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Method Article
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Refinement of porcine studies is achieved by introducing a standardized checklist and positive reinforcement training using a clicker. This work supports the collection of samples and the conduct of daily chores related to the animals.
Implementation of 3R initiatives is important. To refine the life of laboratory pigs, we focused on the time period prior to inclusion of animals in experiments. We improved the checklist during the development. By using the checklist each individual pig's progress was documented. This aids the caretakers so they remain focused on the actions necessary to socialize the animals and limit the animal's stress and anxiety level. During this phase, the pigs become calm and ready to commence additional clicker training to further limit stress during the experimental period. The pigs will readily allow basic outcome measures to be collected without sedation or fixation.
The protocol is divided in two. First the transition phase that begins as the pigs arrive at the research facility. Introducing treats and gradually closer contact to the caretakers are the first steps. Then, the caretaker introduces actions to be able to touch the head and hind, to mimic e.g. manipulating the ear to take a blood sample or the hind to obtain a rectal temperature. A strong foundation is established in the animal-caretaker relationship and this swiftly minimizes the stress the pigs express after arrival. Secondly, the positive reinforcement training commences to teach the animal how to carry out more complex tasks without becoming stressed. A clicker is introduced as a secondary reinforcer.
Time, structure, education and thorough communication seem to be the most important criteria to succeed in the application of this protocol. In addition to having calm and compliant pigs, the caretakers report that they enjoy the focus they are allowed to give each individual pig, adding to their overall job satisfaction. Having caretakers with a strong commitment, and a focus on the transition progress and welfare of each pig, additionally strengthens the department's Culture of Care.
The principles of the 3Rs (Replacement, Reduction and Refinement) discussed by Russell and Burch in 1959, form today's foundation for high ethical standards concerning the use of animals for experimental purposes. In biomedical research facilities engaged in preclinical laboratory animal studies, great importance must be adhered to the refinement principle. "Refinement means any decrease in the incidence or severity of inhumane procedures applied to those animals which still have to be used"1.
A contemporary definition additionally states that refinement is "advancing research into animal welfare by exploiting the latest in vivo technologies and by improving understanding of the impact of welfare on scientific outcomes"2. This implies that not only are today's refinement initiatives important for the welfare of the animal per se, but that they are also important to research quality as scientific outcomes will benefit from these initiatives 3.
One refinement initiative to consider is to socialize and train experimental animals. They may be trained to perform a certain task e.g., step onto a scale or behave calmly while blood samples are drawn. Some species may be more naturally disposed to training than others and this impacts the tradition for training laboratory animal species. Traditionally, training of dogs has been performed for centuries e.g., in order to use the dog in hunting. These historic traditions have most certainly made the training of dogs in the biomedical research setting more straightforward. Together with non-human primates, training of laboratory dogs has been discussed and undertaken for quite some time4,5.
Common to both of these species is that they rank high on the "socio-zoological scale". This scale ranks animals according to their place and use in human society 6. Ranking high also carries with it a large public demand to treat the animals as humanely as possible and limit their stress and anxiety level. Rodents, in contrast to dogs and non-human primates, are placed in the lower end of the socio-zoological scale. They have not received equivalent public attention and care. Historically they have been treated less well - presumably also due to their ability to spread life-threatening disease. However, during the last few years the training of rodents has been implemented in preclinical research settings and hereof related scientific benefits have not gone unnoticed. Both rats and mice are interestingly quite easily trained and the training also limits their stress-response and thus strengthens scientific outcomes7,8.
Reporting on how to socialize and train pigs in a laboratory animal setting is to our knowledge scarce9. On the socio-zoological scale, pigs are placed in-between dogs and rodents. We recognize the species primarily as a food resource, but nevertheless quite a large number of pigs are also used in biomedical research. In the EU alone, approximately 75,000 pigs were used annually for scientific purposes in 2015-2017 10. This number encompasses both farm pigs and miniature pigs. There is an increasing focus on refining the lives of these animals by training as a measure to comply with the 3Rs. Both farm pigs and miniature pigs can indeed be trained 11,12, but their starting point in terms of socialization varies. Miniature pigs are bred for research and socialized during their early life span. They are bred to have a calm temper. Farm pigs are bred for consumption and often not socialized at all. Finisher pigs for meat production in Denmark are typically housed in high density groups of 15-25 pigs where they have to compete to earn a position in the herd's hierarchy. Their temper reflects that ability. Often, they are housed in stable facilities with a partially slated floor to limit the workload of mucking out. To optimize weight gain, they are fed ad libitum through automated food and water delivering systems. Hence, their contact with farm workers is limited and they will become stressed when handled. This poses certain challenges when the animals are transferred to a research facility. Here the animal welfare, the husbandry, and the 3Rs play a key role13,14. From a research perspective, each individual animal is important to obtain the best possible research results. The welfare of the animals is also important to ensure a low inter-animal variation in regard to stress, anxiety and fear. For these reasons it is important to pay attention to the transition from a "herd animal" to an "individual". Upon arrival, the pigs enter a new environment with new scents, new food, day-to-day contact with animal caretakers and often also new pen mates. To a pig, the shift can be very stressful and the importance of an acclimatization period of several days is acknowledged in laboratory animal science15.
