Ottawa West Four Rivers Ontario Health Team

OWFR EDIA-R Resource Library
Communications Team Guide

How to use and administer the guided EDIA-R resource discovery tool on the Ottawa West Four Rivers Ontario Health Team website.

Plugin version 1.3.1 May 2026
Active Development Notice: The EDIA-R Resource Library is currently under active development. Features, settings, and workflows described in this guide may change. Check back for updated documentation as new versions are released.
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1

What is the EDIA-R Resource Library?

The OWFR EDIA-R Resource Library is a curated, publicly accessible collection of over 135 learning resources on Equity, Diversity, Inclusion, and Anti-Racism (EDIA-R). It is embedded on the Ottawa West Four Rivers Ontario Health Team website.

The Library is not a conventional search engine. Instead of a search bar, it uses a guided 5-step pathway that asks users who they are, what they want to learn, and how they prefer to learn it. Based on their answers, the most relevant resources are surfaced automatically.

Users can then select resources they want to keep and have them delivered directly to their inbox.

Why no search bar?

A conventional search bar was deliberately ruled out. People who are new to EDIA-R work often do not know what terminology to search for. A search bar favours those who already know the field, the exact group least likely to need guidance. The guided pathway approach meets users where they are, regardless of their prior knowledge.

Shortcode: [owfr_ediar_library] This shortcode is placed on the EDIA-R Resource Library page by the developer. You do not need to modify the shortcode to manage library content.
2

How it works for visitors

When a visitor arrives at the Resource Library page, they are presented with two options:

Most visitors are encouraged to use the guided pathway, as it produces a much more relevant and manageable set of results than the full library.

Resources are displayed as cards. Each card shows the title, curator, type (article, video, PDF, podcast, website, or book), language(s), a short summary, and a link to the resource. Visitors can select individual resource cards and request them by email.

No account required. The Resource Library is fully public. Visitors do not need to create a WordPress account or sign in to browse, filter, or request resources by email.
3

The 5-step guided pathway

The guided pathway walks visitors through five steps to progressively narrow down the resources most relevant to them:

0
Welcome A landing screen explains the purpose of the Library. The user chooses "Get Started" (guided path) or "Browse All" (skip directly to all resources).
1
Your Role The user selects one of 9 role-based audience pathways that best describes who they are. Each pathway maps to a curated set of topic tags that drive the database query behind the scenes. Selecting My Role Is Not Listed automatically skips to the Topics step so the user can browse by interest instead of role.
2
Topics Topic chips specific to the selected role are shown (e.g., Indigenous Health, Gender-Affirming Care, Mental Health, Accessibility). The user can refine results by selecting areas of particular interest.
3
Format Format cards appear based on what is actually available in the filtered results: Video, Podcast, PDF, Article, Book, Website. The user selects their preferred learning format(s).
4
Results Filtered resource cards are displayed matching all selected criteria. The user can select individual cards to add them to their personal list for email delivery.
5
Email The user enters their email address and the selected resources are delivered to their inbox as a formatted list with links.
How resources are matched: no hardcoded assignments. Resources are not manually assigned to specific pathways. Each pathway defines a set of keyword tags (e.g., "board governance, strategic planning, equity leadership"). The database is queried dynamically using those tags against each resource's topic and audience fields. This means adding a new resource with the right tags automatically makes it appear in the correct pathways. No manual wiring needed.
4

The 9 audience pathways

At Step 1, visitors choose the pathway that best reflects who they are. Each pathway surfaces a different subset of the library based on role-relevant topics.

