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+.. SPDX-License-Identifier: CC-BY-2.0-UK
+
+************************
+Advanced Kernel Concepts
+************************
+
+.. _kernel-big-picture:
+
+Yocto Project Kernel Development and Maintenance
+================================================
+
+Kernels available through the Yocto Project (Yocto Linux kernels), like
+other kernels, are based off the Linux kernel releases from
+http://www.kernel.org. At the beginning of a major Linux kernel
+development cycle, the Yocto Project team chooses a Linux kernel based
+on factors such as release timing, the anticipated release timing of
+final upstream ``kernel.org`` versions, and Yocto Project feature
+requirements. Typically, the Linux kernel chosen is in the final stages
+of development by the Linux community. In other words, the Linux kernel
+is in the release candidate or "rc" phase and has yet to reach final
+release. But, by being in the final stages of external development, the
+team knows that the ``kernel.org`` final release will clearly be within
+the early stages of the Yocto Project development window.
+
+This balance allows the Yocto Project team to deliver the most
+up-to-date Yocto Linux kernel possible, while still ensuring that the
+team has a stable official release for the baseline Linux kernel
+version.
+
+As implied earlier, the ultimate source for Yocto Linux kernels are
+released kernels from ``kernel.org``. In addition to a foundational
+kernel from ``kernel.org``, the available Yocto Linux kernels contain a
+mix of important new mainline developments, non-mainline developments
+(when no alternative exists), Board Support Package (BSP) developments,
+and custom features. These additions result in a commercially released
+Yocto Project Linux kernel that caters to specific embedded designer
+needs for targeted hardware.
+
+You can find a web interface to the Yocto Linux kernels in the
+:ref:`overview-manual/overview-manual-development-environment:yocto project source repositories`
+at :yocto_git:`/`. If you look at the interface, you will see to
+the left a grouping of Git repositories titled "Yocto Linux Kernel".
+Within this group, you will find several Linux Yocto kernels developed
+and included with Yocto Project releases:
+
+-  *linux-yocto-4.1:* The stable Yocto Project kernel to use with
+   the Yocto Project Release 2.0. This kernel is based on the Linux 4.1
+   released kernel.
+
+-  *linux-yocto-4.4:* The stable Yocto Project kernel to use with
+   the Yocto Project Release 2.1. This kernel is based on the Linux 4.4
+   released kernel.
+
+-  *linux-yocto-4.6:* A temporary kernel that is not tied to any
+   Yocto Project release.
+
+-  *linux-yocto-4.8:* The stable yocto Project kernel to use with
+   the Yocto Project Release 2.2.
+
+-  *linux-yocto-4.9:* The stable Yocto Project kernel to use with
+   the Yocto Project Release 2.3. This kernel is based on the Linux 4.9
+   released kernel.
+
+-  *linux-yocto-4.10:* The default stable Yocto Project kernel to
+   use with the Yocto Project Release 2.3. This kernel is based on the
+   Linux 4.10 released kernel.
+
+-  *linux-yocto-4.12:* The default stable Yocto Project kernel to
+   use with the Yocto Project Release 2.4. This kernel is based on the
+   Linux 4.12 released kernel.
+
+-  *yocto-kernel-cache:* The ``linux-yocto-cache`` contains patches
+   and configurations for the linux-yocto kernel tree. This repository
+   is useful when working on the linux-yocto kernel. For more
+   information on this "Advanced Kernel Metadata", see the
+   ":doc:`kernel-dev-advanced`" Chapter.
+
+-  *linux-yocto-dev:* A development kernel based on the latest
+   upstream release candidate available.
+
+.. note::
+
+   Long Term Support Initiative (LTSI) for Yocto Linux kernels is as
+   follows:
+
+   -  For Yocto Project releases 1.7, 1.8, and 2.0, the LTSI kernel is
+      ``linux-yocto-3.14``.
+
+   -  For Yocto Project releases 2.1, 2.2, and 2.3, the LTSI kernel is
+      ``linux-yocto-4.1``.
+
+   -  For Yocto Project release 2.4, the LTSI kernel is
+      ``linux-yocto-4.9``
+
+   -  ``linux-yocto-4.4`` is an LTS kernel.
+
+Once a Yocto Linux kernel is officially released, the Yocto Project team
+goes into their next development cycle, or upward revision (uprev)
+cycle, while still continuing maintenance on the released kernel. It is
+important to note that the most sustainable and stable way to include
+feature development upstream is through a kernel uprev process.
+Back-porting hundreds of individual fixes and minor features from
+various kernel versions is not sustainable and can easily compromise
+quality.
