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1=====================================================
2Notes on the Generic Block Layer Rewrite in Linux 2.5
3=====================================================
4
5.. note::
6
7	It seems that there are lot of outdated stuff here. This seems
8	to be written somewhat as a task list. Yet, eventually, something
9	here might still be useful.
10
11Notes Written on Jan 15, 2002:
12
13	- Jens Axboe <jens.axboe@oracle.com>
14	- Suparna Bhattacharya <suparna@in.ibm.com>
15
16Last Updated May 2, 2002
17
18September 2003: Updated I/O Scheduler portions
19	- Nick Piggin <npiggin@kernel.dk>
20
21Introduction
22============
23
24These are some notes describing some aspects of the 2.5 block layer in the
25context of the bio rewrite. The idea is to bring out some of the key
26changes and a glimpse of the rationale behind those changes.
27
28Please mail corrections & suggestions to suparna@in.ibm.com.
29
30Credits
31=======
32
332.5 bio rewrite:
34	- Jens Axboe <jens.axboe@oracle.com>
35
36Many aspects of the generic block layer redesign were driven by and evolved
37over discussions, prior patches and the collective experience of several
38people. See sections 8 and 9 for a list of some related references.
39
40The following people helped with review comments and inputs for this
41document:
42
43	- Christoph Hellwig <hch@infradead.org>
44	- Arjan van de Ven <arjanv@redhat.com>
45	- Randy Dunlap <rdunlap@xenotime.net>
46	- Andre Hedrick <andre@linux-ide.org>
47
48The following people helped with fixes/contributions to the bio patches
49while it was still work-in-progress:
50
51	- David S. Miller <davem@redhat.com>
52
53
54.. Description of Contents:
55
56   1. Scope for tuning of logic to various needs
57     1.1 Tuning based on device or low level driver capabilities
58	- Per-queue parameters
59	- Highmem I/O support
60	- I/O scheduler modularization
61     1.2 Tuning based on high level requirements/capabilities
62	1.2.1 Request Priority/Latency
63     1.3 Direct access/bypass to lower layers for diagnostics and special
64	 device operations
65	1.3.1 Pre-built commands
66   2. New flexible and generic but minimalist i/o structure or descriptor
67      (instead of using buffer heads at the i/o layer)
68     2.1 Requirements/Goals addressed
69     2.2 The bio struct in detail (multi-page io unit)
70     2.3 Changes in the request structure
71   3. Using bios
72     3.1 Setup/teardown (allocation, splitting)
73     3.2 Generic bio helper routines
74       3.2.1 Traversing segments and completion units in a request
75       3.2.2 Setting up DMA scatterlists
76       3.2.3 I/O completion
77       3.2.4 Implications for drivers that do not interpret bios (don't handle
78	  multiple segments)
79     3.3 I/O submission
80   4. The I/O scheduler
81   5. Scalability related changes
82     5.1 Granular locking: Removal of io_request_lock
83     5.2 Prepare for transition to 64 bit sector_t
84   6. Other Changes/Implications
85     6.1 Partition re-mapping handled by the generic block layer
86   7. A few tips on migration of older drivers
87   8. A list of prior/related/impacted patches/ideas
88   9. Other References/Discussion Threads
89
90
91Bio Notes
92=========
93
94Let us discuss the changes in the context of how some overall goals for the
95block layer are addressed.
96
971. Scope for tuning the generic logic to satisfy various requirements
98=====================================================================
99
100The block layer design supports adaptable abstractions to handle common
101processing with the ability to tune the logic to an appropriate extent
102depending on the nature of the device and the requirements of the caller.
103One of the objectives of the rewrite was to increase the degree of tunability
104and to enable higher level code to utilize underlying device/driver
105capabilities to the maximum extent for better i/o performance. This is
106important especially in the light of ever improving hardware capabilities
107and application/middleware software designed to take advantage of these
108capabilities.
109
1101.1 Tuning based on low level device / driver capabilities
111----------------------------------------------------------
112
113Sophisticated devices with large built-in caches, intelligent i/o scheduling
114optimizations, high memory DMA support, etc may find some of the
115generic processing an overhead, while for less capable devices the
116generic functionality is essential for performance or correctness reasons.
117Knowledge of some of the capabilities or parameters of the device should be
118used at the generic block layer to take the right decisions on
119behalf of the driver.
120
121How is this achieved ?
122
123Tuning at a per-queue level:
124
125i. Per-queue limits/values exported to the generic layer by the driver
126
127Various parameters that the generic i/o scheduler logic uses are set at
128a per-queue level (e.g maximum request size, maximum number of segments in
129a scatter-gather list, logical block size)
130
131Some parameters that were earlier available as global arrays indexed by
132major/minor are now directly associated with the queue. Some of these may
133move into the block device structure in the future. Some characteristics
134have been incorporated into a queue flags field rather than separate fields
135in themselves.  There are blk_queue_xxx functions to set the parameters,
136rather than update the fields directly
137
138Some new queue property settings:
139
140	blk_queue_bounce_limit(q, u64 dma_address)
141		Enable I/O to highmem pages, dma_address being the
142		limit. No highmem default.
143
144	blk_queue_max_sectors(q, max_sectors)
145		Sets two variables that limit the size of the request.
146
147		- The request queue's max_sectors, which is a soft size in
148		  units of 512 byte sectors, and could be dynamically varied
149		  by the core kernel.
150
151		- The request queue's max_hw_sectors, which is a hard limit
152		  and reflects the maximum size request a driver can handle
153		  in units of 512 byte sectors.
154
155		The default for both max_sectors and max_hw_sectors is
156		255. The upper limit of max_sectors is 1024.
157
158	blk_queue_max_phys_segments(q, max_segments)
159		Maximum physical segments you can handle in a request. 128
160		default (driver limit). (See 3.2.2)
161
162	blk_queue_max_hw_segments(q, max_segments)
163		Maximum dma segments the hardware can handle in a request. 128
164		default (host adapter limit, after dma remapping).
