I have also been advised to connect the clone disk via a USB enclosure or similar rather than connecting directly to a sata interface.
Without more context, I don't see why that advice would be offered.
I see it the other way, that using SATA avoids risk of startup failure due to USB mapping issues causing the drive to be disconnected during boot. But USB problems usually manifests very early in the boot process (usually but not always). OTOH, SATA can have its own probs depending on version of macOS and build. This is briefly covered in Dortania Guide Open Core Guide.
Be sure to boot the clone from an EFI which properly supports your main drive.
A bootable clone reformats the target drive, including its ESP, so you need to replace the EFI on the target to let the drive stand alone.
As a total aside: There's a hidden step to making a macOS drive bootable involving a very ancient part of Mac lore called the "
bless" command, which more-or-less ensures that UEFI knows how to run macOS code at startup. It's a Terminal command applied by the cloning tool to finalize a macOS copy. There are rare edge cases for blessing a boot drive that can lead to startup problems, which might be why there's lore such as you need to be booted from the drive you are copying when making a bootable clone. Look up the bless commend if you're curious.
Re backups:
Once you have the backup clone bootable, you can use CCC to do Data-only Normal backups and the clone will continue work. But a problem comes when you need to do macOS updates. Stability problems may ensue from doing CCC's Normal backups to a drive at a different macOS rev, including not being able to boot the backup, or "Damaged" apps. I handle this with the following rules of thumb:
- Set aside a working backup for emergencies.
- Update the main drive and another backup in concert.
- Review the essential functionality of the updated backup after the first Normal backup from the updated main drive.
- Fully reclone to a backup if in doubt. Some people use CCC shell script hook to automatically copy over the source drive's EFI to the clone. I think scripts have been posted that you can re-use.
The worst case recovery will be that you have reinstall macOS and use Migration Assistant to pull over your backup, which is what Bombich recommends.