PRS-T2 Calibre help with templates - Series/Title display

I just don't seem to be catching on to understanding the basics of customizing Calibre - I've gone over the tutorials and the forum here, and they seem to assume a basic understanding of the functions and syntax I can't seem to grasp.

I thought I'd try a walk-thru to see if it helped, and somewhere I missed something. I've followed this tutorial and it has had no effect on my T2, with the exception of reversing Author First Last to Last, First which I did NOT want to happen.

In the Calibre Sony_sort column, I get -
Pratchett, Terry - Discworld 01 - The Color of Magic < This is how I want the T2 to display the titles

T2 the title displays as -
Pratchett, Terry - The Color of Magic
and in the filepath on the device is -
Pratchett, Terry > Color of Magic, The - Terry Pratchett

My series each have their own tag ( Series / * ) so they are grouped together in the Collections list - I prefer not to have random collections mixed in with the genre-named collections. I'm looking to have the Series name/number displayed like it is at the end of the tutorial, with the exception of Author Firstname Lastname

My 'Save Template' under the PRS-T1 plugin configuration is {author_sort}/{title} - {authors}

Is that what I need to change? If so, how do I correctly state it? And is 'Configure Device' the place to do it?
{author_sort}/{title} - {series index} - {authors}

:help: