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File system
File system
from Wikipedia

In computing, a file system or filesystem (often abbreviated to FS or fs) governs file organization and access. A local file system is a capability of an operating system that services the applications running on the same computer.[1][2] A distributed file system is a protocol that provides file access between networked computers.

A file system provides a data storage service that allows applications to share mass storage. Without a file system, applications could access the storage in incompatible ways that lead to resource contention, data corruption and data loss.

There are many file system designs and implementations – with various structure and features and various resulting characteristics such as speed, flexibility, security, size and more.

File systems have been developed for many types of storage devices, including hard disk drives (HDDs), solid-state drives (SSDs), magnetic tapes and optical discs.[3]

A portion of the computer main memory can be set up as a RAM disk that serves as a storage device for a file system. File systems such as tmpfs can store files in virtual memory.

A virtual file system provides access to files that are either computed on request, called virtual files (see procfs and sysfs), or are mapping into another, backing storage.

Etymology

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From c. 1900 and before the advent of computers the terms file system, filing system and system for filing were used to describe methods of organizing, storing and retrieving paper documents.[4] By 1961, the term file system was being applied to computerized filing alongside the original meaning.[5] By 1964, it was in general use.[6]

Architecture

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A local file system's architecture can be described as layers of abstraction even though a particular file system design may not actually separate the concepts.[7]

The logical file system layer provides relatively high-level access via an application programming interface (API) for file operations including open, close, read and write – delegating operations to lower layers. This layer manages open file table entries and per-process file descriptors.[8] It provides file access, directory operations, security and protection.[7]

The virtual file system, an optional layer, supports multiple concurrent instances of physical file systems, each of which is called a file system implementation.[8]

The physical file system layer provides relatively low-level access to a storage device (e.g. disk). It reads and writes data blocks, provides buffering and other memory management and controls placement of blocks in specific locations on the storage medium. This layer uses device drivers or channel I/O to drive the storage device.[7]

Attributes

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File names

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A file name, or filename, identifies a file to consuming applications and in some cases users.

A file name is unique so that an application can refer to exactly one file for a particular name. If the file system supports directories, then generally file name uniqueness is enforced within the context of each directory. In other words, a storage can contain multiple files with the same name, but not in the same directory.

Most file systems restrict the length of a file name.

Some file systems match file names as case sensitive and others as case insensitive. For example, the names MYFILE and myfile match the same file for case insensitive, but different files for case sensitive.

Most modern file systems allow a file name to contain a wide range of characters from the Unicode character set. Some restrict characters such as those used to indicate special attributes such as a device, device type, directory prefix, file path separator, or file type.

Directories

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File systems typically support organizing files into directories, also called folders, which segregate files into groups.

This may be implemented by associating the file name with an index in a table of contents or an inode in a Unix-like file system.

Directory structures may be flat (i.e. linear), or allow hierarchies by allowing a directory to contain directories, called subdirectories.

The first file system to support arbitrary hierarchies of directories was used in the Multics operating system.[9] The native file systems of Unix-like systems also support arbitrary directory hierarchies, as do, Apple's Hierarchical File System and its successor HFS+ in classic Mac OS, the FAT file system in MS-DOS 2.0 and later versions of MS-DOS and in Microsoft Windows, the NTFS file system in the Windows NT family of operating systems, and the ODS-2 (On-Disk Structure-2) and higher levels of the Files-11 file system in OpenVMS.

Metadata

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In addition to data, the file content, a file system also manages associated metadata which may include but is not limited to:

A file system stores associated metadata separate from the content of the file.

Most file systems store the names of all the files in one directory in one place—the directory table for that directory—which is often stored like any other file. Many file systems put only some of the metadata for a file in the directory table, and the rest of the metadata for that file in a completely separate structure, such as the inode.

Most file systems also store metadata not associated with any one particular file. Such metadata includes information about unused regions—free space bitmap, block availability map—and information about bad sectors. Often such information about an allocation group is stored inside the allocation group itself.

Additional attributes can be associated on file systems, such as NTFS, XFS, ext2, ext3, some versions of UFS, and HFS+, using extended file attributes. Some file systems provide for user defined attributes such as the author of the document, the character encoding of a document or the size of an image.

Some file systems allow for different data collections to be associated with one file name. These separate collections may be referred to as streams or forks. Apple has long used a forked file system on the Macintosh, and Microsoft supports streams in NTFS. Some file systems maintain multiple past revisions of a file under a single file name; the file name by itself retrieves the most recent version, while prior saved version can be accessed using a special naming convention such as "filename;4" or "filename(-4)" to access the version four saves ago.

See comparison of file systems § Metadata for details on which file systems support which kinds of metadata.

Storage space organization

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A local file system tracks which areas of storage belong to which file and which are not being used.

When a file system creates a file, it allocates space for data. Some file systems permit or require specifying an initial space allocation and subsequent incremental allocations as the file grows.

To delete a file, the file system records that the file's space is free; available to use for another file.

An example of slack space, demonstrated with 4,096-byte NTFS clusters: 100,000 files, each five bytes per file, which equal to 500,000 bytes of actual data but require 409,600,000 bytes of disk space to store

A local file system manages storage space to provide a level of reliability and efficiency. Generally, it allocates storage device space in a granular manner, usually multiple physical units (i.e. bytes). For example, in Apple DOS of the early 1980s, 256-byte sectors on 140 kilobyte floppy disk used a track/sector map.[citation needed]

The granular nature results in unused space, sometimes called slack space, for each file except for those that have the rare size that is a multiple of the granular allocation.[10] For a 512-byte allocation, the average unused space is 256 bytes. For 64 KB clusters, the average unused space is 32 KB.

Generally, the allocation unit size is set when the storage is configured. Choosing a relatively small size compared to the files stored, results in excessive access overhead. Choosing a relatively large size results in excessive unused space. Choosing an allocation size based on the average size of files expected to be in the storage tends to minimize unusable space.

Fragmentation

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File systems may become fragmented

As a file system creates, modifies and deletes files, the underlying storage representation may become fragmented. Files and the unused space between files will occupy allocation blocks that are not contiguous.

A file becomes fragmented if space needed to store its content cannot be allocated in contiguous blocks. Free space becomes fragmented when files are deleted.[11]

Fragmentation is invisible to the end user and the system still works correctly. However, this can degrade performance on some storage hardware that works better with contiguous blocks such as hard disk drives. Other hardware such as solid-state drives are not affected by fragmentation.

Access control

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A file system often supports access control of data that it manages.

The intent of access control is often to prevent certain users from reading or modifying certain files.

Access control can also restrict access by program in order to ensure that data is modified in a controlled way. Examples include passwords stored in the metadata of the file or elsewhere and file permissions in the form of permission bits, access control lists, or capabilities. The need for file system utilities to be able to access the data at the media level to reorganize the structures and provide efficient backup usually means that these are only effective for polite users but are not effective against intruders.

Methods for encrypting file data are sometimes included in the file system. This is very effective since there is no need for file system utilities to know the encryption seed to effectively manage the data. The risks of relying on encryption include the fact that an attacker can copy the data and use brute force to decrypt the data. Additionally, losing the seed means losing the data.

Storage quota

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Example of qgroup (quota group) of a btrfs filesystem

Some operating systems allow a system administrator to enable disk quotas to limit a user's use of storage space.

Data integrity

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A file system typically ensures that stored data remains consistent in both normal operations as well as exceptional situations like:

  • accessing program neglects to inform the file system that it has completed file access (to close a file)
  • accessing program terminates abnormally (crashes)
  • media failure
  • loss of connection to remote systems
  • operating system failure
  • system reset (soft reboot)
  • power failure (hard reboot)

Recovery from exceptional situations may include updating metadata, directory entries and handling data that was buffered but not written to storage media.

Recording

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A file system might record events to allow analysis of issues such as:

  • file or systemic problems and performance
  • nefarious access

Data access

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Byte stream access

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Many file systems access data as a stream of bytes. Typically, to read file data, a program provides a memory buffer and the file system retrieves data from the medium and then writes the data to the buffer. A write involves the program providing a buffer of bytes that the file system reads and then stores to the medium.

Record access

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Some file systems, or layers on top of a file system, allow a program to define a record so that a program can read and write data as a structure; not an unorganized sequence of bytes.

If a fixed length record definition is used, then locating the nth record can be calculated mathematically, which is relatively fast compared to parsing the data for record separators.

An identification for each record, also known as a key, allows a program to read, write and update records without regard to their location in storage. Such storage requires managing blocks of media, usually separating key blocks and data blocks. Efficient algorithms can be developed with pyramid structures for locating records.[12]

Utilities

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Typically, a file system can be managed by the user via various utility programs.

Some utilities allow the user to create, configure and remove an instance of a file system. It may allow extending or truncating the space allocated to the file system.

Directory utilities may be used to create, rename and delete directory entries, which are also known as dentries (singular: dentry),[13] and to alter metadata associated with a directory. Directory utilities may also include capabilities to create additional links to a directory (hard links in Unix), to rename parent links (".." in Unix-like operating systems),[clarification needed] and to create bidirectional links to files.

File utilities create, list, copy, move and delete files, and alter metadata. They may be able to truncate data, truncate or extend space allocation, append to, move, and modify files in-place. Depending on the underlying structure of the file system, they may provide a mechanism to prepend to or truncate from the beginning of a file, insert entries into the middle of a file, or delete entries from a file. Utilities to free space for deleted files, if the file system provides an undelete function, also belong to this category.

Some file systems defer operations such as reorganization of free space, secure erasing of free space, and rebuilding of hierarchical structures by providing utilities to perform these functions at times of minimal activity. An example is the file system defragmentation utilities.

Some of the most important features of file system utilities are supervisory activities which may involve bypassing ownership or direct access to the underlying device. These include high-performance backup and recovery, data replication, and reorganization of various data structures and allocation tables within the file system.

File system API

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Utilities, libraries and programs use file system APIs to make requests of the file system. These include data transfer, positioning, updating metadata, managing directories, managing access specifications, and removal.

Multiple file systems within a single system

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Frequently, retail systems are configured with a single file system occupying the entire storage device.

Another approach is to partition the disk so that several file systems with different attributes can be used. One file system, for use as browser cache or email storage, might be configured with a small allocation size. This keeps the activity of creating and deleting files typical of browser activity in a narrow area of the disk where it will not interfere with other file allocations. Another partition might be created for the storage of audio or video files with a relatively large block size. Yet another may normally be set read-only and only periodically be set writable. Some file systems, such as ZFS and APFS, support multiple file systems sharing a common pool of free blocks, supporting several file systems with different attributes without having to reserved a fixed amount of space for each file system.[14][15]

A third approach, which is mostly used in cloud systems, is to use "disk images" to house additional file systems, with the same attributes or not, within another (host) file system as a file. A common example is virtualization: one user can run an experimental Linux distribution (using the ext4 file system) in a virtual machine under their production Windows environment (using NTFS). The ext4 file system resides in a disk image, which is treated as a file (or multiple files, depending on the hypervisor and settings) in the NTFS host file system.

Having multiple file systems on a single system has the additional benefit that in the event of a corruption of a single file system, the remaining file systems will frequently still be intact. This includes virus destruction of the system file system or even a system that will not boot. File system utilities which require dedicated access can be effectively completed piecemeal. In addition, defragmentation may be more effective. Several system maintenance utilities, such as virus scans and backups, can also be processed in segments. For example, it is not necessary to backup the file system containing videos along with all the other files if none have been added since the last backup. As for the image files, one can easily "spin off" differential images which contain only "new" data written to the master (original) image. Differential images can be used for both safety concerns (as a "disposable" system - can be quickly restored if destroyed or contaminated by a virus, as the old image can be removed and a new image can be created in matter of seconds, even without automated procedures) and quick virtual machine deployment (since the differential images can be quickly spawned using a script in batches).

