1		   Goals, Design and Implementation of the
2		      new ultra-scalable O(1) scheduler
3
4
5  This is an edited version of an email Ingo Molnar sent to
6  lkml on 4 Jan 2002.  It describes the goals, design, and
7  implementation of Ingo's new ultra-scalable O(1) scheduler.
8  Last Updated: 18 April 2002.
9
10
11Goal
12====
13
14The main goal of the new scheduler is to keep all the good things we know
15and love about the current Linux scheduler:
16
17 - good interactive performance even during high load: if the user
18   types or clicks then the system must react instantly and must execute
19   the user tasks smoothly, even during considerable background load.
20
21 - good scheduling/wakeup performance with 1-2 runnable processes.
22
23 - fairness: no process should stay without any timeslice for any
24   unreasonable amount of time. No process should get an unjustly high
25   amount of CPU time.
26
27 - priorities: less important tasks can be started with lower priority,
28   more important tasks with higher priority.
29
30 - SMP efficiency: no CPU should stay idle if there is work to do.
31
32 - SMP affinity: processes which run on one CPU should stay affine to
33   that CPU. Processes should not bounce between CPUs too frequently.
34
35 - plus additional scheduler features: RT scheduling, CPU binding.
36
37and the goal is also to add a few new things:
38
39 - fully O(1) scheduling. Are you tired of the recalculation loop
40   blowing the L1 cache away every now and then? Do you think the goodness
41   loop is taking a bit too long to finish if there are lots of runnable
42   processes? This new scheduler takes no prisoners: wakeup(), schedule(),
43   the timer interrupt are all O(1) algorithms. There is no recalculation
44   loop. There is no goodness loop either.
45
46 - 'perfect' SMP scalability. With the new scheduler there is no 'big'
47   runqueue_lock anymore - it's all per-CPU runqueues and locks - two
48   tasks on two separate CPUs can wake up, schedule and context-switch
49   completely in parallel, without any interlocking. All
50   scheduling-relevant data is structured for maximum scalability.
51
52 - better SMP affinity. The old scheduler has a particular weakness that
53   causes the random bouncing of tasks between CPUs if/when higher
54   priority/interactive tasks, this was observed and reported by many
55   people. The reason is that the timeslice recalculation loop first needs
56   every currently running task to consume its timeslice. But when this
57   happens on eg. an 8-way system, then this property starves an
58   increasing number of CPUs from executing any process. Once the last
59   task that has a timeslice left has finished using up that timeslice,
60   the recalculation loop is triggered and other CPUs can start executing
61   tasks again - after having idled around for a number of timer ticks.
62   The more CPUs, the worse this effect.
63
64   Furthermore, this same effect causes the bouncing effect as well:
65   whenever there is such a 'timeslice squeeze' of the global runqueue,
66   idle processors start executing tasks which are not affine to that CPU.
67   (because the affine tasks have finished off their timeslices already.)
68
69   The new scheduler solves this problem by distributing timeslices on a
70   per-CPU basis, without having any global synchronization or
71   recalculation.
72
73 - batch scheduling. A significant proportion of computing-intensive tasks
74   benefit from batch-scheduling, where timeslices are long and processes
75   are roundrobin scheduled. The new scheduler does such batch-scheduling
76   of the lowest priority tasks - so nice +19 jobs will get
77   'batch-scheduled' automatically. With this scheduler, nice +19 jobs are
78   in essence SCHED_IDLE, from an interactiveness point of view.
79
80 - handle extreme loads more smoothly, without breakdown and scheduling
81   storms.
82
83 - O(1) RT scheduling. For those RT folks who are paranoid about the
84   O(nr_running) property of the goodness loop and the recalculation loop.
85
86 - run fork()ed children before the parent. Andrea has pointed out the
87   advantages of this a few months ago, but patches for this feature
88   do not work with the old scheduler as well as they should,
89   because idle processes often steal the new child before the fork()ing
90   CPU gets to execute it.
91
92
93Design
94======
95
96The core of the new scheduler contains the following mechanisms:
97
98 - *two* priority-ordered 'priority arrays' per CPU. There is an 'active'
99   array and an 'expired' array. The active array contains all tasks that
100   are affine to this CPU and have timeslices left. The expired array
101   contains all tasks which have used up their timeslices - but this array
102   is kept sorted as well. The active and expired array is not accessed
103   directly, it's accessed through two pointers in the per-CPU runqueue
104   structure. If all active tasks are used up then we 'switch' the two
105   pointers and from now on the ready-to-go (former-) expired array is the
106   active array - and the empty active array serves as the new collector
107   for expired tasks.
108
109 - there is a 64-bit bitmap cache for array indices. Finding the highest
110   priority task is thus a matter of two x86 BSFL bit-search instructions.
111
112the split-array solution enables us to have an arbitrary number of active
113and expired tasks, and the recalculation of timeslices can be done
114immediately when the timeslice expires. Because the arrays are always
115access through the pointers in the runqueue, switching the two arrays can
116be done very quickly.
117
118this is a hybride priority-list approach coupled with roundrobin
119scheduling and the array-switch method of distributing timeslices.
120
121 - there is a per-task 'load estimator'.
122
123one of the toughest things to get right is good interactive feel during
124heavy system load. While playing with various scheduler variants i found
125that the best interactive feel is achieved not by 'boosting' interactive
126tasks, but by 'punishing' tasks that want to use more CPU time than there
127is available. This method is also much easier to do in an O(1) fashion.
128
129to establish the actual 'load' the task contributes to the system, a
130complex-looking but pretty accurate method is used: there is a 4-entry
131'history' ringbuffer of the task's activities during the last 4 seconds.
132This ringbuffer is operated without much overhead. The entries tell the
133scheduler a pretty accurate load-history of the task: has it used up more
134CPU time or less during the past N seconds. [the size '4' and the interval
135of 4x 1 seconds was found by lots of experimentation - this part is
136flexible and can be changed in both directions.]
137
138the penalty a task gets for generating more load than the CPU can handle
139is a priority decrease - there is a maximum amount to this penalty
140relative to their static priority, so even fully CPU-bound tasks will
141observe each other's priorities, and will share the CPU accordingly.
142
143the SMP load-balancer can be extended/switched with additional parallel
144computing and cache hierarchy concepts: NUMA scheduling, multi-core CPUs
145can be supported easily by changing the load-balancer. Right now it's
146tuned for my SMP systems.
147
148i skipped the prev->mm == next->mm advantage - no workload i know of shows
149any sensitivity to this. It can be added back by sacrificing O(1)
150schedule() [the current and one-lower priority list can be searched for a
151that->mm == current->mm condition], but costs a fair number of cycles
152during a number of important workloads, so i wanted to avoid this as much
153as possible.
154
155- the SMP idle-task startup code was still racy and the new scheduler
156triggered this. So i streamlined the idle-setup code a bit. We do not call
157into schedule() before all processors have started up fully and all idle
158threads are in place.
159
160- the patch also cleans up a number of aspects of sched.c - moves code
161into other areas of the kernel where it's appropriate, and simplifies
162certain code paths and data constructs. As a result, the new scheduler's
163code is smaller than the old one.
164
165	Ingo
166