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But the rule of thumb is to follow the mod author's advice, unless you know of a specific reason not to.
Also, DO NOT merge mods into the Bashed Patch. It should solely be used just to handle leveled lists, and then checked to see if manual editing is needed.
Use of a Smashed Patch for merging of mods or to accommodate conflicts is not recommended except for simpler load orders, as it may omit things, or carry over the wrong records.
If you need to merge mods to stay under the plugin limit, use Merge Plugin standalone, or the merge plugin script for xEdit. But, if doing so, you must first ensure that you have a completely stable build, and all conflicts have been resolved. Only recommended for advanced and experienced users of xEdit. And, of course, always check for errors both before merging, and after.
I sort them first with LOOT then merge, and I check the record of the merge plugin in xEdit, most of them are leveled like I wanted, while other like armors records are the same as the last plugin that overwrite those. Beside those that involve with items, there are barely any record of other mod in the merge plugin, those are mostly overwritten by their respected patch
So what kind of wrong records should I look for?
For merging plugin I use xEdit script, although to be safe I only merge armors/weapons/spells that only place those to somewhere fixed in the world or in crafting list. And how about followers? I'm currently stay away from them because I afraid of breaking their faces, or just simply break them entirely
As far as using the scrip (which is what I use), you can literally merge any mods together, though I usually keep similar types together as it is easier for organizational purposes - though I do have some merges that contain several different types.
As to followers, there is no problem merging them, but you need to check that no other mod being placed after changes the facegen data - or you may get black face. You can get some idea of what can go into a merged plugin by looking at the larger SSE build that is linked on my profile page.
Of course, the more mods you have the easier it is to overlook something, so it is possible you may see a black face bug due to that. But it is easily corrected by just finding that NPC's record in xEdit and editing the offending file.
As I'm sure you are already aware, there is a LOT that goes into this. Since you seem to have the knowledge already, and come across as being fairly comfortable in using xEdit, the best thing I can tell you is don't be afraid of making mistakes - just make sure that you back up any .esps before editing them, and save to a separate location on your PC. In fact, once you have done editing and know it all works, copy all your .esp files that way.
Mistakes are just another way of learning, of course.
One more thing, test after each merge, if only to be sure there are no major errors. It will not be possible to test for everything, but at least you can assure yourself there are no critical errors. The minor ones you can fix along the way (provided, of course, the fix does not involve removing records - which would require going back to an earlier save or a new game, just as if you removed a mod).
There are undoubtedly things I left out or did not cover as to your questions, but really don't want this response to be the size of War and Peace, lol! It's long enough as it is!
Also I just found out that there is a bash option in mator smash for leveled list only, turn out I merge everything that is conflicted in:
Ammunation
Armor Addon
Armor
Cell
Container
Leveled Items
Leveled NPC
Misc.Items
Non-Player Character (Actor) 3 record
Weapon
Those beside the leveled list are stats change are from MLU, Weapons Armors Clothes & Clutter fixes and Immersive Jewelry. And a missing entry from cutting room floor in the only 1 record of Cell and Container
Should I redo the patch with only leveled list option or I can just keep the current merge patch?
Use just Wrye Bash for handling leveled lists, and manually edit it - nothing else.
Also, as I stated in post #3, do not merge mods into the Bash. Only use it for leveled lists.
As Sinsling pointed out, it can mess with the load order requirements. A perfect example of this is when using Tiwa Miniskirts and the mod Respectable Elders. Tiwa gives miniskirts to all female NPCs and is usually higher in the load order, at any rate above Respectable Elders (which ensures that NPCs marked as Elder wear "respectable" clothing - nothing skimpy for example). When making the Bashed Patch, Tiwa is one of the mods that it will include in the Patch if you allow it. Since the Bashed Patch is placed last or nearly last (certainly below Respectable Elders), you will have Tiwa records overwriting Respectable Elders records, resulting in miniskirted Elders.
There are, of course other examples, that is just the most obvious one.
So, yes, best thing is to redo the patch with just the leveled list function and do not have it merge any mods.