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 1.3.1May 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.
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:
Get Started: Walk through the guided 5-step pathway to receive a personalized set of resources.
Browse All: Skip the pathway and see the full library of resources immediately.
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
WelcomeA 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 RoleThe 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
TopicsTopic 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
FormatFormat 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
ResultsFiltered 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
EmailThe 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.
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.
7
Adding a new resource
In WordPress, go to EDIA-R Library → Add Resource.
Fill in the Title field. This is the public-facing name of the resource.
Add the URL: the link where the resource can be accessed.
Set the Resource Type (Article, Website, PDF, Video, Podcast, or Book). This determines which format filter chip the resource appears under in the pathway.
Fill in the Summary: a brief description (2 to 4 sentences) that appears on the resource card. Write it in plain language.
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.
Set the Audience(s): one or more audience roles this resource is relevant to.
Fill in Languages (e.g., English, French), Curator (author, organization, or publisher), and Date.
Set Status to Active to make the resource visible immediately, or Inactive to save it without publishing.
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
Go to EDIA-R Library → Resources.
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.
Click the Edit button in the resource's row.
Update any fields as needed.
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.
Go to EDIA-R Library → Resources.
Check the checkbox next to the resource(s) you want to deactivate.
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.
12
Using the Link Checker
The Link Checker scans every active resource URL in the library and
reports any that are broken, unreachable, or returning an error. It checks both the
Primary URL and the Secondary URL (if set) for each resource.
A check runs automatically every week in the background. If broken links are found,
the site admin receives an email listing each affected resource and a direct link to
edit it. You can also run a check manually at any time from the admin dashboard.
Running a manual check
In WordPress, go to EDIA-R Library → Link Checker.
The page shows when the last check was run and when the next automated check is scheduled.
Click Run Check Now. The button label shows how many active resources will be scanned.
Wait while the tool contacts each URL. A spinner indicates the check is in progress. Scanning all resources may take up to a minute depending on server response times.
When the check finishes, the results appear on the same page. No full reload is needed.
Reading the results
After the check completes, one of two outcomes is shown:
All URLs are reachable — a green confirmation message is shown. No action needed.
Broken links found — a results table lists every broken URL with the following columns:
Column
What it means
Resource
The title of the affected resource as it appears in the library.
URL
The exact link that failed. Click it to open the URL in a new tab and verify the issue yourself.
Field
Whether the broken link is the Primary or Secondary URL for that resource.
Status
The HTTP error code (e.g., 404 Not Found, 403 Forbidden) or “Unreachable” if the server could not be contacted at all.
Action
An Edit link that takes you directly to that resource’s edit form.
Fixing a broken link
In the results table, click Edit next to the affected resource. This opens the resource edit form.
Locate the broken URL field (Primary or Secondary, as shown in the table).
Try opening the current URL in a browser tab to confirm it is down and to look for any redirect notice or updated location.
Choose one of the following actions:
Replace the URL — if you have found a new or working link for the same resource, paste it into the URL field.
Clear the Secondary URL — if only the secondary link is broken and the primary is fine, you can clear the secondary field.
Set the resource to Inactive — if no working replacement link is available, change the Status field to Inactive to hide the resource from the public until a replacement is found.
Click Save Resource.
Return to EDIA-R Library → Link Checker and click Run Check Now again to confirm the issue is resolved.
HTTP status codes: what they mean
When the Link Checker contacts a URL, the server returns a numeric status code. Here is what
each code means and what action to take:
Code
Name
What it means & what to do
200
OK
The URL is working perfectly. No action needed.
301 / 302
Moved / Redirect
The URL has moved to a new address. The checker follows up to 5 redirects automatically. If it still lands on a working page (200), no action is needed. If the final destination fails, update the URL to the new address.
400
Bad Request
The URL is malformed or contains invalid characters. Check the URL in the resource edit form for typos, extra spaces, or encoding errors.
401
Unauthorized
The resource requires a login or subscription to access. Consider whether it is appropriate to include a resource that visitors cannot freely open. If so, add a note in the Summary field that an account is required.
403
Forbidden
The server blocked the automated request. Many websites reject bots or link checkers but still work fine for real visitors. Before taking any action, open the link manually in your browser. If it loads normally, the resource can stay active and the result can be ignored.
404
Not Found
The page no longer exists at that address. Search the publisher’s website for the resource under its title to find the new URL. If no replacement exists, set the resource to Inactive.
410
Gone
The page has been permanently removed and will not return. Similar to 404 but definitive. Set the resource to Inactive unless you can find a replacement link.
429
Too Many Requests
The server temporarily blocked the check because too many requests were made in a short time. This is not a sign of a broken link. Run the check again after a few hours. If 429 keeps appearing for the same URL, open it manually to verify it works.
500
Internal Server Error
The server encountered an unexpected error. This is usually temporary. Wait 24 hours and run the check again before taking any action.
502 / 503 / 504
Server Unavailable
The server is temporarily down, overloaded, or under maintenance. Wait 24–48 hours and recheck. Only deactivate the resource if the error persists over several days.
0 / Unreachable
Connection Failed
No response was received at all. The domain may have expired, the website may have been taken down entirely, or there may be a network connectivity issue. Open the URL in your browser to confirm. If the site is truly gone, set the resource to Inactive.
Automated weekly email notifications.
If the weekly scheduled check finds broken links, an email is automatically sent to the
site admin address. The email lists every broken resource with its title, URL, error code,
and a direct edit link. You do not need to log in to check for issues — the email
comes to you.
Large libraries may take time.
The checker contacts each URL one by one and waits up to 10 seconds for a response per link.
For a library of 135+ resources, the manual check may take 60 to 90 seconds to complete.
Leave the page open until the spinner disappears and results appear.
OWFR EDIA-R Resource Library Plugin | Ottawa West Four Rivers Ontario Health Team | May 2026