Firstly, after reading all your posts, you are way overthinking this. These devices are simple to use. They are designed to be. I mean, just drop the books onto the device and let it handle the book. It doesn't matter where you put it (except the .kobo and .kobo-image directory). The device will find the book and add it to list of books you can read. And that will not affect the books already on the device.
For the series, the device does not read series info from the books. But calibre can do it for you. That has been working since Kobo added the series metadata to the firmware. There is a series metadata addon for the device available in this forum if you do not want to use calibre.
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