165		(See 3.2.2)
166
167	blk_queue_max_segment_size(q, max_seg_size)
168		Maximum size of a clustered segment, 64kB default.
169
170	blk_queue_logical_block_size(q, logical_block_size)
171		Lowest possible sector size that the hardware can operate
172		on, 512 bytes default.
173
174New queue flags:
175
176	- QUEUE_FLAG_CLUSTER (see 3.2.2)
177	- QUEUE_FLAG_QUEUED (see 3.2.4)
178
179
180ii. High-mem i/o capabilities are now considered the default
181
182The generic bounce buffer logic, present in 2.4, where the block layer would
183by default copyin/out i/o requests on high-memory buffers to low-memory buffers
184assuming that the driver wouldn't be able to handle it directly, has been
185changed in 2.5. The bounce logic is now applied only for memory ranges
186for which the device cannot handle i/o. A driver can specify this by
187setting the queue bounce limit for the request queue for the device
188(blk_queue_bounce_limit()). This avoids the inefficiencies of the copyin/out
189where a device is capable of handling high memory i/o.
190
191In order to enable high-memory i/o where the device is capable of supporting
192it, the pci dma mapping routines and associated data structures have now been
193modified to accomplish a direct page -> bus translation, without requiring
194a virtual address mapping (unlike the earlier scheme of virtual address
195-> bus translation). So this works uniformly for high-memory pages (which
196do not have a corresponding kernel virtual address space mapping) and
197low-memory pages.
198
199Note: Please refer to Documentation/core-api/dma-api-howto.rst for a discussion
200on PCI high mem DMA aspects and mapping of scatter gather lists, and support
201for 64 bit PCI.
202
203Special handling is required only for cases where i/o needs to happen on
204pages at physical memory addresses beyond what the device can support. In these
205cases, a bounce bio representing a buffer from the supported memory range
206is used for performing the i/o with copyin/copyout as needed depending on
207the type of the operation.  For example, in case of a read operation, the
208data read has to be copied to the original buffer on i/o completion, so a
209callback routine is set up to do this, while for write, the data is copied
210from the original buffer to the bounce buffer prior to issuing the
211operation. Since an original buffer may be in a high memory area that's not
212mapped in kernel virtual addr, a kmap operation may be required for
213performing the copy, and special care may be needed in the completion path
214as it may not be in irq context. Special care is also required (by way of
215GFP flags) when allocating bounce buffers, to avoid certain highmem
216deadlock possibilities.
217
218It is also possible that a bounce buffer may be allocated from high-memory
219area that's not mapped in kernel virtual addr, but within the range that the
220device can use directly; so the bounce page may need to be kmapped during
221copy operations. [Note: This does not hold in the current implementation,
222though]
223
224There are some situations when pages from high memory may need to
225be kmapped, even if bounce buffers are not necessary. For example a device
226may need to abort DMA operations and revert to PIO for the transfer, in
227which case a virtual mapping of the page is required. For SCSI it is also
228done in some scenarios where the low level driver cannot be trusted to
229handle a single sg entry correctly. The driver is expected to perform the
230kmaps as needed on such occasions as appropriate. A driver could also use
231the blk_queue_bounce() routine on its own to bounce highmem i/o to low
232memory for specific requests if so desired.
233
234iii. The i/o scheduler algorithm itself can be replaced/set as appropriate
235
236As in 2.4, it is possible to plugin a brand new i/o scheduler for a particular
237queue or pick from (copy) existing generic schedulers and replace/override
238certain portions of it. The 2.5 rewrite provides improved modularization
239of the i/o scheduler. There are more pluggable callbacks, e.g for init,
240add request, extract request, which makes it possible to abstract specific
241i/o scheduling algorithm aspects and details outside of the generic loop.
242It also makes it possible to completely hide the implementation details of
243the i/o scheduler from block drivers.
244
245I/O scheduler wrappers are to be used instead of accessing the queue directly.
246See section 4. The I/O scheduler for details.
247
2481.2 Tuning Based on High level code capabilities
249------------------------------------------------
250
251i. Application capabilities for raw i/o
252
253This comes from some of the high-performance database/middleware
254requirements where an application prefers to make its own i/o scheduling
255decisions based on an understanding of the access patterns and i/o
256characteristics
257
258ii. High performance filesystems or other higher level kernel code's
259capabilities
260
261Kernel components like filesystems could also take their own i/o scheduling
262decisions for optimizing performance. Journalling filesystems may need
263some control over i/o ordering.
264
265What kind of support exists at the generic block layer for this ?
266
267The flags and rw fields in the bio structure can be used for some tuning
268from above e.g indicating that an i/o is just a readahead request, or priority
269settings (currently unused). As far as user applications are concerned they
270would need an additional mechanism either via open flags or ioctls, or some
271other upper level mechanism to communicate such settings to block.
272
2731.2.1 Request Priority/Latency
274^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
275
276Todo/Under discussion::
277
278  Arjan's proposed request priority scheme allows higher levels some broad
279  control (high/med/low) over the priority  of an i/o request vs other pending
280  requests in the queue. For example it allows reads for bringing in an
281  executable page on demand to be given a higher priority over pending write
282  requests which haven't aged too much on the queue. Potentially this priority
283  could even be exposed to applications in some manner, providing higher level
284  tunability. Time based aging avoids starvation of lower priority
285  requests. Some bits in the bi_opf flags field in the bio structure are
286  intended to be used for this priority information.
287
288
2891.3 Direct Access to Low level Device/Driver Capabilities (Bypass mode)
290-----------------------------------------------------------------------
291
292(e.g Diagnostics, Systems Management)
293
294There are situations where high-level code needs to have direct access to
295the low level device capabilities or requires the ability to issue commands
296to the device bypassing some of the intermediate i/o layers.
297These could, for example, be special control commands issued through ioctl
298interfaces, or could be raw read/write commands that stress the drive's
299capabilities for certain kinds of fitness tests. Having direct interfaces at
300multiple levels without having to pass through upper layers makes
301it possible to perform bottom up validation of the i/o path, layer by
302layer, starting from the media.
