<chapter xmlns="http://docbook.org/ns/docbook" version="5.0"
	 xml:id="manual.ext.allocator.bitmap" xreflabel="bitmap_allocator">
<?dbhtml filename="bitmap_allocator.html"?>

<info><title>The bitmap_allocator</title>
  <keywordset>
    <keyword>ISO C++</keyword>
    <keyword>allocator</keyword>
  </keywordset>
</info>


<para>
</para>

<section xml:id="allocator.bitmap.design"><info><title>Design</title></info>


  <para>
    As this name suggests, this allocator uses a bit-map to keep track
    of the used and unused memory locations for its book-keeping
    purposes.
  </para>
  <para>
    This allocator will make use of 1 single bit to keep track of
    whether it has been allocated or not. A bit 1 indicates free,
    while 0 indicates allocated. This has been done so that you can
    easily check a collection of bits for a free block. This kind of
    Bitmapped strategy works best for single object allocations, and
    with the STL type parameterized allocators, we do not need to
    choose any size for the block which will be represented by a
    single bit. This will be the size of the parameter around which
    the allocator has been parameterized. Thus, close to optimal
    performance will result. Hence, this should be used for node based
    containers which call the allocate function with an argument of 1.
  </para>

  <para>
    The bitmapped allocator's internal pool is exponentially growing.
    Meaning that internally, the blocks acquired from the Free List
    Store will double every time the bitmapped allocator runs out of
    memory.
  </para>

  <para>
    The macro <literal>__GTHREADS</literal> decides whether to use
    Mutex Protection around every allocation/deallocation. The state
    of the macro is picked up automatically from the gthr abstraction
    layer.
  </para>

</section>

<section xml:id="allocator.bitmap.impl"><info><title>Implementation</title></info>
<?dbhtml filename="bitmap_allocator_impl.html"?>


<section xml:id="bitmap.impl.free_list_store" xreflabel="Free List Store"><info><title>Free List Store</title></info>


  <para>
    The Free List Store (referred to as FLS for the remaining part of this
    document) is the Global memory pool that is shared by all instances of
    the bitmapped allocator instantiated for any type. This maintains a
    sorted order of all free memory blocks given back to it by the
    bitmapped allocator, and is also responsible for giving memory to the
    bitmapped allocator when it asks for more.
  </para>
  <para>
    Internally, there is a Free List threshold which indicates the
    Maximum number of free lists that the FLS can hold internally
    (cache).  Currently, this value is set at 64. So, if there are
    more than 64 free lists coming in, then some of them will be given
    back to the OS using operator delete so that at any given time the
    Free List's size does not exceed 64 entries. This is done because
    a Binary Search is used to locate an entry in a free list when a
    request for memory comes along.  Thus, the run-time complexity of
    the search would go up given an increasing size, for 64 entries
    however, lg(64) == 6 comparisons are enough to locate the correct
    free list if it exists.
  </para>
  <para>
    Suppose the free list size has reached its threshold, then the
    largest block from among those in the list and the new block will
    be selected and given back to the OS. This is done because it
    reduces external fragmentation, and allows the OS to use the
    larger blocks later in an orderly fashion, possibly merging them
    later. Also, on some systems, large blocks are obtained via calls
    to mmap, so giving them back to free system resources becomes most
    important.
  </para>
  <para>
    The function _S_should_i_give decides the policy that determines
    whether the current block of memory should be given to the
    allocator for the request that it has made. That's because we may
    not always have exact fits for the memory size that the allocator
    requests. We do this mainly to prevent external fragmentation at
    the cost of a little internal fragmentation. Now, the value of
    this internal fragmentation has to be decided by this function. I
    can see 3 possibilities right now. Please add more as and when you
    find better strategies.
  </para>

