source: doc/theses/thierry_delisle_PhD/thesis/text/conclusion.tex@ 7e5da64

\chapter{Conclusion}\label{conclusion}

Building the \CFA runtime has been a challenging project.
The work was divided between high-level concurrency design and a user-level threading runtime (Masters thesis), and low-level support of the user-level runtime using OS kernel-threading and its (multiple) I/O subsystems (Ph.D. thesis).
Because I am the main developer for both components of this project, there is strong continuity across the design and implementation.
This continuity provides a consistent approach to advanced control-flow and concurrency, with easier development, management and maintenance of the runtime in the future.

I believed my Masters work would provide the background to make the Ph.D work reasonably straightforward.
However, in doing so I discovered two expected challenges.
First, while modern symmetric multiprocessing CPU have a significant penalties for communicating across cores, state-of-the-art work-stealing schedulers are very effective a avoid the need for communication in many common workloads.
This leaves very little space for adding fairness guarantees without notable performance penalties.
Second, the kernel locking, threading, and I/O in the Linux operating system offers very little flexibility of use.
There are multiple concurrency aspects in Linux that require carefully following a strict procedure in order to achieve acceptable performance.
To be fair, many of these concurrency aspects were designed 30-40 years ago, when there were few multi-processor computers and concurrency knowledge was just developing.
It is unfortunate that little has changed in the intervening years.

Also, my decision to use @io_uring@ was both a positive and negative.
The positive is that @io_uring@ supports the panoply of I/O mechanisms in Linux;
hence, the \CFA runtime uses one I/O mechanism to provide non-blocking I/O, rather than using @select@ to handle TTY I/O, @epoll@ to handle network I/O, and managing a thread pool to handle disk I/O.
Merging all these different I/O mechanisms into a coherent scheduling implementation would require a much more work than what is present in this thesis, as well as detailed knowledge of the I/O mechanisms in Linux.
The negative is that @io_uring@ is new and developing.
As a result, there is limited documentation, few places to find usage examples, and multiple errors that required workarounds.
Given what I now know about @io_uring@, I would say it is insufficiently coupled with the Linux kernel to properly handle non-blocking I/O.
It does not seem to reach deep into the Kernel's handling of \io, and as such it must contend with the same realities that users of epoll must contend with.
Specifically, in cases where @O_NONBLOCK@ behaves as desired, operations must still be retried.
To preserve the illusion of asynchronicity, this requires delegating operations to kernel threads.
This is also true of cases where @O_NONBLOCK@ does not prevent blocking.
Spinning up internal kernel threads to handle blocking scenarios is what developers already do outside of the kernel, and managing these threads adds significant burden to the system.
Nonblocking I/O should not be handled in this way.

\section{Goals}

The underlying goal of this thesis is scheduling the complex hardware components that make up a computer to provide good utilization and fairness.
However, direct hardware scheduling is only possible in the OS.
Instead, this thesis is performing arms-length application scheduling of the hardware components through a complex set of OS interfaces that indirectly manipulate the hardware components.
Couple that with the OS running multiple applications with its own goals for scheduling among them.
Hence, my goal became the battle of two schedulers.

This work focusses on efficient and fair scheduling of the multiple CPUs, which are ubiquitous on all modern computers.
The levels of indirection to the CPUs are:
\begin{itemize}
\item
The \CFA presentation of concurrency through multiple high-level language constructs.
\item
The OS presentation of concurrency through multiple kernel threads within an application.
\item
The OS and library presentation of disk and network I/O, and many secondary library routines that directly and indirectly use these mechanisms.
\end{itemize}
The key aspect of all of these mechanisms is that control flow can block, which is the enemy of the scheduler.
Fundamentally, scheduling needs to understand all the mechanisms used by threads that affect their state changes.

Interestingly, there is another major hardware component that affects threading: memory.
How memory is organized, and when it is acquired and released, has a significant affect on thread scheduling.
To this end, I worked closely with another graduate student, Mubeen Zulfiqar, in the development of a new memory allocator for \CFA.
(See Mubeen's thesis~\cite{Zulfiqar22} for a discussion of how threading is managed in the \CFA memory-allocator.)

