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1\chapter{String}
2
3This chapter presents my work on designing and building a modern string type in \CFA.
4The discussion starts with examples of interesting string problems, followed by examples of how these issues are solved in my design.
5
6
7\section{String Operations}
8
9To prepare for the following discussion, a simple comparison among C, \CC, and \CFA basic string operation is presented.
10\begin{cquote}
11\begin{tabular}{@{}l|l|l@{}}
12C @char [ ]@                    &  \CC @string@                 & \CFA @string@ \\
13\hline
14@strcpy@, @strncpy@             & @=@                                   & @=@   \\
15@strcat@, @strncat@             & @+@                                   & @+@   \\
16@strcmp@, @strncmp@             & @==@, @!=@, @<@, @<=@, @>@, @>=@ & @==@, @!=@, @<@, @<=@, @>@, @>=@ \\
17@strlen@                                & @length@                              & @size@        \\
18@[ ]@                                   & @[ ]@                                 & @[ ]@ \\
19                                                & @substr@                              & @substr@      \\
20                                                & @replace@                             & @=@ \emph{(on a substring)}\\
21@strstr@                                & @find@, @rfind@               & @find@, MISSING \\
22@strcspn@                               & @find_first_of@, @find_last_of@ & @include@, MISSING \\
23@strspn@                                & @find_first_not_of@, @find_last_not_of@ & @exclude@, MISSING \\
24                                                & @c_str@                               & MISSING \\
25\end{tabular}
26\end{cquote}
27The key commonality is that operations work on groups of characters for assigning. copying, scanning, and updating.
28Because a C string is null terminated and requires explicit storage management \see{\VRef{s:String}}, most of its group operations are error prone and expensive.
29Most high-level string libraries use a separate length field and specialized storage management to support group operations.
30\CC strings retain null termination to interface with library functions requiring C strings.
31\begin{cfa}
32int open( const char * pathname, int flags );
33string fname{ "test.cc" );
34open( fname.@c_str()@ );
35\end{cfa}
36The function @c_str@ does not create a new null-terminated C string from the \CC string, as that requires passing ownership of the C string to the caller for eventual deletion.\footnote{
37C functions like \lstinline{strdup} do return allocated storage that must be freed by the caller.}
38Instead, each \CC string is null terminator just in case it might be needed for this purpose.
39Providing this backwards compatibility with C has a ubiquitous performance and storage cost.
40
41
42\section{Storage Management}
43
44This section discusses issues related to storage management of strings.
45Specifically, it is common for strings to logically overlap completely or partially.
46\begin{cfa}
47string s1 = "abcdef";
48string s2 = s1; $\C{// complete overlap, s2 == "abcdef"}$
49string s3 = s1.substr( 0, 3 ); $\C{// partial overlap, s3 == "abc"}$
50\end{cfa}
51This raises the question of how strings behave when an overlapping component is changed,
52\begin{cfa}
53s3[1] = 'w'; $\C{// what happens to s1 and s2?}$
54\end{cfa}
55This question is the notion of mutable or immutable strings.
56For example, Java has immutable strings that are copied when any overlapping string changes.
57Note, the notion of underlying string mutability is not specified by @const@, \eg:
58\begin{cfa}
59const string s1 = "abc";
60\end{cfa}
61Here, @const@ applies to the @s1@ pointer to @"abc"@, and @"abc"@ is an immutable constant that is \emph{copied} into the string's storage.
62Hence, @s1@ is not pointing at an immutable constant, meaning its underlying string is always mutable, unless some other designation is specified, such as Java's global rule.
63
64
65\subsection{Logical overlap}
66
67\CFA provides a dynamic mechanism to indicate mutable or immutable as an assignment attribute: @`shareEdits@.
68
69Consider two strings @s1@ and @s1a@ that are in an aliasing relationship, and a third, @s2@, made by a simple copy from @s1@.
70Aliasing (@`shareEdits@) means that changes flow in both directions; with a simple copy, they do not.
71\input{sharing1.tex}
72
73Aliasing (@`shareEdits@) means that changes flow in both directions; with a simple copy, they do not.
74\input{sharing2.tex}
75
76Assignment of a value is just a modification.
