An independent expert group formed to consider the creation of UTBMS codes for Patent and Trademark matters. This group merged with the LEDES Oversight Committee in 2007 and thereafter the LOC 2009 Trademark Code Set was ratified. The LOC 2009 Trademark Code Set includes 7 phases and 34 more granular task codes.
The schema utilized the ABA Original Activity Codes and modified the ABA Original Expense Codes to include 7 additional codes specific to Patent and Trademark work. The LOC 2013 Revised Expense Codes include all of the expense codes set forth in the LOC 2006 Trademark Code Set.