I would be happy to answer those questions. I would also like to let everyone know that the reason that I come to these theads is not to provoke debate, but instead to make people curious enough just to look a little bit deeper into what their situation. To often, we look at the problem as how it appears to us, instead of the underlying reasons. To truly solve any issue, we have to fix things at their source. If you had read my entire previous post, I did say that horses can be calm and achieve the true meaning from the other methods, but it does not work well for all horses and there is a different way to get there.
I am using the horse in the video because that is the one that we can all see. My process that I would take to mounting that horse would start on the ground. The horse had all of the issues that I mentioned long before she tried to mount it. To skip to mounting without addressing these issues is just asking for a future problem under saddle. Sure, you can, and I have worked through these issues in the saddle, however we would be doing a lot of back tracking, fixing the problems as we see them, just hoping that the original source of the problem went away as a byproduct.
The horse in the video was very disengaged through the hind end, the pelvis was tipped forward, weak abdominals, bracing in the lower neck, head up in the air. The horse was also nervous. A horses main defense is their flight mechanism, when this is compromised, then they will become even more defensive just as a matter of self preservation. Adding the weight of a rider will compromise that even further. Given that the horse was still not letting down her defenses mentally shows that she is still not completely on board with the capabilities of the hands that she is in. If I was in her position, I would want to walk off too. We also have to remember that horses are masters of disguise. They have to be 80 to 90% lame before they actually show signs of it. This means that many horses have underlying issues affecting their balance and weight distribution on each of their legs. Once again something that would be compromised by a rider. Horses are also the most forgiving and pleasing animals that I have ever met, which means that they will compromise themselves to get away from the pressure and do things for the person without showing any signs of discomfort.
I would start with ground work, beginning with simple relaxation and trust exercises. Once the horse feels safe, they will then start to work on their comfort. Lots of hand walking, ponying, lunging, long reining, all of this will contribute to the horse learning better self carriage. With proper training, a person can enhance this and encourage the horse to use the hind legs better, use opposing muscles equally, and release the topline. All of this can be done without the weight of a rider. This means that once the horse is ready, all they have to learn to do is balance with the weight of the rider on their back. By now the person would already establish more trust from the horse and could move onto mounting. Where I proceed very similar to mom2pride here, teaching the horse to bring you the saddle. Once they figure out the position, I wait until the are completely relaxed and comfortable with the idea (although in reality any claustrophobic or uncertain issues around the back/midsection will be resolved before this point). If they move, then I will repeat, but be very aware of weight distribution, even from a block, since that will throw off the horse, especially a greeny. Any movement out of balance is only encouraging that holding pattern, mentally or physically. It takes a lot of focus, concentration, and training for the rider to be able to recognize signs undersaddle, to the point where it is no longer the horses job to carry you around, but rather your job to teach the horse. When you take these things into consideration, the horse becomes more willing, more pleasing, and looking for work because it actually feels good.
By the time I get to this point, the lunging isn't punishment, and why should it be? I want the horse to enjoy moving. I can move their feet just as effectively in a mental state just by pushing them forward in a walk, the only time I ever push out of a walk is when a horse makes any kind of rude or disrespectful gesture towards me, more as a herd behavior rather than a "do that and you have to run". They usually won't even run then, just kinda move away like they would from another horse and keep walking. This is the same method for catching that I have used on everything from horses that had just shut humans out of the picture, to dangerous horses, to terrified horses, to completely feral horses. Being caught is a mind set, not just putting on a halter. Being able to halter is something that comes along with catching the mind.
So, to get back to the original question, sure those methods will work and for a very healthy horse with a solid trust in humans, they should work very successfully. However, I always just like to keep in mind the "why" behind the problem. Just because a horse does something doesn't mean that it is completely accepting of the idea, just simply "giving to the pressure".
Also to add, what I mentioned are just things I would do, I didn't go into nearly the detail in which I would do these things or what I would look for while doing them. Many horses get by find without this, but many of what I work with are the "bottom of the barrel" horses that most people have already given up on. These horses have been there done that, and their relationship with people has to be proven to be for their benefit if they are to be willing participants. Well, I gotta go feed, thats all I have in me for this morning.