Wow. This thread sure changed directions.
Getting 90* geometry with shaft rockers is a challenge for sure, especially when they only give you either a .04 or .08 shim to work with...but that should also tell you something.
I haven't read the entire thread so forgive me if this is repeating something already said.
Rocker geometry is all about the relationship between the center of the rocker pivot (trunnion) and the valve tip and how much lift you have.
1) You NEVER use lash caps to correct geometry. That's not what they're for. At a minimum, you're just adding weight to your valve. Worst case, a hardened lash cap on a hardened valve tip is asking for a failure. Fix the problem right.
2) My rule of thumb for wear pattern location; if you're confident that your geometry is right and the pattern is in the center third of the valve tip, IMO you're golden. If not, you need to make some adjustments but
don't compromise the geometry. if you feel you need to move the pattern front or back but your geometry is right, then order the rocker stands with the shaft moved one way or the other. Don't raise or lower the stand to change the location of the pattern unless the geometry requires it.
If you really want to get shaft rocker geometry spot on, you have to measure the sweep and adjust stand height till you get the least amount of sweep/narrowest pattern. This isn't easy. The little tool will work very well if you can use it precisely but that's almost impossible to do by yourself. If you can accurately measure from the top of the rocker shaft to the top of the valve, you can do some math and calculate what that dimension should be. For me, the easiest way is like I show in the pic below. I made a retainer that holds a dial indicator and reads the actual roller sweep on the valve tip. I use that in conjunction with measuring the lift to set my shaft rocker geometry. Using the method below, I set the sweep indicator at zero at zero lift. As I open the valve I watch the sweep indicator and it should reach max sweep at mid lift and then start back toward zero sweep asthe valve continues to open. At max lift the sweep indicator should go back to zero. That would be perfect 90* geometry...but it seldom happens. Depending on all the parts, a .04 shim will usually give me about a .010" difference in the sweep. If the sweep comes up short of zero at max lift, you add shim. If it goes past zero , you have to lower the stand. If I get the sweep to return within .005 of zero, I'm happy. At that point, you're picking pepper out of fly shit.
Once you get your geometry right, then you look at your sweep pattern. Again, IMO if it's in the center third of the valve tip, leave it alone. If not, then you either have to move it back or forward, but that shouldn't change the geometry. FYI, with ~.800"lift, I usually get right around .05 sweep on a BB Chev. One more FYI...Jesel does not build their rockers based on 90* geometry. You can't set a Jesel rocker like this. Reason being, the pushrod side geometry will be a mess. LOL...did I say pushrod side geometry?
I drew this years ago and it's been used all over the internet...gives you an idea of what you're shooting for;