Thank you everyone for your replies. It sounds like there is some disagreement here, but in my reading I've discovered that that seems to be the case on a lot of points.
Since I have three of these trees to play with, I may do some experimenting on the oldest one and let the younger two go for awhile. I haven't yet decided on size for any of them, but at the moment most of my potted trees have trunks in the one-inch range, so I think I would like to work on something larger.
The advice on pot-growing first to develop the rootage is interesting. I don't think I've seen that before. I did see some advice in one book to place a tile slab underneath the bed when transplanting collected trees in order to begin training roots to a pot-like environment. I don't know how this would affect growth rates, though.