Refinement Database

Database on Refinement of Housing, Husbandry, Care, and Use of Animals in Research

This database, created in 2000, is updated every four months with newly published scientific articles, books, and other publications related to improving or safeguarding the welfare of animals used in research.

Tips for using the database:

  • This landing page displays all of the publications in the database.
  • Use the drop-down menus to filter these publications by Animal Type, Setting, and/or Topic.
  • Clicking on a parent category (e.g., Rodent) will include publications relating to all the items in that category (e.g., Chinchilla, Gerbil, Guinea Pig, etc.).
  • You may also add a keyword to further narrow your search.
  • Please note that at this time, only publications dated 2010 or later (with some exceptions) can be filtered by Animal Type and Topic, and only publications dated 2020 or later (with some exceptions) can be filtered by Setting. Most publications older than 2010 can only be searched by keyword. 
Reamer, L. A., Haller, R. H., Thiele, E. J. et al. 2014. Factors affecting initial training success of blood glucose testing in captive chimpanzees (Pan troglodytes). Zoo Biology 33(3), 212-220.

Type 2 diabetes can be a problem for captive chimpanzees. Accurate blood glucose (BG) readings are necessary to monitor and treat this disease. Thus, obtaining voluntary samples from primates through positive reinforcement training (PRT) is...

McMillan, J. L., Perlman, J. E., Galvan, A. et al. 2014. Refining the pole-and-collar method of restraint: Emphasizing the use of positive training techniques with rhesus macaques (Macaca mulatta). JJAALAS 53(1), 61-68.

The pole-and-collar method is one of several techniques that enable the safe transfer of a nonhuman primate from its home environment into a restraint chair without the need for sedation. It has been used within...

Lutz, C. K., Williams, P. C., Sharp, R. M. 2014. Abnormal behavior and associated risk factors in captive baboons (Papio hamadryas spp.). American Journal of Primatology 76(4), 355-361.

Abnormal behavior, ranging from motor stereotypies to self‐injurious behavior, has been documented in captive nonhuman primates, with risk factors including nursery rearing, single housing, and veterinary procedures. Much of this research has focused on macaque...

Kranendonk, G., Schippers, E. P. 2014. A pilot study on the effects of a change in behavioural management on the behaviour of captive chimpanzees (Pan troglodytes). Applied Animal Behaviour Science 160, 127-137.

The debate on the use of chimpanzees (Pan troglodytes) in biomedical research has been ongoing for several years now. In 2012, the decision was made to retire a large number of laboratory chimpanzees in the...

Andrews, C. 2014. Using positive reinforcement training to refine daily medical treatment of a cynomolgus macaque. American Association for Laboratory Animal Science [AALAS] Meeting Official Program, 565-566. (Abstract #P63).

Medical care of nonhuman primates in a laboratory setting can be challenging due to the safety concerns inherent in handling conscious animals. A mature, adult male cynomolgus macaque presented with a chronic foot condition that...

Hawkins, P. 2014. Refining housing, husbandry and care for animals used in studies involving biotelemetry. Animals 4(2), 361-373.

Biotelemetry can contribute towards reducing animal numbers and suffering in disciplines including physiology, pharmacology and behavioural research. However, the technique can also cause harm to animals, making biotelemetry a ‘refinement that needs refining’. Current welfare...

Reinhardt, V. (ed.) 2013. Compassion Makes a Difference - Discussions by the Laboratory Animal Refinement & Enrichment Forum [LAREF], Volume III. Animal Welfare Institute, Washington, DC.

This is the third volume of discussions that took place on the Laboratory Animal Refinement & Enrichment Forum (LAREF). This forum is dedicated to the exchange of personal experiences of refining the conditions under which...

Bloomsmith, M., Franklin, A., Neu, K. et al. 2013. Training time required to collect a variety of biological samples using primarily positive reinforcement training methods. American Journal of Primatology 75(S1), 65. (36th Meeting of the American Society of Primatologists Scientific Program, Abstract #112)

Positive reinforcement training (PRT) methods can be applied to gain the voluntary cooperation of laboratory primates with the collection of biological samples. Information will be provided on training techniques used and the amount of training...

Bliss-Moreau, E., Moadab, G., Theil, J. 2013. Efficient cooperative chair training. American Journal of Primatology 75(S1), 67. (36th Meeting of the American Society of Primatologists Scientific Program, Abstract #118)

Traditional procedures for training nonhuman primates to be restrained in chairs typically involve very little use of positive reinforcement. In this talk, we detail a refined chair training procedure which uses a mix of positive...

Truelove, M. A., Martin, A. L., Perlman, J. E. et al. 2012. Behavioral assessment of rhesus macaque (Macaca mulatta) pairs through a common laboratory event. American Journal of Primatology 74(S1), 42. (35th Meeting of the American Society of Primatologists Scientific Program, Abstract #54)

Using behavioral data to predict pair stability would be helpful for improving management of pairs and prevention of injury. Differences in reactions to presumed laboratory stressors, such as location moves, may provide information about pair...

Fante, F., Baldan, N., De Benedictis, G. M. et al. 2012. Refinement of a macaque transplantation model: Application of a subcutaneous port as a means for long-term enteral drug administration and nutritional supplementation. Laboratory Animals 46(2), 114-121.

A new application of a device enabling the long-term enteral administration of drugs or nutritional supplementation was developed for implementing in research entailing the use of macaques (Macaca fascicularis). After implanting a subcutaneous port, a...

