  • The rider constantly pushes the horse with the whip or the whip moves accidentally. This causes confusion for your horse, he doesn’t know if he has to respond to the whip or if it is a random movement.
It is very important that you keep your aids under control, not just the lunge line and whip but your body position as well. Your horse will read your body language faster than you!

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Talking with many people about dressage I have found that there are a lot of different interpretations of the terms used to describe the qualities we are trying to develop in our horses.
 
I have looked at the Oxford Dictionary, the FEI Judging guidelines, and descriptions from the works of classical riders to try to find a common thread between them. In this and the next two blogs, I have attempted to draw together some of the differing concepts for commonly used terms.
 
Rhythm
 
The interpretation that generally comes to mind when talking about rhythm is
 
A strong, regular repeated pattern of movement or sound. A regularly recurring sequence of events or processes.” -oxfordenglishdictionaries.com
 
 
For dressage, this dictionary definition is appropriate, however the FEI Dressage Hand Book Guidelines for Judging give a more precise definition relating to dressage:
 
“The characteristic sequence of footfalls and phases of a given pace. “
 
In dressage terms, rhythm is the regularity of the foot falls the horse makes; it is not the speed of the footfalls, that’s the tempo.

 
The following quote by Arthur Kottas Heldenburg from his book Kottas on Dressage, (page 100), expands on the definition and starts to define more of the qualities that are needed for a horse to have a good rhythm.
 
“The rhythm is correct when the horse moves with ease, in a stable and balanced posture, active and relaxed at the same time. The horse feels good and works with pleasure; the rider is relaxed stable and can work without tiring.”
 
The emphasis here is that the horse has learnt to balance himself through correct suppling exercises and has the strength to maintain the regular rhythm.
 
 
Points to consider

  • A regular rhythm does not mean that the horse is correct, as many horse that are on the fore hand or contracted have stiff steps but maintain a regular rhythm.
  • To have a good rhythm, the horse must be balanced; a loss of rhythm indicates a loss of balance.
  • Each horse has its own rhythm and the rider must help the horse find their natural rhythm and work the horse in this rhythm.
  • Horses need to have the strength to control the power from the hind quarters; too much impulsion at the wrong time will put the horse out of rhythm as they lose balance.
 
 
Impulsion
 
The definition on Impulsion from oxforddictionaries.com gives the impression of force or pressure being used, which is not quite in line with the dressage meaning:

“the act of impelling or the state of being impelled
motion produced by an impulse: propulsion
a driving force; compulsion."

The FEI Dressage Hand Book Guidelines for Judging gives a slightly different description:
 
“Impulsion is the transmission of controlled, propulsive energy generated from the hindquarters in to the athletic movement of the eager horse. Its ultimate expression can be shown only through the horse’s soft and swinging back and is guided by a gentle contact with the rider’s hand.”
 
 
Arthur Kottas Heldenburg From Kottas on Dressage page 203
 
“The propulsive energy generated by the horse’s hind quarters and controlled by the rider’s leg, seat and reins.”
 
Nuno Oliveira’s description takes things a little further, showing that impulsion is more than just power or energy:
 
“Impulsion can be defined as the ability by the horse to stay in the same cadence, the same position [attitude], with the same level of energy without the constant help of the rider.”
 
Nuno Oliveira from “The Wisdom of Nuno Oliveira” by Antoine de Coux (page 74), and on page 67
 
“Impulsion has nothing to do with speed. Impulsion begins by the mind of the horse, not his legs.”
 
By this he means that the horse must be willing to go forward when the rider lightly touches with the leg.
 
 
The FEI definition only focuses on the physical side of impulsion i.e. the energy and where it is directed, and emphasizes a gentle contact through the reins. Classical dressage combines this with the attitude of the horse in terms of its self-carriage, enable through controlled strength and balance.
 
Engagement
 
For this term, the oxforddictionaries.com description is far from the meaning that dressage implies by the word. It defines engagement as :
 
“The action of engaging or being engaged”
 
However, the definition of Engage gives a more meaningful description in dressage terms
 
“Engage, (with reference to a part of a machine or engine) move into position so as to come into operation.”
 
If we take this explanation and relate it to the action of the horse’s haunches, it becomes more meaningful. The FEI Dressage Hand Book Guidelines for Judging shows it is more than simply bringing something into position, such as the horses haunches.
 
“Hind legs stepping well under the horse’s body. Increased flexion of the joints of the hind quarters during its weight-bearing phase. This causes a relative lowering of the hind quarters/ raising of the forehand, thus shifting more of the task of load bearing to the hind quarters. A prerequisite for upward thrust/impulsion.”
 
This explanation has a good description of the mechanics of engagement, but a horse cannot engage without impulsion, so you have a circle of requirement: increase the impulsion and you can increase the engagement.
 
Arthur Kottas Heldenburg (from Kottas on Dressage page 203) describes engagement as
 
“The hind limbs are said to be engaged when, during the forward (stance) phase of the movement, they are placed sufficiently forward under the horse’s mass to enhance balance and provide a good level of forward propulsion/lift.”
 
Whilst these definitions give good descriptions of engagement, they don’t convey the whole picture. Engagement is part of a process that enables to horse to carry their weight towards the haunches and lighten the forehand. It is one element combined with balance, suppleness, rhythm and impulsion which brings the horse to its point of collection and lightness.
 

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Diane Followell

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Diane Followell Classical Dressage Trainer

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