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+2: HOW THE DEVELOPMENT PROCESS WORKS
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+
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+Linux kernel development in the early 1990's was a pretty loose affair,
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+with relatively small numbers of users and developers involved. With a
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+user base in the millions and with some 2,000 developers involved over the
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+course of one year, the kernel has since had to evolve a number of
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+processes to keep development happening smoothly. A solid understanding of
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+how the process works is required in order to be an effective part of it.
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+
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+
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+2.1: THE BIG PICTURE
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+
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+The kernel developers use a loosely time-based release process, with a new
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+major kernel release happening every two or three months. The recent
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+release history looks like this:
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+
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+ 2.6.26 July 13, 2008
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+ 2.6.25 April 16, 2008
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+ 2.6.24 January 24, 2008
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+ 2.6.23 October 9, 2007
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+ 2.6.22 July 8, 2007
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+ 2.6.21 April 25, 2007
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+ 2.6.20 February 4, 2007
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+
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+Every 2.6.x release is a major kernel release with new features, internal
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+API changes, and more. A typical 2.6 release can contain over 10,000
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+changesets with changes to several hundred thousand lines of code. 2.6 is
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+thus the leading edge of Linux kernel development; the kernel uses a
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+rolling development model which is continually integrating major changes.
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+
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+A relatively straightforward discipline is followed with regard to the
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+merging of patches for each release. At the beginning of each development
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+cycle, the "merge window" is said to be open. At that time, code which is
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+deemed to be sufficiently stable (and which is accepted by the development
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+community) is merged into the mainline kernel. The bulk of changes for a
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+new development cycle (and all of the major changes) will be merged during
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+this time, at a rate approaching 1,000 changes ("patches," or "changesets")
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+per day.
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+
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+(As an aside, it is worth noting that the changes integrated during the
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+merge window do not come out of thin air; they have been collected, tested,
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+and staged ahead of time. How that process works will be described in
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+detail later on).
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+
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+The merge window lasts for two weeks. At the end of this time, Linus
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+Torvalds will declare that the window is closed and release the first of
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+the "rc" kernels. For the kernel which is destined to be 2.6.26, for
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+example, the release which happens at the end of the merge window will be
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+called 2.6.26-rc1. The -rc1 release is the signal that the time to merge
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+new features has passed, and that the time to stabilize the next kernel has
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+begun.
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+
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+Over the next six to ten weeks, only patches which fix problems should be
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+submitted to the mainline. On occasion a more significant change will be
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+allowed, but such occasions are rare; developers who try to merge new
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+features outside of the merge window tend to get an unfriendly reception.
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+As a general rule, if you miss the merge window for a given feature, the
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+best thing to do is to wait for the next development cycle. (An occasional
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+exception is made for drivers for previously-unsupported hardware; if they
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+touch no in-tree code, they cannot cause regressions and should be safe to
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+add at any time).
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+
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+As fixes make their way into the mainline, the patch rate will slow over
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+time. Linus releases new -rc kernels about once a week; a normal series
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+will get up to somewhere between -rc6 and -rc9 before the kernel is
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+considered to be sufficiently stable and the final 2.6.x release is made.
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+At that point the whole process starts over again.
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+
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+As an example, here is how the 2.6.25 development cycle went (all dates in
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+2008):
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+
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+ January 24 2.6.24 stable release
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+ February 10 2.6.25-rc1, merge window closes
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+ February 15 2.6.25-rc2
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+ February 24 2.6.25-rc3
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+ March 4 2.6.25-rc4
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+ March 9 2.6.25-rc5
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+ March 16 2.6.25-rc6
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+ March 25 2.6.25-rc7
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+ April 1 2.6.25-rc8
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+ April 11 2.6.25-rc9
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+ April 16 2.6.25 stable release
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+
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+How do the developers decide when to close the development cycle and create
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+the stable release? The most significant metric used is the list of
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+regressions from previous releases. No bugs are welcome, but those which
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+break systems which worked in the past are considered to be especially
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+serious. For this reason, patches which cause regressions are looked upon
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+unfavorably and are quite likely to be reverted during the stabilization
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+period.
