Thanks again davidfor. I will use the automatic setting.
This prompts another silly question: I'm not exactly sure what you mean when you used the word "connect", e.g., "That way it is updated each time you connect."
I know I have to connect the kobo to the computer to charge it; however, I wasn't planning on installing the desktop software or activating the wifi. With the books on the sd card, I guess I presumed that if I ever took the card out to add/delete books, the kobo would make the updates to the shelves and series once the card was reinserted....maybe not?
I guess I need to find out more about how to sideload books.