Revision notes:
Approach:
Added brief intro to clarify what it is and isn't.
Adding Books - Choose Method for Adding Books:
Added sentence that reading from file contents usually works well for retail-quality books from good sources.
Editing Metadata, Title or Series - and path/filename length issue:
Shortened the appends to Title. Mentioned an alternative for people wanting shorter titles might be putting that metadata into comments or custom column(s). Added separate paragraph (after Authors) about string length in Series and Title. Decided not to go into specifics about calibre automatically truncating when necessary to deal with various file system path/filename limitations, or the tech specs of those limitations (that would have been off-topic; and I don't know all the details). But added a few links under Filename Limitations in Links section. And added links for template info and examples in separate paragraph Set Templates in Reading Books section, and added links in Sending Books in Preferences section.
Other issues:
Still thinking about the issues with bulk convert, delete original format, and preferred fix with Sigil. Any changes there may be awhile since I want to get comfortable with any changes in real-life workflow before revising the document.
But I'm tending toward never deleting original format. In most cases that would give every book 2 formats, Preferred and Original. In the case of Preferred to Preferred, it would be Preferred and Original_Preferred, requiring Tweak save_original_format=true. For users learning how to fix books it's probably more important to keep the original formats, than for experienced book fixers who know what they're doing. I'm still in the learning how category, particularly with Sigil.
And I finally learned how to anchor a selected graphic to a paragraph in OpenOffice, preceding add of ODT into calibre. With menu command Format/Anchor/To Paragraph. All I had to do was look.
I'm also tending toward always bulk converting after adding books, for all books. For me using EPUB as preferred format, that makes sense for the assessment in calibre viewer. With further assessment of original format if necessary in other reader app for that format.