77The aliasing relationship is established at construction and is unaffected by assignment of a value.
78\input{sharing3.tex}
79
80Assignment from a string is just assignment of a value.
81Whether of not the RHS participates in aliasing is irrelevant.  Any aliasing of the LHS is unaffected.
82\input{sharing4.tex}
83
84Consider new strings @s1_mid@ being an alias for a run in the middle of @s1@, along with @s2@, made by a simple copy from the middle of @s1@.
85\input{sharing5.tex}
86
87Again, @`shareEdits@ passes changes in both directions; copy does not.
88Note the difference in index values, with the \emph{b} position being 1 in the longer string and 0 in the shorter strings.
89In the case of s1 aliasing with @s1_mid@, the very same character is being accessed by different positions.
90\input{sharing6.tex}
91
92Once again, assignment of a value is a modification that flows through the aliasing relationship, without affecting its structure.
93\input{sharing7.tex}
94
95In the \emph{ff} step, which is a positive example of flow across an aliasing relationship, the result is straightforward to accept because the flow direction is from contained (small) to containing (large).
96The following rules for edits through aliasing substrings will guide how to flow in the opposite direction.
97
98Growth and shrinkage are natural extensions.
99An empty substring is a real thing, at a well-defined location, whose meaning is extrapolated from the examples so far.
100The intended metaphor is to operating a GUI text editor.
101Having an aliasing substring is like using the mouse to select a few words.
102Assigning onto an aliasing substring is like typing from having a few words selected: depending how much you type, the file being edited can get shorter or longer.
103\input{sharing8.tex}
104
105Multiple portions can be aliased.
106When there are several aliasing substrings at once, the text editor analogy becomes an online multi-user editor.
107I should be able to edit a paragraph in one place (changing the document's length), without my edits affecting which letters are within a mouse-selection that you had made previously, somewhere else.
108\input{sharing9.tex}
109
110When an edit happens on an aliasing substring that overlaps another, an effect is unavoidable.
111Here, the passive party sees its selection shortened, to exclude the characters that were not part of the original selection.
112\input{sharing10.tex}
113
114TODO: finish typesetting the demo
115
116%\input{sharing-demo.tex}
117
118
119\subsection{RAII limitations}
120
121Earlier work on \CFA~\cite[ch.~2]{Schluntz17} implemented object constructors and destructors for all types (basic and user defined).
122A constructor is a user-defined function run implicitly \emph{after} an object's declaration-storage is created, and a destructor is a user-defined function run \emph{before} an object's declaration-storage is deleted.
123This feature guarantees pre invariants for users before accessing an object and post invariants for the programming environment after an object terminates.
124
125The purposes of these invariants goes beyond ensuring authentic values inside an object.
126Invariants can also track occurrences of the managed objects in other data structures.
127For example, reference counting is a typical application of an invariant outside of the data values.
128With a reference-counting smart-pointer, the constructor and destructor \emph{of a pointer type} tracks the life cycle of the object it points to.
129Both \CC and \CFA RAII systems are powerful enough to achieve reference counting.
130
131In general, a lifecycle function has access to an object by location, \ie constructors and destructors receive a @this@ parameter providing an object's memory address.
132The lifecycle implementation can then add this object to a collection upon creation and remove it at destruction.
133A module that provides such objects, by using and encapsulating such a collection, can traverse the collection at relevant times, to keep the objects ``good.''.
134Hence, declaring such an object not only ensures ``good'' authentic at initialization, but also an implicit subscription to a service that keeps the value ``good'' across its lifetime.
135
136In many cases, the relationship between memory location and lifecycle is simple.
137But with stack-allocated objects being used as parameters and returns, there is a sender version in one stack frame and a receiver version in another.
138\CC is able to treat those versions as distinct objects and guarantee a copy-constructor call for communicating the value from one to the other.
139This ability has implications on the language's calling convention.
140Consider an ordinary function @void f( Vehicle x )@, which receives an aggregate by value.
141If the type @Vehicle@ has custom lifecycle functions, then a call to a user-provided copy constructor occurs, after the caller evaluates its argument expression, after the callee's stack frame exists, with room for its variable @x@ (which is the location that the copy-constructor must target), but before the user-provided body of @f@ begins executing.