<orderedlist>
  <listitem><para>Equal size check. Return true only when the 2 blocks are of equal
size.</para></listitem>
  <listitem><para>Difference Threshold: Return true only when the _block_size is
greater than or equal to the _required_size, and if the _BS is &gt; _RS
by a difference of less than some THRESHOLD value, then return true,
else return false. </para></listitem>
  <listitem><para>Percentage Threshold. Return true only when the _block_size is
greater than or equal to the _required_size, and if the _BS is &gt; _RS
by a percentage of less than some THRESHOLD value, then return true,
else return false.</para></listitem>
</orderedlist>

  <para>
    Currently, (3) is being used with a value of 36% Maximum wastage per
    Super Block.
  </para>
</section>

<section xml:id="bitmap.impl.super_block" xreflabel="Super Block"><info><title>Super Block</title></info>


  <para>
    A super block is the block of memory acquired from the FLS from
    which the bitmap allocator carves out memory for single objects
    and satisfies the user's requests. These super blocks come in
    sizes that are powers of 2 and multiples of 32
    (_Bits_Per_Block). Yes both at the same time!  That's because the
    next super block acquired will be 2 times the previous one, and
    also all super blocks have to be multiples of the _Bits_Per_Block
    value.
  </para>
  <para>
    How does it interact with the free list store?
  </para>
  <para>
    The super block is contained in the FLS, and the FLS is responsible for
    getting / returning Super Bocks to and from the OS using operator new
    as defined by the C++ standard.
  </para>
</section>

<section xml:id="bitmap.impl.super_block_data" xreflabel="Super Block Data"><info><title>Super Block Data Layout</title></info>

  <para>
    Each Super Block will be of some size that is a multiple of the
    number of Bits Per Block. Typically, this value is chosen as
    Bits_Per_Byte x sizeof(size_t). On an x86 system, this gives the
    figure 8 x 4 = 32. Thus, each Super Block will be of size 32
    x Some_Value. This Some_Value is sizeof(value_type). For now, let
    it be called 'K'. Thus, finally, Super Block size is 32 x K bytes.
  </para>
  <para>
    This value of 32 has been chosen because each size_t has 32-bits
    and Maximum use of these can be made with such a figure.
  </para>
  <para>
    Consider a block of size 64 ints. In memory, it would look like this:
    (assume a 32-bit system where, size_t is a 32-bit entity).
  </para>

<table frame="all" xml:id="table.bitmap_alloc">
<title>Bitmap Allocator Memory Map</title>

<tgroup cols="5" align="left" colsep="1" rowsep="1">
<colspec colname="c1"/>
<colspec colname="c2"/>
<colspec colname="c3"/>
<colspec colname="c4"/>
<colspec colname="c5"/>

<tbody>
  <row>
    <entry>268</entry>
    <entry>0</entry>
    <entry>4294967295</entry>
    <entry>4294967295</entry>
    <entry>Data -&gt; Space for 64 ints</entry>
  </row>
</tbody>
</tgroup>
</table>

  <para>
    The first Column(268) represents the size of the Block in bytes as
    seen by the Bitmap Allocator. Internally, a global free list is
    used to keep track of the free blocks used and given back by the
    bitmap allocator.  It is this Free List Store that is responsible
    for writing and managing this information. Actually the number of
    bytes allocated in this case would be: 4 + 4 + (4x2) + (64x4) =
    272 bytes, but the first 4 bytes are an addition by the Free List
    Store, so the Bitmap Allocator sees only 268 bytes. These first 4
    bytes about which the bitmapped allocator is not aware hold the
    value 268.
  </para>

  <para>
  What do the remaining values represent?</para>
  <para>
    The 2nd 4 in the expression is the sizeof(size_t) because the
    Bitmapped Allocator maintains a used count for each Super Block,
    which is initially set to 0 (as indicated in the diagram). This is
    incremented every time a block is removed from this super block
    (allocated), and decremented whenever it is given back. So, when
    the used count falls to 0, the whole super block will be given
    back to the Free List Store.
  </para>
  <para>
    The value 4294967295 represents the integer corresponding to the bit
    representation of all bits set: 11111111111111111111111111111111.
  </para>
  <para>
    The 3rd 4x2 is size of the bitmap itself, which is the size of 32-bits
    x 2,
    which is 8-bytes, or 2 x sizeof(size_t).
  </para>
</section>

