Captive rhesus macaques are not naturally aggressive, but poor husbandry and handling practices can trigger their aggression toward conspecifics and toward the human handler. The myth of the aggressive monkey probably is based on often not taking into account basic ethological principles when managing rhesus macaques in the research laboratory setting.
Macaca mulatta is the most common nonhuman primate
species found in biomedical research facilities in the United
States. Of the 57,000 or so primates (United States Department
of Agriculture, 2000), approximately 33,000 (58%) animals are
rhesus macaques (National Center for Research Resources, 2002)
of whom an estimated 16,500 (50%) are living in cages.
Traditionally, rhesus macaques
have the reputation of being particularly aggressive animals who
are best kept in solitary confinement and handled with enforced
restraint. Bernstein, Gordon, and Rose (1974) observed that "rhesus
monkeys in the laboratory have well-earned reputations for their
aggressive response and near-intractable disposition" (p.
212). Gisler, Benson, and Young (1960) warned that "the rhesus
monkey is extremely nervous and energetic and is difficult to
house. Unquestionably, animals involved in experiments should
be housed in individual cages" (p. 760). Line (1987) cautioned
that "any plan to increase social interaction also increases
the risk of injury and death" (p. 858). According to Ackerley
and Stones (1969), "all monkeys are dangerous" and "should
not be handled in the fully-conscious state" (pp. 207, 211).
Underscoring that one of the major drawbacks to the use of rhesus
macaques is that "they can be difficult and even dangerous
to handle," Robbins, Zwick, Leedy, and Stearns (1986) stated
that "restraint is therefore necessary and desirable to protect
both the investigator and the animal," but cautioned that
"often the animal is uncooperative because of adverse conditioning
or fear" (p. 68). Valerio, Miller, Innes, and Courntey (1969)
also pointed out that the rhesus monkey is "an agile, unpredictable,
and often vicious creature with sharp teeth. Personnel must wear
heavy protective clothingparticularly glovesto protect against
bites" (pp. 4445). The authors added a warning that "despite
rigorous observance of all precautions, bites and scratches are
frequent" (p. 45). Whitney, Johnson, and Cole (1973) however,
contended that "the risk of herpes virus B infection and
other zoonoses transmitted by bite or scratch is minimized by
appropriate restraint which may be physical or chemical or a combination
of the two" (p. 50). Henrickson (1976) and Wickings and Nieschlag
(1980) underscored that male rhesus macaques are particularly
difficult and dangerous, making it quasi-imperative to use physical
or chemical restraint when handling them. The assumption that
chemical restraint with ketamine avoids stress reactions does
not hold true unless the subject has been trained to cooperate
during ketamine injection. Traditionally, rhesus macaques are
forcibly immobilized during injection (Ackerley & Stones,
1969), a circumstance that introduces stress as an uncontrolled
variable (Aidara, Tahiri-Zagret, & Robyn, 1981; Crockett,
Shimoji,& Bowden, 2000; Loomis, Henrickson, & Anderson,
1980; Streett & Jonas, 1982) even before the actual experimental
procedure has started.
In line with the common notion that rhesus macaques are conspicuously aggressive among each other and against attending personnel, animals used in research and testing are traditionally housed individually (Figure 1) in single cages (National Research Council, 1998; Rosenberg & Kesel, 1994) and subjected to enforced restraint during handling procedures (Figure 2) such as sample collection and drug administration (Baskerville, 1999; Fowler, 1995; Hrapkiewicz, Medina, & Holmes, 1998; Klein & Murray, 1995). Individual caging constitutes such a primate-inadequate, disturbing situation that about 10% of single-housed rhesus macaques develop the behavioral pathology of biting their own bodies with sufficient force to produce tissue damage (Novak, Kinsey, Jorgensen, & Hazen, 1998; Platt, Kinsey, Jorgenson, & Novak, 1996). Individual housing affects not only the animals' species-typical behavior patterns, but also their normative physiology and health status (Lilly, Mehlman, & Higley, 1999; Schapiro & Bushong, 1994; Schapiro, Nehete, Perlman, & Sastry, 2000; Shively, Clarkson, & Kaplan, 1989).