142\CC achieves this ordering by changing the function signature, in the compiled form, to pass-by-reference and having the callee invoke the copy constructor in its preamble.
143On the other hand, if @Vehicle@ is a simple structure then the C calling convention is applied as the code originally appeared, that is, the call-site implementation code performs a bitwise copy from the caller's expression result, into the callee's x.
144
145TODO: learn correction to fix inconsistency: this discussion says the callee invokes the copy constructor, but only the caller knows which copy constructor to use!
146
147TODO: discuss the return-value piece of this pattern
148
149The \CFA RAII system has limited support for using lifecycle functions to provide a ``stay good'' service.  It works in restricted settings, including on dynamically allocated objects.  It does not work for communicating arguments and returns by value because the system does not produce a constructor call that tracks the implied move from a sender frame to a receiver frame.  This limitation does not prevent a typical reference-counting design from using call-with-value/return-of-value, because the constructor--destructor calls are correctly balanced.  But it impedes a ``stay-good'' service from supporting call-with-value/return-of-value, because the lifecycles presented to the constructor/destructor calls do not keep stable locations.  A ``stay-good'' service is achievable so long as call-with-value/return-of-value do not occur.  The original presentation [to cite Schluntz section] acknowledges this limitation; the present discussion makes its consequences more apparent.
150
151The \CFA team sees this limitation as part of a tactical interim state that should some day be improved.  The \CFA compiler is currently a source-to-source translator that targets relatively portable C.  Several details of its features are provisionally awkward or under-performant until finer control of its code generation is feasible.  In the present state, all calls that appear in \CFA source code as call-with-value/return-of-value are emitted this way to the underlying C calling convention.  SO WHAT?
152
153The present string-API contribution has both the ``stay good'' promise and call-with-value/return-of-value being essential.  The main string API uses a work-around to achieve the full feature set, at a runtime performance penalty.  An alternative API sacrifices call-with-value/return-of-value functionality to recover full runtime performance.  These APIs are layered, with the slower, friendlier High Level API (HL) wrapping the faster, more primitive Low Level API (LL).  They present the same features, up to lifecycle management, with call-with-value/return-of-value being disabled in LL and implemented with the workaround in HL.  The intention is for most future code to target HL.  In a more distant future state, where \CFA has an RAII system that can handle the problematic quadrant, the HL layer can be abolished, the LL can be renamed to match today's HL, and LL can have its call-with-value/return-of-value permission reenabled.  Then, programs written originally against HL will simply run faster.  In the meantime, two use cases of LL exist.  Performance-critical sections of applications have LL as an option.  Within [Xref perf experiments], though HL-v-LL penalties are measured, typical comparisons of the contributed string library vs similar systems are made using LL.  This measurement gives a fair estimate of the goal state for \CFA while it is an evolving work in progress.
154
155
156
157\subsection{Memory management}
158
159A centrepiece of the string module is its memory manager.  The management scheme defines a large shared buffer for strings' text.  Allocation in this buffer is always bump-pointer; the buffer is compacted and/or relocated with growth when it fills.  A string is a smart pointer into this buffer.
160
161This cycle of frequent cheap allocations, interspersed with infrequent expensive compactions, has obvious similarities to a general-purpose memory manager based on garbage collection (GC).  A few differences are noteworthy.  First, in a general purpose manager, the objects of allocation contain pointers to other such objects, making the transitive reachability of these objects be a critical property.  Here, the allocations are of buffers of text, never pointers, so one allocation never keeps another one alive.  Second, in a general purpose manager, where the handle that keeps an allocation alive is the same as the program's general-purpose inter-object reference, an extremely lean representation of this reference is required.  Here, a fatter representation is acceptable because [why??].
