updated instructions, added install information to README

git-svn-id: svn://svn.open-ils.org/ILS-Contrib/conifer/branches/workbooks@480 6d9bc8c9-1ec2-4278-b937-99fde70a366f

diff --git a/README b/README
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--- a/README
+++ b/README
@@ -1,10 +1,40 @@
-README - April 2009\r
+README - May 2009\r
+\r
 This is a set of workbooks that provide acq/ser processing capacity \r
 for Project Conifer. See the "Instructions" worksheet in the acq-mono\r
-or acq-serials workbooks for more details.\r
+or acq-serials workbooks for more details on the procedures within\r
+each workbook. The instructions here are for setting up the workbooks \r
+for use by acq/ser staff.\r
+\r
+To install the workbooks, it is important to decide whether the workbooks\r
+will be used by more than one person at a time. If there will be \r
+concurrent use, make a copy of the acq-orders workbook for each user\r
+that will be creating purchase orders, and place all the workbooks on a \r
+common network drive. Regardless of whether the workbooks are used by a\r
+single user or will be shared, it is recommended that a directory\r
+structure be defined that reflects the current fiscal year, e.g.\r
+\r
+K:\common\acq2009-2009\r
+\r
+For concurrent use, put a shortcut on staff desktops that will open \r
+the copied workbook, and change the settings on the masterlist\r
+workbook to make it shared (Review->Protect and Share Workbook). In\r
+most network environments, the settings workbook will open in read-only\r
+mode (because it is not shared), and the masterlist workbook will\r
+be available for update by multiple users. This is probably the\r
+most common and desired scenario, but the settings workbook can also be\r
+shared if it is common to modify funds and other configuration data\r
+within ordering workflows.\r
+\r
+These workbooks use a fair amount of VBA programming, and in order to stop\r
+Excel from whining excessively about custom code, you can tell Excel\r
+to skip the warnings for workbooks that have additional programming \r
+(in Excel 2007, use the button on the top left and go to \r
+Excel Options->Trust Center->Trust Center Settings->Trusted Locations \r
+and add the directory you have defined above to the "trusted" list). \r
 \r
 Some functionality in these workbooks require Excel 2007 though they\r
-are usable in earlier versions. At the time of this writing, Excel 2007\r
+may be usable in earlier versions. At the time of this writing, Excel 2007\r
 is the only spreadsheet option that seems to support worksheets that\r
 contain over a million rows. Not that we are likely to do that much\r
 ordering in the current economic climate...\r

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