+
+During the uprev cycle, the Yocto Project team uses an ongoing analysis
+of Linux kernel development, BSP support, and release timing to select
+the best possible ``kernel.org`` Linux kernel version on which to base
+subsequent Yocto Linux kernel development. The team continually monitors
+Linux community kernel development to look for significant features of
+interest. The team does consider back-porting large features if they
+have a significant advantage. User or community demand can also trigger
+a back-port or creation of new functionality in the Yocto Project
+baseline kernel during the uprev cycle.
+
+Generally speaking, every new Linux kernel both adds features and
+introduces new bugs. These consequences are the basic properties of
+upstream Linux kernel development and are managed by the Yocto Project
+team's Yocto Linux kernel development strategy. It is the Yocto Project
+team's policy to not back-port minor features to the released Yocto
+Linux kernel. They only consider back-porting significant technological
+jumps DASH and, that is done after a complete gap analysis. The reason
+for this policy is that back-porting any small to medium sized change
+from an evolving Linux kernel can easily create mismatches,
+incompatibilities and very subtle errors.
+
+The policies described in this section result in both a stable and a
+cutting edge Yocto Linux kernel that mixes forward ports of existing
+Linux kernel features and significant and critical new functionality.
+Forward porting Linux kernel functionality into the Yocto Linux kernels
+available through the Yocto Project can be thought of as a "micro
+uprev." The many "micro uprevs" produce a Yocto Linux kernel version
+with a mix of important new mainline, non-mainline, BSP developments and
+feature integrations. This Yocto Linux kernel gives insight into new
+features and allows focused amounts of testing to be done on the kernel,
+which prevents surprises when selecting the next major uprev. The
+quality of these cutting edge Yocto Linux kernels is evolving and the
+kernels are used in leading edge feature and BSP development.
+
+Yocto Linux Kernel Architecture and Branching Strategies
+========================================================
+
+As mentioned earlier, a key goal of the Yocto Project is to present the
+developer with a kernel that has a clear and continuous history that is
+visible to the user. The architecture and mechanisms, in particular the
+branching strategies, used achieve that goal in a manner similar to
+upstream Linux kernel development in ``kernel.org``.
+
+You can think of a Yocto Linux kernel as consisting of a baseline Linux
+kernel with added features logically structured on top of the baseline.
+The features are tagged and organized by way of a branching strategy
+implemented by the Yocto Project team using the Source Code Manager
+(SCM) Git.
+
+.. note::
+
+   -  Git is the obvious SCM for meeting the Yocto Linux kernel
+      organizational and structural goals described in this section. Not
+      only is Git the SCM for Linux kernel development in ``kernel.org``
+      but, Git continues to grow in popularity and supports many
+      different work flows, front-ends and management techniques.
+
+   -  You can find documentation on Git at
+      http://git-scm.com/documentation. You can also get an
+      introduction to Git as it applies to the Yocto Project in the
+      ":ref:`overview-manual/overview-manual-development-environment:git`" section in the Yocto Project
+      Overview and Concepts Manual. The latter reference provides an
+      overview of Git and presents a minimal set of Git commands that
+      allows you to be functional using Git. You can use as much, or as
+      little, of what Git has to offer to accomplish what you need for
+      your project. You do not have to be a "Git Expert" in order to use
+      it with the Yocto Project.
+
+Using Git's tagging and branching features, the Yocto Project team
+creates kernel branches at points where functionality is no longer
+shared and thus, needs to be isolated. For example, board-specific
+incompatibilities would require different functionality and would
+require a branch to separate the features. Likewise, for specific kernel
+features, the same branching strategy is used.
+
+This "tree-like" architecture results in a structure that has features
+organized to be specific for particular functionality, single kernel
+types, or a subset of kernel types. Thus, the user has the ability to
+see the added features and the commits that make up those features. In
+addition to being able to see added features, the user can also view the
+history of what made up the baseline Linux kernel.
+
+Another consequence of this strategy results in not having to store the
+same feature twice internally in the tree. Rather, the kernel team
+stores the unique differences required to apply the feature onto the
+kernel type in question.
+
+.. note::
+
+   The Yocto Project team strives to place features in the tree such
+   that features can be shared by all boards and kernel types where
+   possible. However, during development cycles or when large features
+   are merged, the team cannot always follow this practice. In those
+   cases, the team uses isolated branches to merge features.
+
+BSP-specific code additions are handled in a similar manner to
+kernel-specific additions. Some BSPs only make sense given certain
+kernel types. So, for these types, the team creates branches off the end
+of that kernel type for all of the BSPs that are supported on that
+kernel type. From the perspective of the tools that create the BSP
+branch, the BSP is really no different than a feature. Consequently, the
+same branching strategy applies to BSPs as it does to kernel features.
+So again, rather than store the BSP twice, the team only stores the
+unique differences for the BSP across the supported multiple kernels.
