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Posting this for anyone else who is struggling to grasp the Sony sorting system. I hope this makes sense - at least it's how things finally started making sense to me. After sitting up all night I had an "ah-ha" moment. I *can* manage my files the way I wanted. I just had to adjust my thinking a little.
Firstly, follow the directions in the above linked thread TO THE LETTER. Be sure to read carefully and to restart Calibre when prompted to do so. Any files not part of a series can be grouped by genre or other category by adding the appropriate value as a tag such as Fiction, Novels, Anthologies, etc. You can get genre specific of you want - Romance Novels or SF Anthologies, and so on, but use only ONE tag per file so that you don't end up with too many collections ("Romance Novels" is 2 words but it's 1 tag). When you are done you should have a collection for each series and for each of your chosen categories.
Now, here's the good part. Once you have all your code and tags in place and your collections categories are appearing the way you want them, you can view the contents of each according to it's own attributes - series ordered by number and Novels, for instance, by title or author. No more code needed - you're done.
Think about it this way: In Windows, if you open a folder of images, you right click and select to view as thumbnails so you can browse to the image you want. If you want to find a document, you right click and select to view as list, and then order by name or modified, etc., whatever will help you locate the document you want.
Your series collections are like images and your other collections are like documents. When you open a series folder, select to view as "added value" (series numbers) and your books will be in numerical order. When you open a genre folder or other category, select to sort by title or author or date. You are now browsing you files on the T1 as easily as you do your files in Windows.
Ta-da.
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