There is a growing awareness that non-human primates kept in zoos and laboratories deserve more species-appropriate stimulation because of their biological adaptation to a challenging environment.

Numerous attempts have been made to effectively emulate the gathering and processing aspects of natural feeding. Whole natural food-items, woodchips mixed with seeds, the puzzle ceiling and the puzzle feeder stocked with ordinary biscuits, cost little or nothing but induce sustained food gathering and/or food processing. Turf and fleece substrates sprinkled with particles of flavoured food, foraging trays, probe feeders and puzzles baited with food treats also promote more foraging behaviour, but they are relatively expensive and require added labour time to load and clean them.

Cage space requirements for non-human primates in the United States of America are less than those in European countries. Studies in support of the assumption that the US legal minimum cage size provides adequate space have limited value because they only tested cages without structural enhancement. It is not surprising that non-human primates cannot be animated to be more active or to behave in more species-typical manners by only providing them with extra barren space. Explicitly stipulating that all cages have to be equipped with properly installed, elevated structures appropriate to each species and age category would make the US standards more adequate. Such structures would no longer restrict the caged primate to an unnatural, permanent terrestrial lifestyle but would allow the animal to make use of the arboreal, ‘safe’ dimension to which she/he is biologically adapted. Minimal height requirements will have to be upgraded in the US to accommodate these ethological considerations.

Efforts to promote the psychological well-being of captive non-human primates through the application of environmental enrichment techniques are becoming more common. However, from this perspective relatively little empirical work has been done on the effects of manipulation of the social environment. The data currently available indicate that primates kept in solitary confinement are likely to develop a variety of behavioural and physiological disturbances reflecting reduced well-being, whereas most compatibly socially housed primates appear better adapted. There is always some risk associated with manipulating the social environment for experimental or husbandry reasons, but the risk of deleterious consequences can be reduced by a good knowledge of the animals’ normal repertoire and careful monitoring of how the animals adjust to the new conditions. Attending to the social environment of captive primates is fundamental to their welfare.

Published information provides scientific evidence that traditional, involuntary restraint techniques of research non-human primates are intrinsically a source of distress resulting from fear. It has been documented that common methods of enforced restraint result in significantly increased adrenal activity as well as significant changes in a variety of other physiological parameters. There is no scientific evidence that the animals adequately habituate to involuntary restraint. Numerous reports have been published demonstrating that non-human primates can readily be trained to cooperate rather than resist during common handling procedures such as capture, venipuncture, injection and veterinary examination. Cooperative animals fail to show behavioural and physiological signs of distress. It was concluded that the advantages of training techniques over traditional restraint techniques will have to be explored more extensively in the future for the sake of research subjects and scientific methodology.

There is an ethical and scientific need to minimise the harm experienced by animals used in scientific procedures and to maximise their well-being. Welfare can be improved by the refinement of practice, particularly if these refinements are applied to every aspect of the life of an animal used in the laboratory, from birth to death. Primates are considered likely to have a greater capacity for suffering than other sentient species and therefore refinement of their use is particularly important. The refinement of the human impact on laboratory-housed primates and of housing and husbandry practices are dealt with in parts I and II of this three-part review. In part III, methods of refinement that can be applied specifically to the use of primates in procedures, are summarised and discussed, together with a description of some current practices, and the scientific evidence that suggests that they should no longer be used. Methods of refinement of identification, capture and restraint, sampling, administration of substances, humane endpoints, and euthanasia are included. If these methods are used, taking into account species-specific differences and needs, it is concluded that harm can be minimised and primate welfare improved.

The study of environmental enrichment has identified a variety of effective forms of enrichment, but there are widespread problems associated with their use. Few forms of enrichment are cognitively challenging, and even the most effective often result in rapid habituation. This study examined the use of a computer-joystick system, designed to increase in complexity with learning, as a potential form of enrichment. Eight orangutans (Pongo pygmaeus), housed in male/female pairs, were observed for 120 h during a baseline period and 120h when the computer-joystick apparatus was available. Data were collected in 1 h sessions using instantaneous group scan sampling with 30 s intervals. The orangutans spent 25.9% of the scans using the joystick system. One member of each pair monopolised the computer system: ‘high users’ spent 48.9% of scans using the joystick system compared with 2.9% by ‘low users’. Behavioural changes associated with the provision of the computer included increases in aggressive behaviour, anxiety-related behaviours, solitary play, contact with and proximity to a social partner, and decreases in feeding. The lack of habituation by the high users, both within and across sessions, indicates that computer-assisted tasks may be a useful form of environmental enrichment for orangutans. However, the significant increase in aggression indicates that this form of enrichment may be more suitable for singly caged animals, or that the provision of multiple apparatuses should be tested for the ability to eliminate potential competition over the device.

