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Research Article  |  Open Access  |  19 Apr 2026

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

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Microstructures 2026, 6, 2026046.
10.20517/microstructures.2025.105 |  © The Author(s) 2026.
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Abstract

The microstructural evolution and mechanical responses under multi-degree-of-freedom reciprocating torsion-compression deformations remain to be fully elucidated, particularly regarding the Swift and inverse Swift effects and their physical mechanisms, which constrain the design and formability of textured Mg alloys. Therefore, the multi-degree-of-freedom reciprocating pre-torsional-compressive loadings along extrusion direction (ED) were specifically designed. The twinning behaviours and the radial distribution of twin structures were systematically analysed. The driving mechanisms of the Swift and subsequent inverse Swift effects were discussed. Results demonstrated that free end torsion (FET) deformation induced radially linear-gradient twinning structure, while reverse FET (RFET) loading triggered FET twins detwinning and extensive {10$$ \bar{1} $$2} tensile twin activation within the basal textures, driving the reverse FET twin texture further tend towards ED aggregation. FET twins inhibited the nucleation of RFET twins, resulting in the formation of a distinctive inverse-gradient twinning structure. 65% of the Swift-effect strain under low-strain FET (γ < 0.12) was coordinated by dislocation slip, whereas the misfit strain induced by FET twins accommodated more than 85% of the axial shortening during γFET = 0.38. RFET-stage axial elongation was governed by detwinning, with subsequent axial shortening attributable to large-scale RFET twin activation. {10$$ \bar{1} $$2} tensile twins dominated initial free rotational compression (FRC) strain, the interactions between the release of residual shear stress and the reverse shear strain component induced by FRC twins results in the circumferential motionlessness during initial FRC. Proliferation of FRC twins promoted cumulative circumferential shear strain component, inducing further macroscopic reverse spontaneous rotation.

Keywords

Magnesium alloy, multi-degree-of-freedom, reciprocating torsion, compression, twinning, inverse Swift effect

INTRODUCTION

Wrought Mg alloy is extensively used in new energy vehicles, aerospace industry and marine engineering because of its outstanding advantages of low density, high specific strength and thermal conductivity, which is in line with the environmental requirements of energy conservation and emission reduction[1-3]. Unfortunately, a strong basal texture is generated during the processing. For instance, the Mg c-axis aligns perpendicular to the extrusion direction (ED) and parallel to the normal direction (ND) during extrusion and rolling processes, respectively[4-7]. The anisotropy of wrought Mg alloys is primarily determined by the difference in the deformation mechanisms activated during plastic deformation of strong textured materials. Among predominant room-temperature deformation modes, basal slip and {10$$ \bar{1} $$2} tensile twinning are characterized by significantly low critical resolved shear stress (CRSS) compared to non-basal slip systems. Through systematic implementation of the specially developed elastic viscoplastic self-consistent/twinning-detwinning (EVPSC-TDT) crystal plasticity models, Wang et al. demonstrated that tensile deformation along rolling direction (RD) in rolled AZ31 alloy with a characteristic basal texture is predominantly accommodated by basal and prismatic slips[8]. Conversely, compressive deformation along RD was coordinated through synergistic activation of {10$$ \bar{1} $$2} tensile twinning and basal slip. Twinning with low CRSS is the primary deformation mode to coordinate the c-axis strain resulting from the limited slip systems at room temperature. It is an established fact that Mg alloy engineering structural parts are often subjected to multi-axial and multi-pass loads during the forming and service processes. The presence of a strong texture and unidirectional twin shear (i.e. twin polarity) introduce severe plastic anisotropy and tension/compression yield asymmetry [i.e., strength differential (SD) effect][9-13], which leads to high forming difficulty, low performance prediction reliability and short fatigue life, thus seriously restricting the large-scale engineering application of Mg alloy. A typical example is the earing effect of Mg sheet in stamping process.

Researchers have expended considerable effort to weaken the SD effect and anisotropy. A comprehensive review of the existing techniques has been conducted, and the relevant work has mainly focused on: (a) reducing the CRSS difference of the twin/slip systems by grain refinement or precipitation strengthening to inhibit the initiation of {10$$ \bar{1} $$2} tensile twins and promote the activation of prismatic and pyramidal slips[14-16]; (b) new severe plastic deformation (SPD) processes have been designed to improve the strong texture characteristics of the material, such as simple shear extrusion[17,18], equal-channel angular pressing[19,20], high-pressure torsion[21,22], and rotational extrusion[23,24]; (c) alloying strategies coupling above mechanisms have been advanced through the development of rare-earth Mg alloys such as WE54 and Mg-Gd-Y-Zr[25,26]. However, the improvement of strong texture by grain refinement or precipitation strengthening is limited, and the contradiction between strength and ductility is introduced. The SPD process is incapable of resolving the dilemma concerning product size and shape limitations, and low production efficiency. Alloying technology inevitably increases production costs. Consequently, it is imperative to develop low-cost and high-efficiency processing technologies to enhance the comprehensive performance of Mg alloy.

Recent research has focused on the regulation of texture by pre-twinning to improve the anisotropy and formability in Mg alloys. Yang et al. engineered a forged Mg-6.5Zn alloy with stratified dual-textured microstructure through extrusion-brief annealing-re-extrusion sequences, exhibiting constrained tension-compression asymmetry[27]. Song et al. introduced tensile twins into rolled AZ31 Mg alloy via side-rolling and reciprocating torsion pre-deformation, where twin-basal duplex textures enhanced basal slip activity during tension along RD[28]. It is imperative to acknowledge the significance of torsional pre-deformation for texture regulation and mechanical enhancement, given its capacity to generate substantial plastic strain while preserving the structural integrity[29]. Solid-rod torsion efficiently produces gradient-structured materials through linear shear strain distribution across cross-sections. It is noteworthy that a specific axial strain exists in the multi-degree-of-freedom torsional deformation [i.e., free end torsion (FET)] of Mg alloy, and this second-order mechanical behaviour is designated as the Swift effect. Swift effect during FET has been conclusively attributed to twin-induced misfit strain accumulation. The texture- and twin-direction sensitivity of Swift effect was demonstrated by Guo et al., the Swift effects of axial shortening and elongation was detected during FET along RD and ND in rolled Mg alloys, respectively[30]. Zhang et al. identified “butterfly”-shaped Swift effect patterns during low-strain cyclic torsion of AZ61 Mg alloy[31]. However, further exploration is required to elucidate the evolution and physical mechanism of the Swift effect under large strain reciprocating FET deformation. Moreover, the influence of large strain reciprocating FET as a pre-twinning technology on the mechanical properties of Mg alloy remains to be clarified, e.g., the mechanical behaviour and microstructure evolution of multi-degree-of-freedom axial deformation after large strain reciprocating FET pre-strain.

