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• Mobile device with the Allegion Engage app-currently an Apple Ipad
• MT 20 Multi-Technology Enrollment reader
  • This reads the credentials and uploads them into the app for lock programming

Getting Started with CM-5500, CO-200, and AD-200 locks

Logging On

The SMS Express software is on a Library Spaces computer.

• Log in to the computer using your local login
• A shortcut for SMS Express is on the desktop.
• The login information for this software is in the Room Coordinator binder located in the Room Coordinator's office, room 4657.

Working with Facility Files

• Facility files are the database files used by SMS Express.
• Valley Library has several facility files. These files were developed based on door location instead of use because usage changes, but location does not.
• The facility files are as follows:
  • Floor 1
  • Floors 2, 3, 4
  • Floor 5
  • Floor 6
• Each facility file almost needs to be treated as a separate building because each file has its own group of users and credentials.
  • This is why floors 2, 3 & 4 are in the same facility. This facility includes all of the staff work areas in the building with electronic locks.
• If someone needs access to doors in more than one facility, you will need to create their user profile in each file. User profiles do not carryover from one facility to another.
  • The most common instance of this occurring with SCARC staff who also need access to 5420, Barnard, on the 5th floor.
• Each time you program locks, you will want to back-up the facility when you are finished. This is critical.

Getting Started with LE locks

Logging On

The Engage programming software is entirely online. The login credentials can be found in the Room Coordinator binder located in the Room Coordinator's office, room 4657.

• Log in to the Allegion Engage software
• A list of users appears on the home page. Clicking on a user will show you if they have a credential and what doors that credential can access.
• For key cards, we assign them to a user named "room number, copy number".
• Unlike SMS Express, you cannot see the credential serial number once it has been added and assigned. If a user has more than one credential, it is impossible to tell which one is which.

Syncing locks

• Once you have made changes in the program, such as adding a new user and assigning credentials with access to doors, the changes will be automatically uploaded online.
• Open the Engage app on the Ipad to sync the programming to the locks. You must be within range of the lock to sync. The closer to the door you are, the less drain you will put on the lock's batteries.

Vocabulary

• Audits: Audits are the the record of lock usage. This data is collected by Schlage SMS Express and can be downloaded and analyzed to determine which credentials have been used to open doors and how often.
• Bit Formats: This determines the pattern of data on a prox chip. Valley library uses 26 bit chips which is currently the industry standard and should be compatible with most electronic locks. OSU ID cards also have prox chips in them. They are currently a 26 bit format but the ID Center may be switching to a 35 bit format in the near future. The new cards are being purchased from Schlage, so they are compatible with Valley Library locks.
• Credentials: This is essentially the "key" someone uses to unlock a door. The credential can come in many different forms. Valley Library uses codes (PINS), cards, and fobs. 
• Enrollment Reader: The enrollment reader reads the serial number on the prox chip. When connected to the computer, it will populate the serial number field in the programming software. If the reader is unable to read the number, it means the credential is damaged and needs to be replaced.
• Facility Code: This is a 3 digit code assigned to a batch of key cards and fobs. The Facility code can usually be found on the box or tube holding new key cards and fobs.
• Facility File: Files are called Facilities in SMS Express. The electronic locks in Valley Library are separated into several different facility files, based largely on user group usage. Because the locks have been added incrementally, sometimes the groupings may seem strange.
• Fob: This is a proximity chip credential. They are small and grey and can be added to a key chain.
• Hot Stamp: Each key card has a 4-5 digit prox code. The key cards purchase by Valley Library have this code "stamped" on the back of the card. The prox code can be used to determine the serial number if the serial reader is unavailable.
• Key Card: This is a proximity chip credential in a card format. Valley Library uses key cards as credentials for research rooms and study rooms. OSU ID cards are also proximity chip credentials.
• Prox chip or Proximity chip: This is the chip inside cards and fobs. When placed near the lock, the reader in the lock induces a current in the card. The current powers the chip in the card and allows the card to then transmit data (specifically the chip's serial number) to the lock.
• Prox lookup tool: This is a website utilized by the ID Center. It allows you to determine the prox chip code and facility code of an OSU ID card. Access must be granted by the ID Center.
• Serial Number: Each prox chip has a serial number assigned to it. When programming locks, the serial number is how the locks identify authorized credentials.

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