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+
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+The developers' goal is to fix all known regressions before the stable
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+release is made. In the real world, this kind of perfection is hard to
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+achieve; there are just too many variables in a project of this size.
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+There comes a point where delaying the final release just makes the problem
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+worse; the pile of changes waiting for the next merge window will grow
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+larger, creating even more regressions the next time around. So most 2.6.x
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+kernels go out with a handful of known regressions though, hopefully, none
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+of them are serious.
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+
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+Once a stable release is made, its ongoing maintenance is passed off to the
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+"stable team," currently comprised of Greg Kroah-Hartman and Chris Wright.
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+The stable team will release occasional updates to the stable release using
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+the 2.6.x.y numbering scheme. To be considered for an update release, a
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+patch must (1) fix a significant bug, and (2) already be merged into the
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+mainline for the next development kernel. Continuing our 2.6.25 example,
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+the history (as of this writing) is:
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+
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+ May 1 2.6.25.1
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+ May 6 2.6.25.2
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+ May 9 2.6.25.3
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+ May 15 2.6.25.4
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+ June 7 2.6.25.5
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+ June 9 2.6.25.6
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+ June 16 2.6.25.7
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+ June 21 2.6.25.8
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+ June 24 2.6.25.9
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+
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+Stable updates for a given kernel are made for approximately six months;
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+after that, the maintenance of stable releases is solely the responsibility
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+of the distributors which have shipped that particular kernel.
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+
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+
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+2.2: THE LIFECYCLE OF A PATCH
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+
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+Patches do not go directly from the developer's keyboard into the mainline
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+kernel. There is, instead, a somewhat involved (if somewhat informal)
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+process designed to ensure that each patch is reviewed for quality and that
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+each patch implements a change which is desirable to have in the mainline.
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+This process can happen quickly for minor fixes, or, in the case of large
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+and controversial changes, go on for years. Much developer frustration
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+comes from a lack of understanding of this process or from attempts to
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+circumvent it.
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+
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+In the hopes of reducing that frustration, this document will describe how
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+a patch gets into the kernel. What follows below is an introduction which
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+describes the process in a somewhat idealized way. A much more detailed
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+treatment will come in later sections.
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+
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+The stages that a patch goes through are, generally:
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+
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+ - Design. This is where the real requirements for the patch - and the way
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+ those requirements will be met - are laid out. Design work is often
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+ done without involving the community, but it is better to do this work
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+ in the open if at all possible; it can save a lot of time redesigning
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+ things later.
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+
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+ - Early review. Patches are posted to the relevant mailing list, and
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+ developers on that list reply with any comments they may have. This
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+ process should turn up any major problems with a patch if all goes
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+ well.
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+
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+ - Wider review. When the patch is getting close to ready for mainline
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+ inclusion, it will be accepted by a relevant subsystem maintainer -
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+ though this acceptance is not a guarantee that the patch will make it
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+ all the way to the mainline. The patch will show up in the maintainer's
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+ subsystem tree and into the staging trees (described below). When the
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+ process works, this step leads to more extensive review of the patch and
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+ the discovery of any problems resulting from the integration of this
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+ patch with work being done by others.
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+
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+ - Merging into the mainline. Eventually, a successful patch will be
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+ merged into the mainline repository managed by Linus Torvalds. More
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+ comments and/or problems may surface at this time; it is important that
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+ the developer be responsive to these and fix any issues which arise.
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+
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+ - Stable release. The number of users potentially affected by the patch
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+ is now large, so, once again, new problems may arise.
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+
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+ - Long-term maintenance. While it is certainly possible for a developer
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+ to forget about code after merging it, that sort of behavior tends to
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+ leave a poor impression in the development community. Merging code
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+ eliminates some of the maintenance burden, in that others will fix
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+ problems caused by API changes. But the original developer should
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+ continue to take responsibility for the code if it is to remain useful
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+ in the longer term.
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+
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+One of the largest mistakes made by kernel developers (or their employers)
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+is to try to cut the process down to a single "merging into the mainline"
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+step. This approach invariably leads to frustration for everybody
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+involved.
