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. 
Warwick, C., Pilny, A., Steedman, C. et al. 2023. Mobile zoos and other itinerant animal handling events: Current status and recommendations for future policies. Animals 13(2), 214.

Mobile zoos are events in which non-domesticated (exotic) and domesticated species are transported to venues such as schools, hospitals, parties, and community centres, for the purposes of education, entertainment, or social and therapeutic assistance. We...

Gilberto, D., Michener, M., Smith, B. et al. 2022. Chronic collection of cerebrospinal fluid from rhesus macaques (Macaca mulatta) with cisterna magna ports: Update on refinements. Comparative Medicine 72(1), 45-49.

More than 20 y ago, we developed an animal model for chronic and continuous collection of cerebrospinal fluid (CSF) from conscious rhesus macaques. Since our previous publication in 2003, we have successfully implanted 168 rhesus...

Buckmaster, C. L., Levesque, D., LaFollette, M. et al. 2022. Five hot topics in refinement of nonhuman primate neuroscience research. Laboratory Animal Science Professional 10(1) (January/February), 24-26.

Members of the North American 3Rs Collaborative (NA3RsC) refinement initiative have chosen to summarize developments in five hot topics of interest: 1. Tips for welfare-friendly transport, chairing, and restraint; 2. Guidance on refining food and...

Wahltinez, S. J., Stacy, N. I., Hadfield, C. A. et al. 2022. Perspective: Opportunities for advancing aquatic invertebrate welfare. Frontiers in Veterinary Science 9, 973376.

Welfare considerations and regulations for invertebrates have lagged behind those for vertebrates, despite invertebrates comprising more than 95% of earth’s species. Humans interact with and use aquatic invertebrates for exhibition in zoos and aquaria, as...

Sørensen, D., Cloutier, S., Gaskill, B. (Eds.). 2021. Animal-centric Care and Management - Enhancing Refinement in Biomedical Research. CRC Press, Boca Raton, FL.

The concept of the 3Rs (Refinement, Reduction and Replacement) has been used as a framework for improving the welfare of laboratory animals for the last half century. By establishing an animal-centric view on housing and...

Stow, R., Kendrick, J., Ibbotson, N. et al. 2021. A new group housing approach for non-human primate metabolism studies. Journal of Pharmacological and Toxicological Methods 107, 106947.

Understanding the absorption, distribution, metabolism and excretion (ADME) of candidate drugs in preclinical species is an integral part of the safety and efficacy evaluation in drug development. For this purpose, the housing of single animals...

Houser, L. A., Ramsey, C., de Carvalho, F. M. et al. 2021. Improved training and semen collection outcomes using the closed box chair for macaques. Animals 11(8), 2384.

Collaborative semen collection in monkeys is a valuable tool in research, animal collection management, and conservation efforts. To obtain samples, monkeys are often restrained in open restraint chairs (ORC) with the “pole and collar” technique...

Falendysz, E. A., Calhoun, D. M., Smith, C. A. et al. 2020. Outside the box: Working with wildlife in biocontainment. ILAR Journal 61(1), 72-85.

Research with captive wildlife in Animal Biosafety Level 2 (ABSL2) and 3 (ABSL3) facilities is becoming increasingly necessary as emerging and re-emerging diseases involving wildlife have increasing impacts on human, animal, and environmental health. Utilizing...

Reinhardt, V. (ed.) 2020. It’s Okay to Cry - Discussions by the Laboratory Animal Refinement & Enrichment Forum [LAREF], Volume V. Animal Welfare Institute, Washington, DC.

This is the 5th volume of selected discussions that took place on the electronic Laboratory Animal Refinement & Enrichment Forum between February 2016 and December 2019. The forum was created in October 2002; it allows...

McIntosh, M. K., Armitage-Brown, B., Levy, R. 2019. Refinements of equipment and methodology to reduce risk during pole-guided chair transfer of nonhuman primates. JAALAS 58(4), 462-468.

Neurophysiologic studies of NHP commonly involve their transfer from a housing enclosure to a laboratory by using a mobile chair. This transfer should be performed in a manner that is safe and minimizes stress for...