Previous investigations of combined axial-torsional deformations have predominantly focused on single-degree-of-freedom modes, with limited exploration of mechanical responses and microstructural evolution under multi-degree-of-freedom axial deformation (i.e., tension/compression permitting circumferential shear strain). Carneiro et al. comprehensively examined the mechanical response and twinning behaviour under combined axial-torsional loads[32]. It is noteworthy that only torsional deformation exhibits multiple degree-of-freedom characteristics in this work. Jiao et al. conducted a systematic examination of the twinning activities during reciprocating FET of AZ31 alloy, thereby identifying the evolution of spontaneous shear strain during subsequent free-rotational tension (FRT)[33]. This circumferential second-order mechanical behaviour was designated the inverse Swift effect. It is well-established that compressive deformation perpendicular to the c-axis maximises the Schmid factor (SFmax = 0.5) for {10$$ \bar{1} $$2} tensile twin activation[28,34]. Consequently, combined torsional-compressive deformations along ED are hypothesised as an efficient methodology for texture customization and gradient-structure fabrication in extruded Mg alloys with characteristic basal fibre textures. Nevertheless, twin behaviours and mechanical responses under multi-degree-of-freedom reciprocating FET followed by free rotational compression (FRC) deformation remain unclarified, particularly regarding inverse Swift effect evolutions during FRC after reciprocating torsion.

In this research, multi-degree-of-freedom reciprocating torsion-compression tests were specifically designed along the ED of AZ31 Mg alloy to systematically investigate the mechanisms of the initial {10$$ \bar{1} $$2} tensile twins introduced at various reciprocating torsional shear strains on the subsequent mechanical responses and microstructure evolutions of FRC. Twin-activation behaviours and Swift-inverse Swift effects under combined loadings were critically assessed. The findings of this research provide an insight for microstructure design strategies and the synergistic enhancement of strength and ductility in Mg alloys.

MATERIALS AND METHODS

Mechanical experiments

The initial material utilised is a commercial extruded AZ31 Mg alloy. Firstly, using the computerised numerical control (CNC) processing technology, the Mg rod with a diameter of 16 mm, was processed into a dog-bone solid rod with a geometric size of Φ6 mm × 9 mm (gauge section) and a diameter of Φ15 mm (clamping section). In order to ensure that the deformation is fully concentrated in the gauge section, the clamping sections were subsequently machined via electro-discharge machining (EDM) into the flattened geometrical configuration. The final specimen geometry and dimensions were illustrated in Figure 1A. Prior to testing, all specimens underwent homogenisation treatment (180 °C, 6 h) to eliminate residual stresses introduced during extrusion or machining, thereby preventing potential interference with experimental results.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 1. (A) Geometric dimensions of the specimen (unit: mm); (B) Mechanics experiments and strain acquisition; (C) Multi-degree-of-freedom torsion-compression combined loading procedures.

As demonstrated in Figure 1B, the mechanical experiments were conducted on the MTS858 servo-hydraulic biaxial tension-torsion loading system. The MTS858 could achieve combined multi-degree-of-freedom axial-torsional loading modes, i.e. FET that allows axial elongation or shortening, and FRC/FRT that allows circumferential rotation. Figure 1B showed that the geometry of specially designed solid rods could effectively avoid slippage during torsion or axial deformation. The torque and angle during the torsional deformations and the force and displacement during the compressive deformations, were collected by integrated MTS mechanical sensors. Specifically, the torsion angle and displacement in the gauge section were calculated by Equation (1) as the surface shear strain and the average axial strain, respectively. As demonstrated in Equation (2), torque and force during torsion and axial compression were converted into shear and axial stresses[33]. Additionally, based on the torsional and compressive parameters obtained by the MTS mechanical sensor, the initial strain data were corrected according to digital image correlation (DIC) results. The large strain data were calibrated by the auxiliary-line positioning method. Specifically, The axial/shear strains after complete unloading were measured from the incremental displacement/right angle change between the auxiliary lines and the axial lines, respectively.

$$ \gamma_{S u r}=\frac{R_{0}}{L_{0}} \varphi \quad \varepsilon=\frac{\Delta L}{L_{0}} $$

$$ \tau_{S u r}=\frac{1}{2 \pi R_{0}^{3}}\left(3 T+\varphi \frac{d T}{d \varphi}\right) \quad \sigma=\frac{F}{A_{0}} $$

In Equations (1-2), A0, L0 and R0 denote the initial cross-sectional area, length and radius of the gauge segment, respectively. The shear strain is represented by γSur, whilst the compressive strain is symbolised by ε. The shear stress is denoted by τSur, and the compressive stress by σ. Finally, the φ, ΔL, T and F denote the torsion angle, axial displacement, torque and axial force, respectively.