+
+While this strategy can result in a tree with a significant number of
+branches, it is important to realize that from the developer's point of
+view, there is a linear path that travels from the baseline
+``kernel.org``, through a select group of features and ends with their
+BSP-specific commits. In other words, the divisions of the kernel are
+transparent and are not relevant to the developer on a day-to-day basis.
+From the developer's perspective, this path is the "master" branch in
+Git terms. The developer does not need to be aware of the existence of
+any other branches at all. Of course, value exists in the having these
+branches in the tree, should a person decide to explore them. For
+example, a comparison between two BSPs at either the commit level or at
+the line-by-line code ``diff`` level is now a trivial operation.
+
+The following illustration shows the conceptual Yocto Linux kernel.
+
+.. image:: figures/kernel-architecture-overview.png
+   :align: center
+
+In the illustration, the "Kernel.org Branch Point" marks the specific
+spot (or Linux kernel release) from which the Yocto Linux kernel is
+created. From this point forward in the tree, features and differences
+are organized and tagged.
+
+The "Yocto Project Baseline Kernel" contains functionality that is
+common to every kernel type and BSP that is organized further along in
+the tree. Placing these common features in the tree this way means
+features do not have to be duplicated along individual branches of the
+tree structure.
+
+From the "Yocto Project Baseline Kernel", branch points represent
+specific functionality for individual Board Support Packages (BSPs) as
+well as real-time kernels. The illustration represents this through
+three BSP-specific branches and a real-time kernel branch. Each branch
+represents some unique functionality for the BSP or for a real-time
+Yocto Linux kernel.
+
+In this example structure, the "Real-time (rt) Kernel" branch has common
+features for all real-time Yocto Linux kernels and contains more
+branches for individual BSP-specific real-time kernels. The illustration
+shows three branches as an example. Each branch points the way to
+specific, unique features for a respective real-time kernel as they
+apply to a given BSP.
+
+The resulting tree structure presents a clear path of markers (or
+branches) to the developer that, for all practical purposes, is the
+Yocto Linux kernel needed for any given set of requirements.
+
+.. note::
+
+   Keep in mind the figure does not take into account all the supported
+   Yocto Linux kernels, but rather shows a single generic kernel just
+   for conceptual purposes. Also keep in mind that this structure
+   represents the Yocto Project
+   Source Repositories
+   that are either pulled from during the build or established on the
+   host development system prior to the build by either cloning a
+   particular kernel's Git repository or by downloading and unpacking a
+   tarball.
+
+Working with the kernel as a structured tree follows recognized
+community best practices. In particular, the kernel as shipped with the
+product, should be considered an "upstream source" and viewed as a
+series of historical and documented modifications (commits). These
+modifications represent the development and stabilization done by the
+Yocto Project kernel development team.
+
+Because commits only change at significant release points in the product
+life cycle, developers can work on a branch created from the last
+relevant commit in the shipped Yocto Project Linux kernel. As mentioned
+previously, the structure is transparent to the developer because the
+kernel tree is left in this state after cloning and building the kernel.
+
+Kernel Build File Hierarchy
+===========================
+
+Upstream storage of all the available kernel source code is one thing,
+while representing and using the code on your host development system is
+another. Conceptually, you can think of the kernel source repositories
+as all the source files necessary for all the supported Yocto Linux
+kernels. As a developer, you are just interested in the source files for
+the kernel on which you are working. And, furthermore, you need them
+available on your host system.
+
+Kernel source code is available on your host system several different
+ways:
+
+-  *Files Accessed While using devtool:* ``devtool``, which is
+   available with the Yocto Project, is the preferred method by which to
+   modify the kernel. See the ":ref:`kernel-dev/kernel-dev-intro:kernel modification workflow`" section.
+
+-  *Cloned Repository:* If you are working in the kernel all the time,
+   you probably would want to set up your own local Git repository of
+   the Yocto Linux kernel tree. For information on how to clone a Yocto
+   Linux kernel Git repository, see the
+   ":ref:`kernel-dev/kernel-dev-common:preparing the build host to work on the kernel`"
+   section.
+
+-  *Temporary Source Files from a Build:* If you just need to make some
+   patches to the kernel using a traditional BitBake workflow (i.e. not
+   using the ``devtool``), you can access temporary kernel source files
+   that were extracted and used during a kernel build.
+
+The temporary kernel source files resulting from a build using BitBake
+have a particular hierarchy. When you build the kernel on your
+development system, all files needed for the build are taken from the
+source repositories pointed to by the
+:term:`SRC_URI` variable and gathered
+in a temporary work area where they are subsequently used to create the
+unique kernel. Thus, in a sense, the process constructs a local source
+tree specific to your kernel from which to generate the new kernel
+image.
+
+The following figure shows the temporary file structure created on your
+host system when you build the kernel using Bitbake. This
+:term:`Build Directory` contains all the
+source files used during the build.
