Using CS Gold AdminWeb to manage access

Certain departments have designated staff or faculty to manage access for their locations. If you are reading this article and are not a designated staff or faculty with this access, please refer to Using a HuskyCard for door access.

Log in

1. Visit the CS Gold WebCard Center.
2. Log in with your Michigan Tech account name and password.

Using Patron Lookup for an individual patron

Using the Patron Lookup feature is useful for adjusting one individual patron’s access for one or more Patron Groups. Use the following steps to add or remove access via Patron Lookup. The Web version of the Patron Lookup allows you to maintain General Patron and Access Assignments.

1. Select Patron Lookup.
2. For best results, search for a patron by entering the M number (ex. M12345678), Michigan Tech username, or PIK in the PIK field.

You can also search by last name in the Last field, which will bring up multiple patrons with the same last name. You will need to verify that you have selected the right patron. You can also use the Advanced Search feature to search for a patron. Select "+" to add another search line. Click "–" to remove a search line. MTUID: Under “Patron Media” select “040 – MTUID” and type in the patron’s M Number in the box to the right of  “040 - MTUID”, press “Search” and select the desired patron.

Add access

Under Patron Groups on the General Info tab, a patron’s groups are displayed.  You will only have access to edit those groups you control.

1. Select Patron Lookup on the main menu.
2. Search for patron for which you would like to add access.
3. Select Edit under Patron Groups.
4. A drop-down box will appear near the bottom of the list.  Use this to select the access you would like to add to the patron.
5. Please enter effective and expiration dates, if applicable.  
6. Select New.  This will put the changes into a pending state.  
7. Select Save.  This will commit the changes.
   

Remove access

Under Patron Groups on the General Info tab, a patron’s groups are displayed.  You will only have access to edit those groups you control.

1. Select Edit under Patron Groups.
2. A red X icon will appear to the left of the group if you have the ability to remove that access.
3. Select the red X icon.  The text will change to strike through red to visually indicate what will be removed.
4. Select Save.  
   

Using Patron Groups for multiple patrons

Using the Patron Groups feature is useful in adjusting access for multiple patrons for one Patron Group.  Use the following steps to add or remove access via Patron Groups.

Add access

1. From the main screen, select Patron Groups from the menu.
2. From the list of patron groups, use the search function on the top right to find the group you are looking for. You will only be able to edit Patron Groups for which you have access.
3. Select the group for which you would like to add patrons.
   
4. The patron group list will load and show all patrons in that group.
5. Add a patron by entering the M number, username, or PIK number in the PIK field.
6. The patron will display in the list as checked.
7. Repeat to add more patrons.
8. Set the Effective date, Expire date, and Comment, as needed. This will add the dates and comments for all patrons you have entered and are checked in the list.
9. Select Save Group when completed. This will add all patrons if they do not already exist in the patron group.  

Remove access

1. From the main screen, select Patron Groups from the menu.
2. From the list of patron groups, use the search function on the top right to find the group you are looking for. You will only be able to edit Patron Groups for which you have access.
3. Select the group from which you would like to remove patrons.
4. Here you can search for users you would like to remove.  You may also scroll through the list and click the checkbox to select the patron.
5. You may click the red button Remove selected users to remove the patron(s) from the group.  In practice, we like to set the expiration and leave a comment as to why their access is being expired.  
6. Select Save Group when completed. 
   

Glossary

• Patron Institution Key (PIK): Used to uniquely identify patron within the CS Gold system.  MTU’s system uses a 7-digit number preceded by 00 for people; resulting in a 9-digit identification key.  Non-people cards lead with 11 (i.e. Special Access Cards).
• MTUID: A patron’s M-number.
• MTULOGIN: A patron's Michigan Tech username.
• PIDM: Used to uniquely identify a patron within Banner. It is the same rightmost 7-digits used in the Patron Institution Key.
• Stored Value/Credit (SVC):  Any plan purchased as a number of dollars.
• Meal Plan: Any plan purchased as a number of meals.