303
304The normal i/o submission interfaces, e.g submit_bio, could be bypassed
305for specially crafted requests which such ioctl or diagnostics
306interfaces would typically use, and the elevator add_request routine
307can instead be used to directly insert such requests in the queue or preferably
308the blk_do_rq routine can be used to place the request on the queue and
309wait for completion. Alternatively, sometimes the caller might just
310invoke a lower level driver specific interface with the request as a
311parameter.
312
313If the request is a means for passing on special information associated with
314the command, then such information is associated with the request->special
315field (rather than misuse the request->buffer field which is meant for the
316request data buffer's virtual mapping).
317
318For passing request data, the caller must build up a bio descriptor
319representing the concerned memory buffer if the underlying driver interprets
320bio segments or uses the block layer end*request* functions for i/o
321completion. Alternatively one could directly use the request->buffer field to
322specify the virtual address of the buffer, if the driver expects buffer
323addresses passed in this way and ignores bio entries for the request type
324involved. In the latter case, the driver would modify and manage the
325request->buffer, request->sector and request->nr_sectors or
326request->current_nr_sectors fields itself rather than using the block layer
327end_request or end_that_request_first completion interfaces.
328(See 2.3 or Documentation/block/request.rst for a brief explanation of
329the request structure fields)
330
331::
332
333  [TBD: end_that_request_last should be usable even in this case;
334  Perhaps an end_that_direct_request_first routine could be implemented to make
335  handling direct requests easier for such drivers; Also for drivers that
336  expect bios, a helper function could be provided for setting up a bio
337  corresponding to a data buffer]
338
339  <JENS: I dont understand the above, why is end_that_request_first() not
340  usable? Or _last for that matter. I must be missing something>
341
342  <SUP: What I meant here was that if the request doesn't have a bio, then
343   end_that_request_first doesn't modify nr_sectors or current_nr_sectors,
344   and hence can't be used for advancing request state settings on the
345   completion of partial transfers. The driver has to modify these fields
346   directly by hand.
347   This is because end_that_request_first only iterates over the bio list,
348   and always returns 0 if there are none associated with the request.
349   _last works OK in this case, and is not a problem, as I mentioned earlier
350  >
351
3521.3.1 Pre-built Commands
353^^^^^^^^^^^^^^^^^^^^^^^^
354
355A request can be created with a pre-built custom command  to be sent directly
356to the device. The cmd block in the request structure has room for filling
357in the command bytes. (i.e rq->cmd is now 16 bytes in size, and meant for
358command pre-building, and the type of the request is now indicated
359through rq->flags instead of via rq->cmd)
360
361The request structure flags can be set up to indicate the type of request
362in such cases (REQ_PC: direct packet command passed to driver, REQ_BLOCK_PC:
363packet command issued via blk_do_rq, REQ_SPECIAL: special request).
364
365It can help to pre-build device commands for requests in advance.
366Drivers can now specify a request prepare function (q->prep_rq_fn) that the
367block layer would invoke to pre-build device commands for a given request,
368or perform other preparatory processing for the request. This is routine is
369called by elv_next_request(), i.e. typically just before servicing a request.
370(The prepare function would not be called for requests that have RQF_DONTPREP
371enabled)
372
373Aside:
374  Pre-building could possibly even be done early, i.e before placing the
375  request on the queue, rather than construct the command on the fly in the
376  driver while servicing the request queue when it may affect latencies in
377  interrupt context or responsiveness in general. One way to add early
378  pre-building would be to do it whenever we fail to merge on a request.
379  Now REQ_NOMERGE is set in the request flags to skip this one in the future,
380  which means that it will not change before we feed it to the device. So
381  the pre-builder hook can be invoked there.
382
383
3842. Flexible and generic but minimalist i/o structure/descriptor
385===============================================================
386
3872.1 Reason for a new structure and requirements addressed
388---------------------------------------------------------
389
390Prior to 2.5, buffer heads were used as the unit of i/o at the generic block
391layer, and the low level request structure was associated with a chain of
392buffer heads for a contiguous i/o request. This led to certain inefficiencies
393when it came to large i/o requests and readv/writev style operations, as it
394forced such requests to be broken up into small chunks before being passed
395on to the generic block layer, only to be merged by the i/o scheduler
396when the underlying device was capable of handling the i/o in one shot.
397Also, using the buffer head as an i/o structure for i/os that didn't originate
398from the buffer cache unnecessarily added to the weight of the descriptors
399which were generated for each such chunk.
400
401The following were some of the goals and expectations considered in the
402redesign of the block i/o data structure in 2.5.
403
4041.  Should be appropriate as a descriptor for both raw and buffered i/o  -
405    avoid cache related fields which are irrelevant in the direct/page i/o path,
406    or filesystem block size alignment restrictions which may not be relevant
407    for raw i/o.
4082.  Ability to represent high-memory buffers (which do not have a virtual
409    address mapping in kernel address space).
4103.  Ability to represent large i/os w/o unnecessarily breaking them up (i.e
411    greater than PAGE_SIZE chunks in one shot)
4124.  At the same time, ability to retain independent identity of i/os from
413    different sources or i/o units requiring individual completion (e.g. for
414    latency reasons)
4155.  Ability to represent an i/o involving multiple physical memory segments
416    (including non-page aligned page fragments, as specified via readv/writev)
417    without unnecessarily breaking it up, if the underlying device is capable of
418    handling it.
4196.  Preferably should be based on a memory descriptor structure that can be
420    passed around different types of subsystems or layers, maybe even
421    networking, without duplication or extra copies of data/descriptor fields
422    themselves in the process
4237.  Ability to handle the possibility of splits/merges as the structure passes
424    through layered drivers (lvm, md, evms), with minimal overhead.
425
426The solution was to define a new structure (bio)  for the block layer,
427instead of using the buffer head structure (bh) directly, the idea being
428avoidance of some associated baggage and limitations. The bio structure
429is uniformly used for all i/o at the block layer ; it forms a part of the
430bh structure for buffered i/o, and in the case of raw/direct i/o kiobufs are
431mapped to bio structures.
432
4332.2 The bio struct
434------------------
435
436The bio structure uses a vector representation pointing to an array of tuples
437of <page, offset, len> to describe the i/o buffer, and has various other
438fields describing i/o parameters and state that needs to be maintained for
439performing the i/o.