As illustrated in Figure 1C, the multi-degree-of-freedom reciprocating torsional-compressive combined loading procedures were designed for the purpose of detecting the inverse Swift effect and twinning activities. The free-end reciprocating torsion deformations were conducted at an angle control mode of 5° × min-1. The specimens were initially subjected to 66° FET deformations (Step 1), followed by 11°, 22°, 33°, 44°, and 66° of the RFET (Step 2). The subsequent FRC deformations were established by a displacement control mode of 1 × 10-3 s-1 (Step 3). In order to obtain reliable mechanical responses, it was necessary to terminate the test once the compressive strain reaches 10%. All loading sequences were repeated three times to ensure the validity of the results. The deformed specimens were designated as follows: the specimens after FET and RFET deformations were designated as FET66 and RFET11-66, respectively, and the specimens after FRC were named as FRC11-66. To facilitate further discussion, a 5% FRC test was also performed on the initial specimen, which was recorded as FRC5%. Table 1 summarised the mechanical indexes of all mechanical tests.

Table 1

Mechanical indexes of multi-degree-of-freedom mechanical tests

Deformation Specimen Strain Velocity
FET FET66 0.37 5° × min-1
RFET RFET11 -0.12 -5° × min-1
RFET22 -0.18
RFET33 -0.25
RFET44 -0.31
RFET66 -0.37
FRC FRC5% -0.05 -1 × 10-3 s-1
FRC11 -0.1
FRC22
FRC33
FRC44
FRC66

Mechanical experiments

In order to clarify the twinning activities and microstructure evolutions during reciprocating FET-RFET and subsequent FRC deformations, Electron backscattered diffraction (EBSD) scanning was performed on the cross sections in the middle of the gauge section of the initial and deformed specimens. The scanning areas were subjected to mechanical polishing to a mirror-like surface. Using a commercial AC2 solution and liquid nitrogen, the electropolishing (-20 °C, 15 V, 0.25 A, 2 min) of the EBSD samples was conducted to further remove surface impurities and residual stress. The EBSD tests was performed on a JEOL JSM-7800F field emission scanning electron microscope. The scanning process was controlled by the Oxford HKL Channel 5 system. The operating voltage and distance were 20 kV and 25 mm, respectively. The scanning area was 523 μm × 425 μm, and the step size was 1 μm. The EBSD results were modelled and analysed by the open-source toolbox MATLAB-MTEX.

RESULTS AND DISCUSSION

Initial microstructure

The initial microstructure of the extruded AZ31 Mg alloy was illustrated in Figure 2. As demonstrated in Figure 2A, the inverse pole figure (IPF) revealed that the initial microstructure was composed of equiaxed grains. Furthermore, it was evident that some small grains were surrounded by large grains. The majority of grains were colored green and blue, indicating that the c-axis was perpendicular to ED. Consequently, the pole figure (PF) of the initial microstructure manifested a characteristic annular basal fibre texture. As illustrated in Figure 2B, the mean diameter of the initial grains was 15.7 μm. Twinning and slip were capable of altering the average orientation of grains to varying degrees. As evidenced in Figure 2C, the frequency distribution of the deviation angle (DA) between the grain c-axis and ED was calculated. The c-axis of the majority of grains deviated from ED 75°-90°. Additionally, no initial twin was detected.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 2. Microstructure of the initial specimen: (A) Inverse pole figure (IPF) and pole figure (PF); (B) Frequency distribution of grain diameter; (C) Frequency distribution map of the deviation angle (DA). ED: Extrusion direction.

Microstructure evolutions

FET and FRC deformations

In order to elucidate the disparity in the physical mechanisms of extruded AZ31 Mg alloy under torsional and compressive loadings, the microstructures of 66° FET and 5% FRC without pre-FET were characterised by EBSD, the observation area is the edge of solid rod. As demonstrated in the IPFs [Figure 3A], tensile twins were identified in the FET66 specimen. In the current study, in order to ascertain the type of twins under various load modes, the superposition maps of matrix grain boundary (GB) and twin boundary (TB) were drawn. Specifically, GB was coloured in black, and the 86° <1$$ \bar{2} $$10> tensile twin, 56° <1$$ \bar{2} $$10> compressive twin, 60° <10$$ \bar{1} $$0> secondary twin and 37.5° <1$$ \bar{2} $$10> double twin boundaries [i.e. Tensile Twin Boundary (TTB), Compressive Twin Boundary (CTB), Secondary Twin Boundary (STB) and Double Twin Boundary (DTB)] were marked in red, blue, green and magenta, respectively. As illustrated in Figure 3B, {10$$ \bar{1} $$2} tensile twinning under FET loading was one of the main mechanisms to coordinate shear strain. The PF demonstrated that twin texture was introduced by the FET. As shown in Figure 3C, compared with the initial DA distribution in Figure 2C, approximately 22.36% of the average orientation after 66° FET was redirected to the DA range of 0°-25°.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 3. (A and D) IPF maps, (B and E) GB+TB maps and (C and F) DA maps of extruded AZ31 Mg alloy after (A-C) 66° FET and (D-F) 5 % FRC deformations. GB: Grain boundary; TB: twin boundary; IPF: inverse pole figure; FRC: free-rotational compression; FET: free end torsion; RD: rolling direction; ED: extrusion direction; TTB: tensile twin boundary; CTB: compressive twin boundary; STB: secondary twin boundary; DTB: double twin boundary.

It was well established that {10$$ \bar{1} $$2} tensile twins exhibited the largest Schmid factor (SF) under tension parallel to the c-axis and compression perpendicular to the c-axis. Therefore, large-scale tensile twins under FRC loading were activated in the strong basal fibre texture, as demonstrated in Figure 3D and E. As illustrated in Figure 3F, the proportion (~36.57%) of c-axis reorientation (DA < 25°) following 5% FRC was significantly higher in comparison with that of FET with 0.37 shear strain. Following 5% FRC and 66° FET, some of the matrixes were completely twinned, and the shear stress activated a variety of twin-variants. The FRC loading produced multiple parallel twins in the same matrix, indicating that they belong to the same variant. In addition, the majority of the tensile twins illustrated in Figure 3D were coloured in red, indicating that the twin texture introduced by FRC was oriented towards ED, as demonstrated in Figure 3E.

