Dr. Walker's stuff is very thorough, but... not a light read.
I'd recommend starting with something like the North Sails "fast course". It's a primer on sail-trim (among other things) and provides a very good framework for looking at and adjusting things in a step-wise fashion. Great place to start.
Not sure if they still produce it, but there are copies available on Amazon.
https://www.amazon.com/North-U-Crui...=1513880415&sr=1-4&keywords=north+fast+course
For me, my approach is sort of a "loop" - meaning that I look at the trim, make an adjustment, and then go back and look at it again because each adjustment affects the others.
In broad terms, I think of things in terms of "shape", "trim" and "feel"
"
Shape" is the airfoil formed by the sail. the sail may be "flat" or "full", it may be adjusted to move the deepest part of the shape, and it may have "twist" along the back edge.
The shape of the jib is controlled by the headstay, the halyard and the lead position
- a soft headstay tends to make the sail fuller (more powerful), tightening the headstay flattens the sail
- a tight halyard moves the draft forward, softer halyard allows the draft to move back
- moving the jib lead forward "closes" the back of the sail, moving the lead aft lets the top part "open" or "twist"
Similarly, the shape of the main is controlled by mast-bend, outhaul, main halyard, mainsheet-and-traveller-and-vang
-- a straight mast tends to make the sail fuller, tightening the backstay (bending the mast) flattens the sail
-- a tight halyard moves the draft forward, soft halyard allows the draft to move back
-- a tight outhaul makes the sail flatter (mostly near the bottom of the sail)
-- and then mainsheet-and-traveller or mainsheet-and-vang affect twist: tight vang (or tight mainsheet) "closes" the back of the sail, soft vang or mainsheet allow the leech to "open" or "twist"
For the purposes of "shape", think of how they affect the boom. Tightening the vang (or the mainsheet) pull the boom down, which causes the back of the sail to close. Easing the vang (or the mainsheet) allow the boom to rise, changing the shape of the back edge of the sail.
"in general", the shape of the sail should match the conditions. In light air (going upwind) you want smooth, efficient airfoil shapes. If you have telltales on your sails, they're your best indicators. A set of telltales about 1/3 of the way back from the front of the jib will tell you if your jib-leads are right fore-and-aft. They should all be streaming, and if they all "break" or flutter the same, you're good. If the top one breaks before the others, the top of the sail is twisted off too much, and you should move the lead forward a little. If the bottom one breaks before the others, try moving the lead aft a little.
Similarly for the main....telltales on the back edge should all be streaming. if the top one "hides" behind the sail, it usually means the leech is too closed, try easing the vang and/or mainsheet to let the leech twist off a little.
As the wind comes up, you generally want to
flatten the shape of the sails, allow the tops to
twist off a little to reduce power, and
ease the sails out a little to help the boat stay on her feet. Heeling over a lot is not fast - it is far more efficient to de-power the sails (either by flattening them, letting them twist off, or reducing the area) and keep the boat upright.
IMO, once I have the shape where I want it, then I focus on trim - the angle of the airfoil to the wind. For the jib, that means trimming or easing the sheets. For the main, that means using the vang-and-mainsheet or traveler-and-mainsheet to trim or ease. Generally speaking, the traveler is good for controlling "trim" when headed upwind, and as the sails are eased on a reach or a run it becomes less useful, and the vang is used to keep the sail shaped the way you want.
So, back to your original question.... mainsheet and traveller can work together to affect shape as well as trim. If you use the mainsheet to adjust the shape of the mainsail so that it has the right "twist" for the conditions, you can then move the traveler to trim that sail in or out without affecting the shape. And pay attention to how the boat feels - if it is heeling a lot, or feels overpowered, that means it is time to adjust shape (flatten, twist) and trim (ease)
$.02
Bruce