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Thank you both! I needed to think differently, focusing on Metadata was the key. And, needing to connect a 2nd time to Calibre to update the metadata was not obvious either. But, I now have Title, Author, Series & No. along with publication date in the subtitle on the Kobo which should get me what I was looking for.
Continually impressed by Calibre - supporting multiple, very different devices & workflows and leveraging the strengths of each platform to get the functionality needed!
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