Advanced Operating Systems

(Piazza course site). (Review template, In-class presentations,) Note that numbered entries in the non-required reading section are highly encouraged.

Date Topic Assignments Reading Non-required Reading
Mon 01/25 Course Intro

HW 1 out

1) How (and How Not) to Write a Good Systems Paper (Levin and Redell, SIGOPS OSR, 1983)
2) Medical Devices, The Therac-25 (Levinson, Safeware: System Safety and Computers, 1995)

On Being the Right Size (Haldane, 1928)
You and Your Research(Hamming 1986)
The Wrong Patient (Chassin and Becher, American College of Physicians - American Society of Internal Medicine, 2002)
Radiation Offers New Cures, and Ways to Do Harm (New York Times 2010 flash animation)
The Task of the Referee (Smith)

Mon 02/01 OS Design

HW1 in-class quiz

1) The UNIX Timesharing System (Ritchie and Thompson, SOSP, 1974)  notes
2) Exokernel: An Operating System Architecture for Appliation-Level Resource Management (Engler, Kaashoek, and O'Toole Jr., SOSP, 1995)  notes
3) The Rise of Worse is Better (Richard Gabriel, Lisp: Good News, Bad News, How to Win Big, 1989)

1) The Linux Edge (Linus Torvalds, Open Sources: Voices from the Open Source Revolution 1999)
Singularity: Rethinking the Software Stack (Hunt and Larus, SIGOPS OSR, 2007)
THE (Dijkstra, 1968)
Application performance and Flexibility on Exokernel Systems (Kaashoek, Engler, Ganger, Briceno, Hunt, Mazieres, Pinckney, Grimm, Jannotti, and Mackenzie, SOSP, 1997)
Rethinking the Library OS from the Top Down (Porter, Boyd-Wickizer, Howell, Olinsky, and Hunt, ASPLOS 2011)
On Micro-Kernel Construction (Liedtke, SOSP, 1995)  notes

Mon 02/08 OS Design

Lab 0 due
HW2 due

1) End-to-end Arguments in System Design (Saltzer, Reed, and Clark, TOCS, 1984)  notes
2) Threads and Input/Output in the Synthesis Kernel (Massalin and Pu, SOSP, 1989)  notes

Chapter 6 from Massalin's Thesis (1992)
Protection and the Control of Information Sharing in Multics (Saltzer, 1974)

Mon 02/15 Virtual machines

1) Xen and Art of Virtualization (Barham, Dragovic, Fraser, Hand, Harris, Ho, Neugebaur, Pratt and Warfield, SOSP 2003).  notes
2) Arrakis: The Operating System is the Control Plane (Peter, Li, Zhang, Ports, Woos, Krishnamurthy, Anderson, Roscoe. OSDI, 2014)  notes

1) Are Virtual Machine Monitors Microkernels Done Right? (Hand, Warfield, Fraser, Kotsovinos, and Magenheimer, HotOS 2005)
2) Are Virtual Machine Monitors Microkernels Done Right? (Heiser, Uhlig, and LeVasseur, SIGOPS OSR, 2006)
3) Intel Virtualization Technology (Uhlig, Neiger, Rodgers, Santoni, Martins, Anderson, Bennett, Kagi, Leung, and Smith, IEEE Computer 2005)
4) Intel Virtualization Technology (journal version) (Neiger, Santoni, Leung, Rodgers, Uhlig, Intel Technology Journal 2006)
The Turtles Project: Design and Implementation of Nested Virtualization (Ben-Yehuda, Day, Dubitzky, Factor, Har’El, Gordon, Liguoriz, Wasserman, Yassour, OSDI 2010)
Unix as an Application Process (Golub, USENIX, 1990)

Mon 02/22 mmap, VMs, File sytsems

Lab 1 due

0) Understanding the Linux Kernel (3rd Edition) Chapter 9, Process Address Space (skim)
1) Memory Resource Management in VMware ESX Server (Waldspurger, OSDI, 2002)  notes
2) Crash Consistency: FSCK and Journaling (Chapter 42 in Operating Systems: Three Easy Pieces) (R. Arpaci-Dusseau, A. Arpaci-Dusseau)

Improving the Performance of fsck in FreeBSD (Marshall Kirk McKusick 2013)
Compatibility is not transparency VMM detection myths and realities (Garfinkel, Adams, Warfield, and Franklin, HOTOS, 2007)
Disco: Running Commodity Operating Systems on Scalable Multiprocessors (Bugnion, Devine, and Rosenblum, SOSP, 1997)  notes
Dune: Safe User-level Access to Privileged CPU Features (Belay, Bittau, Mashtizadeh, Terei, Mazieres, Kozyrakis, OSDI 2012)