Types

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Disk file systems

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A disk file system takes advantages of the ability of disk storage media to randomly address data in a short amount of time. Additional considerations include the speed of accessing data following that initially requested and the anticipation that the following data may also be requested. This permits multiple users (or processes) access to various data on the disk without regard to the sequential location of the data. Examples include FAT (FAT12, FAT16, FAT32), exFAT, NTFS, ReFS, HFS and HFS+, HPFS, APFS, UFS, ext2, ext3, ext4, XFS, btrfs, Files-11, Veritas File System, VMFS, ZFS, ReiserFS, NSS and ScoutFS. Some disk file systems are journaling file systems or versioning file systems.

Optical discs

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ISO 9660 and Universal Disk Format (UDF) are two common formats that target Compact Discs, DVDs and Blu-ray discs. Mount Rainier is an extension to UDF supported since 2.6 series of the Linux kernel and since Windows Vista that facilitates rewriting to DVDs.

Flash file systems

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A flash file system considers the special abilities, performance and restrictions of flash memory devices. Frequently a disk file system can use a flash memory device as the underlying storage media, but it is much better to use a file system specifically designed for a flash device.[16]

Tape file systems

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A tape file system is a file system and tape format designed to store files on tape. Magnetic tapes are sequential storage media with significantly longer random data access times than disks, posing challenges to the creation and efficient management of a general-purpose file system.

In a disk file system there is typically a master file directory, and a map of used and free data regions. Any file additions, changes, or removals require updating the directory and the used/free maps. Random access to data regions is measured in milliseconds so this system works well for disks.

Tape requires linear motion to wind and unwind potentially very long reels of media. This tape motion may take several seconds to several minutes to move the read/write head from one end of the tape to the other.

Consequently, a master file directory and usage map can be extremely slow and inefficient with tape. Writing typically involves reading the block usage map to find free blocks for writing, updating the usage map and directory to add the data, and then advancing the tape to write the data in the correct spot. Each additional file write requires updating the map and directory and writing the data, which may take several seconds to occur for each file.

Tape file systems instead typically allow for the file directory to be spread across the tape intermixed with the data, referred to as streaming, so that time-consuming and repeated tape motions are not required to write new data.

However, a side effect of this design is that reading the file directory of a tape usually requires scanning the entire tape to read all the scattered directory entries. Most data archiving software that works with tape storage will store a local copy of the tape catalog on a disk file system, so that adding files to a tape can be done quickly without having to rescan the tape media. The local tape catalog copy is usually discarded if not used for a specified period of time, at which point the tape must be re-scanned if it is to be used in the future.

IBM has developed a file system for tape called the Linear Tape File System. The IBM implementation of this file system has been released as the open-source IBM Linear Tape File System — Single Drive Edition (LTFS-SDE) product. The Linear Tape File System uses a separate partition on the tape to record the index meta-data, thereby avoiding the problems associated with scattering directory entries across the entire tape.

Tape formatting

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Writing data to a tape, erasing, or formatting a tape is often a significantly time-consuming process and can take several hours on large tapes.[a] With many data tape technologies it is not necessary to format the tape before over-writing new data to the tape. This is due to the inherently destructive nature of overwriting data on sequential media.

Because of the time it can take to format a tape, typically tapes are pre-formatted so that the tape user does not need to spend time preparing each new tape for use. All that is usually necessary is to write an identifying media label to the tape before use, and even this can be automatically written by software when a new tape is used for the first time.

Database file systems

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Another concept for file management is the idea of a database-based file system. Instead of, or in addition to, hierarchical structured management, files are identified by their characteristics, like type of file, topic, author, or similar rich metadata.[17]

IBM DB2 for i [18] (formerly known as DB2/400 and DB2 for i5/OS) is a database file system as part of the object based IBM i[19] operating system (formerly known as OS/400 and i5/OS), incorporating a single level store and running on IBM Power Systems (formerly known as AS/400 and iSeries), designed by Frank G. Soltis IBM's former chief scientist for IBM i. Around 1978 to 1988 Frank G. Soltis and his team at IBM Rochester had successfully designed and applied technologies like the database file system where others like Microsoft later failed to accomplish.[20] These technologies are informally known as 'Fortress Rochester'[citation needed] and were in few basic aspects extended from early Mainframe technologies but in many ways more advanced from a technological perspective[citation needed].

Some other projects that are not "pure" database file systems but that use some aspects of a database file system:

  • Many Web content management systems use a relational DBMS to store and retrieve files. For example, XHTML files are stored as XML or text fields, while image files are stored as blob fields; SQL SELECT (with optional XPath) statements retrieve the files, and allow the use of a sophisticated logic and more rich information associations than "usual file systems." Many CMSs also have the option of storing only metadata within the database, with the standard filesystem used to store the content of files.
  • Very large file systems, embodied by applications like Apache Hadoop and Google File System, use some database file system concepts.

Transactional file systems

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Some programs need to either make multiple file system changes, or, if one or more of the changes fail for any reason, make none of the changes. For example, a program which is installing or updating software may write executables, libraries, and/or configuration files. If some of the writing fails and the software is left partially installed or updated, the software may be broken or unusable. An incomplete update of a key system utility, such as the command shell, may leave the entire system in an unusable state.

Transaction processing introduces the atomicity guarantee, ensuring that operations inside of a transaction are either all committed or the transaction can be aborted and the system discards all of its partial results. This means that if there is a crash or power failure, after recovery, the stored state will be consistent. Either the software will be completely installed or the failed installation will be completely rolled back, but an unusable partial install will not be left on the system. Transactions also provide the isolation guarantee[clarification needed], meaning that operations within a transaction are hidden from other threads on the system until the transaction commits, and that interfering operations on the system will be properly serialized with the transaction.

Windows, beginning with Vista, added transaction support to NTFS, in a feature called Transactional NTFS, but its use is now discouraged.[21] There are a number of research prototypes of transactional file systems for UNIX systems, including the Valor file system,[22] Amino,[23] LFS,[24] and a transactional ext3 file system on the TxOS kernel,[25] as well as transactional file systems targeting embedded systems, such as TFFS.[26]

Ensuring consistency across multiple file system operations is difficult, if not impossible, without file system transactions. File locking can be used as a concurrency control mechanism for individual files, but it typically does not protect the directory structure or file metadata. For instance, file locking cannot prevent TOCTTOU race conditions on symbolic links. File locking also cannot automatically roll back a failed operation, such as a software upgrade; this requires atomicity.

Journaling file systems is one technique used to introduce transaction-level consistency to file system structures. Journal transactions are not exposed to programs as part of the OS API; they are only used internally to ensure consistency at the granularity of a single system call.

Data backup systems typically do not provide support for direct backup of data stored in a transactional manner, which makes the recovery of reliable and consistent data sets difficult. Most backup software simply notes what files have changed since a certain time, regardless of the transactional state shared across multiple files in the overall dataset. As a workaround, some database systems simply produce an archived state file containing all data up to that point, and the backup software only backs that up and does not interact directly with the active transactional databases at all. Recovery requires separate recreation of the database from the state file after the file has been restored by the backup software.

Network file systems

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A network file system is a file system that acts as a client for a remote file access protocol, providing access to files on a server. Programs using local interfaces can transparently create, manage and access hierarchical directories and files in remote network-connected computers. Examples of network file systems include clients for the NFS,[27] AFS, SMB protocols, and file-system-like clients for FTP and WebDAV.

Shared disk file systems

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A shared disk file system is one in which a number of machines (usually servers) all have access to the same external disk subsystem (usually a storage area network). The file system arbitrates access to that subsystem, preventing write collisions.[28] Examples include GFS2 from Red Hat, GPFS, now known as Spectrum Scale, from IBM, SFS from DataPlow, CXFS from SGI, StorNext from Quantum Corporation and ScoutFS from Versity.

Special file systems

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Some file systems expose elements of the operating system as files so they can be acted on via the file system API. This is common in Unix-like operating systems, and to a lesser extent in other operating systems. Examples include:

  • devfs, udev, TOPS-10 expose I/O devices or pseudo-devices as special files
  • configfs and sysfs expose special files that can be used to query and configure Linux kernel information
  • procfs exposes process information as special files

Minimal file system / audio-cassette storage

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In the 1970s disk and digital tape devices were too expensive for some early microcomputer users. An inexpensive basic data storage system was devised that used common audio cassette tape.

When the system needed to write data, the user was notified to press "RECORD" on the cassette recorder, then press "RETURN" on the keyboard to notify the system that the cassette recorder was recording. The system wrote a sound to provide time synchronization, then modulated sounds that encoded a prefix, the data, a checksum and a suffix. When the system needed to read data, the user was instructed to press "PLAY" on the cassette recorder. The system would listen to the sounds on the tape waiting until a burst of sound could be recognized as the synchronization. The system would then interpret subsequent sounds as data. When the data read was complete, the system would notify the user to press "STOP" on the cassette recorder. It was primitive, but it (mostly) worked. Data was stored sequentially, usually in an unnamed format, although some systems (such as the Commodore PET series of computers) did allow the files to be named. Multiple sets of data could be written and located by fast-forwarding the tape and observing at the tape counter to find the approximate start of the next data region on the tape. The user might have to listen to the sounds to find the right spot to begin playing the next data region. Some implementations even included audible sounds interspersed with the data.

Flat file systems

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In a flat file system, there are no subdirectories; directory entries for all files are stored in a single directory.

When floppy disk media was first available this type of file system was adequate due to the relatively small amount of data space available. CP/M machines featured a flat file system, where files could be assigned to one of 16 user areas and generic file operations narrowed to work on one instead of defaulting to work on all of them. These user areas were no more than special attributes associated with the files; that is, it was not necessary to define specific quota for each of these areas and files could be added to groups for as long as there was still free storage space on the disk. The early Apple Macintosh also featured a flat file system, the Macintosh File System. It was unusual in that the file management program (Macintosh Finder) created the illusion of a partially hierarchical filing system on top of EMFS. This structure required every file to have a unique name, even if it appeared to be in a separate folder. IBM DOS/360 and OS/360 store entries for all files on a disk pack (volume) in a directory on the pack called a Volume Table of Contents (VTOC).

While simple, flat file systems become awkward as the number of files grows and makes it difficult to organize data into related groups of files.

A recent addition to the flat file system family is Amazon's S3, a remote storage service, which is intentionally simplistic to allow users the ability to customize how their data is stored. The only constructs are buckets (imagine a disk drive of unlimited size) and objects (similar, but not identical to the standard concept of a file). Advanced file management is allowed by being able to use nearly any character (including '/') in the object's name, and the ability to select subsets of the bucket's content based on identical prefixes.

Implementations

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An operating system (OS) typically supports one or more file systems. Sometimes an OS and its file system are so tightly interwoven that it is difficult to describe them independently.

An OS typically provides file system access to the user. Often an OS provides command line interface, such as Unix shell, Windows Command Prompt and PowerShell, and OpenVMS DCL. An OS often also provides graphical user interface file browsers such as MacOS Finder and Windows File Explorer.

Unix and Unix-like operating systems

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Unix-like operating systems create a virtual file system, which makes all the files on all the devices appear to exist in a single hierarchy. This means, in those systems, there is one root directory, and every file existing on the system is located under it somewhere. Unix-like systems can use a RAM disk or network shared resource as its root directory.

