My group and I have recently been discussing these issues:
1) If a hero has "song of wisdom" is he considered a lore character or just a hero with a lore resource icon? (this is particulary relevant for the "burning brand" attachment which can only be attached to a lore character)
2) The next question is a bit more dicey: Last night we had played a 2-man game in the "escape from Dol Guldur" scenario. We had the misfortune of drawing 2 encounter cards for the guarded objectives with the surge ability ("endless caverns" in both instances). Not entirely sure what to do we decided to draw the surges immediately after drawing each "endless caverns" and playing them besides the objectives. Which resulted in 5 cards drawn for the setup. Not a good start. The issue of what to do if you draw a guarded card mid-game is pretty straightforward (since there is only 1 active guarded effect to draw). But afterwards we talked about wether the surges were supposed to be drawn to guard the next objective (thus invalidating them a little). Since the 3 draws in a row instructed by the quest are supposed to go onto the objectives that would seem like a logical conclussion but any input would be appreciated