162
163\begin{figure}
164\includegraphics{memmgr-basic}
165\caption{String memory-management data structures}
166\label{f:memmgr-basic}
167\end{figure}
168
169\VRef[Figure]{f:memmgr-basic} shows the representation.  A heap header, with its text buffer, defines a sharing context.  Often, one global sharing context is appropriate for an entire program; exceptions are discussed in [xref TBD].  Strings are handles into the buffer.  They are members of a linked list whose order matches the order of their buffer fragments (exactly, where there is no overlapping, and approximately, where there is).  The header maintains a next-allocation pointer (alloc, in the figure) after the last live allocation of the buffer.  No external references into the buffer are allowed and the management procedure relocates the text allocations as needed.  The string handles contain explicit length fields, null termination characters are not used and all string text is kept in contiguous storage.  When strings (the inter-linked handles) are allocated on the program's call stack, a sustained period with no use of the program's dynamic memory allocator can ensue, during which the program nonetheless creates strings, destroys them, and runs length-increasing modifications on existing ones. 
170
171Compaction happens when the heap fills.  It is the first of two uses of the linked list.  The list allows discovering all live string handles, and from them, the ranges of the character buffer that are in use.  With these ranges known, their total character count gives the amount of space in use.  When that amount is small, compared with the current buffer size, an in-place compaction occurs, which entails copying the in-use ranges, to be adjacent, at the font of the buffer.  When the in-use amount is large, a larger buffer is allocated (using the program's general-purpose dynamic allocator), the in-use strings are copied to be adjacent at the front of it, and the original buffer is freed back to the program's general allocator.  Either way, navigating the links between the handles provides the pointers into the buffer, first read, to find the source fragment, then written with the location of the resultant fragment.  This linkage across the structure is unaffected during a compaction; only the pointers from the handles to the buffer are modified.  This modification, along with the grooming/provisioning of the text storage resource that it represents, is an example, in the language of [xref RAII limitations] of the string module providing a ``stay good'' service.
172
173Object lifecycle events are the subscription-management triggers in such a service.  There are two fundamental string-creation routines:  importing from external text like a C-string, and initialization from an existing \CFA string.  When importing, a fresh allocation at the free end of the buffer occurs, into which the text is copied.  The resultant handle is therefore inserted into the list at the position after the incumbent last handle, a position given by the heap manager's ``last handle'' pointer.  When initializing from text already on the \CFA heap, the resultant handle is a second reference onto the original run of characters.  In this case, the resultant handle's linked-list position is beside the original handle.  Both string initialization styles preserve the string module's internal invariant that the linked-list order match the buffer order.  For string destruction, the list being doubly linked provides for easy removal of the disappearing handle.
174
175While a string handle is live, it accepts modification operations, some of which make it reference a different portion of the underlying buffer, and accordingly, move the handle to a different position in the inter-handle list.   While special cases have more optimal handling, the general case requires a fresh buffer run.  In this case, the new run is allocated at the bump-pointer end and filled with the required value.  Then, handles that originally referenced the old location and need to see the new value are pointed at the new buffer location, unlinked from their original positions in the handles' list, and linked in at the end of the list.  An optimal case, when the target is not a substring of something larger, and the source is text from elsewhere in the managed buffer, allows the target to be re-pointed at the source characters, and accordingly, move list position to be beside the source.  Cases where in-place editing happens, addressed further in [xref: TBD], leave affected handles in their original list positions.  In analogy to the two cases of string initialization, the two cases of realizing assignment by moving either to a fresh buffer run, or to overlap references with the source, maintain the invariant of linked list order matching buffer order.
176
177
178To explain: GCing allocator doing bump-pointer with compaction
179
180
181
182At the level of the memory manager, these modifications can always be explained as assignments; for example, an append is an assignment into the empty substring at the end.
183
184While favourable conditions allow for in-place editing, the general case requires a fresh buffer run.  For example, if the new value does not fit in the old place, or if other handles are still using the old value, then the new value will use a fresh buffer run.
185
186where there is room for the resulting value in the original buffer location, and where all handles referring to the original buffer location should see the new value,
187
188
189always boiled down to assignment and appendment.  Assignment has special cases that happen in-place, but in the general case, it is implemented as a sequence of appends onto a fresh allocation at the end of the buffer.  (The sequence has multiple steps when the assignment target is a substring: old before, new middle, old after.)  Similarly, an append request can be serviced in-place when there is room, or as a pair of appends
190
191
192
193\subsection{Sharing implementation}
194
195The \CFA string module has two manners in which several string handles can share an underlying run of characters. 