Unix-like systems assign a device name to each device, but this is not how the files on that device are accessed. Instead, to gain access to files on another device, the operating system must first be informed where in the directory tree those files should appear. This process is called mounting a file system. For example, to access the files on a CD-ROM, one must tell the operating system "Take the file system from this CD-ROM and make it appear under such-and-such directory." The directory given to the operating system is called the mount point – it might, for example, be /media. The /media directory exists on many Unix systems (as specified in the Filesystem Hierarchy Standard) and is intended specifically for use as a mount point for removable media such as CDs, DVDs, USB drives or floppy disks. It may be empty, or it may contain subdirectories for mounting individual devices. Generally, only the administrator (i.e. root user) may authorize the mounting of file systems.

Unix-like operating systems often include software and tools that assist in the mounting process and provide it new functionality. Some of these strategies have been coined "auto-mounting" as a reflection of their purpose.

  • In many situations, file systems other than the root need to be available as soon as the operating system has booted. All Unix-like systems therefore provide a facility for mounting file systems at boot time. System administrators define these file systems in the configuration file fstab (vfstab in Solaris), which also indicates options and mount points.
  • In some situations, there is no need to mount certain file systems at boot time, although their use may be desired thereafter. There are some utilities for Unix-like systems that allow the mounting of predefined file systems upon demand.
  • Removable media allow programs and data to be transferred between machines without a physical connection. Common examples include USB flash drives, CD-ROMs, and DVDs. Utilities have therefore been developed to detect the presence and availability of a medium and then mount that medium without any user intervention.
  • Progressive Unix-like systems have also introduced a concept called supermounting; see, for example, the Linux supermount-ng project. For example, a floppy disk that has been supermounted can be physically removed from the system. Under normal circumstances, the disk should have been synchronized and then unmounted before its removal. Provided synchronization has occurred, a different disk can be inserted into the drive. The system automatically notices that the disk has changed and updates the mount point contents to reflect the new medium.
  • An automounter will automatically mount a file system when a reference is made to the directory atop which it should be mounted. This is usually used for file systems on network servers, rather than relying on events such as the insertion of media, as would be appropriate for removable media.

Linux

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Linux supports numerous file systems, but common choices for the system disk on a block device include the ext* family (ext2, ext3 and ext4), XFS, JFS, and btrfs. For raw flash without a flash translation layer (FTL) or Memory Technology Device (MTD), there are UBIFS, JFFS2 and YAFFS, among others. SquashFS is a common compressed read-only file system.

Solaris

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Solaris in earlier releases defaulted to (non-journaled or non-logging) UFS for bootable and supplementary file systems. Solaris defaulted to, supported, and extended UFS.

Support for other file systems and significant enhancements were added over time, including Veritas Software Corp. (journaling) VxFS, Sun Microsystems (clustering) QFS, Sun Microsystems (journaling) UFS, and Sun Microsystems (open source, poolable, 128 bit compressible, and error-correcting) ZFS.

Kernel extensions were added to Solaris to allow for bootable Veritas VxFS operation. Logging or journaling was added to UFS in Sun's Solaris 7. Releases of Solaris 10, Solaris Express, OpenSolaris, and other open source variants of the Solaris operating system later supported bootable ZFS.

Logical Volume Management allows for spanning a file system across multiple devices for the purpose of adding redundancy, capacity, and/or throughput. Legacy environments in Solaris may use Solaris Volume Manager (formerly known as Solstice DiskSuite). Multiple operating systems (including Solaris) may use Veritas Volume Manager. Modern Solaris based operating systems eclipse the need for volume management through leveraging virtual storage pools in ZFS.

macOS

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macOS (formerly Mac OS X) uses the Apple File System (APFS), which in 2017 replaced a file system inherited from classic Mac OS called HFS Plus (HFS+). Apple also uses the term "Mac OS Extended" for HFS+.[29] HFS Plus is a metadata-rich and case-preserving but (usually) case-insensitive file system. Due to the Unix roots of macOS, Unix permissions were added to HFS Plus. Later versions of HFS Plus added journaling to prevent corruption of the file system structure and introduced a number of optimizations to the allocation algorithms in an attempt to defragment files automatically without requiring an external defragmenter.

File names can be up to 255 characters. HFS Plus uses Unicode to store file names. On macOS, the filetype can come from the type code, stored in file's metadata, or the filename extension.

HFS Plus has three kinds of links: Unix-style hard links, Unix-style symbolic links, and aliases. Aliases are designed to maintain a link to their original file even if they are moved or renamed; they are not interpreted by the file system itself, but by the File Manager code in userland.

macOS 10.13 High Sierra, which was announced on June 5, 2017, at Apple's WWDC event, uses the Apple File System on solid-state drives.

macOS also supported the UFS file system, derived from the BSD Unix Fast File System via NeXTSTEP. However, as of Mac OS X Leopard, macOS could no longer be installed on a UFS volume, nor can a pre-Leopard system installed on a UFS volume be upgraded to Leopard.[30] As of Mac OS X Lion UFS support was completely dropped.

Newer versions of macOS are capable of reading and writing to the legacy FAT file systems (16 and 32) common on Windows. They are also capable of reading the newer NTFS file systems for Windows. In order to write to NTFS file systems on macOS versions prior to Mac OS X Snow Leopard third-party software is necessary. Mac OS X 10.6 (Snow Leopard) and later allow writing to NTFS file systems, but only after a non-trivial system setting change (third-party software exists that automates this).[31]

Finally, macOS supports reading and writing of the exFAT file system since Mac OS X Snow Leopard, starting from version 10.6.5.[32]

OS/2

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OS/2 1.2 introduced the High Performance File System (HPFS). HPFS supports mixed case file names in different code pages, long file names (255 characters), more efficient use of disk space, an architecture that keeps related items close to each other on the disk volume, less fragmentation of data, extent-based space allocation, a B+ tree structure for directories, and the root directory located at the midpoint of the disk, for faster average access. A journaled filesystem (JFS) was shipped in 1999.

PC-BSD

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PC-BSD is a desktop version of FreeBSD, which inherits FreeBSD's ZFS support, similarly to FreeNAS. The new graphical installer of PC-BSD can handle / (root) on ZFS and RAID-Z pool installs and disk encryption using Geli right from the start in an easy convenient (GUI) way. The current PC-BSD 9.0+ 'Isotope Edition' has ZFS filesystem version 5 and ZFS storage pool version 28.

Plan 9

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Plan 9 from Bell Labs treats everything as a file and accesses all objects as a file would be accessed (i.e., there is no ioctl or mmap): networking, graphics, debugging, authentication, capabilities, encryption, and other services are accessed via I/O operations on file descriptors. The 9P protocol removes the difference between local and remote files. File systems in Plan 9 are organized with the help of private, per-process namespaces, allowing each process to have a different view of the many file systems that provide resources in a distributed system.

The Inferno operating system shares these concepts with Plan 9.

Microsoft Windows

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Directory listing in a Windows command shell

Windows makes use of the FAT, NTFS, exFAT, Live File System and ReFS file systems (the last of these is only supported and usable in Windows Server 2012, Windows Server 2016, Windows 8, Windows 8.1, and Windows 10; Windows cannot boot from it).

Windows uses a drive letter abstraction at the user level to distinguish one disk or partition from another. For example, the path C:\WINDOWS represents a directory WINDOWS on the partition represented by the letter C. Drive C: is most commonly used for the primary hard disk drive partition, on which Windows is usually installed and from which it boots. This "tradition" has become so firmly ingrained that bugs exist in many applications which make assumptions that the drive that the operating system is installed on is C. The use of drive letters, and the tradition of using "C" as the drive letter for the primary hard disk drive partition, can be traced to MS-DOS, where the letters A and B were reserved for up to two floppy disk drives. This in turn derived from CP/M in the 1970s, and ultimately from IBM's CP/CMS of 1967.

FAT

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The family of FAT file systems is supported by almost all operating systems for personal computers, including all versions of Windows and MS-DOS/PC DOS, OS/2, and DR-DOS. (PC DOS is an OEM version of MS-DOS, MS-DOS was originally based on SCP's 86-DOS. DR-DOS was based on Digital Research's Concurrent DOS, a successor of CP/M-86.) The FAT file systems are therefore well-suited as a universal exchange format between computers and devices of most any type and age.

The FAT file system traces its roots back to an (incompatible) 8-bit FAT precursor in Standalone Disk BASIC and the short-lived MDOS/MIDAS project.[citation needed]

Over the years, the file system has been expanded from FAT12 to FAT16 and FAT32. Various features have been added to the file system including subdirectories, codepage support, extended attributes, and long filenames. Third parties such as Digital Research have incorporated optional support for deletion tracking, and volume/directory/file-based multi-user security schemes to support file and directory passwords and permissions such as read/write/execute/delete access rights. Most of these extensions are not supported by Windows.

The FAT12 and FAT16 file systems had a limit on the number of entries in the root directory of the file system and had restrictions on the maximum size of FAT-formatted disks or partitions.

FAT32 addresses the limitations in FAT12 and FAT16, except for the file size limit of close to 4 GB, but it remains limited compared to NTFS.

FAT12, FAT16 and FAT32 also have a limit of eight characters for the file name, and three characters for the extension (such as .exe). This is commonly referred to as the 8.3 filename limit. VFAT, an optional extension to FAT12, FAT16 and FAT32, introduced in Windows 95 and Windows NT 3.5, allowed long file names (LFN) to be stored in the FAT file system in a backwards compatible fashion.

NTFS

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NTFS, introduced with the Windows NT operating system in 1993, allowed ACL-based permission control. Other features also supported by NTFS include hard links, multiple file streams, attribute indexing, quota tracking, sparse files, encryption, compression, and reparse points (directories working as mount-points for other file systems, symlinks, junctions, remote storage links).

exFAT

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exFAT has certain advantages over NTFS with regard to file system overhead.[citation needed]

exFAT is not backward compatible with FAT file systems such as FAT12, FAT16 or FAT32. The file system is supported with newer Windows systems, such as Windows XP, Windows Server 2003, Windows Vista, Windows 2008, Windows 7, Windows 8, Windows 8.1, Windows 10 and Windows 11.

exFAT is supported in macOS starting with version 10.6.5 (Snow Leopard).[32] Support in other operating systems is sparse since implementing support for exFAT requires a license. exFAT is the only file system that is fully supported on both macOS and Windows that can hold files larger than 4 GB.[33][34]

OpenVMS

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MVS

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Prior to the introduction of VSAM, OS/360 systems implemented a hybrid file system. The system was designed to easily support removable disk packs, so the information relating to all files on one disk (volume in IBM terminology) is stored on that disk in a flat system file called the Volume Table of Contents (VTOC). The VTOC stores all metadata for the file. Later a hierarchical directory structure was imposed with the introduction of the System Catalog, which can optionally catalog files (datasets) on resident and removable volumes. The catalog only contains information to relate a dataset to a specific volume. If the user requests access to a dataset on an offline volume, and they have suitable privileges, the system will attempt to mount the required volume. Cataloged and non-cataloged datasets can still be accessed using information in the VTOC, bypassing the catalog, if the required volume id is provided to the OPEN request. Still later the VTOC was indexed to speed up access.

Conversational Monitor System

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The IBM Conversational Monitor System (CMS) component of VM/370 uses a separate flat file system for each virtual disk (minidisk). File data and control information are scattered and intermixed. The anchor is a record called the Master File Directory (MFD), always located in the fourth block on the disk. Originally CMS used fixed-length 800-byte blocks, but later versions used larger size blocks up to 4K. Access to a data record requires two levels of indirection, where the file's directory entry (called a File Status Table (FST) entry) points to blocks containing a list of addresses of the individual records.

AS/400 file system

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Data on the AS/400 and its successors consists of system objects mapped into the system virtual address space in a single-level store. Many types of objects are defined including the directories and files found in other file systems. File objects, along with other types of objects, form the basis of the AS/400's support for an integrated relational database.