Wed 02/24 Lab 1 due

Lab 1 due

Mon 02/29 File system

1) The Design and Implementation of a Log-Structured File System (Rosenblum and Ousterhout, TOCS, 1992)  notes
2) Ousterhout's critique of Seltzer's 1993 paper
3) Ousterhout's critique of Seltzer's 1995 paper
4) Seltzer's response to Ousterhout's critiques
5) Ousterhout's response to Seltzer
6) Log structured file systems: There's one in every SSD (Valerie Aurora (formerly Henson)) LWN 2009)

Disks from the Perspective of a File System (Marshall Kirk McKusick, ACM Queue, 2012)
A Fast File System for UNIX (McKusick, Joy, Leffler, and Fabry, TOCS, 1984) notes
An Introduction to Disk Drive Modeling (Ruemmler and Wilkes, 1994)
Soft Updates: A Technique for Eliminating Most Synchronous Writes in the Fast Filesystem (McKusick and Ganger, USENIX, 1999)
Generalized File System Dependences (Frost, Mammarella, Kohler, de los Reyes, Hovsepian, Matsuoka, and Zhang, SOSP 2007)

Mon 03/07 Catch up

Lab 2 due

1) Design and Implementation of the SUN Network Filesystem (Sandberg, Goldberg, Kleiman, Walsh, and Lyon, USENIX, 1985) notes

XDR: External Data Representation Standard (M. Eisler, Ed., RFC 4506, 2006) pdf txt
Remote Procedure Calls (Birrell and Nelson, TOCS, 1984)  notes

Wed 03/09 Exam 1

Exam is on Wednesday evening. 5-9pm, (GDC 4.304)

Mon 03/14 Spring break

Mon 03/21 Data center file systems

1) The Google File System (Ghemawat, Gobioff, and Leung, SOSP, 2003) notes

1) GFS: Evolution on Fast-forward (McKusick and Quinlan, ACM Queue, 2009)

Mon 03/28 Transactions

Lab 3 due

Project Plan DUE

Ordering concurrent events and transactions in Principles of Transaction Processing (second edition by Philip A. Bernstein and Eric Newcomer 2009)  book notes
The Art of Multiprocessor Programming (Maurice Herlihy and Nir Shavit, 2008) 3-3.6  book notes  notes
1) Operating System Transactions (Porter, Hofmann, Rossbach, Benn, and Witchel, SOSP, 2009)
2) TxOS OSDI 2008 rejected intro
3) TxOS ASPLOS 2009 rejected intro
4) TxOS HotOS 2009 intro

Transaction Processing: Concepts and Techniques (Jim Gray and Andreas Reuter 1993) 1.1 - 1.2.5
4.2, 4.7 and 4.7.1, 4.9 and 4.9.1
The Transaction Concept (Gray, 1981)   notes
Linearizability: A Correctness Condition for Concurrent Objects (Herlihy and Wing, TOPLAS, 1990)
Experiences with transactions in QuickSilver (Shmuck and Wyllie, SOSP 1991)

Mon 04/04 Guest lecture Brent Waters

Lab 3 due

Lab 3 writeup due by email by 12:30pm

Mon 04/11 Events and Threads

Revised Project Plan DUE

1) RaceTrack: Efficient Detection of Data Race Conditions via Adaptive Tracking (Yu, Rodeheffer, and Chen, SOSP, 2005) notes
2) The "Double-Checked Locking is Broken" Declaration (Bacon, Bloch, Bogda, Click, Haahr, Lea, May, Maessen, Mitchell, Nilsen, Pugh, Sirer, 2004)
3) Introduction to Non-blocking IO (Kegel 1999)
4) Exchange between Linus Torvalds and David Patterson about parallelism Part 1
5) Part 2
6) Part 3

Eraser: A Dynamic Data Race Detector for Multithreaded Programs (Savage, Burrows, Nelson, Sobalvarro, Anderson, TOCS, 1997)
Experiences with Processes and Monitors in Mesa (Lampson and Redell, Communications of the ACM 23, 2, 1980)  notes
JSR 133 (Java Memory Model FAQ by Manson and Goetz, 2004)
Scheduler Activations (Anderson, Bershad, Lazowska, and Levy, TOCS, 1992)
Event-driven Programming for Robust Software (Dabek, Zeldovich, Kaashoek, Mazieres, and Morris, SIGOPS, 2002)
Why Events Are A Bad Idea (for high-concurrency servers) (von Behren, Condit, and Brewer, HOTOS, 2003)
Cooperative Task Management without Manual Stack Management Adya, Howell, Theimer, Bolosky, Douceur, USENIX 2002)

Mon 04/18 Datacenter computing

1) MapReduce: Simplified Data Processing on Large Clusters (Dean and Ghemawat, OSDI, 2004)
2) MapReduce: A Major Step Backwards (DeWitt and Stonebreaker, 2008)
3) Brewer's CAP Theorem (Browne 2009)