FRC after RFET deformations

Figure 4 illustrated the microstructure evolution and DA distributions on the edge of solid rod after RFET and subsequent FRC deformations. In comparison with FET66, a decrease in thickness and the number of twins was observed in the specimens (e.g., RFET22 in Figure 4A1 and B1 with low reverse shear strain (γRFET = 0.13). Moreover, the completely twinned grains in Figure 3A almost disappeared. As an inverse process of twinning, detwinning without nucleation could be achieved by purely atomic recombination, which implied that low CRSS was capable of activating detwinning[35]. Therefore, the reversal of the torsional loading promoted the large-scale activation of detwinning, which in turn led to a significant decrease in twin volume fraction (TVF). The twin texture introduced by FET was degraded, and the proportion of DA < 25° was reduced to 11.7%, as evidenced in Figure 4A1 and B1. As the γRFET increased to 0.26, the thickness of the lenticular twins increased [Figure 4A2], indicating that the RFET deformation activated the new {10$$ \bar{1} $$2} tensile twins in the matrix. Additionally, as the RFET process continued, the tendency for RFET-twin proliferation was observed to exceed that of FET-twin detwinning. Consequently, the proportion of DA < 25° increased to 17.62%, and the pole of twin texture gathered towards ED again, as demonstrated in Figure 4B2 and C2. A small number of {10$$ \bar{1} $$1} compression twins and {10$$ \bar{1} $$2}-{10$$ \bar{1} $$2}. Secondary twins were also detected during the RFET process, which was inferred to be activated by local stress concentration formed near the TBs due to reverse torsional loading.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 4. (A1-A4) IPF maps, (B1-B4) GB+TB maps and (C1-C4) DA maps of (A1-C1) RFET22, (A2-C2) RFET44, (A3-C3) FRC22 and (A4-C4) FRC44 specimens. GB: Grain boundary; TB: twin boundary; IPF: inverse pole figure; FRC: free-rotational compression; FET: free end torsion; RD: rolling direction; ED: extrusion direction; RFET: reverse FET; DA: deviation angle; CTB: DTB: TTB: STB

Although the RFET load introduced the new {10$$ \bar{1} $$2} twin textures, the basal textures perpendicular to ED remained dominant. It was concluded that the FRC load perpendicular to the c-axis activated the highest {10$$ \bar{1} $$2} tensile twinning favourability of the matrix. As shown in Figure 4A3, the matrix in the edge of RFET22 specimen was found to be almost completely twinned under 10% FRC strain. As the c-axis of the majority of grains was reoriented to ED, the basal texture was almost completely transformed into FRC twin texture, as illustrated in Figure 4B3. In comparison with RFET22, new {10$$ \bar{1} $$2} tensile twins are activated in RFET44 under larger reverse shear strain, which leads to an increase in the TVF of RFET twins. The larger misorientation angle between RFET twins and FRC twins results in strong strain incompatibility, which hinders the growth of FRC twins. Ji et al. reported the high-density precipitates in the WE43 alloy produced by laser powder bed fusion (LPBF) after tensile creep, which resulted in dislocation accumulation, thereby inhibiting the nucleation and growth of twins and forming a heterogeneous bimodal grain structure analogous to the edge of FRC44 in Figure 4A4[36]. In contrast, the introduction of high-density dislocations by reciprocating torsion pre-deformation and the hard orientation of RFET twin texture under FRC load suggest that the RFET twin boundary hinders the transfer of dislocations under FRC load, thereby effectively hindering the expansion of FRC twin boundary and limiting the nucleation of new twins in the matrix. The pole density of FRC twin texture in FRC44 is reduced to 7.1 [Figure 4B4] in comparison with the pole density of 10 in FRC22 [Figure 4B3]. Consequently, the primary factor contributing to the decrease in pole density of twin texture in FRC44 is the increase in the proportion of matrix-oriented grains. The underlying physical mechanism is attributed to the fact that the RFET twin boundary impedes the growth of FRC twins. The proportion of DA < 25° decreased from 73.64% to 67.48%, as shown in Figure 4C3 and C4.

Radial heterogeneous twin structure

Comprehensive analyses were conducted on the radial gradient twin-structure of solid rods under FET loading. However, the effect of the strong interactions between detwinning and RFET twinning on the evolution of radial gradient microstructure under reciprocating FET-RFET load remained to be elucidated. Therefore, the microstructures of the centre (r = 0.3 mm), middle (r = 1.2 mm) and edge (r = 2.7 mm) of the cross section during 66° reciprocating pre-torsion deformations (i.e., FET66-RFET66) were examined. The central region after FET exhibited minimal shear deformation, and a power-function enhancement in shear stress was identified along the radial direction, resulting in a distinctive torsional inhomogeneity of the solid rod[8,31]. A typical linear gradient twin structure was observed in FET66. Due to the reduced plastic shear strain, only a limited number of needle-shaped twins are activated in the central region [Figure 5A1 and A2]. The increase of shear strain promoted the proliferation and growth of tensile twins, and lenticular twins were detected in the middle region, as demonstrated in Figure 5B1 and B2. The TVF (which was equivalent to the area fraction in this study) in the edge region of γFET = 0.38 was further increased, as shown in Figure 5C1 and C2. Previous studies have confirmed that the FET load has the capacity to activate multiple twin variants in the matrix[37], and consistent results were obtained in this study. As illustrated in Figure 5C1, due to the significant misorientation, the twin variants in FET66 were characterised by colours such as orange, red, etc. Consequently, as the FET strain increased, the {10$$ \bar{1} $$2} twin texture components gathered at the DA ≈ 30°. The increase of TB density along the radial direction also introduced an inhomogeneous grain refinement effect. It was evident that the grains located at the edge exhibited a significant level of refinement, (~9.8 μm). In contrast, the average grain size in the central region was still close to the initial state (~13.6 μm) due to the low twinning process.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 5. Radial microstructure evolutions of FET66 and RFET66: (A1-A2), (B1-B2) and (C1-C2) are respectively the central, middle and edge EBSD maps of FET66 rod; (D1-D2), (E1-E2) and (F1-F2) are respectively the central, middle and edge EBSD maps of RFET66 rod. GB: Grain boundary; TB: twin boundary; IPF: inverse pole figure; FRC: free-rotational compression; FET: free end torsion; RD: rolling direction; ED: extrusion direction; RFET: reverse FET; DA: deviation angle; TTB: tensile twin boundary; CTB: compressive twin boundary; STB: secondary twin boundary; DTB: double twin boundary.