Association of Primate Veterinarians. 2019. Association of Primate Veterinarians’ Position Statement: Cerebrospinal fluid aspiration for nonhuman primates in biomedical research. JAALAS 58(4), 428-429.

The Association of Primate Veterinarians (APV) recognizes that CSF collection may be required for both clinical and research purposes in nonhuman primates (NHP). Because there are inherent risks associated with the technique, the laboratory animal...

Phillips, K.A., Tukan, A. N., Rigodanzo, A. D. et al. 2018. Quantification of hair cortisol concentration in common marmosets (Callithrix jacchus) and tufted capuchins (Cebus apella). American Journal of Primatology 80(7), e22879.

Quantifying cortisol concentration in hair is a non‐invasive biomarker of long‐term hypothalamic‐pituitary‐adrenal (HPA) activation, and thus can provide important information on laboratory animal health. Marmosets (Callithrix jacchus) and capuchins (Cebus apella) are New World primates...

O’Rourke, D. P., Baccanale, C. L., Stoskopf, M. K. 2018. Nontraditional laboratory animal species (cephalopods, fish, amphibians, reptiles, and birds). ILAR Journal 59(2), 168-176.

Aquatic vertebrates and cephalopods, amphibians, reptiles, and birds offer unique safety and occupational health challenges for laboratory animal personnel. This paper discusses environmental, handling, and zoonotic concerns associated with these species.

Rodrigues, M. V., de Castro, S. O., de Albuquerque, C. Z. 2017. The gingival vein as a minimally traumatic site for multiple blood sampling in guinea pigs and hamsters. PLOS ONE 12(5), e0177967.

Laboratory animals are still necessary in scientific investigation and vaccine testing, but while novel methodological approaches are not available for their replacement, the search for new, humane, easy, and painless methods is necessary to diminish...

Rapp-Santos, K. J., Altamura, L. A., Norris, S. L. et al. 2017. Comparison of saliva collection methods for the determination of salivary cortisol levels in rhesus macaques (Macaca mulatta), cynomolgus macaques (Macaca fascicularis), and African green monkeys (Chlorocebus aethiops). JAALAS 56(2), 181-189.

The ability to quickly and accurately determine cortisol as a biomarker for stress is a valuable tool in assessing the wellbeing of NHP. In this study, 2 methods of collecting saliva (a commercial collection device...

Smedley, J., Macalister, R., Wangari, S. et al. 2016. Laparoscopic technique for serial collection of para-colonic, left colic, and inferior mesenteric lymph nodes in macaques. PLOS ONE 11(6), e0157535.

Unlike peripheral lymph nodes (PLN), the mesenteric lymph nodes (MLN) draining the gastrointestinal (GI) tract are exposed to microbes and microbial products from the intestines and as such, are immunologically distinct. GI draining (MLN) have...

MacAllister, R. P., Lester McCully, C. M., Bacher, J. et al. 2016. Minimally invasive lumbar port system for the collection of cerebrospinal fluid from rhesus macaques (Macaca mulatta). Comparative Medicine 66(4), 349–352.

Biomedical translational research frequently incorporates collection of CSF from NHP, because CSF drug levels are used as a surrogate for CNS tissue penetration in pharmacokinetic and dynamic studies. Surgical placement of a CNS ventricular catheter...

Caron, A., Lelong, C., Pascual, M. H. et al. 2015. Miniaturized blood sampling techniques to benefit reduction in mice and refinement in nonhuman primates: Application to bioanalysis in toxicity studies with antibody-drug conjugates. JAALAS 54(2), 145-152.

Minimizing the number of animals in regulatory toxicity studies while achieving study objectives to support the development of future medicines contributes to good scientific and ethical practices. Recent advances in technology have enabled the development...

Schillaci, T. T., Bishop, B. 2014. Effects of needle gauge on blood quality and potential for bruising with repeated blood collections in cynomolgus macaques. American Association for Laboratory Animal Science [AALAS] Meeting Official Program, 609-610. (Abstract #P226).

Obtaining quality blood samples while minimizing animal trauma related to venipuncture continues to be an important area of focus within the laboratory animal environment as it relates to both animal welfare and sample integrity. A...

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...

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...

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...

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...