440
441Notice that this representation means that a bio has no virtual address
442mapping at all (unlike buffer heads).
443
444::
445
446  struct bio_vec {
447       struct page     *bv_page;
448       unsigned short  bv_len;
449       unsigned short  bv_offset;
450  };
451
452  /*
453   * main unit of I/O for the block layer and lower layers (ie drivers)
454   */
455  struct bio {
456       struct bio          *bi_next;    /* request queue link */
457       struct block_device *bi_bdev;	/* target device */
458       unsigned long       bi_flags;    /* status, command, etc */
459       unsigned long       bi_opf;       /* low bits: r/w, high: priority */
460
461       unsigned int	bi_vcnt;     /* how may bio_vec's */
462       struct bvec_iter	bi_iter;	/* current index into bio_vec array */
463
464       unsigned int	bi_size;     /* total size in bytes */
465       unsigned short	bi_hw_segments; /* segments after DMA remapping */
466       unsigned int	bi_max;	     /* max bio_vecs we can hold
467                                        used as index into pool */
468       struct bio_vec   *bi_io_vec;  /* the actual vec list */
469       bio_end_io_t	*bi_end_io;  /* bi_end_io (bio) */
470       atomic_t		bi_cnt;	     /* pin count: free when it hits zero */
471       void             *bi_private;
472  };
473
474With this multipage bio design:
475
476- Large i/os can be sent down in one go using a bio_vec list consisting
477  of an array of <page, offset, len> fragments (similar to the way fragments
478  are represented in the zero-copy network code)
479- Splitting of an i/o request across multiple devices (as in the case of
480  lvm or raid) is achieved by cloning the bio (where the clone points to
481  the same bi_io_vec array, but with the index and size accordingly modified)
482- A linked list of bios is used as before for unrelated merges [#]_ - this
483  avoids reallocs and makes independent completions easier to handle.
484- Code that traverses the req list can find all the segments of a bio
485  by using rq_for_each_segment.  This handles the fact that a request
486  has multiple bios, each of which can have multiple segments.
487- Drivers which can't process a large bio in one shot can use the bi_iter
488  field to keep track of the next bio_vec entry to process.
489  (e.g a 1MB bio_vec needs to be handled in max 128kB chunks for IDE)
490  [TBD: Should preferably also have a bi_voffset and bi_vlen to avoid modifying
491  bi_offset an len fields]
492
493.. [#]
494
495	unrelated merges -- a request ends up containing two or more bios that
496	didn't originate from the same place.
497
498bi_end_io() i/o callback gets called on i/o completion of the entire bio.
499
500At a lower level, drivers build a scatter gather list from the merged bios.
501The scatter gather list is in the form of an array of <page, offset, len>
502entries with their corresponding dma address mappings filled in at the
503appropriate time. As an optimization, contiguous physical pages can be
504covered by a single entry where <page> refers to the first page and <len>
505covers the range of pages (up to 16 contiguous pages could be covered this
506way). There is a helper routine (blk_rq_map_sg) which drivers can use to build
507the sg list.
508
509Note: Right now the only user of bios with more than one page is ll_rw_kio,
510which in turn means that only raw I/O uses it (direct i/o may not work
511right now). The intent however is to enable clustering of pages etc to
512become possible. The pagebuf abstraction layer from SGI also uses multi-page
513bios, but that is currently not included in the stock development kernels.
514The same is true of Andrew Morton's work-in-progress multipage bio writeout
515and readahead patches.
516
5172.3 Changes in the Request Structure
518------------------------------------
519
520The request structure is the structure that gets passed down to low level
521drivers. The block layer make_request function builds up a request structure,
522places it on the queue and invokes the drivers request_fn. The driver makes
523use of block layer helper routine elv_next_request to pull the next request
524off the queue. Control or diagnostic functions might bypass block and directly
525invoke underlying driver entry points passing in a specially constructed
526request structure.
527
528Only some relevant fields (mainly those which changed or may be referred
529to in some of the discussion here) are listed below, not necessarily in
530the order in which they occur in the structure (see include/linux/blkdev.h)
531Refer to Documentation/block/request.rst for details about all the request
532structure fields and a quick reference about the layers which are
533supposed to use or modify those fields::
534
535  struct request {
536	struct list_head queuelist;  /* Not meant to be directly accessed by
537					the driver.
538					Used by q->elv_next_request_fn
539					rq->queue is gone
540					*/
541	.
542	.
543	unsigned char cmd[16]; /* prebuilt command data block */
544	unsigned long flags;   /* also includes earlier rq->cmd settings */
545	.
546	.
547	sector_t sector; /* this field is now of type sector_t instead of int
548			    preparation for 64 bit sectors */
549	.
550	.
551
552	/* Number of scatter-gather DMA addr+len pairs after
553	 * physical address coalescing is performed.
554	 */
555	unsigned short nr_phys_segments;
556
557	/* Number of scatter-gather addr+len pairs after
558	 * physical and DMA remapping hardware coalescing is performed.
559	 * This is the number of scatter-gather entries the driver
560	 * will actually have to deal with after DMA mapping is done.
561	 */
562	unsigned short nr_hw_segments;
563
564	/* Various sector counts */
565	unsigned long nr_sectors;  /* no. of sectors left: driver modifiable */
566	unsigned long hard_nr_sectors;  /* block internal copy of above */
567	unsigned int current_nr_sectors; /* no. of sectors left in the
568					   current segment:driver modifiable */
569	unsigned long hard_cur_sectors; /* block internal copy of the above */
570	.
571	.
572	int tag;	/* command tag associated with request */
573	void *special;  /* same as before */
574	char *buffer;   /* valid only for low memory buffers up to
575			 current_nr_sectors */
576	.
577	.
578	struct bio *bio, *biotail;  /* bio list instead of bh */
579	struct request_list *rl;
580  }
581
582See the req_ops and req_flag_bits definitions for an explanation of the various
583flags available. Some bits are used by the block layer or i/o scheduler.