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Figure 1. Rhesus macaques are typically force-restrained - here in the so-called squeeze cage - during common procedures such as blood collection. |
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Figure 2. Rhesus macaques used for research and testing are typically housed in single-cages. |
During handling procedures,
rhesus macaques are typically restrained manually on tables or
mechanically in specially designed cages, boxes, or chairs. There
is ample scientific evidence that such enforced restraint techniques
are a source of stress (Reinhardt, Liss, & Stevens, 1995).
It is only commonsense that animals will not respond normally
if they are stressed (Schwindaman, 1991). "Stressed animals
do not make good research subjects" (American Medical Association,
1992, p. 18).
Solitary housing and enforced handling introduce uncontrolled
extraneous variables, thereby increasing data variability and
hence the number of research subjects needed to achieve statistically
significant results (Brockway, Hassler, & Hicks, 1993; Home
Office, 1989; Schnell & Gerber, 1997; Woolley, 1997). The
National Research Council (1996) aptly reminded investigators
that proper housing and management of laboratory animals "minimizes
variations that can affect research results" (p. 21). Federal
regulations require that "handling of all animals shall be
done in a manner that does not cause behavioral stress, physical
harm, or unnecessary discomfort" and that "the environmental
enhancement plan must include specific provisions to address the
social needs of nonhuman primates of species [such as rhesus macaques]
known to exist in social groups in nature" (United States
Department of Agriculture, 1995, pp. 21, 75). The National Research
Council (1998) reiterated these basic requirements:
To reduce the stress of physical or chemical restraint, many primates can be trained for routine procedures. Procedures that reduce reliance on forced restraint are less stressful for animals and staff, safer for both, and generally more efficient. Social interactions are considered to be one of the most important factors influencing the psychological well-being of most nonhuman primates. The common practice of housing rhesus monkeys singly calls for special attention. Every effort should be made to house these animals socially (in groups or pairs), but when this is not possible, the need for single housing should be documented by investigators and approved by the IACUC [Institutional Animal Care and Use Committee]. (pp. 40, 45, 99)
Obviously, individual caging
and involuntary restraint pose serious scientific concern. This
prompts the following question: Are rhesus macaques really so
aggressive as to justify these traditional husbandry practices?
I questioned the rhesus macaque's bad reputation in a colony of animals used for research who were originally housed in the conventional single-cage system and handled with traditional, enforced restraint techniques. Applying basic ethological principles, the colony was transferred (Figure 3) to permanent compatible pair housing arrangements (Reinhardt, 1994), and several animals were successfully trained (Figure 4) to cooperate voluntarily during blood collection (Reinhardt, 1991).
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Pairs formed involved 817
animals: 333 adult femalefemale pairs, 67 adult malemale pairs,
201 adult femaleinfant pairs, 83 adult maleinfant pairs, and 42
juvenilejuvenile pairs. About 30 min was spent transferring single-caged
animals to pair housing arrangements and verifying that the new
pair was compatible. Companions lived together for an average
of 1.6 years.
Pairs were incompatible due to aggression in only 6% (45 pairs)
of cases. Males were no less tolerant of their companions than
females (Figure 3). Only 0.7% of the animals (4 adult females,
2 adult males) were inflicted with serious, but not life-threatening
lacerations resulting from aggressive disputes. This low incidence
of aggressive incompatibility questions the assumption that injuries
are "unavoidable" (Rosenberg & Kesel, 1994, p. 470)
when adult rhesus monkeys are introduced to each other and that
"there is a strong likelihood that the veterinarian will
be kept quite busy suturing wounds" (Coe, 1991, p. 79) when
new pairs are formed. If done correctly, pair formation of caged
rhesus macaques is a reasonably safe option to address the animals'
social needs as mandated by the regulations.
