Shift-Set Packer Assembly for SAGD Zonal Isolation

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Solution Overview

Problem

Existing packer assemblies in wellbores face challenges in efficient setting and unsetting, particularly in steam assisted gravity drainage (SAGD) systems, where reliable zonal isolation and fluid control are crucial for effective steam injection and hydrocarbon production.

Innovation Solution

A shift set packer assembly with a ramp and sealing element, operated by a setting collet, and a shearable shear assembly for controlled expansion and unsetting, allowing for precise sealing and disassembly as needed.

Engineering Contradictions & Design Principles

VSEngineering Contradiction Analysis

1Reliability

If a packer assembly is designed to be set hydraulically or with setting tools, then reliable zonal isolation is achieved, but the complexity of setting and unsetting operations increases

Engineering Contradiction:
Improvezonal isolationVSAvoidsetting and unsetting operations
Core Design Contradiction:
ReliabilityVSDevice complexity

Solution Approach 1:

The packer assembly is divided into distinct functional segments: a setting collet mechanism for expansion, a shear assembly for controlled unsetting, and a sealing element. This segmentation allows independent optimization of setting and unsetting operations, reducing overall operational complexity while maintaining reliable zonal isolation through the dedicated sealing component.

Inventive Principle:
Principle #1Segmentation

Solution Approach 2:

The unsetting function is extracted as a separate, simplified operation through the shear assembly. Instead of requiring complex reversal of the setting mechanism, the shear assembly provides a dedicated unsetting pathway that can be activated independently, reducing the complexity of unsetting operations while preserving the reliability of the sealed zone during production.

Inventive Principle:
Principle #2Taking out (Extraction)

2Productivity

If a shear assembly is made shearable to unset the packer, then unsetting efficiency is improved, but the structural integrity during setting may be compromised

Engineering Contradiction:
Improveunsetting efficiencyVSAvoidstructural integrity
Core Design Contradiction:
ProductivityVSStrength

Solution Approach 1:

The shear assembly is designed with localized shearable features at specific critical points, while the rest of the packer structure maintains full structural integrity. The shearable portions are precisely positioned to enable unsetting without compromising the strength of the sealing element or the overall assembly during the setting and production phases.

Inventive Principle:
Principle #3Local quality

Solution Approach 2:

The shear assembly employs asymmetric design where the shearable components are strategically positioned and dimensioned to fail at predetermined locations under specific load conditions. This asymmetric configuration ensures that the shearable features activate only during unsetting operations, while the symmetric, stronger portions of the structure maintain integrity during setting and normal operation.

Inventive Principle:
Principle #4Asymmetry

Applied Scientific Principles

This section explains which scientific principles are used to turn an abstract innovation direction into a practical engineering solution.

Function Achieved in This Case

Enables reliable zonal isolation and fluid control in SAGD systems by ensuring secure sealing and efficient unsetting, enhancing the efficiency of steam injection and hydrocarbon production processes.

Implementation Method 1

A shear assembly shearable to unset the packer assembly

Methodology Applied
Scientific EffectShear stress: Shear Stress

Data Source

PatentUS20260002424A1Shift set packer
Publication Date: 2026.01.01 SCHLUMBERGER TECH CORP
  • US20260002424A1 patent drawing
  • US20260002424A1 patent drawing
  • US20260002424A1 patent drawing

AI summary

An apparatus and method of setting a packer assembly within a wellbore in a steam injection system. The packer assembly isolates portions of the wellbore. The packer assembly comprising a body. The body comprising a ramp and a sealing element positioned adjacent the ramp. A setting collet operable to force the sealing element along the ramp to expand the sealing element. A shear assembly shearable to unset the packer assembly.