Other file systems

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  • The Prospero File System is a file system based on the Virtual System Model.[35] The system was created by B. Clifford Neuman of the Information Sciences Institute at the University of Southern California.
  • RSRE FLEX file system - written in ALGOL 68
  • The file system of the Michigan Terminal System (MTS) is interesting because: (i) it provides "line files" where record lengths and line numbers are associated as metadata with each record in the file, lines can be added, replaced, updated with the same or different length records, and deleted anywhere in the file without the need to read and rewrite the entire file; (ii) using program keys files may be shared or permitted to commands and programs in addition to users and groups; and (iii) there is a comprehensive file locking mechanism that protects both the file's data and its metadata.[36][37]
  • TempleOS uses RedSea, a file system made by Terry A. Davis.[38]

Limitations

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Design limitations

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File systems limit storable data capacity – generally driven by the typical size of storage devices at the time the file system is designed and anticipated into the foreseeable future.

Since storage sizes have increased at near exponential rate (see Moore's law), newer storage devices often exceed existing file system limits within only a few years after introduction. This requires new file systems with ever increasing capacity.

With higher capacity, the need for capabilities and therefore complexity increases as well. File system complexity typically varies proportionally with available storage capacity. Capacity issues aside, the file systems of early 1980s home computers with 50 KB to 512 KB of storage would not be a reasonable choice for modern storage systems with hundreds of gigabytes of capacity. Likewise, modern file systems would not be a reasonable choice for these early systems, since the complexity of modern file system structures would quickly consume the limited capacity of early storage systems.

Converting the type of a file system

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It may be advantageous or necessary to have files in a different file system than they currently exist. Reasons include the need for an increase in the space requirements beyond the limits of the current file system. The depth of path may need to be increased beyond the restrictions of the file system. There may be performance or reliability considerations. Providing access to another operating system which does not support the existing file system is another reason.

In-place conversion

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In some cases conversion can be done in-place, although migrating the file system is more conservative, as it involves a creating a copy of the data and is recommended.[39] On Windows, FAT and FAT32 file systems can be converted to NTFS via the convert.exe utility, but not the reverse.[39] On Linux, ext2 can be converted to ext3 (and converted back), and ext3 can be converted to ext4 (but not back),[40] and both ext3 and ext4 can be converted to btrfs, and converted back until the undo information is deleted.[41] These conversions are possible due to using the same format for the file data itself, and relocating the metadata into empty space, in some cases using sparse file support.[41]

Migrating to a different file system

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Migration has the disadvantage of requiring additional space although it may be faster. The best case is if there is unused space on media which will contain the final file system.

For example, to migrate a FAT32 file system to an ext2 file system, a new ext2 file system is created. Then the data from the FAT32 file system is copied to the ext2 one, and the old file system is deleted.

An alternative, when there is not sufficient space to retain the original file system until the new one is created, is to use a work area (such as a removable media). This takes longer but has the benefit of producing a backup.

Long file paths and long file names

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In hierarchical file systems, files are accessed by means of a path that is a branching list of directories containing the file. Different file systems have different limits on the depth of the path. File systems also have a limit on the length of an individual file name.

Copying files with long names or located in paths of significant depth from one file system to another may cause undesirable results. This depends on how the utility doing the copying handles the discrepancy.

See also

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Notes

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References

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Further reading

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[edit]
Revisions and contributorsEdit on WikipediaRead on Wikipedia
from Grokipedia
A file system, often abbreviated as FS, is a fundamental component of an operating system responsible for organizing, storing, retrieving, and managing data on storage devices such as hard disk drives, solid-state drives, or optical media. It provides a structured that allows users and applications to interact with files and directories without directly handling the physical storage details, including allocation of space and maintenance of metadata like file names, sizes, permissions, and timestamps. File systems typically employ a hierarchical to mimic familiar folder organization, enabling efficient navigation and through mechanisms like user permissions and access control lists (ACLs). At their core, they consist of layered architectures: the physical file system layer handles low-level interactions with hardware, such as block allocation on disks; the logical file system manages metadata and file operations like creation, deletion, and searching; and the (VFS) acts as an interface to support multiple file system types seamlessly within the same OS. Key operations include reading, writing, opening, and closing files, often supported by APIs that ensure atomicity and consistency, particularly in multi-user environments. The evolution of file systems dates back to the early days of computing, with early systems in the 1950s and 1960s relying on sequential tape storage, progressing to hierarchical structures first introduced in in the late 1960s and refined in Unix during the 1970s, and advancing to modern journaling and mechanisms in the 1990s and beyond to enhance reliability and performance. Notable types include FAT (File Allocation Table), an early, simple system for cross-platform compatibility but limited by constraints; (New Technology File System), the default for Windows since 1993, offering features like , compression, and crash recovery; exFAT for flash drives supporting large files; ext4, a robust journaling system for ; and APFS for Apple devices, optimized for SSDs with built-in and snapshots. These variations address specific needs, such as for enterprise storage or efficiency for mobile devices, while common challenges include fragmentation, security vulnerabilities, and adapting to emerging hardware like NVMe drives.

Fundamentals

Definition and Purpose

A file system is an in an operating system that organizes, stores, and retrieves on persistent storage media such as hard drives or solid-state drives, treating files as named, logical collections of related bytes. This hides the complexities of physical storage, such as disk sectors and blocks, from applications and users, presenting instead as structured entities that can be easily accessed and manipulated. File systems are typically agnostic to the specific contents of files, allowing them to handle diverse types without interpreting the information itself. The primary purpose of a file system is to enable reliable, long-term persistence of beyond program execution or restarts, while supporting efficient and access for both users and applications. It facilitates hierarchical structuring of files through directories, tracks essential metadata such as , creation timestamps, ownership, and permissions, and manages space allocation to prevent or loss. By providing these features, file systems bridge low-level hardware operations—like reading or writing fixed-size blocks on a disk—with high-level software needs, such as sequential or to variable-length streams. Key concepts in file systems distinguish between files, which serve as containers for , and directories, which act as organizational units grouping files and subdirectories into navigable structures. Metadata, stored separately from the file contents, includes attributes like identifiers, locations on storage, protection controls, and usage timestamps, enabling secure and trackable operations. For instance, file systems abstract the linear arrangement of disk sectors into logical views, such as tree-like hierarchies for directories or linear streams for file contents, simplifying across diverse hardware.

Historical Development

The development of file systems began in the with early computing systems relying on punch cards and for . Punch cards served as a sequential medium for input and storage in machines like the , introduced in 1952, but emerged as a key advancement. The tape drive, paired with the 701 in 1953, provided the first commercial storage for computers, capable of holding 2 million digits on a single reel at speeds of 70 inches per second. These systems treated files as sequential records without , limiting access to linear reads and writes. By the , the shift to disk-based storage marked a significant evolution, enabling and more efficient file management. IBM's OS/360, released in for the System/360 mainframe family, introduced direct access storage devices (DASD) like the IBM 2311 disk drive from 1964, which supported removable disk packs with capacities up to 7.25 MB. This allowed for the first widespread use of disk file systems in environments, organizing data into datasets accessible via indexed sequential methods, though still largely flat in structure. The 1970s and 1980s brought innovations in hierarchical organization and user interfaces. The , developed at in the early 1970s and first released in 1971, popularized a tree-like with nested subdirectories, inspired by , enabling efficient file organization and permissions. The (FAT), created by in 1977 for standalone Disk BASIC and adopted in by 1981, provided a simple bitmap-based allocation for floppy and hard disks, supporting basic directory hierarchies but limited by constraints. Meanwhile, the , unveiled in 1973, introduced (GUI) elements for file management through its Neptune file browser, allowing icon-based manipulation on a bitmapped display, influencing future personal computing designs. In the 1990s and 2000s, file systems emphasized reliability through journaling and advanced features. Microsoft's , launched in 1993 with , incorporated journaling to log metadata changes for crash recovery, alongside support for large volumes, encryption, and lists. Linux's , introduced in 1993 by Rémy Card and others, offered a robust inode-based structure succeeding the original ext, while in 2001 added journaling for faster recovery. ' ZFS, announced in 2005, advanced with end-to-end checksums, mechanisms, and built-in volume management to detect and repair silent corruption. The 2010s and saw adaptations for modern hardware, mobile devices, and distributed environments. Apple's APFS, released in 2017 with , optimized for SSDs with features like snapshots, cloning, and space sharing across volumes for enhanced performance on iOS and macOS devices. , initiated by Chris Mason in 2007 and merged into the in 2009, introduced for snapshots and subvolumes, improving and data integrity in distributions. Distributed systems gained prominence with Ceph, originating from a 2006 OSDI paper and first released in 2007, providing scalable object storage with dynamic metadata distribution for cluster environments. , launched in 2006 as an object store, evolved in the with file system abstractions like S3 File Gateway and integrations for POSIX-like access, enabling cloud-native for massive datasets in AI and big data applications. Key innovations across this history include the transition from flat, sequential structures to hierarchical directories for better organization; the adoption of journaling in systems like , , and to ensure crash recovery without full scans; and the integration of distributed and cloud paradigms in Ceph and S3 abstractions, addressing scalability for and AI workloads post-2020.

Architecture

Core Components

The architecture of many file systems, particularly block-based ones inspired by the Unix model such as , includes core components that form the foundational structure for organizing and managing on storage media. Variations exist in other file systems, such as or , which use different structures like the Master File Table or (detailed in the Types section). The superblock serves as the primary global metadata structure, containing essential parameters such as the total number of blocks, block size, and file system state, which enable the operating system to interpret and access the file system layout. In systems, the superblock is typically located at a fixed offset on the device and includes counts of free blocks and inodes to facilitate space management. The inode table consists of per-file metadata entries, each inode holding pointers to data blocks along with attributes like and , allowing efficient mapping of logical file contents to physical storage locations. Data blocks, in contrast, store the actual content of files, allocated in fixed-size units to balance performance and overhead on the underlying hardware. These components interact through layered abstractions: device drivers provide low-level hardware access by handling I/O operations on physical devices like disks, while the file system driver translates logical block addresses to physical ones, ensuring during reads and writes. In operating systems like Unix and , the (VFS) layer acts as an abstraction interface, standardizing access to diverse file systems by intercepting system calls and routing them to the appropriate file system driver, thus enabling seamless integration of multiple file system types within a unified . Key processes underpin these interactions; mounting attaches the file system to the OS namespace by reading the superblock, validating the structure, and establishing the in the global hierarchy, making its contents accessible to processes. Unmounting reverses this by flushing pending writes, releasing resources, and detaching the file system to prevent during device removal or shutdown. Formatting initializes the storage media by writing the superblock, allocating the inode table, and setting up initial data structures, preparing the device for use without existing data. Supporting data structures include block allocation tables, often implemented as bitmaps to track free and allocated space across data blocks, enabling quick identification of available storage during file creation or extension. Directory entries link human-readable file names to inode numbers, forming the basis for path resolution and navigation within the file system hierarchy. Together, these elements ensure reliable data organization and access, with the superblock providing oversight, inodes and data blocks handling individual files, and abstraction layers bridging hardware and software.