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+
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+
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+2.3: HOW PATCHES GET INTO THE KERNEL
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+
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+There is exactly one person who can merge patches into the mainline kernel
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+repository: Linus Torvalds. But, of the over 12,000 patches which went
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+into the 2.6.25 kernel, only 250 (around 2%) were directly chosen by Linus
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+himself. The kernel project has long since grown to a size where no single
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+developer could possibly inspect and select every patch unassisted. The
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+way the kernel developers have addressed this growth is through the use of
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+a lieutenant system built around a chain of trust.
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+
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+The kernel code base is logically broken down into a set of subsystems:
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+networking, specific architecture support, memory management, video
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+devices, etc. Most subsystems have a designated maintainer, a developer
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+who has overall responsibility for the code within that subsystem. These
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+subsystem maintainers are the gatekeepers (in a loose way) for the portion
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+of the kernel they manage; they are the ones who will (usually) accept a
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+patch for inclusion into the mainline kernel.
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+
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+Subsystem maintainers each manage their own version of the kernel source
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+tree, usually (but certainly not always) using the git source management
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+tool. Tools like git (and related tools like quilt or mercurial) allow
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+maintainers to track a list of patches, including authorship information
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+and other metadata. At any given time, the maintainer can identify which
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+patches in his or her repository are not found in the mainline.
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+
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+When the merge window opens, top-level maintainers will ask Linus to "pull"
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+the patches they have selected for merging from their repositories. If
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+Linus agrees, the stream of patches will flow up into his repository,
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+becoming part of the mainline kernel. The amount of attention that Linus
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+pays to specific patches received in a pull operation varies. It is clear
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+that, sometimes, he looks quite closely. But, as a general rule, Linus
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+trusts the subsystem maintainers to not send bad patches upstream.
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+
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+Subsystem maintainers, in turn, can pull patches from other maintainers.
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+For example, the networking tree is built from patches which accumulated
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+first in trees dedicated to network device drivers, wireless networking,
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+etc. This chain of repositories can be arbitrarily long, though it rarely
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+exceeds two or three links. Since each maintainer in the chain trusts
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+those managing lower-level trees, this process is known as the "chain of
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+trust."
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+
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+Clearly, in a system like this, getting patches into the kernel depends on
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+finding the right maintainer. Sending patches directly to Linus is not
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+normally the right way to go.
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+
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+
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+2.4: STAGING TREES
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+
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+The chain of subsystem trees guides the flow of patches into the kernel,
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+but it also raises an interesting question: what if somebody wants to look
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+at all of the patches which are being prepared for the next merge window?
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+Developers will be interested in what other changes are pending to see
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+whether there are any conflicts to worry about; a patch which changes a
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+core kernel function prototype, for example, will conflict with any other
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+patches which use the older form of that function. Reviewers and testers
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+want access to the changes in their integrated form before all of those
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+changes land in the mainline kernel. One could pull changes from all of
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+the interesting subsystem trees, but that would be a big and error-prone
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+job.
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+
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+The answer comes in the form of staging trees, where subsystem trees are
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+collected for testing and review. The older of these trees, maintained by
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+Andrew Morton, is called "-mm" (for memory management, which is how it got
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+started). The -mm tree integrates patches from a long list of subsystem
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+trees; it also has some patches aimed at helping with debugging.
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+
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+Beyond that, -mm contains a significant collection of patches which have
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+been selected by Andrew directly. These patches may have been posted on a
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+mailing list, or they may apply to a part of the kernel for which there is
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+no designated subsystem tree. As a result, -mm operates as a sort of
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+subsystem tree of last resort; if there is no other obvious path for a
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+patch into the mainline, it is likely to end up in -mm. Miscellaneous
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+patches which accumulate in -mm will eventually either be forwarded on to
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+an appropriate subsystem tree or be sent directly to Linus. In a typical
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+development cycle, approximately 10% of the patches going into the mainline
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+get there via -mm.
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+
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+The current -mm patch can always be found from the front page of
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+
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+ http://kernel.org/
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+
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+Those who want to see the current state of -mm can get the "-mm of the
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+moment" tree, found at:
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+
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+ http://userweb.kernel.org/~akpm/mmotm/
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+
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+Use of the MMOTM tree is likely to be a frustrating experience, though;
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+there is a definite chance that it will not even compile.