584
585The behaviour of the various sector counts are almost the same as before,
586except that since we have multi-segment bios, current_nr_sectors refers
587to the numbers of sectors in the current segment being processed which could
588be one of the many segments in the current bio (i.e i/o completion unit).
589The nr_sectors value refers to the total number of sectors in the whole
590request that remain to be transferred (no change). The purpose of the
591hard_xxx values is for block to remember these counts every time it hands
592over the request to the driver. These values are updated by block on
593end_that_request_first, i.e. every time the driver completes a part of the
594transfer and invokes block end*request helpers to mark this. The
595driver should not modify these values. The block layer sets up the
596nr_sectors and current_nr_sectors fields (based on the corresponding
597hard_xxx values and the number of bytes transferred) and updates it on
598every transfer that invokes end_that_request_first. It does the same for the
599buffer, bio, bio->bi_iter fields too.
600
601The buffer field is just a virtual address mapping of the current segment
602of the i/o buffer in cases where the buffer resides in low-memory. For high
603memory i/o, this field is not valid and must not be used by drivers.
604
605Code that sets up its own request structures and passes them down to
606a driver needs to be careful about interoperation with the block layer helper
607functions which the driver uses. (Section 1.3)
608
6093. Using bios
610=============
611
6123.1 Setup/Teardown
613------------------
614
615There are routines for managing the allocation, and reference counting, and
616freeing of bios (bio_alloc, bio_get, bio_put).
617
618This makes use of Ingo Molnar's mempool implementation, which enables
619subsystems like bio to maintain their own reserve memory pools for guaranteed
620deadlock-free allocations during extreme VM load. For example, the VM
621subsystem makes use of the block layer to writeout dirty pages in order to be
622able to free up memory space, a case which needs careful handling. The
623allocation logic draws from the preallocated emergency reserve in situations
624where it cannot allocate through normal means. If the pool is empty and it
625can wait, then it would trigger action that would help free up memory or
626replenish the pool (without deadlocking) and wait for availability in the pool.
627If it is in IRQ context, and hence not in a position to do this, allocation
628could fail if the pool is empty. In general mempool always first tries to
629perform allocation without having to wait, even if it means digging into the
630pool as long it is not less that 50% full.
631
632On a free, memory is released to the pool or directly freed depending on
633the current availability in the pool. The mempool interface lets the
634subsystem specify the routines to be used for normal alloc and free. In the
635case of bio, these routines make use of the standard slab allocator.
636
637The caller of bio_alloc is expected to taken certain steps to avoid
638deadlocks, e.g. avoid trying to allocate more memory from the pool while
639already holding memory obtained from the pool.
640
641::
642
643  [TBD: This is a potential issue, though a rare possibility
644   in the bounce bio allocation that happens in the current code, since
645   it ends up allocating a second bio from the same pool while
646   holding the original bio ]
647
648Memory allocated from the pool should be released back within a limited
649amount of time (in the case of bio, that would be after the i/o is completed).
650This ensures that if part of the pool has been used up, some work (in this
651case i/o) must already be in progress and memory would be available when it
652is over. If allocating from multiple pools in the same code path, the order
653or hierarchy of allocation needs to be consistent, just the way one deals
654with multiple locks.
655
656The bio_alloc routine also needs to allocate the bio_vec_list (bvec_alloc())
657for a non-clone bio. There are the 6 pools setup for different size biovecs,
658so bio_alloc(gfp_mask, nr_iovecs) will allocate a vec_list of the
659given size from these slabs.
660
661The bio_get() routine may be used to hold an extra reference on a bio prior
662to i/o submission, if the bio fields are likely to be accessed after the
663i/o is issued (since the bio may otherwise get freed in case i/o completion
664happens in the meantime).
665
666The bio_clone_fast() routine may be used to duplicate a bio, where the clone
667shares the bio_vec_list with the original bio (i.e. both point to the
668same bio_vec_list). This would typically be used for splitting i/o requests
669in lvm or md.
670
6713.2 Generic bio helper Routines
672-------------------------------
673
6743.2.1 Traversing segments and completion units in a request
675^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
676
677The macro rq_for_each_segment() should be used for traversing the bios
678in the request list (drivers should avoid directly trying to do it
679themselves). Using these helpers should also make it easier to cope
680with block changes in the future.
681
682::
683
684	struct req_iterator iter;
685	rq_for_each_segment(bio_vec, rq, iter)
686		/* bio_vec is now current segment */
687
688I/O completion callbacks are per-bio rather than per-segment, so drivers
689that traverse bio chains on completion need to keep that in mind. Drivers
690which don't make a distinction between segments and completion units would
691need to be reorganized to support multi-segment bios.
692
6933.2.2 Setting up DMA scatterlists
694^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
695
696The blk_rq_map_sg() helper routine would be used for setting up scatter
697gather lists from a request, so a driver need not do it on its own.
698
699	nr_segments = blk_rq_map_sg(q, rq, scatterlist);
700
701The helper routine provides a level of abstraction which makes it easier
702to modify the internals of request to scatterlist conversion down the line
703without breaking drivers. The blk_rq_map_sg routine takes care of several
704things like collapsing physically contiguous segments (if QUEUE_FLAG_CLUSTER
705is set) and correct segment accounting to avoid exceeding the limits which
706the i/o hardware can handle, based on various queue properties.
707
708- Prevents a clustered segment from crossing a 4GB mem boundary
709- Avoids building segments that would exceed the number of physical
710  memory segments that the driver can handle (phys_segments) and the
711  number that the underlying hardware can handle at once, accounting for
712  DMA remapping (hw_segments)  (i.e. IOMMU aware limits).
713
714Routines which the low level driver can use to set up the segment limits:
715
716blk_queue_max_hw_segments() : Sets an upper limit of the maximum number of
717hw data segments in a request (i.e. the maximum number of address/length
718pairs the host adapter can actually hand to the device at once)
719
720blk_queue_max_phys_segments() : Sets an upper limit on the maximum number
721of physical data segments in a request (i.e. the largest sized scatter list
722a driver could handle)
723
7243.2.3 I/O completion
725^^^^^^^^^^^^^^^^^^^^
726
727The existing generic block layer helper routines end_request,
728end_that_request_first and end_that_request_last can be used for i/o
729completion (and setting things up so the rest of the i/o or the next
730request can be kicked of) as before. With the introduction of multi-page
731bio support, end_that_request_first requires an additional argument indicating
732the number of sectors completed.