196
197The first type of sharing is user-requested, following the [xref Logical Overlap].  Here, the user requests, explicitly, that both handles be views of the same logical, modifiable string.  This state is typically produced by the substring operation.  In a typical substring call, the source string-handle is referencing an entire string, and the resulting, newly made, string handle is referencing a portion of the original.  In this state, a subsequent modification made by either is visible in both.
198
199The second type of sharing happens when the system implicitly delays the physical execution of a logical \emph{copy} operation, as part of its copy-on-write optimization.  This state is typically produced by constructing a new string, using an original string as its initialization source.  In this state, a subsequent modification done on one handle triggers the deferred copy action, leaving the handles referencing different runs within the buffer, holding distinct values.
200
201A further abstraction, in the string module's implementation, helps distinguish the two senses of sharing.  A share-edit set (SES) is an equivalence class over string handles, being the reflexive, symmetric and transitive closure of the relationship of one being constructed from the other, with the ``share edits'' opt-in given.  It is represented by a second linked list among the handles.  A string that shares edits with no other is in a SES by itself.  Inside a SES, a logical modification of one substring portion may change the logical value in another, depending on whether the two actually overlap.  Conversely, no logical value change can flow outside of a SES.  Even if a modification on one string handle does not reveal itself \emph{logically} to anther handle in the same SES (because they don't overlap), if the modification is length-changing, completing the modification requires visiting the second handle to adjust its location in the sliding text.
202
203
204\subsection{Avoiding implicit sharing}
205
206There are tradeoffs associated with the copy-on-write mechanism.  Several qualitative matters are detailed in the [xref: Performance Assessment] section and the qualitative issue of multi-threaded support is introduced here.  The \CFA sting library provides a switch to disable the sharing mechanism for situations where it is inappropriate.
207
208Because of the inter-linked string handles, any participant managing one string is also managing, directly, the neighbouring strings, and from there, a data structure of the ``set of all strings.''  This data structure is intended for sequential access.  A negative consequence of this decision is that multiple threads using strings need to be set up so that they avoid attempting to modify (concurrently) an instance of this structure.  A positive consequence is that a single-threaded program, or a program with several independent threads, can use the sharing context without an overhead from locking.
209
210The \CFA sting library provides the @string_sharectx@ type to control an ambient sharing context for the current thread.  It allows two adjustments: to opt out of sharing entirely, or to begin sharing within a private context.  Either way, the chosen mode applies to the current thread, for the duration of the lifetime of the created  @string_sharectx@ object, up to being suspended by child lifetimes of different contexts.  The indented use is with stack-managed lifetimes, in which the established context lasts until the current function returns, and affects all functions called that don't create their own contexts.
211\lstinputlisting[language=CFA, firstline=20, lastline=34]{sharectx.run.cfa}
212In this example, the single-letter functions are called in alphabetic order.  The functions @a@ and @d@ share string character ranges within themselves, but not with each other.  The functions @b@, @c@ and @e@ never share anything.
213
214[ TODO: true up with ``is thread local'' (implement that and expand this discussion to give a concurrent example, or adjust this wording) ]
215
216When the string library is running with sharing disabled, it runs without implicit thread-safety challenges (which same as the STL) and with performance goals similar to the STL's.  This thread-safety quality means concurrent users of one string object must still bring their own mutual exclusion, but the string library will not add any cross thread uses that were not apparent in the user's code.
217
218Running with sharing disabled can be thought of as STL-emulation mode.
219
220
221
222\subsection{Future work}
223
224To discuss: Unicode
225
226To discuss: Small-string optimization
227
228
229\subsection{Performance assessment}
230
231I assessed the \CFA string library's speed and memory usage.  I present these results in even equivalent cases, due to either micro-optimizations foregone, or fundamental costs of the added functionality.  They also show the benefits and tradeoffs, as >100\% effects, of switching to \CFA, with the tradeoff points quantified.  The final test shows the overall win of the \CFA text-sharing mechanism.  It exercises several operations together, showing \CFA enabling clean user code to achieve performance that STL requires less-clean user code to achieve.
