2nd year beekeeper..
John, sound like you got the idea. That is the way it is "supposed to be", but sometimes
the bees don't do what they are "supposed to do".
You may be mixing up to different points though. Mostly when I hear people trying to encourage bees to move up, they mean on new frames that are empty (foundation or foundationless). They want them to start using it. So sometimes you encourage them by moving som used frames up.
Once stores/brood are up there they will "move up" during the winter/spring as they need those stores. You don't need to encourage them to move up during this time.
Maybe they sometimes dislike it because it isn't natural to have wood frames around the combs - I have heard that a lot of the top bars on the modern frames was developed during the hey-day of comb honey production and the extra wide frames (1" - 1 1/8") were used to discourage the queen from moving up.
You can read langs. treatise if you want I guess, and be a slave labouror if you want. Or you can just learn as you go. I doubt books will make you good at beekeeping though. Like so many things doing it will be the key.