+
+.. image:: figures/kernel-overview-2-generic.png
+   :align: center
+
+Again, for additional information on the Yocto Project kernel's
+architecture and its branching strategy, see the
+":ref:`kernel-dev/kernel-dev-concepts-appx:yocto linux kernel architecture and branching strategies`"
+section. You can also reference the
+":ref:`kernel-dev/kernel-dev-common:using \`\`devtool\`\` to patch the kernel`"
+and
+":ref:`kernel-dev/kernel-dev-common:using traditional kernel development to patch the kernel`"
+sections for detailed example that modifies the kernel.
+
+Determining Hardware and Non-Hardware Features for the Kernel Configuration Audit Phase
+=======================================================================================
+
+This section describes part of the kernel configuration audit phase that
+most developers can ignore. For general information on kernel
+configuration including ``menuconfig``, ``defconfig`` files, and
+configuration fragments, see the
+":ref:`kernel-dev/kernel-dev-common:configuring the kernel`" section.
+
+During this part of the audit phase, the contents of the final
+``.config`` file are compared against the fragments specified by the
+system. These fragments can be system fragments, distro fragments, or
+user-specified configuration elements. Regardless of their origin, the
+OpenEmbedded build system warns the user if a specific option is not
+included in the final kernel configuration.
+
+By default, in order to not overwhelm the user with configuration
+warnings, the system only reports missing "hardware" options as they
+could result in a boot failure or indicate that important hardware is
+not available.
+
+To determine whether or not a given option is "hardware" or
+"non-hardware", the kernel Metadata in ``yocto-kernel-cache`` contains
+files that classify individual or groups of options as either hardware
+or non-hardware. To better show this, consider a situation where the
+``yocto-kernel-cache`` contains the following files:
+::
+
+   yocto-kernel-cache/features/drm-psb/hardware.cfg
+   yocto-kernel-cache/features/kgdb/hardware.cfg
+   yocto-kernel-cache/ktypes/base/hardware.cfg
+   yocto-kernel-cache/bsp/mti-malta32/hardware.cfg
+   yocto-kernel-cache/bsp/qemu-ppc32/hardware.cfg
+   yocto-kernel-cache/bsp/qemuarma9/hardware.cfg
+   yocto-kernel-cache/bsp/mti-malta64/hardware.cfg
+   yocto-kernel-cache/bsp/arm-versatile-926ejs/hardware.cfg
+   yocto-kernel-cache/bsp/common-pc/hardware.cfg
+   yocto-kernel-cache/bsp/common-pc-64/hardware.cfg
+   yocto-kernel-cache/features/rfkill/non-hardware.cfg
+   yocto-kernel-cache/ktypes/base/non-hardware.cfg
+   yocto-kernel-cache/features/aufs/non-hardware.kcf
+   yocto-kernel-cache/features/ocf/non-hardware.kcf
+   yocto-kernel-cache/ktypes/base/non-hardware.kcf
+   yocto-kernel-cache/ktypes/base/hardware.kcf
+   yocto-kernel-cache/bsp/qemu-ppc32/hardware.kcf
+
+The following list
+provides explanations for the various files:
+
+-  ``hardware.kcf``: Specifies a list of kernel Kconfig files that
+   contain hardware options only.
+
+-  ``non-hardware.kcf``: Specifies a list of kernel Kconfig files that
+   contain non-hardware options only.
+
+-  ``hardware.cfg``: Specifies a list of kernel ``CONFIG_`` options that
+   are hardware, regardless of whether or not they are within a Kconfig
+   file specified by a hardware or non-hardware Kconfig file (i.e.
+   ``hardware.kcf`` or ``non-hardware.kcf``).
+
+-  ``non-hardware.cfg``: Specifies a list of kernel ``CONFIG_`` options
+   that are not hardware, regardless of whether or not they are within a
+   Kconfig file specified by a hardware or non-hardware Kconfig file
+   (i.e. ``hardware.kcf`` or ``non-hardware.kcf``).
+
+Here is a specific example using the
+``kernel-cache/bsp/mti-malta32/hardware.cfg``:
+::
+
+   CONFIG_SERIAL_8250
+   CONFIG_SERIAL_8250_CONSOLE
+   CONFIG_SERIAL_8250_NR_UARTS
+   CONFIG_SERIAL_8250_PCI
+   CONFIG_SERIAL_CORE
+   CONFIG_SERIAL_CORE_CONSOLE
+   CONFIG_VGA_ARB
+
+The kernel configuration audit automatically detects
+these files (hence the names must be exactly the ones discussed here),
+and uses them as inputs when generating warnings about the final
+``.config`` file.
+
+A user-specified kernel Metadata repository, or recipe space feature,
+can use these same files to classify options that are found within its
+``.cfg`` files as hardware or non-hardware, to prevent the OpenEmbedded
+build system from producing an error or warning when an option is not in
+the final ``.config`` file.