232
233To discuss: general goal of ... while STL makes you think about memory management, all the time, and if you do your performance can be great ... \CFA sacrifices this advantage modestly in exchange for big wins when you're not thinking about memory management.  [Does this position cover all of it?]
234
235To discuss: revisit HL v LL APIs
236
237To discuss: revisit no-sharing as STL emulation modes
238
239These tests use randomly generated text fragments of varying lengths.  A collection of such fragments is a \emph{corpus}.  The mean length of a fragment from corpus is a typical explanatory variable.  Such a length is used in one of three modes:
240\begin{description}
241    \item [Fixed-size] means all string fragments are of the stated size
242    \item [Varying from 1] means string lengths are drawn from a geometric distribution with the stated mean, and all lengths occur
243    \item [Varying from 16] means string lengths are drawn from a geometric distribution with the stated mean, but only lengths 16 and above occur; thus, the stated mean will be above 16.
244\end{description}
245The geometric distribution implies that lengths much longer than the mean occur frequently.  The special treatment of length 16 deals with comparison to STL, given that STL has short-string optimization (see [TODO: write and cross-ref future-work SSO]), currently not implemented in \CFA.  When success notwithstanding SSO is illustrated, a fixed-size or from-16 distribution ensures that extra-optimized cases are not part of the mix on the STL side.  In all experiments that use a corpus, its text is generated and loaded into the SUT before the timed phase begins.
246
247To discuss: vocabulary for reused case variables
248
249To discuss: common approach to iteration and quoted rates
250
251To discuss: hardware and such
252
253To discuss: memory allocator
254
255
256\subsubsection{Test: Append}
257
258This test measures the speed of appending fragments of text onto a growing string.  Its subcases include both \CFA being similar to STL, and their designs offering a tradeoff.
259
260One experimental variable is the user's operation being @a = a + b@ vs. @a += b@.  While experienced programmers expect the latter to be ``what you obviously should do,'' controlling the penalty of the former both helps the API be accessible to beginners and also helps offer confidence that when a user tries to compose operations, the forms that are most natural to the user's composition are viable.
261
262Another experimental variable is whether the user's logical allocation is fresh vs reused.  Here, \emph{reusing a logical allocation}, means that the program variable, into which the user is concatenating, previously held a long string:\\
263\begin{tabular}{ll}
264    Logical allocation fresh                   & Logical allocation reused                  \\
265                                               & @ string x; @                              \\
266    @ for( ... ) { @                           & @ for( ... ) { @                           \\
267    @     string x; @                          & @     x = ""; @                            \\
268    @     for( ... ) @                         & @     for( ... ) @                         \\
269    @        x += ... @                        & @        x += ... @                        \\
270    @ } @                                      & @ } @
271\end{tabular}\\
272These benchmark drivers have an outer loop for ``until a sample-worthy amount of execution has happened'' and an inner loop for ``build up the desired-length string.''  It is sensible to doubt that a user should have to care about this difference, yet the STL performs differently in these cases.  Concretely, both cases incur the cost of copying characters into the target string, but only the allocation-fresh case incurs a further reallocation cost, which is generally paid at points of doubling the length.  For the STL, this cost includes obtaining a fresh buffer from the memory allocator and copying older characters into the new buffer, while \CFA-sharing hides such a cost entirely.  The reuse-vs-fresh distinction is only relevant in the current \emph{append} tests.
273
274The \emph{append} tests use the varying-from-1 corpus construction; that is they do not assume away the STL's advantage from small-string optimization.
275
276To discuss: any other case variables introduced in the performance intro
277
278\begin{figure}
279    \includegraphics[width=\textwidth]{string-graph-peq-cppemu.png}
280    \caption{Average time per iteration with one \lstinline{x += y} invocation, comparing \CFA with STL implementations (given \CFA running in STL emulation mode), and comparing the ``fresh'' with ``reused'' reset styles, at various string sizes.}
281    \label{fig:string-graph-peq-cppemu}
282\end{figure}
283
284Figure \ref{fig:string-graph-peq-cppemu} shows this behaviour, by the STL and by \CFA in STL emulation mode.  \CFA reproduces STL's performance, up to a 15\% penalty averaged over the cases shown, diminishing with larger strings, and 50\% in the worst case.  This penalty characterizes the amount of implementation fine tuning done with STL and not done with \CFA in present state.  The larger inherent penalty, for a user mismanaging reuse, is 40\% averaged over the cases shown, is minimally 24\%, shows up consistently between the STL and \CFA implementations, and increases with larger strings.