<section xml:id="bitmap.impl.max_wasted" xreflabel="Max Wasted Percentage"><info><title>Maximum Wasted Percentage</title></info>


  <para>
    This has nothing to do with the algorithm per-se,
    only with some vales that must be chosen correctly to ensure that the
    allocator performs well in a real word scenario, and maintains a good
    balance between the memory consumption and the allocation/deallocation
    speed.
  </para>
  <para>
    The formula for calculating the maximum wastage as a percentage:
  </para>

  <para>
(32 x k + 1) / (2 x (32 x k + 1 + 32 x c)) x 100.
  </para>

  <para>
    where k is the constant overhead per node (e.g., for list, it is
    8 bytes, and for map it is 12 bytes) and c is the size of the
    base type on which the map/list is instantiated. Thus, suppose the
    type1 is int and type2 is double, they are related by the relation
    sizeof(double) == 2*sizeof(int). Thus, all types must have this
    double size relation for this formula to work properly.
  </para>
  <para>
    Plugging-in: For List: k = 8 and c = 4 (int and double), we get:
    33.376%
  </para>

  <para>
For map/multimap: k = 12, and c = 4 (int and double), we get: 37.524%
  </para>
  <para>
    Thus, knowing these values, and based on the sizeof(value_type), we may
    create a function that returns the Max_Wastage_Percentage for us to use.
  </para>

</section>

<section xml:id="bitmap.impl.allocate" xreflabel="Allocate"><info><title><function>allocate</function></title></info>


  <para>
    The allocate function is specialized for single object allocation
    ONLY.  Thus, ONLY if n == 1, will the bitmap_allocator's
    specialized algorithm be used. Otherwise, the request is satisfied
    directly by calling operator new.
  </para>
  <para>
    Suppose n == 1, then the allocator does the following:
  </para>
  <orderedlist>
    <listitem>
      <para>
	Checks to see whether a free block exists somewhere in a region
	of memory close to the last satisfied request. If so, then that
	block is marked as allocated in the bit map and given to the
	user. If not, then (2) is executed.
    </para>
    </listitem>
    <listitem>
      <para>
	Is there a free block anywhere after the current block right
	up to the end of the memory that we have? If so, that block is
	found, and the same procedure is applied as above, and
	returned to the user. If not, then (3) is executed.
    </para>
    </listitem>
    <listitem>
      <para>
	Is there any block in whatever region of memory that we own
	free?  This is done by checking
      </para>
      <itemizedlist>
	<listitem>
	<para>
	The use count for each super block, and if that fails then
	</para>
	</listitem>
	<listitem>
	<para>
	  The individual bit-maps for each super block.
	</para>
	</listitem>
      </itemizedlist>

      <para>
	Note: Here we are never touching any of the memory that the
	user will be given, and we are confining all memory accesses
	to a small region of memory! This helps reduce cache
	misses. If this succeeds then we apply the same procedure on
	that bit-map as (1), and return that block of memory to the
	user. However, if this process fails, then we resort to (4).
	</para>
    </listitem>
    <listitem>
      <para>
	This process involves Refilling the internal exponentially
	growing memory pool. The said effect is achieved by calling
	_S_refill_pool which does the following:
      </para>
      <itemizedlist>
	<listitem>
	  <para>
	    Gets more memory from the Global Free List of the Required
	    size.
	  </para>
	</listitem>
      <listitem>
      <para>
      Adjusts the size for the next call to itself.
      </para>
      </listitem>
      <listitem>
      <para>
      Writes the appropriate headers in the bit-maps.
      </para>
      </listitem>
      <listitem>
	<para>
	Sets the use count for that super-block just allocated to 0
	(zero).
      </para>
      </listitem>
      <listitem>
	<para>
	  All of the above accounts to maintaining the basic invariant
	  for the allocator. If the invariant is maintained, we are
	  sure that all is well. Now, the same process is applied on
	  the newly acquired free blocks, which are dispatched
	  accordingly.
      </para>
      </listitem>
    </itemizedlist>
    </listitem>
</orderedlist>