733
7343.2.4 Implications for drivers that do not interpret bios
735^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^^
736
737(don't handle multiple segments)
738
739Drivers that do not interpret bios e.g those which do not handle multiple
740segments and do not support i/o into high memory addresses (require bounce
741buffers) and expect only virtually mapped buffers, can access the rq->buffer
742field. As before the driver should use current_nr_sectors to determine the
743size of remaining data in the current segment (that is the maximum it can
744transfer in one go unless it interprets segments), and rely on the block layer
745end_request, or end_that_request_first/last to take care of all accounting
746and transparent mapping of the next bio segment when a segment boundary
747is crossed on completion of a transfer. (The end*request* functions should
748be used if only if the request has come down from block/bio path, not for
749direct access requests which only specify rq->buffer without a valid rq->bio)
750
7513.3 I/O Submission
752------------------
753
754The routine submit_bio() is used to submit a single io. Higher level i/o
755routines make use of this:
756
757(a) Buffered i/o:
758
759The routine submit_bh() invokes submit_bio() on a bio corresponding to the
760bh, allocating the bio if required. ll_rw_block() uses submit_bh() as before.
761
762(b) Kiobuf i/o (for raw/direct i/o):
763
764The ll_rw_kio() routine breaks up the kiobuf into page sized chunks and
765maps the array to one or more multi-page bios, issuing submit_bio() to
766perform the i/o on each of these.
767
768The embedded bh array in the kiobuf structure has been removed and no
769preallocation of bios is done for kiobufs. [The intent is to remove the
770blocks array as well, but it's currently in there to kludge around direct i/o.]
771Thus kiobuf allocation has switched back to using kmalloc rather than vmalloc.
772
773Todo/Observation:
774
775 A single kiobuf structure is assumed to correspond to a contiguous range
776 of data, so brw_kiovec() invokes ll_rw_kio for each kiobuf in a kiovec.
777 So right now it wouldn't work for direct i/o on non-contiguous blocks.
778 This is to be resolved.  The eventual direction is to replace kiobuf
779 by kvec's.
780
781 Badari Pulavarty has a patch to implement direct i/o correctly using
782 bio and kvec.
783
784
785(c) Page i/o:
786
787Todo/Under discussion:
788
789 Andrew Morton's multi-page bio patches attempt to issue multi-page
790 writeouts (and reads) from the page cache, by directly building up
791 large bios for submission completely bypassing the usage of buffer
792 heads. This work is still in progress.
793
794 Christoph Hellwig had some code that uses bios for page-io (rather than
795 bh). This isn't included in bio as yet. Christoph was also working on a
796 design for representing virtual/real extents as an entity and modifying
797 some of the address space ops interfaces to utilize this abstraction rather
798 than buffer_heads. (This is somewhat along the lines of the SGI XFS pagebuf
799 abstraction, but intended to be as lightweight as possible).
800
801(d) Direct access i/o:
802
803Direct access requests that do not contain bios would be submitted differently
804as discussed earlier in section 1.3.
805
806Aside:
807
808  Kvec i/o:
809
810  Ben LaHaise's aio code uses a slightly different structure instead
811  of kiobufs, called a kvec_cb. This contains an array of <page, offset, len>
812  tuples (very much like the networking code), together with a callback function
813  and data pointer. This is embedded into a brw_cb structure when passed
814  to brw_kvec_async().
815
816  Now it should be possible to directly map these kvecs to a bio. Just as while
817  cloning, in this case rather than PRE_BUILT bio_vecs, we set the bi_io_vec
818  array pointer to point to the veclet array in kvecs.
819
820  TBD: In order for this to work, some changes are needed in the way multi-page
821  bios are handled today. The values of the tuples in such a vector passed in
822  from higher level code should not be modified by the block layer in the course
823  of its request processing, since that would make it hard for the higher layer
824  to continue to use the vector descriptor (kvec) after i/o completes. Instead,
825  all such transient state should either be maintained in the request structure,
826  and passed on in some way to the endio completion routine.
827
828
8294. The I/O scheduler
830====================
831
832I/O scheduler, a.k.a. elevator, is implemented in two layers.  Generic dispatch
833queue and specific I/O schedulers.  Unless stated otherwise, elevator is used
834to refer to both parts and I/O scheduler to specific I/O schedulers.
835
836Block layer implements generic dispatch queue in `block/*.c`.
837The generic dispatch queue is responsible for requeueing, handling non-fs
838requests and all other subtleties.
839
840Specific I/O schedulers are responsible for ordering normal filesystem
841requests.  They can also choose to delay certain requests to improve
842throughput or whatever purpose.  As the plural form indicates, there are
843multiple I/O schedulers.  They can be built as modules but at least one should
844be built inside the kernel.  Each queue can choose different one and can also
845change to another one dynamically.
846
847A block layer call to the i/o scheduler follows the convention elv_xxx(). This
848calls elevator_xxx_fn in the elevator switch (block/elevator.c). Oh, xxx
849and xxx might not match exactly, but use your imagination. If an elevator
850doesn't implement a function, the switch does nothing or some minimal house
851keeping work.
852
8534.1. I/O scheduler API
854----------------------
855
856The functions an elevator may implement are: (* are mandatory)
857
858=============================== ================================================
859elevator_merge_fn		called to query requests for merge with a bio
860
861elevator_merge_req_fn		called when two requests get merged. the one
862				which gets merged into the other one will be
863				never seen by I/O scheduler again. IOW, after
864				being merged, the request is gone.
865
866elevator_merged_fn		called when a request in the scheduler has been
867				involved in a merge. It is used in the deadline
868				scheduler for example, to reposition the request
869				if its sorting order has changed.