Pathway Who it is for
Governance & Oversight Board members, advisory committee members, executive sponsors
Leadership & Management Executive directors, senior leaders, HR leads, equity and DEI leads
Program & Service Design Program managers, service designers, communications and engagement leads
Direct Care & Support Nurses, physicians, social workers, care coordinators, allied health professionals
Patient & Individual People seeking health services or navigating the health care system
Caregiver & Family Family members, parents, informal caregivers supporting someone in care
Student & Educator Medical students, residents, nursing students, clinical educators, faculty
Community Organization Community partner organizations, newcomer support groups, advocacy groups
My Role Is Not Listed Users who do not identify with any of the listed roles. Selecting this option skips directly to the Topics step so the visitor can choose areas of interest without being filtered by a specific role. All resources are eligible to appear in results.
5

Emailing resources to yourself

At the end of the guided pathway (Step 4), users can select any number of resource cards and enter their email address to receive those resources in their inbox.

The email contains a formatted list of the selected resources, each with its title, curator, a brief summary, and a link to the full resource.

Rate limit: 5 emails per 10 minutes per IP address. To prevent abuse, the email delivery feature is rate-limited. Users who exceed this limit will see a brief delay message. This limit is a security measure and cannot be bypassed from the front end.
Browsing rate limit. The Library also applies a browsing rate limit of 60 requests per minute per IP address. Under normal usage, no visitor will encounter this limit. It exists to protect the server from automated scraping.
6

Accessing the admin dashboard

To manage library resources, go to EDIA-R Library in the WordPress sidebar. The admin area has three sub-pages:

Page What you can do there
Resources View all resources in the library. Filter by status (Active, Inactive) or search by title/curator. Perform bulk actions (activate, deactivate, delete). Paginated at 25 per page.
Add Resource Create a new resource by filling in all required fields. See Section 7.
Settings Plugin configuration, including the re-seed function. See Section 10.
Link Checker Scan all active resource URLs for broken or unreachable links. Run a manual check at any time or view results from the most recent automated weekly check. See Section 12.
Administrator access required. All EDIA-R Resource Library admin pages require the WordPress Administrator role. This is a higher level than Editor. If you do not see the "EDIA-R Library" menu item in WordPress, your account may be set to Editor. Contact the developer to adjust your role.
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Adding a new resource

  1. In WordPress, go to EDIA-R Library → Add Resource.
  2. Fill in the Title field. This is the public-facing name of the resource.
  3. Add the URL: the link where the resource can be accessed.
  4. Set the Resource Type (Article, Website, PDF, Video, Podcast, or Book). This determines which format filter chip the resource appears under in the pathway.
  5. Fill in the Summary: a brief description (2 to 4 sentences) that appears on the resource card. Write it in plain language.
  6. Add relevant Key Topics: comma-separated tags that determine which pathway results this resource appears in. Be specific and use terms that match how the audience pathways are defined.
  7. Set the Audience(s): one or more audience roles this resource is relevant to.
  8. Fill in Languages (e.g., English, French), Curator (author, organization, or publisher), and Date.
  9. Set Status to Active to make the resource visible immediately, or Inactive to save it without publishing.
  10. Click Save Resource.
Key Topics are the most important field. The pathway matching system is entirely powered by Key Topics (and Audiences). A resource that is not tagged with relevant topic keywords will not appear in the guided pathway results, even if it is clearly relevant. When in doubt, add more specific tags rather than fewer.
8

Every field explained

All fields available when adding or editing a resource:

Title
The name of the resource as it appears publicly on the resource card.
Required
Slug
A URL-friendly identifier (auto-generated from title). Used internally.
Auto
Curator
The author, organization, institution, or publisher responsible for the resource.
Optional
URL (Primary)
The main link where the resource can be accessed. Opens in a new tab.
Required
URL (Secondary)
An alternate link (e.g., French version, mirror site, or backup URL).
Optional
Languages
Languages the resource is available in, comma-separated (e.g., English, French).
Optional
Date
The publication, creation, or last-updated date of the resource. Plain text (e.g., "2024" or "March 2025").
Optional
Summary
A brief description shown on the resource card. Aim for 2–4 plain language sentences.
Required
Key Topics
Comma-separated topic tags that drive pathway matching. This is the most important field for discoverability.
Required
Audiences
One or more audience roles this resource is relevant to. Used alongside Key Topics in pathway matching.
Required
Resource Type
Format of the resource: Article, Website, PDF, Video, Podcast, or Book. Determines which format filter chip it appears under.
Required
Status
Active: visible in the library. Inactive: hidden from the public but retained in the database.
Required
Sort Order
A numeric value controlling the display order when multiple resources are shown. Lower numbers appear first.
Optional
9

