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146 lines
12 KiB
Markdown
146 lines
12 KiB
Markdown
# Advanced Operating System Development Roadmap
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## How to Follow?
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[](https://mermaid.live/edit#pako:eNp1k8FuozAQhl_FcqU9pdpDTuFQiUDSpikJWnpak4NlhsQteJAx6bJV330NLqpRtRxG_uf_xh6P8DsVWAANaFnhm7hwbchznCtiv5BlxuqARD_DLCGbPw1ocyK3t3dkzY4ZieEKFTY1KEO2nSr4sOJVe3LlLq5HPmJrRENSjQLaCXBWzBKoUfck4YqfYdhj5m_YZ9V3wMVoxLYsQg3EthVh3aCy1HRO7AAnNr5wcTum7tketILKv9bJBx7YVlZAsr41ULcza8dskRRAYi2voOcTuB-RRxYWV64EFOQZGykm5sG5Tux84eLjmNqzDESnpenJj2GKBoSRqE4-88QOYN5Qv0p1ttQujWZ2wlLQJep6aML6x8bIWv7l3_Y5fnUaanGRw1mdhtmd9iN5sBNRvBoaerHQdKUnZzqR-OLoCxcPYyplv6AFbo8bOlcKr35fLramt-MPSSmrKrgpV-WiNRpfIbhZLpc-cvhEVuXqf0g6IfNd6ILWYCckC_sg3oeCnJqL_eVyGthlASXvKpPTXH1YlHcGs14JGhjdwYJq7M6XSXRNwQ3Ekp81r6dkw9VvRCtL-0zg4x9Pcgq8)
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## Prerequisites Review & Deep Dive
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### Advanced C Programming
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- Advanced Memory Management: [Advanced C Memory Guide](https://www.kernel.org/doc/html/latest/core-api/memory-allocation.html)
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- Inline Assembly in C: [GCC Inline Assembly Guide](https://gcc.gnu.org/onlinedocs/gcc/Using-Assembly-Language-with-C.html)
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- Volatile & Atomic Operations: [C Atomics Guide](https://en.cppreference.com/w/c/atomic)
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- Bit Manipulation Techniques: [Bit Twiddling Hacks](https://graphics.stanford.edu/~seander/bithacks.html)
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### x86/x64 Assembly Mastery
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- CPU Modes & Privileges: [Intel Software Developer Manual](https://www.intel.com/content/www/us/en/developer/articles/technical/intel-sdm.html)
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- SIMD Instructions: [x86 SIMD Programming](https://www.intel.com/content/www/us/en/develop/documentation/cpp-compiler-developer-guide-and-reference/top/compiler-reference/intrinsics/intrinsics-for-intel-advanced-vector-extensions-2.html)
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- Modern x86 Features: [AMD64 Architecture Guide](https://developer.amd.com/resources/developer-guides-manuals/)
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- Assembly Optimization: [Agner's Assembly Optimization](https://www.agner.org/optimize/)
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### Computer Architecture Foundations
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- Cache Architecture: [CPU Cache Tutorial](https://www.extremetech.com/computing/210879-how-l1-and-l2-cpu-caches-work)
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- Pipelining & Superscalar: [Modern Processor Design](https://safari.ethz.ch/digitaltechnik/spring2019/lib/exe/fetch.php?media=dayclass16.pdf)
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- Memory Hierarchy: [Memory Systems Cache, DRAM, Disk](https://safari.ethz.ch/digitaltechnik/spring2019/lib/exe/fetch.php?media=morgan_kaufmann_memory_systems_cache_dram_disk.pdf)
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## Phase 1: OS Development Fundamentals
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### 1.1 Boot Process Deep Dive
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- UEFI Programming: [UEFI Programming Guide](https://uefi.org/specifications)
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- Secure Boot Implementation: [OSDev Secure Boot](https://wiki.osdev.org/Unified_Extensible_Firmware_Interface#Secure_Boot)
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- Multiboot Specification: [GNU Multiboot](https://www.gnu.org/software/grub/manual/multiboot/multiboot.html)
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- ACPI Implementation: [ACPI Specification](https://uefi.org/specifications)
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- Early Hardware Init: [OSDev Hardware Initialization](https://wiki.osdev.org/Hardware_Initialization)
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### 1.2 Advanced Memory Management
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- Paging Structures: [Intel Paging Guide](https://www.intel.com/content/www/us/en/developer/articles/technical/intel-sdm.html#combined)
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- Virtual Memory Implementation: [Understanding Virtual Memory](https://www.kernel.org/doc/html/latest/admin-guide/mm/concepts.html)
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- Memory Allocators: [Memory Allocator Designs](https://github.com/emeryberger/CSrankings/blob/master/allocators.md)
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- NUMA Architecture: [Linux NUMA Guide](https://www.kernel.org/doc/html/latest/admin-guide/mm/numa_memory_policy.html)
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- TLB Management: [TLB Management Guide](https://www.kernel.org/doc/html/latest/core-api/mm-api.html#translation-lookaside-buffer-tlb-handling)
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### 1.3 Process Management
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- Advanced Scheduling: [Linux Scheduler Implementation](https://www.kernel.org/doc/html/latest/scheduler/sched-design-CFS.html)
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- Real-time Scheduling: [RT-Linux Guide](https://wiki.linuxfoundation.org/realtime/documentation/start)
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- Context Switching: [Low-Level Context Switch](https://wiki.osdev.org/Context_Switching)
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- Thread Implementation: [Threading Building Blocks](https://spec.oneapi.io/versions/latest/elements/oneTBB/source/index.html)
