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Caching Tutorial

By Mark Nottingham
2007-12-22


How (and how not) to Control Caches

There are several tools that Web designers and Webmasters can use to fine-tune how caches will treat their sites. It may require getting your hands a little dirty with your server’s configuration, but the results are worth it. For details on how to use these tools with your server, see the Implementation sections below.

HTML Meta Tags and HTTP Headers

HTML authors can put tags in a document’s <HEAD> section that describe its attributes. These meta tags are often used in the belief that they can mark a document as uncacheable, or expire it at a certain time.

Meta tags are easy to use, but aren’t very effective. That’s because they’re only honored by a few browser caches (which actually read the HTML), not proxy caches (which almost never read the HTML in the document). While it may be tempting to put a Pragma: no-cache meta tag into a Web page, it won’t necessarily cause it to be kept fresh.

Side Note:
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If your site is hosted at an ISP or hosting farm and they don’t give you the ability to set arbitrary HTTP headers (like Expires and Cache-Control), complain loudly; these are tools necessary for doing your job.
===============

On the other hand, true HTTP headers give you a lot of control over how both browser caches and proxies handle your representations. They can’t be seen in the HTML, and are usually automatically generated by the Web server. However, you can control them to some degree, depending on the server you use. In the following sections, you’ll see what HTTP headers are interesting, and how to apply them to your site.

HTTP headers are sent by the server before the HTML, and only seen by the browser and any intermediate caches. Typical HTTP 1.1 response headers might look like this:

HTTP/1.1 200 OK
Date: Fri, 30 Oct 1998 13:19:41 GMT
Server: Apache/1.3.3 (Unix)
Cache-Control: max-age=3600, must-revalidate
Expires: Fri, 30 Oct 1998 14:19:41 GMT
Last-Modified: Mon, 29 Jun 1998 02:28:12 GMT
ETag: "3e86-410-3596fbbc"
Content-Length: 1040
Content-Type: text/html

The HTML would follow these headers, separated by a blank line. See the Implementation sections for information about how to set HTTP headers.

Pragma HTTP Headers (and why they don’t work)

Many people believe that assigning a Pragma: no-cache HTTP header to a representation will make it uncacheable. This is not necessarily true; the HTTP specification does not set any guidelines for Pragma response headers; instead, Pragma request headers (the headers that a browser sends to a server) are discussed. Although a few caches may honor this header, the majority won’t, and it won’t have any effect. Use the headers below instead.

Controlling Freshness with the Expires HTTP Header

The Expires HTTP header is a basic means of controlling caches; it tells all caches how long the associated representation is fresh for. After that time, caches will always check back with the origin server to see if a document is changed. Expires headers are supported by practically every cache.

Most Web servers allow you to set Expires response headers in a number of ways. Commonly, they will allow setting an absolute time to expire, a time based on the last time that the client saw the representation (last access time), or a time based on the last time the document changed on your server (last modification time).

Expires headers are especially good for making static images (like navigation bars and buttons) cacheable. Because they don’t change much, you can set extremely long expiry time on them, making your site appear much more responsive to your users. They’re also useful for controlling caching of a page that is regularly changed. For instance, if you update a news page once a day at 6am, you can set the representation to expire at that time, so caches will know when to get a fresh copy, without users having to hit ‘reload’.

The only value valid in an Expires header is a HTTP date; anything else will most likely be interpreted as ‘in the past’, so that the representation is uncacheable. Also, remember that the time in a HTTP date is Greenwich Mean Time (GMT), not local time.

For example:

Expires: Fri, 30 Oct 1998 14:19:41 GMT

Side Note:
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It’s important to make sure that your Web server’s clock is accurate if you use the Expires header. One way to do this is using the Network Time Protocol (NTP); talk to your local system administrator to find out more.
=================

Although the Expires header is useful, it has some limitations. First, because there’s a date involved, the clocks on the Web server and the cache must be synchronised; if they have a different idea of the time, the intended results won’t be achieved, and caches might wrongly consider stale content as fresh.

Another problem with Expires is that it’s easy to forget that you’ve set some content to expire at a particular time. If you don’t update an Expires time before it passes, each and every request will go back to your Web server, increasing load and latency.

Cache-Control HTTP Headers

HTTP 1.1 introduced a new class of headers, Cache-Control response headers, to give Web publishers more control over their content, and to address the limitations of Expires.

Useful Cache-Control response headers include:

  • max-age=[seconds] — specifies the maximum amount of time that an representation will be considered fresh. Similar to Expires, this directive is relative to the time of the request, rather than absolute. [seconds] is the number of seconds from the time of the request you wish the representation to be fresh for.
  • s-maxage=[seconds] — similar to max-age, except that it only applies to shared (e.g., proxy) caches.
  • public — marks authenticated responses as cacheable; normally, if HTTP authentication is required, responses are automatically uncacheable.
  • no-cache — forces caches to submit the request to the origin server for validation before releasing a cached copy, every time. This is useful to assure that authentication is respected (in combination with public), or to maintain rigid freshness, without sacrificing all of the benefits of caching.
  • no-store — instructs caches not to keep a copy of the representation under any conditions.
  • must-revalidate — tells caches that they must obey any freshness information you give them about a representation. HTTP allows caches to serve stale representations under special conditions; by specifying this header, you’re telling the cache that you want it to strictly follow your rules.
  • proxy-revalidate — similar to must-revalidate, except that it only applies to proxy caches.

For example:

Cache-Control: max-age=3600, must-revalidate

If you plan to use the Cache-Control headers, you should have a look at the excellent documentation in HTTP 1.1; see References and Further Information.

Validators and Validation