For getting the series info populated on the device, all you need to do is select the "Set series" option in the driver configuration, make sure the "Metadata management" option on the "Sending books to device" page of the calibre preferences is set to automatic and connect the device. Then, for every book on the device that is matched to a book in the current calibre library, the series information will be set. And whenever you connect the device, if there have been changes in the calibre library, they will be sent to the device.
The above only happens for books on the device that have been processed into the library. If you send a new book to the device, you need to disconnect, let it be processed by the firmware and then connect again.
So, the most common reasons for the series info not being updated are:
- New book added to the device and not processed
- Metadata management option not set to automatic
- Wrong driver configured. If you use the extended driver, you need to configure that.
- Book on device doesn't match a book in the library. This is common for purchased books as the title commonly includes the series info.
If the above still doesn't work, then I need a calibre debug log to look at. I can usually tell what is going wrong from this.
For series sorting, there is no support for using the series info for sorting. The only way to do it with recent firmware is to add the series info to the title or author. Using metadata plugboard is the best way to do this. The link you have has the details needed.