Taxonomy Consultants

Katherine Bertolucci

Katherine Bertolucci is a taxonomy and information management consultant with Isis Information Services in Phoenix, AZ. Clients in her 30 year career include Fortune 50 companies and poetry collections. Snoopy is Katherine’s most prominent client, in affiliation with Determined Productions, the primary licensee for Charles Schulz. Other projects encompass a wide variety of subjects, materials and enterprises.

By working with an eclectic client base, Katherine has developed techniques for intentional clarity in information management. She is an expert in pattern identification, structural design, category development and vocabulary selection. Her careful construction methods build taxonomies from the client’s perspective, using innovative techniques to promote superior information presentation and discovery.

Learn more about Katherine at her Web site and her blog, IsisInBlog, which explores taxonomic theory, design and presentation.

Joseph Busch

Ron Daniels

Joseph Busch is a principal with Ron Daniel in Taxonomy Strategies (, an information management consultancy that specializes in applying taxonomies, metadata, automatic classification, and other information retrieval technologies to the needs of business.

Taxonomy Strategies guides global 2000 companies, government agencies, and NGOs in developing metadata frameworks and taxonomy strategies.

They provide a very high level of expertise to clients, with a staff that includes a former president of the American Society for Information Science, and a co-editor of the original Dublin Core metadata standard.

Taxonomy Strategies provides specialized consulting services to help organizations arrange their information for its most effective use. Services include: Taxonomy Workshops, Project Definition, Taxonomy Construction, and User Training

Seth Earley

Seth Earley ( is a renowned expert in assisting businesses to derive maximum business value from knowledge management, content management and collaborative systems. As author and teacher of courses and workshops on portal development, knowledge management, taxonomy development and content strategy, he has traveled the world helping businesses. Over 2500 professionals from 1000 plus companies have been through Seth's workshops, training sessions, and presentations.

Seth founded TaxoCoP, a taxonomy community of practice implemented as a Yahoo Group, and runs regular online webinars.

Jean Graef

Jean Graef ( is founder of The Montague Institute, conducting a small group seminar for a group of executives on Cape Cod. Ms. Graef has been developing and conducting seminars since the early 1980's, when she introduced the mysteries of disk accessing and indexing to the sales staff of CL Systems, a pioneer in automated library systems. She then moved on to demonstrate the use of microcomputers in chemistry, physics, and biology teaching. She has been conducting Internet seminars on cutting edge topics in information services since 1991.

Jean also founded the Society of Knowledge Base Publishers, and the Montague Institute Review.

Since its founding in 1992, the Montague Institute has been educating executives and information professionals on cutting-edge topics relating to corporate information services. The Institute's research is unique because it spans all information disciplines and is based on the staff's own experience. The Institute does not accept vendor advertising or sponsorships.

Fred Leise

Fred Leise is President of ContextualAnalysis, LLC providing consulting services in information architecture; metadata development, including creation of controlled vocabularies such as taxonomies and thesauri; and award-winning website and back-of-book indexing.

Fred has prepared a series of white papers on controlled vocabularies and faceted classifications on Boxes and Arrows.

Marcia Morante

Marcia Morante's consulting group, K-Curve, Inc. (, provides solutions for effective content management. They address issues such as creating, searching, finding, organizing, navigating and presenting content, as well as many other related topics, tools and technologies.

Marcia has been in the information business for 25 years, consulting in the Fortune 500, government, and product vendor environments. Before founding KCurve, she was the Director of Professional Services at Sageware, where she built a core practice around taxonomy development. Prior to that, she was associated in technical and managerial capacities with Fulcrum, Verity and Autonomy.

Amy Warner

Amy Warner has practiced, taught and researched the organization of information. A former associate professor at the University of Michigan School of Information, Amy is an expert in bottom-up information architecture, controlled vocabularies, and metadata and thesaurus design. She applies these skills to create coherent, effective information environments on public Web sites or corporate intranets.

As a consultant, Amy has worked with Fortune 500 companies, the U.S. government and several academic institutions to develop controlled vocabularies and site indices and evaluate the effectiveness of existing thesauri. Another of her specialties is the integration of thesauri with search engines and content management systems. She draws on her teaching background to provide on-site training in thesaurus construction and indexing methods.

Leonard Will

Sheena E. Will

Leonard Will and his wife Sheena Will are independent consultants at Willpower Information ( in all aspects of "information management": the identification and organisation of internal and external information so that it can be found quickly and easily when it is needed.

Leonard until January 1994 was Head of Library and Information Services at the Science Museum, London and before that Head of Information and Research Services in the Library of the City University, London. Experience includes the specification and development of information retrieval and management systems for museums and libraries and the provision of information services to users of all kinds.

Sheena worked as a professional librarian and information officer for many years, in public, academic, government and national libraries. Experience includes customer liaison and online searching as a Patents Information Officer in the British Library's Science Reference and Information Service, and cataloguing, classifying and indexing system development for the UK National Bibliographic Database.

They are always pleased to receive email to discuss any information management topic.