Metadata and File Attributes

In file systems, metadata refers to data that describes the properties and characteristics of files, distinct from the actual file content. This information enables the operating system to manage, access, and protect files efficiently. Metadata storage varies by file system type; for example, systems store it separately from the file's data blocks in dedicated structures like inodes, while others like integrate it into file records within a central table. Core file attributes form the foundational metadata and include essential details for file identification and operation. These encompass the file name (though often handled via directory entries), in bytes, timestamps for creation (birth time, where supported), last modification (mtime), and last access (atime), as well as file type indicators such as regular files, directories, symbolic links, or special files like devices. Permissions are also core, specifying read, write, and execute access for the owner, group, and others, encoded in a mode field. Extended attributes provide additional, flexible metadata beyond core properties, allowing for user-defined or system-specific . Common examples include details via user ID (UID) and group ID (GID), MIME types for content identification, and custom tags such as access control lists (ACLs) in modern systems like . These are stored as name-value pairs and can be manipulated via system calls like setxattr. Metadata storage often relies on fixed-size structures to ensure consistent access times and minimize fragmentation. In Unix-derived file systems, inodes serve as these structures, containing pointers to data blocks alongside attributes; for instance, the file system uses 256-byte inode records by default, with extra space allocated for extended attributes (up to 32 bytes for i_extra_isize as of 5.2). This design incurs overhead, as each file requires its own inode, potentially consuming significant space in directories with many small files—e.g., 's default allocates one inode per 16 KiB of filesystem space.

Organization and Storage

Directories and Hierarchies

In file systems, directories function as special files that serve as containers for organizing other files and subdirectories. Each directory maintains a list of entries, typically consisting of pairs that associate a file or subdirectory name with its corresponding inode—a holding metadata such as permissions, timestamps, and pointers to data blocks. This design allows directories to act as navigational aids, enabling efficient lookup and access without storing the actual file contents. The , often denoted by a forward slash (/), marks the apex of the and contains initial subdirectories like those for system binaries or user home folders in systems. The hierarchical model structures directories and files into an inverted tree, where the branches into parent-child relationships, with each subdirectory potentially spawning further levels. This organization promotes logical grouping, such as separating user data from system files, and supports scalability for managing vast numbers of items. Navigation within this tree relies on paths: absolute paths specify locations from the (e.g., /home/user/documents), providing unambiguous references, while relative paths describe positions from the current (e.g., ../docs), reducing redundancy in commands and scripts. This model originated in early Unix designs and remains foundational in for its balance of simplicity and extensibility. Key operations on directories include creation via the system call, which allocates a new inode and initializes an empty entry list with specified permissions; deletion through , which removes an empty directory by freeing its inode only if no entries remain; and renaming with rename, which updates the name in the directory's entry table while preserving the inode. Traversal operations, essential for searching or listing contents, often employ (DFS) to explore branches recursively—as in the find utility—or (BFS) for level-by-level scanning, as seen in tree-like listings from , optimizing for memory use in deep versus wide structures. These operations ensure atomicity where possible, preventing partial states during concurrent access. Variations in hierarchy depth range from flat structures, where all files reside in a single directory without nesting, to deep with multiple levels for fine-grained organization; flat models suit resource-constrained environments like embedded systems by minimizing overhead, but hierarchical ones excel in large-scale storage by easing management and reducing name collisions. To accommodate non-tree references, hard links create additional directory entries pointing to the same inode, allowing multiple paths to one file within the same file system, while links store a path string to another file or directory, enabling cross-file-system references but risking dangling links if the target moves. These mechanisms enhance flexibility without altering the core .

File Names and Paths

File names in file systems follow specific conventions to ensure uniqueness and proper navigation within the directory hierarchy. In POSIX-compliant systems, such as Unix-like operating systems, a file name is a sequence of characters that identifies a file or directory, excluding the forward slash (/) which serves as the path separator, and the null character (NUL, ASCII 0), which is not permitted. Filenames may include alphanumeric characters (A-Z, a-z, 0-9), punctuation, spaces, and other printable characters, with a maximum length of {NAME_MAX} bytes, which is at least 14 but commonly 255 in modern implementations like ext4. For portability across POSIX systems, filenames should ideally use only the portable character set: A-Z, a-z, 0-9, period (.), underscore (_), and hyphen (-). In contrast, Windows file systems, such as NTFS, allow characters from the current code page (typically ANSI or UTF-16), but prohibit the following reserved characters: backslash (), forward slash (/), colon (:), asterisk (*), question mark (?), double quote ("), less than (<), greater than (>), and vertical bar (|). Additionally, Windows reserves certain names like CON, PRN, AUX, NUL, COM0 through COM9, and LPT0 through LPT9, which cannot be used for files or directories regardless of extension, due to their association with legacy device names. Case sensitivity varies significantly across file systems, impacting how names are interpreted and stored. file systems, including // on , are case-sensitive, meaning "file.txt" and "File.txt" are treated as distinct files. This allows for greater density but requires careful attention to capitalization. is case-preserving but case-insensitive by default, storing the original case while treating "file.txt" and "File.txt" as identical during lookups, though applications can enable case-sensitive behavior via configuration. Early file systems like , used in and early Windows, enforced an 8.3 : up to 8 characters for the base name (uppercase only, alphanumeric plus some symbols) followed by a period and up to 3 characters for the extension, with no support for long names or lowercase preservation initially. Paths construct hierarchical references to files by combining directory names and separators. In Unix-like systems, absolute paths begin from the root directory with a leading slash (/), as in "/home/user/document.txt", providing a complete location independent of the current working directory. Relative paths omit the leading slash and are resolved from the current directory, using "." to denote the current directory and ".." to reference the parent directory; for example, "../docs/report.pdf" navigates up one level then into a subdirectory. The maximum path length in is {PATH_MAX} bytes, at least 256 but often 4096 in implementations, including the null terminator. Windows paths use a drive letter followed by a colon and (e.g., "C:\Users\user\file.txt" for absolute paths), with relative paths similar to Unix but using backslashes as separators; the default maximum path length is 260 characters (MAX_PATH), though newer versions support up to 32,767 via extended syntax. Portability issues arise from these differences, complicating data exchange across systems. For instance, the 8.3 format in limits names to short, uppercase forms, truncating or longer names, which can lead to collisions when transferring files to modern systems. support enhances internationalization; in stores filenames as encoded strings, allowing non-ASCII characters like accented letters or scripts such as Chinese, provided the locale supports . Windows uses UTF-16 for long filenames, but variants are limited to ASCII, restricting portability for international content. Case insensitivity in Windows can cause overwrites or errors on case-sensitive systems, while reserved names like "CON" may prevent file creation on Windows even if valid elsewhere. Special names facilitate navigation without explicit path construction. In POSIX systems, every directory contains two implicit entries: a single dot (.) representing the directory itself, and double dots (..) referring to its parent directory, enabling relative traversal without knowing absolute locations. These are not ordinary files but standardized directory entries present in all non-root directories. Filenames starting with a single dot (e.g., ".hidden") are conventionally treated as hidden, often omitted from default listings unless explicitly requested.

Storage Allocation and Space Management

File systems allocate storage space to files using methods that determine how disk blocks are assigned, each with trade-offs in , , and . Contiguous allocation stores an entire file in consecutive disk blocks, enabling efficient sequential reads and writes since only the starting block needs to be recorded; however, it requires knowing the in advance, leads to external fragmentation as free becomes scattered, and makes file extension difficult without relocation. This method was common in early systems but is less prevalent today due to its inflexibility. Linked allocation, in contrast, organizes file blocks as a where each block contains a pointer to the next, allowing files to grow dynamically without pre-specifying size and avoiding external fragmentation entirely. The directory entry stores only the first block's address, and the last block points to null; this approach, used in the (FAT) system, supports easy insertion and deletion but imposes overhead for , as traversing the chain requires reading multiple blocks, and a lost pointer can render the rest of the file inaccessible. Indexed allocation addresses these limitations by using a dedicated index block or structure—such as the inode in file systems—that holds pointers to all data blocks, facilitating both sequential and with O(1) lookup after the initial index fetch. For large files, indirect indexing extends this by pointing to additional index blocks, supporting files far beyond direct pointer limits; this method, employed in systems like , incurs metadata overhead but provides flexibility for varying file sizes and reduces access latency compared to linked schemes. Free space is tracked using structures like bitmaps or linked lists to identify available blocks efficiently. Bit vector (bitmap) management allocates one bit per disk block—0 for free, 1 for allocated—enabling quick scans for free space and allocations in constant time, though it consumes storage equal to the disk size divided by 8 bits per byte; for a 1TB disk with 4KB blocks, this equates to about 32MB for the . Linked free lists chain unused blocks via pointers within each block, minimizing auxiliary space on mostly full disks but requiring linear-time searches for free blocks, which can degrade performance on large volumes. Block size selection, often 4KB as the default in , balances these: smaller blocks (e.g., 1KB) reduce internal fragmentation for tiny files by wasting less partial space, while larger blocks (e.g., 64KB) lower per-block metadata costs and boost I/O throughput for sequential operations on big files, though they increase slack space in undersized files. Advanced techniques enhance allocation efficiency for specific workloads. Pre-allocation reserves contiguous blocks for anticipated large files via system calls like fallocate in POSIX-compliant systems, marking space as uninitialized without writing data to speed up future writes and mitigate fragmentation; this is supported in file systems such as , , and , where it allocates blocks instantly rather than incrementally. Sparse files further optimize by logically representing large zero-filled regions ("holes") without physical allocation, storing only metadata for these gaps and actual data blocks for non-zero content; when read, holes return zeros transparently, conserving space for sparse datasets like databases or images, as implemented in and . Overall space management incurs overhead from metadata and reservations, limiting usable capacity. Usable space can be calculated as total capacity minus (metadata structures size plus reserved blocks); in , for instance, 5% of blocks are reserved by default for privileges to prevent fragmentation during emergencies, contributing to typical overhead of 5-10% alongside inode and journal metadata.

Fragmentation and Optimization

Fragmentation in file systems refers to the inefficient allocation and of blocks, leading to wasted and degraded performance. There are two primary types: internal fragmentation, which occurs when allocated blocks contain unused (known as slack ), particularly in the last partial block of a file, and external fragmentation, where file blocks are scattered across non-contiguous locations on the storage medium, or free becomes interspersed with allocated blocks, hindering contiguous allocation. Internal fragmentation arises from fixed block sizes that do not perfectly match file sizes, resulting in wasted within blocks; for example, using 4 KB blocks for a 1 KB file wastes 3 KB per such allocation. External fragmentation, on the other hand, scatters file extents, making it difficult for the file system to allocate large contiguous regions for new or growing files. The main causes of fragmentation stem from repeated file creation, deletion, growth, and modification over time, which disrupt the initial organized layout established during storage allocation. As files are incrementally extended or overwritten, blocks may be inserted in available gaps, leading to scattered placement; deletions create small free space holes that fragment the available area. These processes degrade access performance, particularly on hard disk drives (HDDs), where external fragmentation increases mechanical seek times as the read/write head must jump between distant locations to retrieve a single file. In severe cases, this can significantly slow read operations, potentially doubling the time or more compared to contiguous layouts, as observed in fragmented workloads like database accesses. While initial storage allocation strategies aim to minimize fragmentation through contiguous placement, ongoing file system aging inevitably exacerbates it. To mitigate fragmentation, tools rearrange scattered file blocks into contiguous extents, reducing seek times and improving throughput; these are typically offline processes for HDDs to avoid interrupting use, involving a full scan and relocation of data. Log-structured file systems (LFS), introduced by Rosenblum and Ousterhout, address fragmentation proactively through append-only writes that treat the disk as a sequential log, minimizing random updates and external fragmentation by grouping related data temporally; this approach achieves near-full disk bandwidth utilization for writes (65-75%) while employing segment cleaning to reclaim space from partially filled log segments. In modern storage, solid-state drives (SSDs) benefit from optimizations like the TRIM command, which informs the drive controller of deleted blocks to enable efficient garbage collection and , preventing performance degradation from fragmented invalid data without the need for traditional . Additionally, (COW) mechanisms in file systems such as and avoid in-place updates that exacerbate external fragmentation in traditional systems, instead writing modified data to new locations to preserve snapshots and integrity, though they require careful management to control free space fragmentation over time.

