[enuddleyarbl]

OP: Hopefully, in a few days, we'll be getting a couple of Kobo Formas to replace our aging Kindles. Is there anything particular I'll need to do to get my Calibre library over to those Formas? I assume I'll need to install the Kobo Utilities plugin, change the Page Setup Input/Output Profiles from the current Kindle ones to the Default Profiles, convert all my books over to epub and save those epubs to the Formas. Is there anything else I should be aware of? Is there a thread somewhere that's packed with current goodness about this?

EDIT: For future generations [g], I'll just put a final list of the things I did in Calibre when I switched from Kindles to Kobos (specifically, the Forma).

• This isn't unique to Kobos, but since I'm doing a lot more with metadata here than I did with my Kindles, I went to Preferences > Import/Export > Sending Books to Devices > Metadata Management and set that to Automatic Management. That way, Calibre keeps the metadata in sync on every device connect.
  
• Under Preferences > Get Plugins to Enhance Calibre, I installed the Kobo Utilities, KoboTouchExtended and Quality Check plugins (I already had Quality Check, but it's a must-have for the steps below).
  
• Under Preferences > Change Calibre Behavior > Conversion > Common Options > Page Setup, I changed the Input Profile from Kindle to Default and the Output Profile from the Kindle one to Tablet.
  
• Kobos are, apparently, persnickety regarding author name formats and the Author "shelf" on the device. In Calibre, I had set both my author and author_sort formats to LN, FN. That resulted in all kinds of weird things under the Author shelf (basically, any time the Kobo saw punctuation in the author field, it made what followed another author). The first step in fixing this is using the Quality Check plugin to get rid of all periods in author names:
  1. Quality Check > Customize Plugin > Other Options > Author Initials Format = AB,
  2. Quality Check > Check Metadata > Check Authors Initials,
  3. select all the results and then,
  4. Quality Check > Fix > Reformat Author Initials
  Next, use Quality Check to swap author from LN, FN to FN LN (note, I left my author_sort value as LN, FN - that leaves my Authors sorted correctly by last name in Calibre (though it looks a bit odd since they're displayed FN LN):
  1. Quality Check > Check Metadata > Check Authors with Commas
  2. select all the results and then,
  3. Quality Check > Fix > Swap Author FN LN <-> LN,FN.
  And, finally, set up a metadata plugboard rule to send the author name information over to the Kobo correctly.
  1. Preferences > Import/Export > Metadata Plugboards,
  2. Add a new rule for any format, any device, source template is "program: raw_list('authors', ', ')", and destination field is authors. That should result in a line that looks like "any format:any device = ([program: raw_list('authors', ', ')] -> authors)". I have no idea what that "program..." bit does. I took it from davidfor's posts.
  With all of the above, once I connected and my metadata synced, the Author shelf correctly populated.
  
• The Kobos also have a Series shelf. Initially, I was worried since that area remained blank even though I'd gone to Preferences > Advanced > Plugins > Device Interface > KoboTouchExtended > Customize Plugin > Metadata, on Device and Advanced and confirmed Set Series Information was checked. It turns out that it can only add series information after the Kobo processes the book. After connecting the device to Calibre again, that shelf populated correctly.
  
• Initially, I hadn't planned to use the Kobo's Collections ability. But, after thinking about it, I decided to send my Calibre Tags (genres) over as Collections. So, one tab to the left of where I was above (Collections, Covers & Uploads), I checked the Collections box, added "tags" to the Collections Column field, checked Create Collections and Delete Empty Bookshelves. Once I connected the device, my tags (genres) came over as Collections.
  
• While I was doing the above, I also checked all the boxes in the Upload Covers section that followed the Collections section. From what I've read, it looks like that's supposed to display better covers on the device.
  
• Since I have two Formas, I went into Kobo Utilities > Devices, added them while they were connected, and edited their names to be unique. Similarly, on the Kobo Utilities > Profiles tab, I created unique Profiles pointing to those individual devices and followed the instructions under its Help link to set up all four of its Custom Columns (Current Reading Location, Percent Read, Rating and Last Read) for each device.

I've barely used the Formas yet, but the above seems to have handled what I initially needed to do.