By structuring the acclimatization period, we have created what we call a "transition phase" using a structured step-by-step checklist. The checklist ensures that each pig receives sufficient caretaker contact and learns to allow basic handling for examination and sample collection without being stressed. Continuous work can then be carried out to train the pigs using positive reinforcement training targeted to each specific research project16,17. A clicker is used to signal a food reward when the desired action is performed. Combining the steps from the transition phase with additional clicker training of the pigs gives the animals a smooth settling in at the research facility. They become calm and easy to handle and can, with little effort, be taught to stand still for e.g. blood sample collection. By the use of this type of handling protocol, old-fashioned techniques such as sedation of the animals or snares are replaced. To make sure all pigs are handled sufficiently a checklist is filled out.
It is becoming widely accepted that animals do indeed feel positive emotions and so focus when working with the animals should not solely be on the removal of negative emotions 18. The training session with the caretaker is an example of a positive emotional experience. It is quite enjoyable for the pig as it receives treats and attention. Besides the benefit of reducing handling-stress and fear related behaviors at the facility, training the animals provides an opportunity to give the animals positive emotional experiences. The adding of positive experiences may counteract some of the negative experiences that laboratory animals encounter in relation to experiments performed and will thus further increase animal welfare 19,20.
While the pigs evidently enjoy the training sessions, the sessions simultaneously offer the caretaker an opportunity to strengthen the bond to each individual pig. Being an animal caretaker, performing painful actions, such as injections of the animals, is part of the job. However, being able to train the animals and turn these actions into positive experiences is rewarding in itself. It increases the commitment of the caretakers and plays a key role in strengthening the department's culture of care21,22,23.
The pigs were housed according to the Institution's Animal Welfare Policy, which refers to national legislation on animal experimentation, housing and husbandry. The protocol can be applied to weaned pigs of any age. For the development of the transition checklist (Figure 1) a total of 40 female crossbred farm pigs (Danish Landrace-Yorkshire-Duroc) weighing 35-80 kg were used (Table 1). The pigs were allocated to a group dependent on their arrival time. The pigs were housed in the research stable facility in the period January - September 2020. All farm pigs are bred on a traditional sow farm and moved to a collaborating farm when weighing approximately 15 kg. At least two weeks before inclusion in survival studies, the pigs are transported to the university's research stable facility. During the first two weeks the transition from farm pig to research animal takes place. The protocol is composed of non-harmful and positive actions and hence may be initiated immediately as part of the acclimatization period.
The pigs were housed one by one in pens measuring 3.4 - 6.8 m2 on solid concrete floors and have access to water via an automatic water supply. There is a feeding trough for each pig and at least one section of the separation to the neighboring pens allows snout contact. When pigs are scheduled to receive surgical interventions or have equipment implanted, they are housed alone to avoid pen mates licking and biting in wounds and pulling implants out. The bedding material is straw and the animals are further enriched with hay and different activity toys e.g. rope, balls, buckets, chew sticks made from plastic (Figure 2).
The animals come from a herd included in the national health-monitoring program for farm pigs, which means they are screened for seven pathogens24 that can affect pigs in a production setting. Biannual random checks are performed for the research herd based on FELASA recommendations25,26, in addition to samples from pigs that warrant diagnostics due to unexpected research results. Some of the pigs used for this project were seropositive for porcine reproductive and respiratory syndrome; however, none of the pigs showed any clinical symptoms corresponding to infection. All samples evaluated using polymerase chain reaction were negative, corroborating that the pigs were in a healthy condition.
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The pigs used to validate the protocol were part of studies approved by The Animal Experimental Council - a national governmental institution evaluating and approving all animal experiments in Denmark. The Council does the ethical review similar to an IACUC.
1. Arrival at the research facility
2. Part one: The transition phase (estimated time 4-6 days)
NOTE: The pigs stay in their home pen during the activities performed in the transition phase. We use half an apple for each treat-session. The progress of each individual pig is scored in the Transition Phase Progression Checklist (Figure 1 and Supplementary File 1).
3. Part two: Commencing clicker training
NOTE: Following the transition phase, the animals are ready to start the clicker training. It is recommended that the training is performed in a designated area as it helps the pig to recognize that a training session is about to begin. Several short sessions across the day are better than one longer session.
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Applying the transition phase as described in the protocol's part one allows for a smooth introduction of farm pigs to the research facility. Having calm pigs to work with eases daily chores and enables minor procedures and sample taking to be performed without anesthesia or fixation.
To follow the progress of pigs during the transition phase a checklist (Checklist 1) was developed to mark when individual pigs reach defined steps in their transition. The pigs are scheduled to enter researc...
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The implementation of a protocol that includes part one, a transition phase checklist and part two, a consecutive clicker training program is a confirmed success. Introduction and use of a detailed checklist have provided a way to refine the introduction of pigs to the research facility. The structured transition phase furthermore creates a better foundation to train the pigs prior to inclusion in research projects. It has been a positive surprise to notice that the caretakers' commitment to the work increases and th...
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The authors have no disclosures.
Beatrice Tscherning Olesen, Karoline Jakobsen, Tine Bjørnholt Gustafsen, Helena Céline Kjær Byriel and Kira Sonnichsen Graahede are acknowledged for their great efforts, feedback and assistance in designing the checklist and using it in their daily work. Medical illustrator Ken Kragsfeldt is acknowledged for his professional help illustrating figure 3.
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Name | Company | Catalog Number | Comments |
Wrap, e-power, blå, 7,5cm | E-vet A/S, Ole Rømers Vej 26 A, DK-6100 Haderslev | 203165B | Adhesive wrap used to wrap around the end of a stick to make a target stick. It is an advantage that it can be changed as it will get dirty quite quickly. |
Apples | Varius | Uknown | Used as treats |
Klikker (Clicker) | E-vet A/S, Ole Rømers Vej 26 A, DK-6100 Haderslev | TX2289 | Clicker used in training |
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