285
286\begin{figure}
287    \includegraphics[width=\textwidth]{string-graph-peq-sharing.png}
288    \caption{Average time per iteration with one \lstinline{x += y} invocation, comparing \CFA (having implicit sharing activated) with STL, and comparing the ``fresh'' with ``reused'' reset styles, at various string sizes.}
289    \label{fig:string-graph-peq-sharing}
290\end{figure}
291
292In sharing mode, \CFA makes the fresh/reuse difference disappear, as shown in Figure \ref{fig:string-graph-peq-sharing}.  At append lengths 5 and above, \CFA not only splits the two baseline STL cases, but its slowdown of 16\% over (STL with user-managed reuse) is close to the \CFA-v-STL implementation difference seen with \CFA in STL-emulation mode.
293
294\begin{figure}
295    \includegraphics[width=\textwidth]{string-graph-pta-sharing.png}
296    \caption{Average time per iteration with one \lstinline{x = x + y} invocation (new, purple bands), comparing \CFA (having implicit sharing activated) with STL.  For context, the results from Figure \ref{fig:string-graph-peq-sharing} are repeated as the bottom bands.  While not a design goal, and not graphed out, \CFA in STL-emulation mode outperformed STL in this case; user-managed allocation reuse did not affect any of the implementations in this case.}
297    \label{fig:string-graph-pta-sharing}
298\end{figure}
299
300When the user takes a further step beyond the STL's optimal zone, by running @x = x + y@, as in Figure \ref{fig:string-graph-pta-sharing}, the STL's penalty is above $15 \times$ while \CFA's (with sharing) is under $2 \times$, averaged across the cases shown here.  Moreover, the STL's gap increases with string size, while \CFA's converges.
301
302\subsubsection{Test: Pass argument}
303
304To have introduced:  STL string library forces users to think about memory management when communicating values across a function call
305
306STL charges a prohibitive penalty for passing a string by value.  With implicit sharing active, \CFA treats this operation as normal and supported.  This test illustrates a main advantage of the \CFA sharing algorithm.  It also has a case in which STL's small-string optimization provides a successful mitigation.
307
308\begin{figure}
309    \includegraphics[width=\textwidth]{string-graph-pbv.png}
310    \caption{Average time per iteration with one call to a function that takes a by-value string argument, comparing \CFA (having implicit sharing activated) with STL.  (a) With \emph{Varying-from-1} corpus construction, in which the STL-only benefit of small-string optimization occurs, in varying degrees, at all string sizes.  (b) With \emph{Fixed-size} corpus construction, in which this benefit applies exactly to strings with length below 16.  [TODO: show version (b)]}
311    \label{fig:string-graph-pbv}
312\end{figure}
313
314Figure \ref{fig:string-graph-pbv} shows the costs for calling a function that receives a string argument by value.  STL's performance worsens as string length increases, while \CFA has the same performance at all sizes.
315
316The \CFA cost to pass is nontrivial.  The contributor is adding and removing the callee's string handle from the global list.  This cost is $1.5 \times$ to $2 \times$ over STL's when small-string optimization applies, though this cost should be avoidable in the same case, given a \CFA realization of this optimization.  At the larger sizes, when STL has to manage storage for the string, STL runs more than $3 \times$ slower, mainly due to time spent in the general-purpose memory allocator.
317
318
319\subsubsection{Test: Allocate}
320
321This test directly compares the allocation schemes of the \CFA string with sharing, compared with the STL string.  It treats the \CFA scheme as a form of garbage collection, and the STL scheme as an application of malloc-free.  The test shows that \CFA enables faster speed at a cost in memory usage.
