@charlweed - I moved your questions into the Development forum - just a slightly better place to ask them (I appreciate they are plugin related, we just try to keep the really geeky stuff in here).
Your best bet is to look at the source for one of the existing plugins - there are loads of them available. I suggest you pick one of the simpler ones like B&N which I know a number of the metadata plugin authors based theirs on.
In direct answer to your question - the purpose of the identify function is to find possible book candidates to launch a Worker process to *actually* perform the metadata download. So identify() usually fires a "search" type of query, parsing the search results to decide possible matches, and then the Worker thread(s) for each candidate queries the detail page for that book and constructs a Metadata object, which amongst its attributes can include .series and .series_index
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