The IPF maps in Figure 5D1, E1 and F1 depicted the microstructural transition from central to edge regions in the RFET66 rod. Remarkably, compared with FET66, extensive {10$$ \bar{1} $$2} tensile twins with c-axis // (0001) orientation were activated in the RFET66 central region under the equivalent absolute shear strains. {10$$ \bar{1} $$2}-{10$$ \bar{1} $$2} twinning was absent, potentially attributable to low FET TB density and high plastic compatibility mitigating local stress concentrations. Although RFET increased overall twin density of the cross-section, the increase of TVF in the central region was significantly higher than that in the edge [Figure 5D1 and D2], consequently, combined FET-RFET deformations constituted an effective methodology for engineering inverse-gradient twin structures and bimodal texture components. In the middle region, the proportion of twinning variants with the c-axis parallel to (0001) crystal direction was further increased, as shown in Figure 5E1 and E2. The TVF of the edge region exhibited substantial increasement relative to FET66, which further confirmed that the REFT-twinning efficiency was significantly higher than that of the FET-detwinning in large-strain RFET. Notably, RFET-twin textures demonstrated enhanced ED-clustering compared to FET-twin textures in FET66. A considerable number of {10$$ \bar{1} $$2} variants were distinctly coloured red due to c-axis // (0001) alignment [Figure 5F1 and F2].

The evolution of the inverse-gradient twin structures following 5% FRC deformation was presented in Figure 6. It is noteworthy that the FRC loading did not induce large-scale {10$$ \bar{1} $$2} tensile twins in the central region. Zhao et al. produced bimodal-textured AZ31 Mg alloy through combined pre-rolling along ND and compression along TD[38]. In accordance with the analysis of strain compatibility and SF, it was established that the {10$$ \bar{1} $$2}-twin activity diminished with increasing twin texture fraction under compressive loading. In the current study, RFET-twin textures with c-axis // ED constituted hard orientations during FRC deformation, whereas basal textures with c-axis ⊥ ED represented soft orientations. Consequently, FRC-twinning was inhibited within the central region due to the high TVF [Figure 6A1 and A2], dislocation slip was the predominant mechanism for plastic strain accommodation. As the RFET-TVF in the middle [Figure 6B1 and B2] and edge [Figure 6C1 and C2] regions decreased, the FRC load activated larger-scale FRC tensile twins in the matrix. Concurrently, the average orientation accumulated towards the ED, and the basal textures of the edge region were almost exhausted.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 6. Radial microstructure evolution of FRC22 rod: (A1-A2), (B1-B2) and (C1-C2) are respectively the central, middle and edge EBSD maps. GB: Grain boundary; TB: twin boundary; IPF: inverse pole figure; FRC: free-rotational compression; FET: free end torsion; RD: rolling direction; ED: extrusion direction; RFET: reverse FET; DA: deviation angle; EBSD: electron backscattered diffraction; TTB: tensile twin boundary; CTB: compressive twin boundary; STB: secondary twin boundary; DTB: double twin boundary.

mGSF-based analysis of twinning activities and deformation mechanisms

The mean Schmid factor (MSF) was frequently employed to analyse the potential for activation of various twin/slip systems. However, it should be noted that the MSF method is only applicable for the deformations with clear load directions, such as uniaxial tension or compression. In this study, the global Schmid factor [mGSF, Equation (3)] based on the stress tensor was employed[39]. Moreover, in consideration of the effect of CRSS, the relative activity of twin/slip systems in FET-RFET loadings with composite stress state was evaluated by mGSF/CRSS index.

$$ m_{G S F}=\left(\boldsymbol{b}^{\boldsymbol{T}} \cdot \boldsymbol{\sigma} \cdot \boldsymbol{n}\right) / \bar{\sigma} $$

where mGSF is the global Schmid factor; bT is a specific slip or twinning direction; n denotes the normal direction of slip or twinning plane; σ is the stress tensor under complex loads; $$ \bar{\sigma} $$ represents equivalent stress.

The mean grain orientation of the initial specimen was displayed through (0001)-IPF mapping, as shown in Figure 7A. The mGSF values of all twin/slip system variants in each grain were calculated by MATLAB, and the (0001)-IPF map was coloured according to the range of the maximum mGSF. Figure 7A presents the (0001)-GSF maps for basal slip, prismatic slip, pyramidal slip, and tensile twin during FET of the initial specimen. Within the basal texture, basal and prismatic slip systems exhibited substantially higher mGSF than pyramidal slip and tensile twinning. mGSF/CRSS ratios for each twin/slip system were calculated by employing CRSS values from Wang et al.’s EVPSC-TDT models[40]. Results indicated basal slip and tensile twinning were the primary deformation modes during initial FET due to their low CRSS. Consistency with Guo et al.’s crystal plasticity simulations of FET deformation validated the mGSF/CRSS methodology[29]. Notably, the mGSF/CRSS for tensile twinning was significantly lower than that for basal slip, indicating that the shear plastic strain during FET was mainly accommodated by dislocation slip. This tendency explains the limited {10$$ \bar{1} $$2} tensile twin activation observed at γFET = 0.38, as evidenced in Figure 5C1.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 7. mGSF/CRSS evaluates the activity of the twin and slip systems during (A) FET and (B) RFET, the mGSF is calculated as the average of the maximum mGSF of all grains in (0001)-IPF. CRSS: Critical resolved shear stress; FET: free end torsion; ED: extrusion direction; RFET: reverse FET; mGSF: global Schmid factor.

