You are spot on - I was a bit confused in the zero lash thing and neither of my manuals had clear advice - when I became uncertain about the adjustment - specifically as you mention about zero lash ( rod rotation/play/ finger loose / 1/4 turn / etc) I just grabbed the phone and called for advice from the builder at the machine shop. Also, contacted both Dart and Scorpion, and then contacted comp cams.
Comp Cam lifters, spiders, and Rods. I followed their advice on up/down (none, but not so tight you can't spin rod, 1/4 to 1/2 turn). Since engine is dry (no oil) they recommend I check again after I prime and bump engine over (no start) to fill lifters and rods with oil - which I will do.
Dart, I followed their advice on torque, guide and rod alignment and install (start with exhaust guide first, align everything including rod and rocker, torque down guide, then check alignment again after adjusting lash)
Scorpion rollers, I followed their advice on side play, rocker alignment... setting lash advice was similar to Comp advice and they in fact suggested I contact comp since it is their lifters.
So - for zero lash - I made sure to be off lobe on the valve working on (intake is off, easy to see that), made sure lifter was not compressed or stuck, turned down rocker nut on to rocker while using up down spin and wiggle with rod and until no more up/down play. Tightened a little over 1/4 but not to 1/2
Fingers crossed an it.