Access and Security

Data Access Methods

File systems provide mechanisms for applications to read and write data through structured interfaces that abstract the underlying storage. The primary data access methods include byte stream access, which treats files as continuous sequences of bytes suitable for unstructured data like text or binaries, and record access, which organizes data into discrete records for structured retrieval, often used in database or legacy mainframe environments. These methods are implemented via system calls and libraries that handle low-level operations, incorporating buffering and caching to optimize performance by reducing direct disk I/O. Byte stream access is the dominant model in , where files are viewed as an undifferentiated sequence of bytes that can be read or written sequentially or randomly via offsets. In POSIX-compliant systems, this is facilitated by system calls such as open(), read(), and write(), which operate on s to transfer specified numbers of bytes between user buffers and the file. For example, read(fd, buf, nbytes) retrieves up to nbytes from the file fd into buf, advancing the file offset automatically for or allowing explicit seeking with lseek() for random positioning; this model is ideal for text files, executables, and other binary data where no inherent structure is imposed by the file system. In contrast, record access treats files as collections of fixed- or variable-length records, enabling structured retrieval by key or index rather than byte offset, which is particularly useful for applications requiring efficient to specific entries. This method is prominent in mainframe environments like IBM z/OS, where access methods such as (VSAM) organize records in clusters or control intervals, supporting key-sequenced, entry-sequenced, or relative-record datasets for indexed lookups without scanning the entire file. For instance, VSAM's key-sequenced organization allows direct access to a record via its unique key, mapping it to physical storage blocks for quick retrieval in database-like scenarios. Indexed Sequential Access Method (ISAM), an earlier technique, similarly uses indexes to facilitate record-oriented operations, though it has been largely superseded by more advanced structures in contemporary systems. Application programming interfaces (APIs) bridge these access methods with user code, often layering higher-level abstractions over for convenience and efficiency. In C, the functions like fopen(), fread(), and fwrite() create buffered (FILE* objects) that wrap file descriptors, performing user-space buffering to amortize I/O costs—typically in blocks of 4KB or larger—to minimize overhead. For example, fopen(filename, "r") opens a file in read mode, returning a that fread() uses to read formatted data, with the library handling partial reads and buffer flushes transparently. This buffering contrasts with unbuffered like read(), which transfer data directly without intermediate caching in user space. To further enhance access efficiency, file systems employ caching mechanisms, primarily through a maintained in RAM to store recently accessed file pages, avoiding repeated disk reads for frequent operations. In , the holds clean and dirty pages (modified data awaiting write-back), with the kernel's writeback threads enforcing flush policies based on tunable parameters like dirty_ratio (percentage of RAM that can hold dirty pages before forcing writes) and periodic flushes every 5-30 seconds to balance usage and . When a file is read, the kernel checks the first; if a miss occurs, it allocates pages from available and faults them in from disk, while writes may defer to the cache until a flush threshold is met, improving throughput for workloads with locality.

Access Control Mechanisms

Access control mechanisms in file systems ensure that only authorized users or processes can perform operations on files and directories, preventing unauthorized access and maintaining . These mechanisms typically rely on (DAC), where resource owners define permissions, but can extend to more advanced models for finer granularity and enforcement. The foundational permission model in systems follows the standard, categorizing users into three classes—owner (user), group, and others—with each class assigned a of read (r), write (w), and execute (x) bits. These nine bits (three per class) determine whether a process can read from, write to, or execute a file, respectively, and are stored in the file's inode or equivalent metadata structure. For directories, execute permission controls traversal, while read allows listing contents and write enables creation or deletion. This model provides a simple yet effective way to manage access, with the kernel evaluating the effective user ID (UID) and group ID (GID) of the calling against these bits during operations. To address the limitations of the basic model, which applies uniform permissions to entire classes, Access Control Lists (ACLs) introduce fine-grained control by associating specific permissions with individual users or groups beyond the primary owner and group. In -compliant systems, extended ACLs build on the traditional model by allowing additional entries, such as permitting a specific user read access while denying it to the group. In Microsoft's file system, ACLs form the core of access control, consisting of a List (DACL) that specifies allow or deny rights (e.g., read, write, delete) for trustees like users or groups, evaluated sequentially until a match is found. ACLs support inheritance from parent directories, enabling consistent policy application across hierarchies. Access enforcement occurs at the kernel level during system calls that interact with files, such as open() for reading or writing and execve() for execution. For instance, the open() call checks the requested mode (e.g., O_RDONLY) against the file's permissions based on the process's effective UID and GID; if insufficient, it returns EACCES. is managed through special bits like and setgid: when set on an file, causes the process to run with the file owner's UID (often for administrative tools), while setgid uses the file's group ID, allowing temporary elevation without full access but with risks if exploited. These bits are verified only for files and require the file system to support them, as in or . Advanced mechanisms incorporate Mandatory Access Control (MAC) to enforce system-wide policies independent of user discretion. SELinux, integrated into the Linux kernel, implements MAC using security contexts (labels) assigned to files and processes, applying rules like type enforcement where access is granted only if the subject's type dominates the object's in a policy-defined lattice. This supplements DAC by denying operations even if POSIX permissions allow them, commonly used in enterprise environments for compartmentalization. Similarly, file-level encryption enhances access control by rendering data unreadable without decryption keys; eCryptfs, a stacked cryptographic file system for Linux, encrypts individual files transparently, storing metadata headers with each file and integrating with user authentication to enforce access only for authorized sessions. Auditing complements these controls by logging access attempts for compliance and forensics. In , the auditd daemon monitors file operations via rules specifying paths, users, and events (e.g., read or write), recording details like timestamps, PIDs, and outcomes in /var/log/audit/audit.log. Windows NTFS uses System Access Control Lists (SACLs) within ACLs to trigger event logging for successes or failures, integrated with the Security Event Log. In enterprise settings, (RBAC) refines these by mapping permissions to organizational roles rather than individuals; Unix groups approximate simple RBAC, while leverages roles for scalable assignment, ensuring least-privilege enforcement across distributed users.

Integrity, Quotas, and Reliability Features

File systems incorporate various integrity mechanisms to detect and prevent data corruption. Checksums, such as CRC32C applied to metadata structures like superblocks, inodes, and group descriptors, enable the detection of errors in file system metadata. Journaling file systems, exemplified by ext3, employ write-ahead logging to record pending changes in a dedicated journal before applying them to the main file system, allowing recovery and replay of operations after a crash to maintain consistency without full scans. This approach significantly reduces the risk of partial writes leading to inconsistencies, as the journal ensures atomicity for metadata updates. Quotas provide mechanisms to limit resource usage by users or groups, preventing any single entity from monopolizing storage. In file systems like , quotas impose soft limits, which serve as warnings allowing temporary exceedance for a , and hard limits, which strictly block further allocation once reached. These limits apply to both disk space (blocks) and file counts (inodes), with enforcement integrated into the file system's superblock via feature flags that track usage accounting during operations. Group quotas aggregate limits across members, enabling management in multi-user environments. Reliability features enhance data durability against hardware failures and silent corruption. Integration with RAID configurations, as in ZFS pools using virtual devices (vdevs) for or parity (RAIDZ), provides by distributing data across multiple disks to tolerate failures. Snapshots in copy-on-write file systems like create efficient, read-only point-in-time copies by redirecting writes to new blocks, preserving historical states without immediate space duplication. Error correction codes, such as those in 's RAIDZ levels using XOR parity or more advanced schemes, detect and repair bit-level errors during reads, leveraging mismatches to reconstruct data from redundant copies. (Note: This references the seminal ZFS design paper by McKusick et al.) Recovery tools address detected issues to restore consistency. The utility, used for //, scans file system structures to identify inconsistencies like orphaned inodes or mismatched block counts and attempts repairs by updating pointers and freeing invalid allocations. Proactive checks via scrub operations, as in , read all data and metadata blocks, verify checksums, and repair errors using where available, preventing latent corruption from propagating. These tools operate offline or on unmounted volumes to avoid interfering with active I/O.

Types

Disk File Systems

Disk file systems are designed primarily for magnetic hard disk drives (HDDs) and optical media such as CDs, DVDs, and Blu-ray discs, optimizing data organization to account for the mechanical nature of these storage devices, including rotational latency and seek times. These systems manage the layout of data on spinning platters or discs, using structures that facilitate efficient read/write operations while handling physical constraints like track positioning and sector alignment. Unlike flash-based systems, disk file systems prioritize patterns and fragmentation control to minimize head movement, which is a key factor in performance for HDDs. The layout of disk file systems typically begins with partitioning schemes to divide the storage medium into logical volumes. The (MBR) is a legacy partitioning method stored in the first sector of the disk, containing a bootstrap loader and a partition table that supports up to four primary partitions or three primary plus one extended partition, with a maximum disk size of 2 terabytes due to 32-bit addressing limitations. In contrast, the (GPT), defined in the specification, replaces MBR for modern systems, supporting up to 128 partitions and disk sizes up to 9.4 zettabytes through 64-bit (LBA), with a protective MBR for . Early disk addressing relied on (CHS) geometry, where a represents a set of tracks across all platters at the same radius, a head selects the platter surface, and a sector denotes a 512-byte block, though this has been largely supplanted by LBA for simplicity and larger capacities. Each partition starts with a , which holds file system metadata such as cluster size, volume size, and boot code to load the operating system, ensuring the disk can be recognized and initialized by the . Prominent examples of disk file systems for HDDs include FAT32, , and UFS. FAT32, specified by , is a simple, cross-platform system using a file allocation table () to track clusters, supporting volumes up to 2 terabytes and files up to 4 gigabytes, with broad compatibility across operating systems due to its lightweight structure. , the fourth extended file system in , introduces journaling for crash recovery, extent-based allocation to handle large files efficiently without fragmentation, and support for volumes up to 1 exabyte, enhancing performance and scalability over its predecessor ext3. UFS, a (BSD) variant of the , employs a block-based layout with inodes for metadata and supports soft updates or journaling in modern implementations like FreeBSD's UFS2, optimizing for environments with features like variable block sizes to reduce wasted space. For optical media, disk file systems adapt to read-only or rewritable characteristics. , standardized as ECMA-119, defines a hierarchical structure for CD-ROMs with a volume descriptor set in the first 16 sectors, enforcing 8.3 filenames and read-only access to ensure cross-platform interchange, while the Joliet extension supplements it with support for longer, internationalized pathnames up to 64 characters. The Universal Disk Format (UDF), outlined in ECMA TR-112 and ISO/IEC 13346, serves DVDs and Blu-ray discs with a more flexible architecture, including packet writing for rewritable media that allows incremental file additions in fixed-size packets, supporting up to 16 exabytes and features like sparse files for efficient space use on high-capacity optical discs. Performance in disk file systems emphasizes seek optimization to reduce the time for the read/write head to position over data tracks, typically 5-10 milliseconds per seek in HDDs. Techniques include contiguous file allocation to minimize head traversals and disk scheduling algorithms like Shortest Seek Time First (SSTF), which prioritizes requests closest to the current head position, potentially reducing average seek time by up to 50% compared to first-come-first-served ordering. Head wear in HDDs arises from prolonged mechanical stress, but catastrophic damage often stems from head crashes where the floating head contacts the platter surface due to dust or vibration, scratching the magnetic coating and leading to ; file systems mitigate this through to limit erratic seeks, though such issues are negligible in solid-state drives.

