Programming locks is a large part of the coordinator's role. It is important to understand which program is required for the lock and how to use the program as well as troubleshooting the software. Pages in this section focus on how to create credentials, assign credentials and program locks. It does not address guidelines for granting access. That is included in the Access Control coordinator section.

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SMS Express Software

The Schlage SMS Express software is what we use to program all most of our electronic locks. The electronic locks allow access to a room with a OSU ID card, key card, key fob, or PIN. Granting a user access to a particular door involves two distinct parts:

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Because this is a detailed, multi-step process, there are several pages in this section of this wiki manual to help break the information down into manageable chunks. 

• Creating a New Credential Profiles and Credentials will show you how to create a user profile, add credentials and assign access rights.
• Programming Electronic locks will with SES will show you how to generate and transfer a programming file to the HHD, program the lock, and back-up the file when you are finished.
• Employee Credentials addresses the types of credentials and access assigned to staff and student workers
• Creating a Replacement Key Card gives Replacing Key Cards gives detailed instructions for replacing a study room or research room key card.
• Gathering Lock Audit Data goes over the process for collecting lock usage data. This data is gathered as part of enforcing minimum usage policy requirements for research rooms.
• Smart Time will explain how to program a lock so that it will lock or unlock on its own at specified times.
• CM Locks: Programming Credential gives instructions for creating a new programming credential for the CM locks if needed.
• Setting up new software, locks and peripherals explains how to set up this software on a new computer if needed.

Access Control Coordinator pages

• Employee Credentials addresses the types of credentials and access assigned to staff and student workers.

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.