Social role has been defined as a pattern of behaviour characteristic of a class of individuals within a group. The concept was developed by primatologists both to describe individual variation in behaviour in social groups and to be used in addition to hierarchy as a model for primate social organization. Cattle have been shown to express considerable individual variation in behaviour. Furthermore, cattle and primates show some similarities with respect to their social behaviour. This may indicate that the concept of social roles might be useful to those studying cattle behaviour. After a brief literature review it is concluded that the concept may indeed be applicable to cattle. The possible welfare implications of this are first, that it would offer a new approach for the study of individual differences in behaviour - important to the understanding of how animals cope with their environment in captivity. Second, it could help the understanding of social behaviour in domestic species. It is suggested that an interchange of ideas between primatologists and applied ethologists is needed.

Chronic pain and distress are universally accepted conditions that may adversely affect an animal's quality of life (QOL) and lead to the humane euthanasia of an animal. At most research institutions and zoological parks in the USA, a veterinarian, who has physically examined the animal and reviewed the clinical records, ultimately decides when an animal has reached a humane endpoint. To aid in the difficult process of interpreting pain and distress, we have developed specific behavioural guidelines, in addition to standard clinical information, to help define unique characteristics and traits of primates to assess and promote discussion of an individual primate's QOL, and thereby, to assist in the decision-making process regarding euthanasia. These guidelines advocate the creation of a QOL team when the animal is diagnosed with a life-threatening or debilitating chronic condition, or at the time the animal is entered into a terminal study. The team compiles a list of characteristics unique to that individual animal by utilising a questionnaire and a behavioural ethogram. This list enables the team to quantitatively assess any deviations from the established normal behavioural repertoire of that individual. Concurrently, the QOL team determines the number of behavioural deviations that are needed to trigger an immediate discussion of the necessity for humane euthanasia of the animal. The team remains intact once created, and revisits the animal's condition as frequently as deemed necessary. This process improves animal welfare by continuing the quest to optimally define QOL for captive primates, and potentially for all captive animals.

Sperm morphometric and morphologic data have been shown to represent useful tools for monitoring fertility, improving assisted reproduction techniques and conservation of genetic material as well as detecting inbreeding of endangered primates. We provide here for the first time sperm morphologic and morphometric data from Cercopithecus neglectus, Cercopithecus cephus, Papio papio and critically endangered Cercopithecus roloway, as well as comparative data from other Cercopithecinae species, i.e. Allochrocebus lhoesti, Mandrillus sphinx and Papio anubis. Following collection from the epididymis, spermatozoa were measured for each species for the following parameters: head length, head width, head perimeter, head area, midpiece length and total flagellum length, and the head volume, ellipticity, elongation, roughness and regularity were then calculated. Our data are consistent with both the general morphology and the morphometric proportions of Cercopithecinae sperm. Some specificities were observed, with C. cephus displaying a narrow head (width = 2.76 ± 0.26 µM) and C. roloway displaying a short midpiece (6.65 ± 0.61 µM). This data set represents an important contribution, especially for Cercopithecus roloway, one of the most endangered monkeys in the world, and further data on additional specimens coupled to data on mating systems and reproductive ecology should allow a better understanding of the mechanisms underlying these morphological differences across primate species.

The hepatitis E virus (HEV) has been described in humans and various animal species in different regions of the world. However, the knowledge on natural HEV infection in non-human primates and the corresponding risk of zoonotic transmission is scarce. To determine whether primates in captivity are affected by HEV infection, we investigated 259 individual sera of clinically healthy non-human primates of 14 species from nine German zoos. Using a commercial double-antigen-sandwich ELISA and a commercial IgG ELISA, 10 animals (3·9%) reacted positive in at least one assay. Three ape species and one Old World monkey species were among the seropositive animals: bonobo (Pan paniscus), gorilla (Gorilla gorilla gorilla), lar gibbon (Hylobates lar) and drill (Mandrillus leucophaeus). Testing for anti-HEV-IgM antibodies by commercial ELISA and for viral RNA by reverse-transcription real-time polymerase chain reaction resulted in negative results for all animals indicating the absence of acute HEV infections. In the past, no clinical signs of hepatitis were recorded for the seropositive animals. The results suggest that non-human primates in zoos can get naturally and subclinically infected with HEV or related hepeviruses. Future studies should evaluate potential sources and transmission routes of these infections and their impact on human health.