% An important aspect of this approach to threading is how threads are scheduled.
As \CFA aims to increase productivity and safety of C, while maintaining its performance, this places a huge burden on the \CFA runtime to achieve these goals.
Productivity and safety manifest in removing scheduling pitfalls in the efficient usage of the threading runtime.
Performance manifests in making efficient use of the underlying kernel threads that provide indirect access to the CPUs.

This thesis achieves its stated contributes by presenting:
\begin{enumerate}[leftmargin=*]
\item
A scalable low-latency scheduler that offers improved starvation prevention (progress guarantee) compared to other state-of-the-art schedulers, including NUMA awareness.
\item
The scheduler demonstrates a core algorithm that provides increased fairness through helping, as well as optimizations which virtually remove the cost of this fairness.
\item
An implementation of user-level \io blocking is incorporated into the scheduler, which achieves the same performance and fairness balance as the scheduler itself.
\item
These core algorithms are further extended with a low-latency idle-sleep mechanism, which allows the \CFA runtime to stay viable for workloads that do not consistently saturate the system.
\end{enumerate}
Finally, the complete scheduler is fairly simple with low-cost execution, meaning the total cost of scheduling during thread state changes is low.

\section{Future Work}
While the \CFA runtime achieves a better compromise, in term of performance and fairness, than other schedulers, I believe further improvements can be made to reduce or eliminate the few cases where performance does deteriorate.
Fundamentally, achieving performance and starvation freedom will always be goals with opposing needs even outside of scheduling algorithms.

\subsection{Idle Sleep}
A difficult challenge, not fully address in this thesis, is idle-sleep.
While a correct and somewhat low-cost idle-sleep mechanism is presented, several of the benchmarks show notable performance degradation when too few \ats are present in the system.
The idle sleep mechanism could therefore benefit from a reduction of spurious cases of sleeping.
Furthermore, this thesis did not present any heuristic for when \procs should be put to sleep and when \procs should be woken up.
While relaxed timestamps and topology awareness made a notable improvements in performance, neither of these techniques are used for the idle-sleep mechanism.

Here are opportunities where these techniques could be use:
\begin{itemize}
\item
The mechanism uses a hand-shake between notification and sleep to ensure that no \at is missed.
\item
The correctness of that hand-shake is critical when the last \proc goes to sleep but could be relaxed when several \procs are awake.
\item
Furthermore, organizing the sleeping \procs as a LIFO stack makes sense to keep cold \procs as cold as possible, but it might be more appropriate to attempt to keep cold CPU sockets instead.
\end{itemize}
However, using these techniques would require significant investigation.
For example, keeping a CPU socket cold might be appropriate for power consumption reasons but can affect overall memory bandwidth.
The balance between these approaches is not obvious.

\subsection{Hardware}
One challenge that needed to be overcome for this thesis is that the modern x86-64 processors has very few tools to implement fairness.
\Glspl{proc} attempting to help each other inherently cause cache-coherence traffic.
However, as mentioned in Section~\ref{helping}, relaxed requirements mean this traffic is not necessarily productive.
In cases like this one, there is an opportunity to improve performance by extending the hardware.

Many different extensions are suitable here.
For example, when attempting to read remote timestamps for helping, it would be useful to allow cancelling the remote read if it leads to significant latency.
If the latency is due to a recent cache invalidation, it is unlikely the timestamp is old and that helping is needed.
As such, simply moving on without the result is likely to be acceptable.
Another option would be to read multiple memory addresses and only wait for \emph{one of} these reads to retire.
This approach has a similar effect, where cache-lines with more traffic would be waited on less often.
In both of these examples, some care is needed to ensure that reads to an address \emph{sometime} retire.

Note, this idea is similar to \newterm{Hardware Transactional Memory}~\cite{HTM}, which allows groups of instructions to be aborted and rolled-back if they encounter memory conflicts when being retired.
However, I believe this feature is generally aimed at large groups of instructions.
A more fine-grained approach may be more amenable by carefully picking which aspects of an algorithm require exact correctness and which do not.