870
871elevator_allow_merge_fn		called whenever the block layer determines
872				that a bio can be merged into an existing
873				request safely. The io scheduler may still
874				want to stop a merge at this point if it
875				results in some sort of conflict internally,
876				this hook allows it to do that. Note however
877				that two *requests* can still be merged at later
878				time. Currently the io scheduler has no way to
879				prevent that. It can only learn about the fact
880				from elevator_merge_req_fn callback.
881
882elevator_dispatch_fn*		fills the dispatch queue with ready requests.
883				I/O schedulers are free to postpone requests by
884				not filling the dispatch queue unless @force
885				is non-zero.  Once dispatched, I/O schedulers
886				are not allowed to manipulate the requests -
887				they belong to generic dispatch queue.
888
889elevator_add_req_fn*		called to add a new request into the scheduler
890
891elevator_former_req_fn
892elevator_latter_req_fn		These return the request before or after the
893				one specified in disk sort order. Used by the
894				block layer to find merge possibilities.
895
896elevator_completed_req_fn	called when a request is completed.
897
898elevator_set_req_fn
899elevator_put_req_fn		Must be used to allocate and free any elevator
900				specific storage for a request.
901
902elevator_activate_req_fn	Called when device driver first sees a request.
903				I/O schedulers can use this callback to
904				determine when actual execution of a request
905				starts.
906elevator_deactivate_req_fn	Called when device driver decides to delay
907				a request by requeueing it.
908
909elevator_init_fn*
910elevator_exit_fn		Allocate and free any elevator specific storage
911				for a queue.
912=============================== ================================================
913
9144.2 Request flows seen by I/O schedulers
915----------------------------------------
916
917All requests seen by I/O schedulers strictly follow one of the following three
918flows.
919
920 set_req_fn ->
921
922 i.   add_req_fn -> (merged_fn ->)* -> dispatch_fn -> activate_req_fn ->
923      (deactivate_req_fn -> activate_req_fn ->)* -> completed_req_fn
924 ii.  add_req_fn -> (merged_fn ->)* -> merge_req_fn
925 iii. [none]
926
927 -> put_req_fn
928
9294.3 I/O scheduler implementation
930--------------------------------
931
932The generic i/o scheduler algorithm attempts to sort/merge/batch requests for
933optimal disk scan and request servicing performance (based on generic
934principles and device capabilities), optimized for:
935
936i.   improved throughput
937ii.  improved latency
938iii. better utilization of h/w & CPU time
939
940Characteristics:
941
942i. Binary tree
943AS and deadline i/o schedulers use red black binary trees for disk position
944sorting and searching, and a fifo linked list for time-based searching. This
945gives good scalability and good availability of information. Requests are
946almost always dispatched in disk sort order, so a cache is kept of the next
947request in sort order to prevent binary tree lookups.
948
949This arrangement is not a generic block layer characteristic however, so
950elevators may implement queues as they please.
951
952ii. Merge hash
953AS and deadline use a hash table indexed by the last sector of a request. This
954enables merging code to quickly look up "back merge" candidates, even when
955multiple I/O streams are being performed at once on one disk.
956
957"Front merges", a new request being merged at the front of an existing request,
958are far less common than "back merges" due to the nature of most I/O patterns.
959Front merges are handled by the binary trees in AS and deadline schedulers.
960
961iii. Plugging the queue to batch requests in anticipation of opportunities for
962     merge/sort optimizations
963
964Plugging is an approach that the current i/o scheduling algorithm resorts to so
965that it collects up enough requests in the queue to be able to take
966advantage of the sorting/merging logic in the elevator. If the
967queue is empty when a request comes in, then it plugs the request queue
968(sort of like plugging the bath tub of a vessel to get fluid to build up)
969till it fills up with a few more requests, before starting to service
970the requests. This provides an opportunity to merge/sort the requests before
971passing them down to the device. There are various conditions when the queue is
972unplugged (to open up the flow again), either through a scheduled task or
973could be on demand. For example wait_on_buffer sets the unplugging going
974through sync_buffer() running blk_run_address_space(mapping). Or the caller
975can do it explicity through blk_unplug(bdev). So in the read case,
976the queue gets explicitly unplugged as part of waiting for completion on that
977buffer.
978
979Aside:
980  This is kind of controversial territory, as it's not clear if plugging is
981  always the right thing to do. Devices typically have their own queues,
982  and allowing a big queue to build up in software, while letting the device be
983  idle for a while may not always make sense. The trick is to handle the fine
984  balance between when to plug and when to open up. Also now that we have
985  multi-page bios being queued in one shot, we may not need to wait to merge
986  a big request from the broken up pieces coming by.
987
9884.4 I/O contexts
989----------------
990
991I/O contexts provide a dynamically allocated per process data area. They may
992be used in I/O schedulers, and in the block layer (could be used for IO statis,
993priorities for example). See `*io_context` in block/ll_rw_blk.c, and as-iosched.c
994for an example of usage in an i/o scheduler.
995
996
9975. Scalability related changes
998==============================
999
10005.1 Granular Locking: io_request_lock replaced by a per-queue lock
1001------------------------------------------------------------------
1002
1003The global io_request_lock has been removed as of 2.5, to avoid
1004the scalability bottleneck it was causing, and has been replaced by more
1005granular locking. The request queue structure has a pointer to the
1006lock to be used for that queue. As a result, locking can now be
1007per-queue, with a provision for sharing a lock across queues if
1008necessary (e.g the scsi layer sets the queue lock pointers to the
1009corresponding adapter lock, which results in a per host locking
1010granularity). The locking semantics are the same, i.e. locking is
1011still imposed by the block layer, grabbing the lock before
1012request_fn execution which it means that lots of older drivers
1013should still be SMP safe. Drivers are free to drop the queue
1014lock themselves, if required. Drivers that explicitly used the
1015io_request_lock for serialization need to be modified accordingly.
1016Usually it's as easy as adding a global lock::
1017
1018	static DEFINE_SPINLOCK(my_driver_lock);
1019
1020and passing the address to that lock to blk_init_queue().
1021
10225.2 64 bit sector numbers (sector_t prepares for 64 bit support)
1023----------------------------------------------------------------
1024
1025The sector number used in the bio structure has been changed to sector_t,
1026which could be defined as 64 bit in preparation for 64 bit sector support.