Sperm morphometry can be applied to identify different animal groups and species and to evaluate sperm quality. Furthermore, knowledge on species-specific differences will help to enhance biological information, as well as to develop efficient reproductive technologies. The aims in the present study were to describe sperm morphometry from the recently characterized species S. collinsi and S. vanzolinii, to verify if the morphometric sperm patterns are similar or different between both species, and to determine if the sperm morphometry is affected by the levels of sperm defects using the S. collinsi as a model. Semen was collected from S. collinsi (n = 10) and S. vanzolinii (n = 2) monkeys, and sperm was submitted to morphological analysis. From the 10 samples from S. collinsi, five presented sperm of poor quality and two subgroups were formed for this species, i.e. high and poor quality sperm. Data on sperm motility and vigour were analysed, as well morphometric parameters on sperm head and tail. It was observed the normal morphometry was correlated with high quality sperm. Poor quality sperm presented smaller and 7% more ellipticity in their head, when compared with high quality sperm. Sperm from S. vanzolinii presented larger head than those from S. collinsi, but tail lengths were similar. Sperm morphometry can be used as a complementary tool to predict sperm motility and vigour for the S. collinsi species, and S. collinsi appear as a suitable model for S. vanzolinii.

The primate malaria Plasmodium knowlesi has a long-standing history as an experimental malaria model. Studies using this model parasite in combination with its various natural and experimental non-human primate hosts have led to important advances in vaccine development and in our understanding of malaria invasion, immunology and parasite–host interactions. The adaptation to long-term in vitro continuous blood stage culture in rhesus monkey, Macaca fascicularis and human red blood cells, as well as the development of various transfection methodologies has resulted in a highly versatile experimental malaria model, further increasing the potential of what was already a very powerful model. The growing evidence that P. knowlesi is an important human zoonosis in South-East Asia has added relevance to former and future studies of this parasite species.

Individual differences in sleep patterns of children may have developmental origins. In the present study, two factors known to influence behavioural development, monoamine oxidase A (MAOA) genotype and prenatal Fe-deficient (ID) diet, were examined for their influences on sleep patterns in juvenile rhesus monkeys. Sleep patterns were assessed based on a threshold for inactivity as recorded by activity monitors. Pregnant monkeys were fed diets containing either 100 parts per million (ppm) Fe (Fe sufficient, IS) or 10 ppm Fe (ID). At 3–4 months of age, male offspring were genotyped for polymorphisms of the MAOA gene that lead to high or low transcription. At 1 and 2 years of age, sleep patterns were assessed. Several parameters of sleep architecture changed with age. At 1 year of age, monkeys with the low-MAOA genotype demonstrated a trend towards more sleep episodes at night compared with those with the high-MAOA genotype. When monkeys reached 2 years of age, prenatal ID reversed this trend; ID in the low-MAOA group resulted in sleep fragmentation, more awakenings at night and more sleep episodes during the day when compared with prenatal IS in this genotype. The ability to consolidate sleep during the dark cycle was disrupted by prenatal ID, specifically in monkeys with the low-MAOA genotype.

Blastocystis SSU-rDNA sequence data from 317 captive and free-living non-human primates (NHPs) representing 30 genera of apes, Old and New World (OW and NW) monkeys and prosimians were analysed to investigate subtype (ST) and allele distribution among hosts. Excluding 20 mixed ST infections, 27% of the sequences belonged to ST1, 22% to ST2, 34% to ST3, 1% to ST4, 4% to ST5, 11% to ST8, <1% to ST13 and 1% to ST15. The study confirmed cryptic host specificity of ST1 and ST3; conversely, considerable overlap in ST2 alleles exists among humans and NHPs. Subtype distribution in humans and NHPs differs mainly in that ST4 is rarely reported in NHPs while ST5 and ST8 are both unusual in humans. This may be due to host specificity and/or the apparent geographically restricted range of some subtypes. While the distribution of ST1, ST2 and ST3 was independent of NHP group or geographical association, ST5 was seen only in apes and OW monkeys and ST8 primarily in arboreal NHPs and only in species native to Asia or South America.

Despite the fact that the non-human primates are our closest relatives and represent a species-rich mammalian group, little is known about their intestinal protistan parasites/commensals. Particularly, the intestinal trichomonads represent a neglected part of the fauna of the primate digestive system. We have established 30 trichomonad strains isolated from feces of 11 primate species kept in 3 Czech zoos and performed an analysis of their SSU rDNA and ITS1-5·8S rDNA-ITS2. Our results showed that intestinal trichomonads are rather common among non-human primates. Molecular phylogenetic analysis showed that the strains are unexpectedly diversified, belonging to 8 or 9 distinct species. Interestingly, the vast majority of the strains from non-human primates belonged to the genus Tetratrichomonas while no member of this genus has been found in the human intestine so far. In addition, hominoid and non-hominoid primates differed in their intestinal trichomonads. Our results suggest that captive primates possibly may be infected by intestinal trichomonads of other vertebrates such as pigs, cattle, birds, tortoises and lizards.