The Genealogist’s Workflow
A Reference Guide for Evidence-Based Family Research
Over the past several months, I published a series outlining the structured methodology I use in professional genealogy. This guide brings those articles together into a single, organized reference document.
It presents an evidence-based framework for approaching family history — not as a race to add names, but as a disciplined process of asking better questions, testing assumptions, and building conclusions that can withstand scrutiny.
What’s Inside
- Building the Tree Foundation
- Verifying the Family Chronicle
- Surfacing Living Cousins
- Experimenting with Big Puzzles
- Deep Diving into DNA
- Publishing for Posterity
- Connecting the Dots Through Collaboration
- Hunting for Random Nuggets
Each objective stands alone, but together they form a complete 360° approach to modern genealogy.
Download the Free Guide
You may download the full PDF below .
Download The Genealogist’s Workflow (PDF)
About the Author
Gary Katz is a professional genealogist and genetic genealogy researcher specializing in Jewish and Eastern European family history, DNA analysis, and complex lineage reconstruction.
If you’re facing a challenging research question and want help clarifying what the evidence actually supports, you may begin with a focused assessment.