Spanner: Google's Globally-Distributed Database (Corbett, Dean, Epstein, Fikes, Frost, Furman, Ghemawat, Gubarev, Heiser, Hochschild, Hsieh, Kanthak, Kogan, Li, Lloyd, Melnik, Mwaura, Nagle, Quinlan, Rao, Rolig, Saito, Szymaniak, Taylor, Wang and Woodford, OSDI, 2012)
Airavat: Security and Privacy for MapReduce (Roy, Ramadan, Setty, Kilzer, Shmatikov, and Witchel, NSDI 2010)
A Comparison of Approaches to Large-Scale Data Analysis (Pavlo, Paulson, Rasin, Abadi, DeWitt, Madden, Stonebreaker, SIGMOD 2009)
BigTable: A system for Distributed Structured Storage (Chang, Dean, Ghemawat, Hsieh, Wallach, Burrows, Chandra, Fikes, and Gruber, OSDI, 2006) webnotes video
PNUTS: Yahoo!'s Hosted Data Serving Platform (Cooper, Ramakrishnan, Srivastava, Silberstein, Bohannon, Jacobsen, Puz, Weaver, Yereni, VLDB, 2008)
Large-scale Incremental Processing Using Distributed Transactions and Notifications (Peng and Dabek, OSDI 2010)
Dynamo: Amazon’s Highly Avaiable Key-value Store
Resilient Distributed Datasets: A Fault-Tolerant Abstraction for In-Memory Cluster Computing (Zaharia, Chowdhury, Das, Dave, Ma, McCauley, Franklin, Shenker, and Stoica, NSDI 2012)

Mon 04/25 Security

1) Adapting software fault isolation to contemporary CPU architectures (Sehr, Muth, Biffle, Khimenko, Pasko, Schimpf, Yee, Chen, 2010)
2) 17 Mistakes Microsoft Made in the Xbox Security System (Steil, 2005) notes
3) The Many Faces of Systems Research - And How To Evaluate Them (Brown, Chanda, Farrow, Fedorova, Maniatis, Scott, HotOS 2005)
4) The Confused Deputy (Hardy, SIGOPS OSR, 1988)

Overshadow: a virtualization-based approach to retrofitting protection in commodity operating systems (Chen, Garfinkel, Lewis, Subrahmanyam, Waldspurger, Boneh, Dwoskin, Ports, ASPLOS 2008)
InkTag: Secure Applications on an Untrusted Operating System (Hofmann, Dunn, Kim, Lee, Witchel, ASPLOS 2013)
A VMM Security Kernel for the VAX Architecture (Karger, Zurko, Bonin, Mason, Kahn, IEEE Oakland Security, 1990)
Authentication in Distributed Systems : Theory and Practice (Lampson, Abadi, Burrows, and Wobber, TOCS, 1992)  notes
A Logic of Authentication (Burrorws, Abadi, and Needham, TOCS, 1990)  notes
Information flow control for standard OS abstractions (Krohn, Yip, Brodsky, Cliffer, Kaashoek, Kohler, and Morris, SOSP, 2007)
A Decentralized Model for Information Flow Control (Myers and Liskov, SOSP, 1997)
Laminar: Practical Fine-Grained Decentralized Information Flow Control (Roy, Setty, Kilzer, Shmatikov, Witchel, PLDI 2009)
Improving Application Security with Data Flow Assertions (Yip, Wang, Zeldovich, and Kaashoek, SOSP, 2009)
Why Cryptosystems Fail (Anderson, 1994)

Wed 04/27 Exam 2

Exam is on Wednesday evening. 5-8pm (RLM 5.116)

Hints for Computer System Design (Lampson, SIGOPS OSR, 1983)
A Note on the Confinement Problem (Lampson, Communications of ACM, 1973)
Reflections on Trusting Trust <(Thompson, Turing Award Lecture, 1984)

Mon 05/02 Project presentation

In-class Presentation
Project DUE

Tue 05/03 Additional reading

Practical, transparent operating system support for superpages (Navarro, Iyer, Druschel, and Cox, OSDI, 2002)
Machine-Independent Virtual Memory Management for Paged Uniprocessor and Multiprocessor Architectures (Rashid, Tevanian, Young, Golub, Baron, Black, Bolosky, and Chew, 1987)
EROS: A Fast Capability System (Shapiro, Smith, and Farber, SOSP, 1999)
Capsicum: practical capabilities for UNIX (Watson, Anderson, Laurie, Kennaway, USENIX security 2010) < a href=lectures/capsicum.pdf>notes
Klee: Unassisted and Automatic Generation of High-Coverage Tests for Complex Systems Programs (Cadar, Dunbar, and Engler, OSDI, 2008)
A few billion lines of code later: using static analysis to find bugs in the real world (Bessey, Block, Chelf, Chou, Fulton, Hallem, Henri-Gros, Kamsky, McPeak, Engler, CACM v53 no 2, 2010)
Weird things that surprise academics trying to commercialize a static checking tool (Chou, Chelf, Hallem, Hanri-Gros, Fulton, Unangst, Zak, and Engler, SPIN, 2005)

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