The bimodal-textured FET66 was employed to investigate potential deformation modes during RFET, as presented in Figure 7B. For slip systems, torsional-load reversal did not change orientation-specific mGSF values. The tensile twin mGSF in the basal texture component of FET66 is reduced to 0.21 compared to the initial texture (~0.26) in Figure 7A. It is attributed to the inhibition of the detwinning behaviour of FET twins on the activation of new tensile twins in RFET. In contrast, intense twin activation propensity was detected within the RTwin domain of the FET-twin textures, resulting from detwinning activities under reverse shear stresses. Moreover, ED-clustered orientations within the FET-twin textures exhibited limited detwinning favourability, indicating that some FET twin variants did not activate the de-twin under reverse loading. Consequently, the residual twin structures in RFET specimen were inferred to comprise a mixture of FET and RFET twins. mGSF/CRSS analysis revealed enhanced activity of prismatic and pyramidal slip systems during RFET, principally arising from the favourable activations for non-basal slips within the twin texture: exemplified by markedly elevated mGSF for pyramidal slip in the RPyr domain. Additionally, although basal slip activity was constrained within the basal texture, elevated mGSF in the RBas domain of the twin texture ensured its continued dominance throughout RFET deformation.

The inverse gradient twin structure observed in the RFET66 specimen is primarily attributable to the disparity in the difficulty of twin activation during reverse torsion, resulting from the heterogeneous distribution of twin texture across the cross-section, which is induced by the positive pre-torsion. Specifically, the positive torsion introduces a radial gradient twin structure, resulting in the twin texture strength of the edge being higher than that of the center. The mGSF/CRSS was employed to evaluate the radial activity of twinning and slip systems in RFET66. As shown in Figure 8, as the proportion of FET twin texture is reduced, the activity of basal slip gradually decreases from the edge to the center, while the tensile twin exhibits the opposite trend. Consequently, the orientation of FET twin texture is not conducive to the initiation of RFET twins. Additionally, given the low CRSS characteristics of detwinning, it is hypothesised that grains containing FET twins undergo preferential activation of detwinning rather than new RFET twinning.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 8. mGSF/CRSS evaluates the radial activity evolution of the twinning and slip systems during RFET. CRSS: Critical resolved shear stress; RD: rolling direction; ED: extrusion direction; RFET: reverse free end torsion; mGSF: global Schmid factor.

Figure 9 illustrated the mGSF distribution of twin/slip systems during FRC deformation in the RFET22 specimen. The mGSF/CRSS of non-basal slip systems was observed to be further increased, which was inferred to result from localised stress concentrations induced by interactions between FRC twins and residual RFET twins. FRC loading perpendicular to the c-axis maximised twinning propensity within the basal texture, whereas basal slip was preferentially activated in orientations deviating 45° from the ED. The increased basal texture fraction following RFET deformation caused tensile twinning to supersede basal slip as the dominant mechanism during FRC.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 9. mGSF/CRSS evaluates the activity of the twin and slip systems during FRC, the mGSF is calculated as the average of the maximum mGSF of all grains in (0001)-IPF. CRSS: Critical resolved shear stress; FRC: free-rotational compression; IPF: inverse pole figure; ED: extrusion direction; mGSF: global Schmid factor.

Mechanical responses during reciprocating FET-RFET and FRC loadings

The stress-strain responses under multiple-pass combined FET-RFET-FRC loadings at various elevation angles were presented in Figure 10A-E. Prior researches established that twinning-dominated plastic deformation exhibited distinctive S-shaped stress-strain curves, whereas slip- dominated mechanisms produced characteristic concave-down shape[41]. Despite confirmed {10$$ \bar{1} $$2} tensile twin activation under FET loading [Figure 3A-C], no pronounced S-shaped characteristic was observed in FET curves. The absence of an obvious S-shaped trend in the mechanical response of the FET can be attributed to the initiation of tensile twins only at the low shear strain stage. As the shear strain increases, the TVF tends to be saturated, with dislocation slip being the predominant deformation mechanism. RFET shear stresses were significantly lower than that of FET at equivalent absolute shear strains [Figure 10A-E], attributable to detwinning-induced TB transfer and decrease, thereby alleviating dislocation pile-ups and work-hardening effects to a certain extent. Pronounced nonlinear elastic spring-back behaviours were detected during both FET and RFET unloading processes. FET-induced tensile twins generated lattice distortions and unstable elastic strain energy. Upon the elimination of the FET load, the release of reverse residual stress and elastic strain energy within the grains was initiated, thereby activating detwinning and consequently facilitating the recovery of partial plastic shear strain.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 10. Mechanical responses under combined reciprocating free end torsion (FET-RFET) and subsequent FRC multi-pass loadings: (A) FET66-RFET11-FRC11; (B) FET66-RFET22-FRC22; (C) FET66-RFET33-FRC33; (D) FET66-RFET44-FRC44; (E) FET66-RFET66-FRC66. (F) Tensile and compressive yield stresses under various elevation angles. FET: Free end torsion; RFET: reverse FET; FRC: free-rotational compression; TYS: tensile yield strength; CYS: compressive yield strength. Error bars denote the mean absolute error (MAE), calculated from three independent measurements. All experiments were conducted in triplicate.

The pronounced S-shaped stress-strain curves indicated preferential {10$$ \bar{1} $$2} tensile twin activation during FRC loadings. As illustrated in Figure 10A-E, a 23 MPa enhancement in compressive stress at 10% strain was observed with increasing RFET shear strain from -0.12 to -0.37. In addition, FRT tests of RFET specimens across various elevation angles were conducted. The tensile yield strength (TYS) and compressive yield strength (CYS) were calculated by specifying the offset strain method (σ0.2%). As shown in Figure 10F, with the increase of reverse shear strain, TYS and CYS were strengthened to varying degrees. SD effect evolution was evaluated through the CYS/TYS ratio, revealing SD effect was improved by reciprocating torsion. The mechanical performances of RFET specimens under various reciprocating torsional pre-strains are presented in Table 2. High-density dislocation was introduced by FET-RFET deformation which gave rise to stronger dislocation entanglement and pile-up during FRC deformation, increasing the lattice distortions and internal stresses. Consequently, compressive stress enhancement was principally attributable to dislocation strengthening. As evidenced in Figure 4A1-A3, RFET loading activated both detwinning and new {10$$ \bar{1} $$2} tensile twins within the Mg matrix under large γRFET. Collisions between high-misorientation twin variants generated substantial stress concentrations through intense TTB-TTB interactions. Furthermore, twin proliferation and subdivision mechanisms reduced average grain sizes. In accordance with the Hall-Petch relationship, the enhancement of TYS and CYS was ascribed to the grain refinement, whereas the improvement of SD effect was attributable to the bimodal texture introduced by FET-RFET.