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+
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+The other staging tree, started more recently, is linux-next, maintained by
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+Stephen Rothwell. The linux-next tree is, by design, a snapshot of what
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+the mainline is expected to look like after the next merge window closes.
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+Linux-next trees are announced on the linux-kernel and linux-next mailing
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+lists when they are assembled; they can be downloaded from:
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+
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+ http://www.kernel.org/pub/linux/kernel/people/sfr/linux-next/
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+
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+Some information about linux-next has been gathered at:
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+
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+ http://linux.f-seidel.de/linux-next/pmwiki/
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+
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+How the linux-next tree will fit into the development process is still
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+changing. As of this writing, the first full development cycle involving
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+linux-next (2.6.26) is coming to an end; thus far, it has proved to be a
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+valuable resource for finding and fixing integration problems before the
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+beginning of the merge window. See http://lwn.net/Articles/287155/ for
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+more information on how linux-next has worked to set up the 2.6.27 merge
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+window.
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+
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+Some developers have begun to suggest that linux-next should be used as the
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+target for future development as well. The linux-next tree does tend to be
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+far ahead of the mainline and is more representative of the tree into which
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+any new work will be merged. The downside to this idea is that the
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+volatility of linux-next tends to make it a difficult development target.
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+See http://lwn.net/Articles/289013/ for more information on this topic, and
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+stay tuned; much is still in flux where linux-next is involved.
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+
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+
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+2.5: TOOLS
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+
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+As can be seen from the above text, the kernel development process depends
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+heavily on the ability to herd collections of patches in various
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+directions. The whole thing would not work anywhere near as well as it
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+does without suitably powerful tools. Tutorials on how to use these tools
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+are well beyond the scope of this document, but there is space for a few
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+pointers.
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+
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+By far the dominant source code management system used by the kernel
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+community is git. Git is one of a number of distributed version control
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+systems being developed in the free software community. It is well tuned
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+for kernel development, in that it performs quite well when dealing with
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+large repositories and large numbers of patches. It also has a reputation
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+for being difficult to learn and use, though it has gotten better over
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+time. Some sort of familiarity with git is almost a requirement for kernel
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+developers; even if they do not use it for their own work, they'll need git
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+to keep up with what other developers (and the mainline) are doing.
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+
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+Git is now packaged by almost all Linux distributions. There is a home
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+page at
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+
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+ http://git.or.cz/
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+
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+That page has pointers to documentation and tutorials. One should be
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+aware, in particular, of the Kernel Hacker's Guide to git, which has
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+information specific to kernel development:
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+
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+ http://linux.yyz.us/git-howto.html
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+
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+Among the kernel developers who do not use git, the most popular choice is
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+almost certainly Mercurial:
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+
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+ http://www.selenic.com/mercurial/
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+
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+Mercurial shares many features with git, but it provides an interface which
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+many find easier to use.
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+
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+The other tool worth knowing about is Quilt:
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+
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+ http://savannah.nongnu.org/projects/quilt/
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+
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+Quilt is a patch management system, rather than a source code management
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+system. It does not track history over time; it is, instead, oriented
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+toward tracking a specific set of changes against an evolving code base.
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+Some major subsystem maintainers use quilt to manage patches intended to go
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+upstream. For the management of certain kinds of trees (-mm, for example),
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+quilt is the best tool for the job.
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+
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+
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+2.6: MAILING LISTS
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+
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+A great deal of Linux kernel development work is done by way of mailing
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+lists. It is hard to be a fully-functioning member of the community
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+without joining at least one list somewhere. But Linux mailing lists also
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+represent a potential hazard to developers, who risk getting buried under a
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+load of electronic mail, running afoul of the conventions used on the Linux
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+lists, or both.
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+
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+Most kernel mailing lists are run on vger.kernel.org; the master list can
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+be found at:
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+
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+ http://vger.kernel.org/vger-lists.html
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+
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+There are lists hosted elsewhere, though; a number of them are at
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+lists.redhat.com.
