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Originally Posted by Marg1780
The newer firmware has the series tab (along with books, authors and collection), but on my older device, I only see books, authors and collections. That was never a problem since whenever I added books, a collection was created automatically using the name of the series.
Unfortunately, since I didn't need to do any device configuration for my older reader, I'd never been down into the configuration menu and didn't realize it existed. (There are a *lot* of menus in Calibre.) So I have no notes on what settings I had before but it was set to "Manual" when I went in tonight so I changed it to automatic. The "Set series" box was already checked.
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Well, you must have. By default, the collection management is not configured. If calibre is creating any collections on the device, you must have done this at some time in the past. Setting the series info is turned on by default.
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Plugging the Kobo in/out a few times tonight, trying to understand those options, I do seem to be experiencing what you mentioned - my books only get added to a "series" category the next time I connect to calibre, not when I'm pushing the ePub over to the device. I'm now wondering if I could have managed not to notice this behavior for an entire year of regular usage... It seems unlikely but of course isn't impossible. Whenever I added something to read immediately, it would have been at the top of the "recents" sort so I wouldn't need to go anywhere else.
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Based on comments made about this, most people don't notice this need. Your report of issues after years of use and then surprise at the need to connect again is very common. The main difference is really in how much they swear they never had to do this before. And I can guarantee, that, for the series information, it has always been like that.
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Do you know if there is any guidance for eReader configuration in a centralized location somewhere? When I did my first reader, I started with a search of the Calibre documention, of course, couldn't find anything, and eventually tracked down the plugboard information in an article on a different website. But that article had nothing else relating to device set-up. Everything worked after that, so I just heaved a sigh of relief and started reading.
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The closest thing to what you want is
https://wiki.mobileread.com/wiki/Kob...nd_Collections. There has been a little bit of argument over exactly how to present this, so there are a couple of versions in different styles on that page. And it hasn't been updated perfectly as things in either the driver or firmware have changed.