Table 2

Mechanical performances of RFET11-66 specimens

Specimen σ-10% (MPa) TYS (MPa) CYS (MPa) SD effect
RFET11 -322.02 168.8225 60.7219 0.35968
RFET22 -328.42 173.8328 65.3382 0.37587
RFET33 -337.13 181.9638 73.1395 0.40195
RFET44 -342.15 187.4337 87.4483 0.46656
RFET66 -344.65 194.3917 94.3392 0.4853

Second-order mechanical behaviours

Swift effects during reciprocating FET-RFET

The atomic shuffling of the matrix during the twin shear process, induced by the specific lattice constant of Mg atoms (c/a = 1.624), resulted in the generation of misfit strain. The subsequent accumulation of misfit strain leads to the macroscopic axially shortened Swift effect. As shown in the red curve of Figure 11A, the axial strain of the FET reaches -3.96% at γFET = 0.38. Axial elongation was detected during initial RFET stages (Figure 11A, blue curve), demonstrating markedly nonlinear evolution compared to FET at large γRFET. The velocity evolution of Swift effects throughout FET-RFET was examined via d(%ε)/dγ [Figure 11B]. In the initial stage (γ < 0.1) of the FET, the axial-shortening speed underwent a gradual increase and reached a state of stability with the increasing γFET. In contrast, the RFET load activated axial elongation with a decreasing speed. When the absolute shear strain reaches 0.38, the direction of the Swift effect reversed again, and the Mg rod exhibited axial shortening deformation with an increasing speed.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 11. (A) Axial strain (%ε) as a function of shear strain to evaluate the evolution of the Swift effect during reciprocating free-end torsion (FET-RFET); (B) Velocity evolution of the Swift effect is evaluated by d(%ε)/dγ. FET: Free end torsion; RFET: reverse FET.

The initial texture of the matrix, twinning direction and TVF jointly determined the axial stain and direction of the Swift effect during FET. The contribution of twins to the Swift effect was quantitatively analysed by εmisfitaxial. The misfit strain dominated by {10$$ \bar{1} $$2} tensile twins was evaluated by Equation 4, where φTVF represented the TVF (%) under a specific shear strain, mGSF was the average GSF values, and γtwin was the twin-shear factor. Despite the six variants of tensile twins being randomly activated during FET, for the convenience of discussion, γtwin = 0.13 in the previous studies was adopted[42].

$$ \varepsilon_{m i s f i t}=\varphi_{T V F} \times m_{G S F} \times \gamma_{t w i n} $$

The TVFs at various shear strains throughout FET-RFET processes were statistically analysed, as represented in Figure 12. TVF progressively approached saturation with increasing γFET, while the detwinning led to a decrease in TVF at the initial stage of RFET. It was hypothesised that the detwinning behaviours of the initial FET twins inhibited the initiations of RFET twins to a certain extent. As the number of FET twins decreased, the RFET load activated a larger scale of new {10$$ \bar{1} $$2} tensile twins in the matrix, which led to a further increase in TVF. The development of εmisfitaxial during FET-RFET was depicted by the magenta curve in Figure 12. Dislocation slip contributed predominantly (65%) to axial shortening during low-strain FET (γ < 0.12). As shear strain increased, the twins accommodated more than 85% of the Swift effect. During initial RFET, detwinning-driven reorientation contributed almost all the axial strain. The decrease of initial FET twins resulted in the enhanced dependency of Swift effect on dislocation slip. The contribution of dislocation slip to axial elongation reached 41% at γRFET = 0.25. In similarity to FET, the activation of RFET twins further promoted the reorientation of the matrix lattice, accounting for the Swift effect of axial shortening during large-strain RFET and the increase in the contribution of twins to axial strain.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 12. Evolution of TVF and the ratio of twin-dominated misfit strain to axial strain during the reciprocating free end torsion (FET-RFET). FET: Free end torsion; RFET: reverse FET; TVF: twin volume fraction.

Inverse Swift effect during FRC

The Inverse Swift effect was determined by evaluating the evolution of shear strain (%) during FRC. Figure 13A showed the evolution of the inverse Swift effect during FRC deformations after various γRFETS. Prior investigations established that the initial rotational direction of the inverse Swift effect was governed by the residual shear stress distribution within pre-torsional solid rods[43]. Specifically, unidirectional FET generated the residual shear stress fields opposing the original FET direction, inducing the spontaneous reverse rotation during the low-strain FRT to facilitate stress relaxation. Contrastingly, positive rotation was detected during initial FRT after reciprocating FET-RFET, which is a consequence of the reversal of the residual shear stress field caused by the RFET load[33]. The inverse Swift effect under FRC loading exhibited a distinctly two-stage evolutions. In the initial FRC, no circumferential rotation behaviour was observed in the solid rod. As demonstrated in Figure 13A, the circumferential “stationary” process during FRC was positively correlated with γRFET. As the compressive strain increases, negative shear strain (i.e. spontaneous reverse rotation) was detected. Rotational speed and directionality were characterised via d(%γ)/dε [Figure 13B]. In addition to the initial circumferential stationary condition [d(% γ))/d(ε) = 0] was captured, the reverse rotation process was subdivided into two stages according to the rotational speed: an initial rapid acceleration stage, where rotational speed diminished with the increase of γRFET at equivalent absolute FRC strains, followed by the reverse rotation with a constant speed.

Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

Figure 13. (A) Shear strain (%γ) as a function of axial strain to evaluate the evolution of the inverse Swift effect during FRC along ED; (B) Velocity evolution of the inverse Swift effect is evaluated by d(%γ)/dε. FRC: Free-rotational compression; ED: extrusion direction.

In contrast with the FRT deformation following reciprocating pre-torsion, no spontaneous rotation was detected in the initial FRC stage across varying reverse shear pre-strains. Although FET-RFET loadings generated a radial inverse-gradient twin structure, dislocation slip remained the dominant mechanism for FRT-strain accommodation in the matrix orientation with high proportion characteristics. Conversely, grains with matrix orientation exhibited maximal twinning propensity under FRC loading, with basal and prismatic slip activation being suppressed to a certain extent. Extensive FRC-twin activation facilitated intragranular residual strain energy releasement while ameliorating stress concentrations at matrix GBs[44]. The reorientation of FRC twins to the matrix provided misfit strains that accommodated axial shortening (parallel to ED), concurrently introduced shear strain components perpendicular to ED. Furthermore, asymmetric initial texture distribution [Figure 2A] exacerbated circumferential heterogeneity in twin activation across the matrix. Consequently, FRC-twin proliferation was inferred to promote cumulative circumferential shear strains, which led to the macroscopic reverse spontaneous rotation of solid rod. Nevertheless, the release of circumferential residual shear stress inhibited the reverse spontaneous rotation caused by FRC twins to a certain extent. The interactions between twin shear and residual stresses induced the circumferential motionlessness observed during initial FRC. The residual shear stress following complete elastic unloading was enhanced by increasing γRFET, which also caused more FRC twins to be activated to balance the residual shear stress. Consequently, the circumferential motionlessness in the initial FRC exhibited a positive correlation with the γRFET, as illustrated in Figure 13.

As the residual shear stress induced by the reciprocating FET-RFET was ehausted, the reverse spontaneous rotation driven by the tensile twin dominated the circumferential deformation. It was confirmed that the detwinning of residual twins after FET-RFET deformation promoted the reverse rotation during FRT[33]. Consequently, the detwinning of partial twin texture under FRC loading resulted in the increase of reverse rotational speed. However, due to the low proportion of twin texture and the high activity of detwinning, the accelerated reverse rotation process was brief. With the proportion of twin texture decreased, tensile twinning and basal slip jointly coordinated the circumferential and compressive strains.

CONCLUSIONS

In this study, the microstructure evolutions and mechanical responses of extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating pre-torsion-compression loading were analysed by specially designed FET-RFET loadings with various shear pre-strains and subsequent FRC tests. In particular, the radial evolution of twinning behaviours and twin structure were systematically elucidated, the physical mechanisms of Swift effect under large strain reciprocating FET-RFET and the inverse Swift effect during FRC were discussed. The main conclusions are as follows:

1. Compared with the linear gradient twin structure on the cross section introduced by FET deformation, a distinctive inverse-gradient twin structure was obtained by reciprocating FET-RFET, which was attributed to the inhibitions of FET twins on RFET-twin nucleation.

2. The γRFET was primarily coordinated by basal slip and detwinning. mGSF analysis demonstrated that the FET-twin variants oriented towards ED exhibited the lowest detwinning favourability under RFET load. The initial plastic deformation of the FRC was dominated by {10$$ \bar{1} $$2} tensile twinning, with 70% of the FRC twin textures being activated by 10% compressive strain. The non-basal slips were more likely to be activated under FRC loading, which was attributed to local stress heterogeneity.

3. The Swift effect exhibits multi-directionality during FET-RFET. The 65% axial-shortening during the low-strain FET (γ < 0.12) was attributed to dislocation slip. Tensile twinning accommodated more than 85% of the Swift effect under the large shear strain. The detwinning of the initial RFET dominated almost all of the axial elongation strain. The large-scale activation of RFET twins resulted in further reversal of the Swift effect.

4. The release of the residual shear stress inhibited the reverse shear strain component introduced by the FRC twins to a certain extent, which results in the circumferential motionlessness during the initial FRC. The proliferation of FRC twins promoted the accumulation of circumferential shear components, which resulted in the occurrence of macroscopic reverse spontaneous rotation.

DECLARATIONS

Acknowledgments

Jiao, M. and Shi, B. are grateful for fruitful discussions with Prof. Peidong Wu from McMaster University and Prof. Yunchang Xin from Nanjing Tech University. The authors are very grateful for the comments from the anonymous reviewers.

Authors’ contributions

Methodology, formal analysis, investigation, data curation, writing - original draft, writing - review & editing, visualization: Jiao, M.

Validation, investigation: Yang, X

Investigation: Liu, Z.

Methodology, visualization, validation: Li, R.

Conceptualization, methodology, funding acquisition, supervision, writing - review & editing: Shi, B.

Validation: Peng, Y.

Supervision: Chen, X.

Availability of data and materials

The data that support the findings of this study are available from the corresponding author upon reasonable request.

AI and AI-assisted tools statement

Not applicable.

Financial support and sponsorship

Financial supports from the projects by the National Science and Technology Major Project of China [2025ZD0619700], National Key R&D Program of China [2024YFB3408900], NSFC [52225101, 52571124], Natural Science Foundation of Chongqing [CSTB2025NSCQ-GPX0717], Fundamental Research Funds for the Central Universities [2023CDJYXTD-002] and project of State Key Laboratory of Materials Processing and Die & Mould Technology [P2023-004] are gratefully acknowledged.

Conflicts of interest

All authors declared that there are no conflicts of interest.

Ethical approval and consent to participate

Not applicable.

Consent for publication

Not applicable.

Copyright

© The Author(s) 2026.

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Heterogeneous twin structure and spontaneous plastic strain evolution in extruded AZ31 Mg alloy under multi-degree-of-freedom reciprocating torsion-compression

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Microstructures
ISSN 2770-2995 (Online)

Portico

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Portico

All published articles are preserved here permanently:

https://www.portico.org/publishers/oae/