Weissman-Socci, S., Ray, K. D. 2011. Training rhesus macaques for conscious blood sampling in six steps. Tech Talk [The Newsletter for Laboratory Animal Science Technicians] 16(6), 3.

Step 1 Gently squeeze the animal about halfway towards you. Hold the animal in place for about 1 to 2 seconds.We use this time to talk to the animal calmly in a gentle voice. When...

NC3Rs, University of Stirling. 2011. Common Marmoset Care [Online resource].

The three main divisions of 'marmosetcare.com' aim respectively to promote: an understanding of the range of behaviour in this species, placing this behaviour in the context of its natural habitat and promoting good welfare in...

Owen, Y., Amory, J. R. 2011. A case study employing operant conditioning to reduce stress of capture for red-bellied tamarins (Saguinus labiatus). Journal of Applied Animal Welfare Science 14(2), 124-137.

Traditional techniques used to capture New World monkeys, such as net capture, can induce high levels of acute stress detrimental to welfare. Alternatively, training nonhuman animals via operant conditioning to voluntarily participate in husbandry and/or...

Watts, A. 2010. Thinking outside the box in box training. Tech Talk [The Newsletter for Laboratory Animal Science Technicians] 15(2), 3.

At the Oregon National Primate Research Center, we train animals to enter transfer boxes using positive reinforcement training (PRT), a type of training in which the trainer reinforces desired behaviors (such asentering the transfer box)...

Moreau, E. 2010. To squeeze or not to squeeze? A Discussion on LAREF, September, 2009. Laboratory Primate Newsletter 49(2), 3-4.

The discussion was started by the following questions: "Is the squeeze-back mechanism more or less stressful than the pole and collar system for removing a macaque from his cage for an IM (intramuscular) injection?" and...

McMillan, J. L., Galvan, A., Wichmann, T. et al. 2010. The use of positive reinforcement during pole and collar training of rhesus macaques (Macaca mulatta). American Association for Laboratory Animal Science [AALAS] Meeting Official Program, 705-706 (Abstract #P78).

The pole and collar method enables safe transfer of a monkey from their home environment to a restraint chair without sedation. The ability to conduct procedures with a conscious and cooperative subject is cost effective...

Egeler, J. L., Hoekwater, S., Hoffman, H. D. 2010. A novel approach for utilizing large group-housing style cages for nonhuman primates in toxicology studies. American Association for Laboratory Animal Science [AALAS] Meeting Official Program, 716 (Abstract #P110).

The ability to provide permanent group-housed caging for nonhuman primates involved in toxicology research is quickly becoming an important step in improving the overall quality of life for these animals. This type of caging offers...

Brent, L. 2009. Long-term care of chimpanzees: the role of sanctuaries. American Journal of Primatology 71(S1), 106. (32nd Meeting of the American Society of Primatologists Scientific Program, Abstract #231)

Chimpanzees (Pan troglodytes) have served in biomedical and behavioral research since the early 1900s and captive breeding programs to supply chimpanzees have been common since the 1960’s. The captive research population reached a peak of...

Pearson, B. L., Judge, P., Reeder, D. M. 2008. Effectiveness of saliva collection and enzyme-immunoassay for the quantification of cortisol in socially housed baboons. American Journal of Primatology 70(12), 1145-1151.

Circulating cortisol levels are often used to assess the biological stress response in captive primates. Some methods commonly used to collect blood samples may alter the stress response. As such, noninvasive means to analyze cortisol...

Schapiro, S. J., Laule, G., Seelig, D. 2007. "Applied behavior" panel discussion. Journal of Applied Animal Welfare Science 10(1), 79-81.

Adriane and Kris just trained eight rhesus monkeys to present their arms in the blood sleeve for blood samples, and it took, on average ... 8 months ... 160 minutes spread out into 40 sessions.

LAREF [Laboratory Animal Refinement and Enrichment Forum] 2007. Chapter 7.4. Pole-and-collar training of macaques. In: Making Lives Easier for Animals in Research Labs: Discussions by the Laboratory Animal Refinement & Enrichment Forum. Baumans, V., Coke, C., Green, J., Moreau, E., Morton, D., Patterson-Kane, E., Reinhardt, A., Reinhardt, V., Van Loo, P. (eds), 127-130. Animal Welfare Institute, Washington, DC.

While strictly using positive reinforcement and applying patient gentle-firmness, most macaques can be trained to cooperate during the pole-attachment-chairing procedure. Some cannot be trained, because they have problems overcoming their often-legitimate mistrust of humans.

Conour, L. A., Murray, K. A., Brown, M. J. 2006. Preparation of animals for research -- Issues to consider for rodents and rabbits. ILAR Journal 47(4), 283-293.

This article provides details to consider when preparing to use animals in biomedical research. The stress of transport and receipt of animals into a new environment mandate the need for a period of stabilization and...

Capitanio, J. P., Kyes, R. C., Fairbanks, L. A. 2006. Considerations in the selection and conditioning of Old World monkeys for laboratory research: Animals from domestic sources. ILAR Journal 47(4), 294-306.

Preparation of domestically bred animals for research usually involves some combination of social separation, relocation, resocialization, alterations in physical space, photoperiod, and diet, as well as exposure to novel environments. The research literature that has...

Bloomsmith, M. A., Schapiro, S. J., Strobert, E. A. 2006. Preparing chimpanzees for laboratory research. ILAR Journal 47(4), 316-325.

The chimpanzee is the only representative of the Great Apes that is extensively involved in biomedical research in primate laboratories. These apes are used as animal models in a variety of studies, including research on...