Flash File Systems

Flash file systems are specialized storage management systems designed to optimize performance and longevity on non-volatile flash memory devices, such as NAND and NOR flash, which exhibit unique constraints compared to traditional magnetic . A primary challenge in flash memory is the erase-before-write operation, where an entire block—typically consisting of multiple pages—must be erased before any page within it can be rewritten, due to the physical properties of floating-gate transistors that prevent direct overwrites. This process incurs significant latency, as erase times can be orders of magnitude slower than read or program operations, often taking milliseconds per block. Additionally, flash cells endure only a limited number of program/erase (P/E) cycles, generally ranging from 10,000 to 100,000 per block depending on the flash type (e.g., higher for single-level cell SLC and lower for MLC or triple-level cell TLC), after which the block becomes unreliable and must be retired. Out-of-place updates further complicate management: instead of modifying data , updates are written to new locations, invalidating the old data and necessitating mechanisms to reclaim space from obsolete pages. These factors demand file systems that minimize and distribute wear evenly to extend device lifespan. To address these issues, flash file systems incorporate the Flash Translation Layer (FTL), a or software layer that emulates a block device interface while handling low-level flash operations. The FTL performs address mapping to translate logical block addresses to physical ones, enabling out-of-place writes and hiding erase operations from the upper layers. is a core FTL technique that evenly distributes P/E cycles across all blocks, often using methods like round-robin assignment for static data or dynamic relocation of hot (frequently updated) and cold (infrequently updated) pages to prevent premature exhaustion of specific blocks. Garbage collection complements this by periodically identifying blocks with a high proportion of invalid pages, migrating valid data to new locations, and erasing the old blocks to free space, thereby maintaining available capacity and reducing write latency over time. Prominent examples of flash file systems illustrate these principles in practice. F2FS (Flash-Friendly File System), developed by Samsung, adopts a log-structured approach tailored for NAND flash in mobile devices like Android smartphones, appending updates sequentially to minimize random writes and leveraging multi-head logging to separate hot and cold data for efficient garbage collection. YAFFS (Yet Another Flash File System) is a log-structured system optimized for embedded NAND flash, supporting both 512-byte and 2KB-page devices while providing robust wear leveling and fast mounting with low RAM overhead, making it suitable for resource-constrained environments like GPS devices and set-top boxes. UBIFS (Unsorted Block Images File-System), built atop the UBI (Unsorted Block Images) volume management layer in Linux, targets embedded systems with raw NAND flash; UBI handles wear leveling and bad block management at the block level, while UBIFS provides a POSIX-compliant file system with journaling for crash recovery and efficient space reclamation. Recent advancements, particularly post-2020, have enhanced flash file systems for high-speed interfaces like NVMe, with optimizations such as zoned namespaces (ZNS) that align file system layouts with flash zones to reduce FTL overhead and improve parallelism in SSDs. Commands like TRIM (for ATA/SSD) and UNMAP (for /NVMe) enable the operating system to notify the storage device of deleted blocks, allowing proactive garbage collection and space reclamation to prevent over-provisioning waste and extend endurance. These features are increasingly integrated into modern file systems to support denser, faster flash media in enterprise and consumer applications.

Network and Distributed File Systems

Network and distributed file systems enable multiple devices to access and share files over a network, extending the traditional file system abstraction beyond local storage to support , collaboration, and in multi-machine environments. These systems abstract remote storage as if it were local, handling communication protocols, placement, and to maintain while addressing network-induced challenges like latency and unreliability. Unlike local file systems, they prioritize mechanisms for remote access, such as mounting remote volumes transparently to users, and incorporate distributed algorithms for consistency and . Key protocols underpin network file systems, facilitating file sharing across heterogeneous environments. The Network File System (NFS), developed by Sun Microsystems in the 1980s, allows clients to access remote directories as local ones via User Datagram Protocol (UDP) or Transmission Control Protocol (TCP); its version 4 (NFSv4), standardized in 2000, introduces stateful locking, compound operations for reduced latency, and enhanced security through Kerberos integration. Server Message Block (SMB), evolved into Common Internet File System (CIFS) and later SMB 3.0, is widely used for Windows-based file sharing, supporting opportunistic locking, encryption, and multichannel connections to optimize throughput over local area networks. For block-level access, Internet Small Computer Systems Interface (iSCSI) encapsulates SCSI commands over IP networks, enabling remote disks to appear as local block devices and supporting features like multipathing for redundancy. Distributed file systems extend network capabilities to large-scale, fault-tolerant storage across clusters, often employing object-based architectures for flexibility. Ceph, an open-source distributed system, uses the Reliable Autonomic Distributed Object Store (RADOS) to manage data as objects rather than files or blocks, providing self-healing through automatic replication and erasure coding while ensuring scalability to petabytes via a for metadata. Hadoop Distributed File System (HDFS), inspired by early distributed designs, targets workloads with block-level replication (default factor of three) across commodity hardware, using a NameNode for metadata and DataNodes for storage to achieve high throughput for sequential reads. The (GFS), introduced in 2003, pioneered append-only workloads and chunk-based replication in master-replica architectures, evolving into Colossus by the 2020s to handle exabyte-scale clusters with improved and multi-tenancy. GlusterFS exemplifies replication strategies through mirroring across bricks (storage units), supporting geo-replication for disaster recovery and healing policies to maintain during node failures. Consistency models in these systems balance and correctness amid network partitions. Strong consistency, as in NFSv4's close-to-open semantics, ensures that writes are visible to subsequent opens on any client, preventing stale reads through lease-based locking. , common in distributed setups like Ceph's RADOS, allows temporary divergences resolved via background , prioritizing per the trade-offs in partitioned networks. Challenges in network and distributed file systems include mitigating latency from round-trip communications and ensuring against node or link failures. Techniques like client-side caching in NFS reduce remote accesses, while prefetching in HDFS anticipates sequential patterns to overlap network transfers with . often relies on heartbeats for liveness detection—periodic signals from nodes to a coordinator, triggering within seconds if missed—and redundant replication to sustain operations during outages, as seen in GFS's fast recovery via chunkserver reassignment. Overall, these systems have evolved to support cloud-native applications, with abstractions like in Ceph enabling seamless integration with virtualized environments.

Special-Purpose File Systems

Special-purpose file systems are designed for niche applications where standard disk-based storage is inadequate, such as sequential media, in-memory operations, or clustered environments requiring concurrent access. These systems optimize for specific hardware constraints or software needs, often sacrificing general-purpose features like for efficiency in targeted scenarios. Examples include tape-based formats for archival storage, virtual file systems for kernel interfaces, and cluster file systems for shared disks. Tape file systems employ linear formatting to accommodate the sequential nature of magnetic tape media. The (Tape ARchive) format, originally developed for Unix systems in 1979, bundles multiple files and directories into a single stream suitable for tape storage, preserving metadata like permissions and timestamps without inherent compression. This format enables straightforward backup and distribution by treating tapes as append-only archives, though it requires full rewinds for access beyond the initial position. More advanced is the (LTFS), introduced in 2010 for LTO-5 tapes and formalized as the ISO/IEC 20919:2016 standard by the Storage Networking Industry Association (SNIA). LTFS partitions tapes into index and data sections, allowing drag-and-drop file access via a as if it were a USB drive, while supporting self-describing metadata for portability across compliant drives. This enables efficient archival with capacities up to 45 TB compressed on LTO-9 tapes and 100 TB compressed on LTO-10 tapes (as of November 2025), reducing reliance on . In database environments, specialized file systems integrate storage management directly with query processing to handle high concurrency and . Oracle Automatic Storage Management (ASM), introduced in 10g in 2003, functions as both a volume manager and cluster file system tailored for databases, automatically striping and mirroring data across disks for balanced I/O performance. ASM manages block-level allocation, eliminating manual file placement while supporting features like online disk addition and failure group mirroring for reliability. For transactional workloads, database systems often employ integrated storage layers that ensure properties, as benchmarked by tools like HammerDB, which simulates OLTP scenarios to measure transactions per minute on systems like or SQL Server. These transactional file systems prioritize atomic operations and logging over raw speed, enabling consistent data views in multi-user environments. Virtual and in-memory file systems provide interfaces for system information without persistent storage. In , procfs (process file system), mounted at /proc since kernel 1.0 in 1994, exposes runtime kernel data structures as a browsable of pseudo-files, such as /proc/cpuinfo for processor details or /proc/meminfo for memory usage, generated on-demand without disk I/O. Complementing it, , introduced in kernel 2.6 in 2003, offers a structured view of device and driver attributes under /sys, enforcing a hierarchical for hotplug events and configuration via simple text files. Both are in-memory, read-only (with limited writes for control), and integral to tools like for device management. Similarly, , available since kernel 2.4 in 2001, creates a temporary file system residing entirely in (RAM and swap), ideal for short-lived data like /tmp contents, with automatic cleanup on unmount and size limits to prevent memory exhaustion. Historically, minimal sequential file systems emerged in the 1970s for audio cassettes used in early microcomputers; the (1975) encoded data as frequency-shift audio tones (1200 Hz for 0, 2400 Hz for 1) at 300 , storing up to 30 KB per side on standard cassettes for program loading in systems like the 8800. Shared-disk file systems facilitate concurrent access in clustered setups, particularly for storage area networks (SANs). The Global File System 2 (), developed by and integrated into the since 2005, enables multiple nodes to read and write simultaneously to a shared block device using distributed lock management via (Distributed Lock Manager). GFS2 employs journaling for crash recovery and quota enforcement, supporting up to 16 nodes with features like inheritance attributes for scalable metadata handling, making it suitable for high-availability applications like HPC or clusters.

Implementations

Unix-like Operating Systems

Unix-like operating systems, including Linux, Solaris, and macOS, implement file systems that adhere to the POSIX standards, providing a consistent interface for file operations across diverse hardware and environments. These systems embody the Unix philosophy that "everything is a file," treating not only regular files and directories but also devices, sockets, and processes as file-like entities accessible through uniform system calls like open(), read(), and write(). This abstraction simplifies programming and administration by allowing the same tools—such as cat, grep, and redirection—to interact with diverse resources. The approach originated in early Unix designs and has been refined in POSIX.1, ensuring portability and interoperability. At the core of these file systems is the inode-based architecture, first introduced in the original developed at in the 1970s. An inode (index node) is a that stores metadata for each file or directory, including , permissions, timestamps, and pointers to blocks on disk, but not the file name itself. This separation enables efficient file management: file names are stored in directory inodes, allowing multiple names (hard links) to reference the same inode. Modern systems, such as those using the ext family on , build directly on this model, supporting POSIX-compliant permissions (read, write, execute for user, group, and others) and hierarchical directory structures. The inode design facilitates scalability, as seen in systems handling millions of files without performance degradation. In distributions, the file system has been the default since its stable release in December 2008 as part of kernel 2.6.28, offering journaling for crash recovery and extents for efficient large-file storage. It supports volumes up to 1 exabyte (1 EB = 1,152,921,504,606,846,976 bytes) and files up to 16 terabytes, making it suitable for enterprise-scale storage while maintaining backward compatibility with ext3. For advanced features, , merged into the in 2009, introduces mechanics that enable efficient snapshots—read-only point-in-time copies of the file system or subvolumes—for backup and versioning without duplicating data initially. also supports data compression, RAID-like redundancy, and subvolume management, aligning with while extending beyond traditional inode limits through structures. Another high-performance option is , originally developed by in 1993 for and ported to in 2001, which excels in parallel I/O for media and scientific workloads, using allocation groups to distribute metadata across disks for up to 8 exabytes. Solaris, now , relies on as its primary file system since its introduction by in 2005, revolutionizing storage management with a pooled model where physical devices are aggregated into virtual pools without predefined partitions. uses end-to-end checksums—stored with each block—to detect and automatically repair silent via self-healing, ensuring across large-scale deployments; this feature, combined with transactional updates, prevents partial writes during failures. As a legacy alternative, the (UFS), based on the Berkeley Fast File System from 4.3BSD, remains available for compatibility but lacks ZFS's advanced pooling and is largely superseded in modern Solaris installations. Both conform to , supporting standard file operations and ACL extensions. macOS, a system certified under , transitioned to the (APFS) in 2017 with (10.13), optimizing for flash storage with features like space-efficient snapshots for Time Machine backups and native encryption at the file or level using AES-XTS. APFS employs for clones and snapshots, allowing instantaneous copies that share data blocks until modified, and supports multiple containers on a single partition for flexible management. The predecessor, Hierarchical File System Plus (HFS+), introduced in 1998, provided journaling and long file names but has been deprecated as the default since APFS's adoption, though it remains supported for legacy . APFS enhances compliance with extended attributes for metadata like Spotlight indexing. To ensure consistency across systems, the (FHS), maintained by the since version 3.0 in 2015, defines a standardized directory layout. For instance, /etc holds host-specific system configuration files, such as /etc/passwd for user accounts and /etc/fstab for mount points, while /home contains user-specific directories like /home/username for personal files and settings. This structure promotes portability, allowing software to locate resources predictably without hard-coded paths, and is widely adopted in , though adapted in macOS (e.g., /Users instead of /home).