1027
10286. Other Changes/Implications
1029=============================
1030
10316.1 Partition re-mapping handled by the generic block layer
1032-----------------------------------------------------------
1033
1034In 2.5 some of the gendisk/partition related code has been reorganized.
1035Now the generic block layer performs partition-remapping early and thus
1036provides drivers with a sector number relative to whole device, rather than
1037having to take partition number into account in order to arrive at the true
1038sector number. The routine blk_partition_remap() is invoked by
1039submit_bio_noacct even before invoking the queue specific ->submit_bio,
1040so the i/o scheduler also gets to operate on whole disk sector numbers. This
1041should typically not require changes to block drivers, it just never gets
1042to invoke its own partition sector offset calculations since all bios
1043sent are offset from the beginning of the device.
1044
1045
10467. A Few Tips on Migration of older drivers
1047===========================================
1048
1049Old-style drivers that just use CURRENT and ignores clustered requests,
1050may not need much change.  The generic layer will automatically handle
1051clustered requests, multi-page bios, etc for the driver.
1052
1053For a low performance driver or hardware that is PIO driven or just doesn't
1054support scatter-gather changes should be minimal too.
1055
1056The following are some points to keep in mind when converting old drivers
1057to bio.
1058
1059Drivers should use elv_next_request to pick up requests and are no longer
1060supposed to handle looping directly over the request list.
1061(struct request->queue has been removed)
1062
1063Now end_that_request_first takes an additional number_of_sectors argument.
1064It used to handle always just the first buffer_head in a request, now
1065it will loop and handle as many sectors (on a bio-segment granularity)
1066as specified.
1067
1068Now bh->b_end_io is replaced by bio->bi_end_io, but most of the time the
1069right thing to use is bio_endio(bio) instead.
1070
1071If the driver is dropping the io_request_lock from its request_fn strategy,
1072then it just needs to replace that with q->queue_lock instead.
1073
1074As described in Sec 1.1, drivers can set max sector size, max segment size
1075etc per queue now. Drivers that used to define their own merge functions i
1076to handle things like this can now just use the blk_queue_* functions at
1077blk_init_queue time.
1078
1079Drivers no longer have to map a {partition, sector offset} into the
1080correct absolute location anymore, this is done by the block layer, so
1081where a driver received a request ala this before::
1082
1083	rq->rq_dev = mk_kdev(3, 5);	/* /dev/hda5 */
1084	rq->sector = 0;			/* first sector on hda5 */
1085
1086it will now see::
1087
1088	rq->rq_dev = mk_kdev(3, 0);	/* /dev/hda */
1089	rq->sector = 123128;		/* offset from start of disk */
1090
1091As mentioned, there is no virtual mapping of a bio. For DMA, this is
1092not a problem as the driver probably never will need a virtual mapping.
1093Instead it needs a bus mapping (dma_map_page for a single segment or
1094use dma_map_sg for scatter gather) to be able to ship it to the driver. For
1095PIO drivers (or drivers that need to revert to PIO transfer once in a
1096while (IDE for example)), where the CPU is doing the actual data
1097transfer a virtual mapping is needed. If the driver supports highmem I/O,
1098(Sec 1.1, (ii) ) it needs to use kmap_atomic or similar to temporarily map
1099a bio into the virtual address space.
1100
1101
11028. Prior/Related/Impacted patches
1103=================================
1104
11058.1. Earlier kiobuf patches (sct/axboe/chait/hch/mkp)
1106-----------------------------------------------------
1107
1108- orig kiobuf & raw i/o patches (now in 2.4 tree)
1109- direct kiobuf based i/o to devices (no intermediate bh's)
1110- page i/o using kiobuf
1111- kiobuf splitting for lvm (mkp)
1112- elevator support for kiobuf request merging (axboe)
1113
11148.2. Zero-copy networking (Dave Miller)
1115---------------------------------------
1116
11178.3. SGI XFS - pagebuf patches - use of kiobufs
1118-----------------------------------------------
11198.4. Multi-page pioent patch for bio (Christoph Hellwig)
1120--------------------------------------------------------
11218.5. Direct i/o implementation (Andrea Arcangeli) since 2.4.10-pre11
1122--------------------------------------------------------------------
11238.6. Async i/o implementation patch (Ben LaHaise)
1124-------------------------------------------------
11258.7. EVMS layering design (IBM EVMS team)
1126-----------------------------------------
11278.8. Larger page cache size patch (Ben LaHaise) and Large page size (Daniel Phillips)
1128-------------------------------------------------------------------------------------
1129
1130    => larger contiguous physical memory buffers
1131
11328.9. VM reservations patch (Ben LaHaise)
1133----------------------------------------
11348.10. Write clustering patches ? (Marcelo/Quintela/Riel ?)
1135----------------------------------------------------------
11368.11. Block device in page cache patch (Andrea Archangeli) - now in 2.4.10+
1137---------------------------------------------------------------------------
11388.12. Multiple block-size transfers for faster raw i/o (Shailabh Nagar, Badari)
1139-------------------------------------------------------------------------------
11408.13  Priority based i/o scheduler - prepatches (Arjan van de Ven)
1141------------------------------------------------------------------
11428.14  IDE Taskfile i/o patch (Andre Hedrick)
1143--------------------------------------------
11448.15  Multi-page writeout and readahead patches (Andrew Morton)
1145---------------------------------------------------------------
11468.16  Direct i/o patches for 2.5 using kvec and bio (Badari Pulavarthy)
1147-----------------------------------------------------------------------
1148
11499. Other References
1150===================
1151
11529.1 The Splice I/O Model
1153------------------------
1154
1155Larry McVoy (and subsequent discussions on lkml, and Linus' comments - Jan 2001
1156
11579.2 Discussions about kiobuf and bh design
1158------------------------------------------
1159
1160On lkml between sct, linus, alan et al - Feb-March 2001 (many of the
1161initial thoughts that led to bio were brought up in this discussion thread)
1162
11639.3 Discussions on mempool on lkml - Dec 2001.
1164----------------------------------------------
1165