322
323A garbage collector, afforded the freedom of managed memory, often runs faster than malloc-free (in an amortized analysis, even though it must occasionally stop to collect) because it is able to use its collection time to move objects.  (In the case of the mini-allocator powering the \CFA string library, objects are runs of text.)  Moving objects lets fresh allocations consume from a large contiguous store of available memory; the ``bump pointer'' book-keeping for such a scheme is very light.  A malloc-free implementation without the freedom to move objects must, in the general case, allocate in the spaces between existing objects; doing so entails the heavier book-keeping to navigate and maintain a linked structure.
324
325A garbage collector keeps allocations around for longer than the using program can reach them.  By contrast, a program using malloc-free (correctly) releases allocations exactly when they are no longer reachable.  Therefore, the same harness will use more memory while running under garbage collection.  A garbage collector can minimize the memory overhead by searching for these dead allocations aggressively, that is, by collecting more often.  Tuned in this way, it spends a lot of time collecting, easily so much as to overwhelm its speed advantage from bump-pointer allocation.  If it is tuned to collect rarely, then it leaves a lot of garbage allocated (waiting to be collected) but gains the advantage of little time spent doing collection.
326
327[TODO: find citations for the above knowledge]
328
329The speed for memory tradeoff is, therefore, standard for comparisons like \CFA--STL string allocations.  The test verifies that it is so and quantifies the returns available.
330
331These tests manipulate a tuning knob that controls how much extra space to use.  Specific values of this knob are not user-visible and are not presented in the results here.  Instead, its two effects (amount of space used and time per operation) are shown.  The independent variable is the liveness target, which is the fraction of the text buffer that is in use at the end of a collection.  The allocator will expand its text buffer during a collection if the actual fraction live exceeds this target.
332
333This experiment's driver allocates strings by constructing a string handle as a local variable then looping over recursive calls.  The time measurement is of nanoseconds per such allocating call.  The arrangement of recursive calls and their fan-out (iterations per recursion level) makes some of the strings long-lived and some of them short-lived.  String lifetime (measured in number of subsequent string allocations) is ?? distributed, because each node in the call tree survives as long as its descendent calls.  The run presented in this section used a call depth of 1000 and a fan-out of 1.006, which means that approximately one call in 167 makes two recursive calls, while the rest make one.  This sizing was chosen to keep the amounts of consumed memory within the machine's last-level cache.
334
335\begin{figure}
336    \includegraphics[width=\textwidth]{string-graph-allocn.png}
337    \caption{Space and time performance, under varying fraction-live targets, for the five string lengths shown, at (\emph{Fixed-size} corpus construction.  [MISSING] The identified clusters are for the default fraction-live target, which is 30\%.  MISSING: STL results, typically just below the 0.5--0.9 \CFA segment.  All runs keep an average of 836 strings live, and the median string lifetime is ?? allocations.}
338    \label{fig:string-graph-allocn}
339\end{figure}
340
341Figure \ref{fig:string-graph-allocn} shows the results of this experiment.  At all string sizes, varying the liveness threshold gives offers speed-for-space tradeoffs relative to STL.  At the default liveness threshold, all measured string sizes see a ??\%--??\% speedup for a ??\%--??\% increase in memory footprint.
342
343
344
345\subsubsection{Test: Normalize}
346
347This test is more applied than the earlier ones.  It combines the effects of several operations.  It also demonstrates a case of the \CFA API allowing user code to perform well, while being written without overt memory management, while achieving similar performance in STL requires adding memory-management complexity.
348
349To motivate: edits being rare
350
351The program is doing a specialized find-replace operation on a large body of text.  In the program under test, the replacement is just to erase a magic character.  But in the larger software problem represented, the rewrite logic belongs to a module that was originally intended to operate on simple, modest-length strings.  The challenge is to apply this packaged function across chunks taken from the large body.  Using the \CFA string library, the most natural way to write the helper module's function also works well in the adapted context.  Using the STL string, the most natural ways to write the helper module's function, given its requirements in isolation, slow down when it is driven in the adapted context.
352
353\begin{lstlisting}
354void processItem( string & item ) {
355    // find issues in item and fix them
356}
357\end{lstlisting}
358
359\section{String I/O}
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