<para>
Thus, you can clearly see that the allocate function is nothing but a
combination of the next-fit and first-fit algorithm optimized ONLY for
single object allocations.
</para>

</section>

<section xml:id="bitmap.impl.deallocate" xreflabel="Deallocate"><info><title><function>deallocate</function></title></info>

  <para>
    The deallocate function again is specialized for single objects ONLY.
    For all n belonging to &gt; 1, the operator delete is called without
    further ado, and the deallocate function returns.
  </para>
  <para>
    However for n == 1, a series of steps are performed:
  </para>

  <orderedlist>
    <listitem><para>
      We first need to locate that super-block which holds the memory
      location given to us by the user. For that purpose, we maintain
      a static variable _S_last_dealloc_index, which holds the index
      into the vector of block pairs which indicates the index of the
      last super-block from which memory was freed. We use this
      strategy in the hope that the user will deallocate memory in a
      region close to what he/she deallocated the last time around. If
      the check for belongs_to succeeds, then we determine the bit-map
      for the given pointer, and locate the index into that bit-map,
      and mark that bit as free by setting it.
    </para></listitem>
    <listitem><para>
      If the _S_last_dealloc_index does not point to the memory block
      that we're looking for, then we do a linear search on the block
      stored in the vector of Block Pairs. This vector in code is
      called _S_mem_blocks. When the corresponding super-block is
      found, we apply the same procedure as we did for (1) to mark the
      block as free in the bit-map.
    </para></listitem>
  </orderedlist>

  <para>
    Now, whenever a block is freed, the use count of that particular
    super block goes down by 1. When this use count hits 0, we remove
    that super block from the list of all valid super blocks stored in
    the vector.  While doing this, we also make sure that the basic
    invariant is maintained by making sure that _S_last_request and
    _S_last_dealloc_index point to valid locations within the vector.
  </para>
</section>

<section xml:id="bitmap.impl.questions" xreflabel="Questions"><info><title>Questions</title></info>


  <section xml:id="bitmap.impl.question.1" xreflabel="Question 1"><info><title>1</title></info>

    <para>
Q1) The "Data Layout" section is
cryptic. I have no idea of what you are trying to say. Layout of what?
The free-list? Each bitmap? The Super Block?
    </para>
    <para>
      The layout of a Super Block of a given
size. In the example, a super block of size 32 x 1 is taken. The
general formula for calculating the size of a super block is
32 x sizeof(value_type) x 2^n, where n ranges from 0 to 32 for 32-bit
systems.
    </para>
  </section>

  <section xml:id="bitmap.impl.question.2" xreflabel="Question 2"><info><title>2</title></info>

    <para>
      And since I just mentioned the
term `each bitmap', what in the world is meant by it? What does each
bitmap manage? How does it relate to the super block? Is the Super
Block a bitmap as well?
    </para>
    <para>
      Each bitmap is part of a Super Block which is made up of 3 parts
      as I have mentioned earlier.  Re-iterating, 1. The use count,
      2. The bit-map for that Super Block. 3.  The actual memory that
      will be eventually given to the user. Each bitmap is a multiple
      of 32 in size. If there are 32 x (2^3) blocks of single objects
      to be given, there will be '32 x (2^3)' bits present.  Each 32
      bits managing the allocated / free status for 32 blocks. Since
      each size_t contains 32-bits, one size_t can manage up to 32
      blocks' status. Each bit-map is made up of a number of size_t,
      whose exact number for a super-block of a given size I have just
      mentioned.
    </para>
  </section>