With positive reinforcement, 39 adult female and 15 adult male
rhesus macaques were trained to voluntarily present a leg for
blood collection in their home cages. Most of the animals lived
in pairs (n = 46), but some lived alone (n = 8),
during the training process. Less than a cumulative total of 1
hr was spent per animal to achieve the goal of the training (Figure
4). Neither female nor male subjects attempted to scratch or bite
the trainer, who interacted with them in a predictable, patient,
and gently firm manner. Unlike forcibly subdued animals, the trainees
had no reason to show aggressive defense reactions. Once trained,
all animals also cooperated during venipuncture with the attending
caretakers and veterinarians. No trained monkey inflicted an injury
on the handling personnel during blood collection.
The idea of training rhesus macaques in the research laboratory
is not new. Several authors have mentioned that their animals
had been trained to cooperate during capture, injection, and blood
collection (Reinhardt, 1997).
These findings strongly
contradict the belief that rhesus macaques are too aggressive
to be housed in pairs and to be trained to cooperate during procedures.
Several hundred animals of both sexes were transferred from single
caging to compatible pair housing arrangements without undue problems
related to aggression, and more than 50 animals of both sexes
were trained to cooperate during venipuncture without the occurrence
of injuries. There was no evidence that the rhesus macaque is
particularly aggressive toward a compatible cagemate or toward
the handling personnel.
The myth of the aggressive rhesus macaque probably is based on
unsuccessful attempts at socializing individually caged animals
and on the relatively frequent occurrence of scratch and bite
wounds inflicted on personnel during enforced handling procedures
(Zakaria, Lerche, Chomel, & Kass, 1996). Because rhesus macaques
far outnumber any other nonhuman primate species in the research
laboratory, aggression-related accidents caused by them are of
relatively much higher concern and, therefore, are bound to draw
more attention than aggression-related problems caused by other
species.
It stands to reason to
ask the question: Are rhesus macaquesor for that matter any other
nonhuman primatesspontaneously aggressive, dangerous, or even
vicious; or are the conditions under which we manage and handle
them responsible for their becoming aggressive or defensive? This
report demonstrates that pair formation and training procedures
are not intrinsically circumstances in which rhesus macaques are
aggressive. However, such circumstances can provoke aggression
under conditions that fail to take the animals' ethological and
emotional needs into account:
1. Any two strange, social, adult animalsincluding rhesus macaqueswill
establish a dominancesubordinance relationship on introduction
to each other. Macaques typically fight over dominance, and they
may injure each other seriously when spatial restrictionsuch as
a cagemakes it impossible for the loser to run away and break
visual contact with the victor. To form a pair from unfamiliar
macaques by simply releasing the two partners into a cage is an
unnatural and potentially strong trigger of aggression (Maxim,
1976). Aggression during pair formation is effectively avoided
by first allowing the two strange partners to establish their
dominancesubordinance relationship during a brief (less than 24
hr) noncontact familiarization period. If they then are released
into a cage, they have no reason to fight over dominance (Reinhardt,
1989).
2. Humans are potential predators for rhesus macaques. The animals
will try, therefore, to defend themselves by means of scratching
or biting whenever they feel threatened by a person. Handling
procedures such as blood collection are frightening, often life-threatening
situations that can easily trigger aggressive defense reactions.
Training rhesus macaques to cooperate during procedures makes
these defense reactions superfluous because the trainer has developed
and fostered a relationship based on trust rather than fear, and
the animal is partially in control rather than coerced during
the interaction with the handler (Reinhardt, 1991).
Captive rhesus macaques
are not naturally aggressive, but poor husbandry and handling
practices can trigger their aggression toward conspecifics and
toward the human handler. The idea that rhesus macaques are very
aggressive animals is probably based on the fact that basic ethological
principles are often not taken into account when managing rhesus
macaques in the research laboratory setting. To use this myth
in defense of single caging and enforced handling is scientifically
and ethically not tenable because it hinders the refinement of
stressful, data-biasing husbandry practices.
Rhesus "monkeys are socially complex creatures. When this
aspect of their nature is accommodated in research settings, the
benefit to science is a less stressed animal that provides meaningful
scientific data" (Novak & Bayne, 1991, p. 307). By making
the shift to positive reinforcement training "the welfare
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