Editing or deactivating a resource

Editing a resource

  1. Go to EDIA-R Library → Resources.
  2. Find the resource using the search box or by scrolling the list. You can filter by Active or Inactive using the status tabs at the top.
  3. Click the Edit button in the resource's row.
  4. Update any fields as needed.
  5. Click Save Resource.

Deactivating a resource

Setting a resource to Inactive hides it from the public library without permanently deleting it. This is the recommended approach for resources that are temporarily unavailable or under review.

  1. Go to EDIA-R Library → Resources.
  2. Check the checkbox next to the resource(s) you want to deactivate.
  3. Select Deactivate from the Bulk Actions dropdown and click Apply.

Deleting a resource

Resources can be permanently deleted using the Delete bulk action or the Delete button on individual resources. Deletion is permanent and cannot be undone (unless the library is re-seeded from the JSON source).

Prefer deactivating over deleting. Unless you are certain a resource should be permanently removed, use Inactive status instead of deleting. Inactive resources can be reactivated at any time. Deleted resources are gone.
10

Re-seeding the library

The Resource Library is pre-loaded with a curated dataset of over 135 EDIA-R resources stored in a JSON file bundled with the plugin (edia_r_resources_clean.json). This JSON file is the canonical source for the original library content.

The admin Settings page contains a Re-seed Library button that reloads the library from this JSON file.

Re-seeding is DESTRUCTIVE. All manual changes will be permanently lost. Re-seeding first deletes every existing resource in the database, then reimports fresh from the JSON file. This means:
  • Any resources you have manually added will be permanently deleted.
  • Any edits you have made to existing resources (updated summaries, corrected URLs, new topics) will be permanently lost.
  • Any resources you have deactivated will be restored to active status.
Only use re-seed as a last resort to restore the library to its original state. There is no undo. Always take a note of any custom resources or edits before proceeding.
Normal seeding vs. re-seeding. When the plugin is first activated, a safe initial seed runs automatically. This safe seed skips any resources that already exist. It never overwrites. Re-seeding (via the Settings button) is the destructive version and must be triggered manually.
11

Frequently asked questions

Do visitors need an account to use the library?

No. The Resource Library is fully public. Anyone can access it, browse resources, go through the guided pathway, and email resources to themselves, without creating a WordPress account or signing in.

How are resources matched to a pathway?

Each audience pathway has a set of keyword tags associated with it. When a user selects their role, the database is queried for resources whose Key Topics and Audiences fields match those keywords. User-selected topics at Step 2 add additional keyword filtering on top of the role-based query.

A resource is not showing up in the expected pathway. Why?

The most common cause is missing or mismatched Key Topics. Check the resource's Key Topics field and ensure it contains the relevant terms used by that pathway. You can edit the resource from the admin Resources list.

Can a resource appear in multiple pathways?

Yes. If a resource's Key Topics and Audiences fields match the tags used by multiple audience pathways, it will appear in all of them. There is no limit on how many pathways a resource can appear in.

Can we add resources in languages other than English and French?

Yes. The Languages field is a free-text field. You can enter any language(s). The library interface itself is in English and French only, but the resource content can link to materials in any language.

How many resources are in the library?

The library launched with over 135 curated resources. New resources can be added at any time from the admin dashboard. There is no maximum.


OWFR EDIA-R Resource Library Plugin  |  Ottawa West Four Rivers Ontario Health Team  |  May 2026

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