  <section xml:id="bitmap.impl.question.3" xreflabel="Question 3"><info><title>3</title></info>

    <para>
      How do the allocate and deallocate functions work in regard to
      bitmaps?
    </para>
    <para>
      The allocate and deallocate functions manipulate the bitmaps and
      have nothing to do with the memory that is given to the user. As
      I have earlier mentioned, a 1 in the bitmap's bit field
      indicates free, while a 0 indicates allocated. This lets us
      check 32 bits at a time to check whether there is at lease one
      free block in those 32 blocks by testing for equality with
      (0). Now, the allocate function will given a memory block find
      the corresponding bit in the bitmap, and will reset it (i.e.,
      make it re-set (0)). And when the deallocate function is called,
      it will again set that bit after locating it to indicate that
      that particular block corresponding to this bit in the bit-map
      is not being used by anyone, and may be used to satisfy future
      requests.
    </para>
    <para>
      e.g.: Consider a bit-map of 64-bits as represented below:
      1111111111111111111111111111111111111111111111111111111111111111
    </para>

    <para>
      Now, when the first request for allocation of a single object
      comes along, the first block in address order is returned. And
      since the bit-maps in the reverse order to that of the address
      order, the last bit (LSB if the bit-map is considered as a
      binary word of 64-bits) is re-set to 0.
    </para>

    <para>
      The bit-map now looks like this:
      1111111111111111111111111111111111111111111111111111111111111110
    </para>
  </section>
</section>

<section xml:id="bitmap.impl.locality" xreflabel="Locality"><info><title>Locality</title></info>

  <para>
    Another issue would be whether to keep the all bitmaps in a
    separate area in memory, or to keep them near the actual blocks
    that will be given out or allocated for the client. After some
    testing, I've decided to keep these bitmaps close to the actual
    blocks. This will help in 2 ways.
  </para>

  <orderedlist>
  <listitem><para>Constant time access for the bitmap themselves, since no kind of
look up will be needed to find the correct bitmap list or its
equivalent.</para></listitem>
  <listitem><para>And also this would preserve the cache as far as possible.</para></listitem>
  </orderedlist>

  <para>
    So in effect, this kind of an allocator might prove beneficial from a
    purely cache point of view. But this allocator has been made to try and
    roll out the defects of the node_allocator, wherein the nodes get
    skewed about in memory, if they are not returned in the exact reverse
    order or in the same order in which they were allocated. Also, the
    new_allocator's book keeping overhead is too much for small objects and
    single object allocations, though it preserves the locality of blocks
    very well when they are returned back to the allocator.
  </para>
</section>

<section xml:id="bitmap.impl.grow_policy" xreflabel="Grow Policy"><info><title>Overhead and Grow Policy</title></info>

  <para>
    Expected overhead per block would be 1 bit in memory. Also, once
    the address of the free list has been found, the cost for
    allocation/deallocation would be negligible, and is supposed to be
    constant time. For these very reasons, it is very important to
    minimize the linear time costs, which include finding a free list
    with a free block while allocating, and finding the corresponding
    free list for a block while deallocating. Therefore, I have
    decided that the growth of the internal pool for this allocator
    will be exponential as compared to linear for
    node_allocator. There, linear time works well, because we are
    mainly concerned with speed of allocation/deallocation and memory
    consumption, whereas here, the allocation/deallocation part does
    have some linear/logarithmic complexity components in it. Thus, to
    try and minimize them would be a good thing to do at the cost of a
    little bit of memory.
  </para>

  <para>
    Another thing to be noted is the pool size will double every time
    the internal pool gets exhausted, and all the free blocks have
    been given away. The initial size of the pool would be
    sizeof(size_t) x 8 which is the number of bits in an integer,
    which can fit exactly in a CPU register. Hence, the term given is
    exponential growth of the internal pool.
  </para>
</section>

</section>

</chapter>