Microsoft Windows Variants

The File Allocation Table (FAT) file system, originally developed in the late 1970s for , served as the primary file system for early Windows variants, including Windows 3.x and series. Its variants—FAT12, FAT16, and FAT32—use a simple table-based structure to track file clusters on disk, enabling broad compatibility with and older hardware. FAT12 and FAT16, limited to small volumes (up to 32 MB and 2 GB respectively), were suitable for floppy disks and early hard drives but lacked advanced features like permissions or journaling. FAT32, introduced in 1996 with OSR2 and fully supported in and , extended volume sizes to 2 TB (though practically often capped at 32 GB without third-party tools) and file sizes to 4 GB, making it viable for larger storage but still vulnerable to fragmentation and without recovery mechanisms. To address FAT32's 4 GB file size limitation for flash storage, introduced the extended FAT () file system in 2006, optimized for USB drives, SD cards, and other solid-state media. employs a simplified allocation and , supporting file sizes up to 16 exabytes and volumes up to 128 petabytes, while maintaining cross-platform compatibility with non-Windows devices. Unlike FAT32, it avoids the need for frequent on flash media and includes provisions for transaction logging, though it omits built-in or compression. became the default for formatting external drives in SP1 and later, enhancing interoperability for media storage exceeding 4 GB. The New Technology File System (), debuted in 1993 with , marked a shift to a robust, enterprise-grade file system for Windows NT-based operating systems, including , XP, and modern versions like and 11. uses a master file table (MFT) to store all file metadata in a relational database-like structure, enabling efficient indexing and recovery. Key features include journaling to log changes and prevent corruption during crashes, built-in compression and encryption via the (EFS), security through lists (ACLs), and support for alternate data streams to attach additional metadata to files. These capabilities make the default for internal drives, supporting volumes up to 8 petabytes (in and Windows 10 version 1709 and later) and files up to 16 exabytes, with self-healing options introduced in later versions like Windows 8. Introduced in 2012 with , the Resilient File System () targets high-availability server environments and large-scale storage, building on foundations while prioritizing over . employs integrity streams with checksums for every file and metadata block, allowing proactive detection and repair of corruption without downtime, and uses techniques to avoid in-place modifications that could amplify errors. It supports block cloning for efficient deduplication, scalability to 35 petabyte volumes, and integration with Storage Spaces for virtualized pools, but lacks some features like file compression or in-file . is optional in client Windows editions since Windows 10 version 1809 and mandatory for certain server workloads, focusing on resiliency in virtualized and cloud scenarios. Windows file systems maintain compatibility through drive letters, a convention inherited from where volumes are assigned letters like C:\ for the system drive, allowing users and applications to reference paths consistently across , , , and . Additional volumes can be mounted as subdirectories or via the command to map paths to virtual drive letters, extending access without altering the global namespace. Since , all major file systems support for long file names, storing paths in UTF-16 to accommodate international characters and extended lengths up to approximately 32,767 characters via extensions, though legacy 8.3 short names remain for . This design ensures seamless operation across Windows variants while preserving with older software.

Other Notable Implementations

The Files-11 on-disk structure serves as the foundational file system for OpenVMS, with On-Disk Structure level 5 (ODS-5) introduced in the late 1990s to enhance compatibility with contemporary standards. ODS-5 extends the original Files-11 design by supporting filenames up to 255 characters, including multiple dots and a broader character set aligned with Windows NT conventions, while maintaining the record-based access model managed by the Record Management Services (RMS). This structure employs indexed sequential access methods, allowing efficient organization of records within files and directories via index files like INDEXF.SYS, which track file metadata and enable rapid lookups in hierarchical directory trees. In environments, the operating system, evolved from the lineage since the 1970s, utilizes (VSAM) as a primary mechanism for managing datasets rather than traditional stream-oriented files. VSAM organizes data into clusters of records stored in control intervals on direct-access storage devices (DASD), supporting key-sequenced, entry-sequenced, and relative-record access methods to handle large-scale transactional workloads with built-in indexing for high-performance retrieval. Complementing this, the platform (formerly AS/400) integrates the Integrated File System (IFS), which unifies access to diverse object types including database files and stream files optimized for sequential data flows like documents or media. IFS employs a POSIX-like interface for stream files, enabling byte-stream operations alongside integrated support for IBM i's native library-based objects, thus bridging legacy record-oriented storage with modern file handling. Plan 9 from Bell Labs employs the 9P protocol as its core distributed file access mechanism, treating all resources—including networks and devices—as file-like entities served over the network. For local storage, the Fossil file server implements a snapshot-based, archival system that maintains a writable active tree alongside read-only snapshots and an archive, using a log-structured approach on disk partitions backed optionally by a Venti block server for versioning and redundancy. Fossil serves files via 9P transactions, supporting efficient copy-on-write operations for snapshots and allowing seamless integration of local and remote storage in a networked environment. Among other implementations, the High Performance File System (HPFS), developed jointly by and for in the early 1990s, introduced support for long filenames up to 254 characters, including spaces and Unicode subsets, surpassing the limitations of while providing fault-tolerant features like hot fixing for bad sectors. The Be File System (BFS), native to , adopts a 64-bit journaled architecture that stores extended attributes as name-value pairs directly in an attribute directory per inode, enabling database-like indexing and queries on metadata for applications like or media catalogs without separate databases. In more recent developments, Google's Fuchsia operating system, as of 2025, eschews a monolithic traditional file system in favor of a component-based model where filesystems operate as isolated user-mode drivers within the Zircon kernel's (VFS) layer, leveraging for modular storage access across diverse hardware.

Limitations and Evolution

Inherent Design Constraints

File systems are inherently constrained by design choices made during their development, which can limit , compatibility, and in ways that persist across implementations. These constraints often stem from historical hardware limitations, architectural decisions, and the need for , affecting how data is stored, accessed, and managed. issues in file systems frequently manifest as limits on volume sizes and file counts. For instance, the FAT32 file system, widely used for compatibility with , has a practical maximum volume size of 2 terabytes, primarily due to the 32-bit LBA addressing in the MBR partition scheme, beyond which larger partitions require GPT or alternative file systems. As of August 2024, supports formatting FAT32 volumes up to 2 TB via the command line, addressing a prior artificial limit of 32 GB. In Unix-like systems such as those using , is further constrained by inode exhaustion, where the fixed number of inodes—data structures allocated during filesystem creation—caps the total number of files and directories at up to approximately 4.3 billion, depending on the volume size and formatting options; exceeding this limit halts new file creation even if disk space remains available. Compatibility challenges arise from inconsistencies in how file systems handle naming conventions and character encodings. Case insensitivity in systems like and HFS+ can lead to conflicts when files with names differing only in case (e.g., "File.txt" and "file.txt") are created, potentially causing data overwrites or access errors in cross-platform environments or tools expecting case sensitivity, such as Git repositories. Legacy encodings predating , such as ASCII or code pages in early and implementations, introduce issues with international characters; for example, non-ASCII filenames stored under these schemes may display as garbled text or become inaccessible when accessed from -native systems without proper conversion. Path and filename length restrictions impose additional design constraints. In Windows, the MAX_PATH limit restricts full file paths to 260 characters (including null terminator), a legacy buffer size in the Win32 that can prevent operations on deeply nested directories unless applications use extended APIs introduced in version 1607. Conversely, Unix-like systems enforce a maximum path length of 4096 characters via the PATH_MAX constant, which, while more generous, still requires applications to handle truncation or relative paths to avoid errors in long hierarchies. Other inherent limitations include the absence of native deduplication in older file systems and security vulnerabilities like symlink races. Systems such as and early versions lack built-in deduplication, requiring external tools or post-processing to eliminate redundant data blocks, which increases storage inefficiency for duplicate-heavy workloads. Symlink race conditions represent a time-of-check-to-time-of-use (TOCTOU) where an attacker exploits the brief window between checking a symlink's target and accessing it, potentially leading to unauthorized data exposure or modification in multi-user environments.

Conversion and Migration Strategies

Conversion and migration strategies enable users and administrators to transition between file systems while minimizing and disruption. These approaches are essential when upgrading storage hardware, adopting new operating systems, or addressing limitations in legacy file systems. In-place conversions modify the existing file system structure directly on the volume, whereas migrations typically involve copying data to a new file system, often requiring temporary storage or . Both methods demand careful , including backups, to mitigate risks associated with the process. In-place conversions allow modifications to a file system without reformatting the entire volume. For NTFS volumes, the ntfsresize tool resizes partitions safely without , supporting Windows NTFS implementations from NT4 onward by adjusting the file system metadata while preserving file contents. Similarly, on Windows systems, the convert.exe utility performs non-destructive conversions from FAT16 or FAT32 to by rewriting the into NTFS structures, enabling features like larger file sizes and journaling. However, such conversions are often irreversible; for instance, reverting from to FAT requires a full , as the original FAT metadata is overwritten during the process. Limitations include potential incompatibility with certain partition sizes or cluster configurations, necessitating verification of the target file system's support before proceeding. Migration strategies focus on transferring data to a new file system, typically on separate storage. Backup and restore methods, such as using on systems, synchronize files incrementally while preserving permissions, timestamps, and ownership, making it suitable for large-scale transfers over networks. Block-level copying with the command creates exact replicas of entire disks or partitions at the byte level, ideal for to new hardware but requiring the source and target to be offline during the operation. In virtualized environments, techniques allow file systems to be transferred between hosts without interrupting running services, often leveraging tools to snapshot and replicate data in real-time. Several specialized tools facilitate these processes. The mkfs utility creates new file systems on formatted partitions, preparing them for data migration by initializing structures like inodes and directories specific to the chosen type, such as or . For imaging-based migrations, fsarchiver captures and restores file system archives, supporting compression and remote transfers while maintaining across different file system types. In cloud environments, AWS DataSync automates secure data transfers between on-premises storage and AWS services like Amazon EFS or S3, handling petabyte-scale migrations with built-in encryption and scheduling since its introduction in 2018. Key risks in conversion and migration include , particularly during resizing operations where metadata inconsistencies can lead to inaccessible files if power failure occurs mid-process. is another concern, as many strategies require unmounting volumes, potentially halting operations for hours or days depending on data volume. Compatibility testing is crucial to ensure features like file permissions and quotas are preserved post-migration; for example, options such as --perms and --acls help maintain these attributes, though mismatches between source and target file systems may still require manual adjustments. Always perform full backups beforehand to enable recovery from failures.

References

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