Floppy Disk Compatibility

In general, different physical sizes of floppy disks are incompatible by definition, and disks can be loaded only on the correct size of drive. There were some drives available with both 3½-inch and 5¼-inch slots that were popular in the transition period between the sizes.
However, there are many more subtle incompatibilities within each form factor. Consider, for example, the following Apple/IBM 'schism': Apple Macintosh computers can read, write and format IBM PC-format 3½-inch diskettes, provided suitable software is installed. However, many IBM-compatible computers use floppy disk drives that are unable to read (or write) Apple-format disks. For details on this, see the section More on floppy disk formats.
Within the world of IBM-compatible computers, the three densities of 3½-inch floppy disks are partially compatible. Higher density drives are built to read, write and even format lower density media without problems, provided the correct media is used for the density selected. However, if by whatever means a diskette is formatted at the wrong density, the result is a substantial risk of data loss due to magnetic mismatch between oxide and the drive head's writing attempts. Still, a fresh diskette that has been manufactured for high density use can theoretically be formatted as double density, but only if no information has ever been written on the disk using high density mode (for example, HD diskettes that are pre-formatted at the factory are out of the question). The magnetic strength of a high density record is stronger and will "overrule" the weaker lower density, remaining on the diskette and causing problems. However, in practice there are people who use downformatted (ED to HD, HD to DD) or even overformatted (DD to HD) without apparent problems; see the Floppy trivia section. Doing so always constitutes a data risk, so one should weigh out the benefits (e.g. increased space and/or interoperability) versus the risks (data loss, permanent disk damage).
The situation was even more complex with 5¼-inch diskettes. The head gap of an 80 track (1200 KB in the PC world) drive is shorter than that of a 40 track (360 KB in the PC world) drive, but will format, read and write 40 track diskettes with apparent success provided the controller supports double stepping (or the manufacturer fitted a switch to do double stepping in hardware). A blank 40 track disk formatted and written on an 80 track drive can be taken to a 40 track drive without problems, similarly a disk formatted on a 40 track drive can be used on an 80 track drive. But a disk written on a 40 track drive and updated on an 80 track drive becomes permanently unreadable on any 360 KB drive, owing to the incompatibility of the track widths (special, very slow programs could have been used to overcome this problem). There are several other 'bad' scenarios.
Prior to the problems with head and track size, there was a period when just trying to figure out which side of a "single sided" diskette was the right side was a problem. Both Radio Shack and Apple used 360 KB single sided 5¼-inch disks, and both sold disks labeled "single sided" were certified for use on only one side, even though they in fact were coated in magnetic material on both sides. The irony was that the disks would work on both Radio Shack and Apple machines, yet the Radio Shack TRS-80 Model I computers used one side and the Apple II machines used the other, regardless of whether there was software available which could make sense of the other format.
For quite a while in the 1980s, users could purchase a special tool called a "disk notcher" which would allow them to cut a second "write unprotect" notch in these diskettes and thus use them as "flippies" (either inserted as intended or upside down): both sides could now be written on and thereby the data storage capacity was doubled. Other users made do with a steady hand and a hole punch or scissors. For re-protecting a disk side, one would simply place a piece of opaque tape over the notch or hole in question. These "flippy disk procedures" were followed by owners of practically every home-computer single sided disk drives. Proper disk labels became quite important for such users.

Jagath Krishnakumar