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- Process Synchronization: [Advanced Synchronization Primitives](https://www.kernel.org/doc/html/latest/locking/index.html)
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## Phase 2: Core OS Components
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### 2.1 Kernel Development
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- Microkernel Design: [L4 Microkernel Guide](https://l4re.org/docs/)
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- Monolithic Implementation: [Linux Kernel Guide](https://www.kernel.org/doc/html/latest/kernel-hacking/index.html)
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- Hybrid Approaches: [XNU Kernel Architecture](https://github.com/apple/darwin-xnu)
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- System Calls: [Syscall Implementation](https://www.kernel.org/doc/html/latest/core-api/syscalls.html)
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- Interrupt Handling: [Advanced IRQ Management](https://www.kernel.org/doc/html/latest/core-api/genericirq.html)
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### 2.2 File Systems
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- VFS Layer: [Linux VFS Guide](https://www.kernel.org/doc/html/latest/filesystems/vfs.html)
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- Journaling: [Ext4 Journaling](https://www.kernel.org/doc/html/latest/filesystems/ext4/index.html)
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- Cache Management: [Page Cache](https://www.kernel.org/doc/html/latest/admin-guide/mm/concepts.html#page-cache)
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- Modern FS Features: [BTRFS Design](https://btrfs.wiki.kernel.org/index.php/Design_notes)
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- Network FS: [NFS Implementation](https://www.kernel.org/doc/html/latest/filesystems/nfs/index.html)
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### 2.3 Device Drivers
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- Driver Framework: [Linux Driver Model](https://www.kernel.org/doc/html/latest/driver-api/driver-model/index.html)
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- USB Stack: [USB Driver Guide](https://www.kernel.org/doc/html/latest/driver-api/usb/index.html)
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- GPU Drivers: [DRM/KMS Guide](https://www.kernel.org/doc/html/latest/gpu/index.html)
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- Network Drivers: [Network Driver Programming](https://www.kernel.org/doc/html/latest/networking/index.html)
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- Block Devices: [Block Layer Guide](https://www.kernel.org/doc/html/latest/block/index.html)
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## Phase 3: Advanced Topics
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### 3.1 Security & Protection
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- Secure Boot Chain: [Chain of Trust Implementation](https://uefi.org/sites/default/files/resources/UEFI_Secure_Boot_in_Modern_Computer_Security_Solutions_2013.pdf)
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- Memory Protection: [KASLR Implementation](https://www.kernel.org/doc/html/latest/admin-guide/kernel-parameters.html#cpu-security-features)
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- Access Control: [SELinux Architecture](https://github.com/SELinuxProject/selinux)
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- Trusted Execution: [Intel SGX Programming](https://software.intel.com/content/www/us/en/develop/topics/software-guard-extensions.html)
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- Virtualization Security: [KVM Security Features](https://www.linux-kvm.org/page/Security)
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### 3.2 Networking & IPC
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- TCP/IP Stack: [Network Stack Implementation](https://www.kernel.org/doc/html/latest/networking/index.html)
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- Zero-copy Networking: [DPDK Architecture](https://doc.dpdk.org/guides/prog_guide/)
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- IPC Mechanisms: [System V IPC](https://www.kernel.org/doc/html/latest/admin-guide/sysvipc.html)
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- Socket Programming: [Network Programming Guide](https://beej.us/guide/bgnet/)
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- Protocol Implementation: [Networking Concepts](https://www.kernel.org/doc/html/latest/networking/concepts.html)
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### 3.3 Performance & Optimization
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- CPU Scheduler Tuning: [CFS Scheduler Tuning](https://www.kernel.org/doc/html/latest/scheduler/sched-design-CFS.html)
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- Memory Subsystem: [Memory Optimization](https://www.kernel.org/doc/html/latest/admin-guide/mm/index.html)
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- I/O Scheduling: [Block I/O Optimization](https://www.kernel.org/doc/html/latest/block/index.html)
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- Profile-guided Optimization: [Kernel Profiling Guide](https://www.kernel.org/doc/html/latest/trace/index.html)
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- System Tuning: [Performance Tuning Guide](https://access.redhat.com/documentation/en-us/red_hat_enterprise_linux/8/html/monitoring_and_managing_system_status_and_performance/index)
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## Research Papers
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1. ["Exokernel: An Operating System Architecture for Application-Level Resource Management"](https://pdos.csail.mit.edu/6.828/2008/readings/engler95exokernel.pdf)
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2. ["The Performance of µ-Kernel-Based Systems"](https://os.inf.tu-dresden.de/papers_ps/sosp97.pdf)