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+
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+The core mailing list for kernel development is, of course, linux-kernel.
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+This list is an intimidating place to be; volume can reach 500 messages per
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+day, the amount of noise is high, the conversation can be severely
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+technical, and participants are not always concerned with showing a high
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+degree of politeness. But there is no other place where the kernel
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+development community comes together as a whole; developers who avoid this
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+list will miss important information.
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+
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+There are a few hints which can help with linux-kernel survival:
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+
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+- Have the list delivered to a separate folder, rather than your main
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+ mailbox. One must be able to ignore the stream for sustained periods of
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+ time.
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+
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+- Do not try to follow every conversation - nobody else does. It is
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+ important to filter on both the topic of interest (though note that
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+ long-running conversations can drift away from the original subject
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+ without changing the email subject line) and the people who are
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+ participating.
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+
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+- Do not feed the trolls. If somebody is trying to stir up an angry
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+ response, ignore them.
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+
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+- When responding to linux-kernel email (or that on other lists) preserve
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+ the Cc: header for all involved. In the absence of a strong reason (such
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+ as an explicit request), you should never remove recipients. Always make
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+ sure that the person you are responding to is in the Cc: list. This
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+ convention also makes it unnecessary to explicitly ask to be copied on
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+ replies to your postings.
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+
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+- Search the list archives (and the net as a whole) before asking
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+ questions. Some developers can get impatient with people who clearly
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+ have not done their homework.
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+
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+- Avoid top-posting (the practice of putting your answer above the quoted
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+ text you are responding to). It makes your response harder to read and
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+ makes a poor impression.
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+
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+- Ask on the correct mailing list. Linux-kernel may be the general meeting
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+ point, but it is not the best place to find developers from all
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+ subsystems.
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+
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+The last point - finding the correct mailing list - is a common place for
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+beginning developers to go wrong. Somebody who asks a networking-related
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+question on linux-kernel will almost certainly receive a polite suggestion
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+to ask on the netdev list instead, as that is the list frequented by most
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+networking developers. Other lists exist for the SCSI, video4linux, IDE,
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+filesystem, etc. subsystems. The best place to look for mailing lists is
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+in the MAINTAINERS file packaged with the kernel source.
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+
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+
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+2.7: GETTING STARTED WITH KERNEL DEVELOPMENT
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+
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+Questions about how to get started with the kernel development process are
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+common - from both individuals and companies. Equally common are missteps
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+which make the beginning of the relationship harder than it has to be.
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+
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+Companies often look to hire well-known developers to get a development
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+group started. This can, in fact, be an effective technique. But it also
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+tends to be expensive and does not do much to grow the pool of experienced
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+kernel developers. It is possible to bring in-house developers up to speed
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+on Linux kernel development, given the investment of a bit of time. Taking
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+this time can endow an employer with a group of developers who understand
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+the kernel and the company both, and who can help to train others as well.
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+Over the medium term, this is often the more profitable approach.
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+
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+Individual developers are often, understandably, at a loss for a place to
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+start. Beginning with a large project can be intimidating; one often wants
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+to test the waters with something smaller first. This is the point where
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+some developers jump into the creation of patches fixing spelling errors or
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+minor coding style issues. Unfortunately, such patches create a level of
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+noise which is distracting for the development community as a whole, so,
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+increasingly, they are looked down upon. New developers wishing to
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+introduce themselves to the community will not get the sort of reception
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+they wish for by these means.
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+
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+Andrew Morton gives this advice for aspiring kernel developers
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+
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+ The #1 project for all kernel beginners should surely be "make sure
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+ that the kernel runs perfectly at all times on all machines which
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+ you can lay your hands on". Usually the way to do this is to work
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+ with others on getting things fixed up (this can require
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+ persistence!) but that's fine - it's a part of kernel development.
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+
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+(http://lwn.net/Articles/283982/).
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+
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+In the absence of obvious problems to fix, developers are advised to look
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+at the current lists of regressions and open bugs in general. There is
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+never any shortage of issues in need of fixing; by addressing these issues,
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+developers will gain experience with the process while, at the same time,
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+building respect with the rest of the development community.
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