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3. ["Unikernels: Library Operating Systems for the Cloud"](https://anil.recoil.org/papers/2013-asplos-mirage.pdf)
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4. ["The Linux Scheduler: A Decade of Wasted Cores"](https://www.ece.ubc.ca/~sasha/papers/eurosys16-final29.pdf)
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5. ["Understanding and Designing New Server Architectures for Emerging Warehouse-Computing Environments"](https://people.inf.ethz.ch/troscoe/pubs/hotos07-serverarch.pdf)
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6. ["The Multikernel: A New OS Architecture for Scalable Multicore Systems"](https://www.sigops.org/s/conferences/sosp/2009/papers/baumann-sosp09.pdf)
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7. ["Efficient Memory Management in OS Kernels"](https://www.kernel.org/doc/Documentation/vm/page_alloc.txt)
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8. ["The Design and Implementation of a Log-Structured File System"](https://people.eecs.berkeley.edu/~brewer/cs262/LFS.pdf)
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9. ["KLEE: Unassisted and Automatic Generation of High-Coverage Tests for Complex Systems Programs"](https://llvm.org/pubs/2008-12-OSDI-KLEE.pdf)
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10. ["seL4: Formal Verification of an OS Kernel"](https://sel4.systems/publications/nicta_full.pdf)
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## Books
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1. "Modern Operating Systems" by Andrew S. Tanenbaum
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2. "Operating System Concepts" by Silberschatz, Galvin, and Gagne
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3. "Linux Kernel Development" by Robert Love
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4. "Understanding the Linux Kernel" by Daniel P. Bovet
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5. "Operating Systems: Three Easy Pieces" by Remzi H. Arpaci-Dusseau
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6. "The Design and Implementation of the FreeBSD Operating System" by McKusick
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7. "Linux Device Drivers" by Jonathan Corbet
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8. "OS: Design and Implementation" by Andrew S. Tanenbaum
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9. "Advanced Programming in the UNIX Environment" by W. Richard Stevens
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10. "System Programming with C and Unix" by Adam Hoover
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## Online Courses
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1. [MIT 6.828: Operating System Engineering](https://pdos.csail.mit.edu/6.828/2020/schedule.html)
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2. [Stanford CS140: Operating Systems](https://web.stanford.edu/~ouster/cgi-bin/cs140-spring20/index.php)
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3. [Berkeley CS162: Operating Systems](https://cs162.org/)
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4. [Harvard CS161: Operating Systems](https://www.eecs.harvard.edu/~cs161/)
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5. [Georgia Tech CS6200: Graduate Introduction to Operating Systems](https://omscs.gatech.edu/cs-6200-introduction-operating-systems)
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6. [Coursera: Operating Systems and You](https://www.coursera.org/learn/os-power-user)
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7. [edX: LinuxFoundationX: Introduction to Linux](https://www.edx.org/course/introduction-to-linux)
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8. [Udacity: Advanced Operating Systems](https://www.udacity.com/course/advanced-operating-systems--ud189)
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## Development Tools
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- Cross Compiler: [Cross Linux From Scratch](https://clfs.org/)
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- Debugging Tools: [GDB Guide](https://sourceware.org/gdb/current/onlinedocs/gdb/)
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- Emulators: [QEMU Documentation](https://www.qemu.org/docs/master/)
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- Performance Tools: [Linux Perf Tools](https://perf.wiki.kernel.org/index.php/Main_Page)
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- Static Analysis: [Coverity Scan](https://scan.coverity.com/)
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- Dynamic Analysis: [Valgrind Tools](https://valgrind.org/docs/)
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## Final Projects
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1. Implement a microkernel OS
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2. Build a real-time operating system
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3. Create a specialized IoT operating system
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4. Develop a secure hypervisor
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5. Design a distributed operating system
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## Additional Resources
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- [OSDev Wiki](https://wiki.osdev.org/Main_Page)
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- [The Linux Documentation Project](https://tldp.org/)
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- [Linux Kernel Newbies](https://kernelnewbies.org/)
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- [Linux Weekly News](https://lwn.net/)
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- [ACM SIGOPS](https://www.sigops.org/)
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- [USENIX](https://www.usenix.org/)
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